Surf Air Mobility Updates SurfOS Development Plans with $26M Investment
Surf Air Mobility (SRFM) provided an update on SurfOS, its AI-enabled software designed for the private aviation and air mobility industries. Powered by Palantir Technologies' (PLTR) AIP and Foundry platforms, SurfOS aims to integrate the fragmented air mobility ecosystem into a unified operating system to improve efficiency, reliability, and profitability across the industry. As part of Surf Air Mobility's recent $100M strategic transaction, the Company directed $26M from new equity issuances specifically to fund the continued development and commercialization of SurfOS's flagship products, significantly expand engineering and go-to-market capabilities, build enterprise-grade solutions, and launch new modules that will increase the Company's potential share of the growing air mobility software market. The Palantir Foundry and AIP Platforms power SurfOS's core operating system for the Part 135 regional aviation segment. The companies have also expanded their partnership to provide enterprise implementation services and additional go-to-market resources from Palantir to accelerate commercial deployment of SurfOS.
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Palantir Set to Report Q4 Earnings Amid AI Growth and Defense Contracts
- Optimistic Earnings Outlook: Palantir is expected to report Q4 earnings per share of $0.23, reflecting a 64.3% year-over-year increase, while revenue is projected to rise 61.9% to $1.34 billion, indicating strong growth potential in AI and defense contracts.
- Revenue Guidance Raised: CFO David Glazer stated during the Q3 earnings call that the Q4 2025 revenue guidance is set at $1.329 billion, with the full-year guidance midpoint raised to $4.398 billion, representing a 53% year-over-year increase and $252 million above last quarter's guidance, showcasing confidence in future growth.
- Analyst Rating Upgrade: Citi Research upgraded Palantir from Neutral to Buy, increasing the price target from $210 to $235, implying nearly 55% upside from Thursday's close of $151.86, reflecting strong market confidence in the company's AI and defense capabilities.
- Accelerated Commercial Expansion: Palantir noted in its Q3 earnings call that customers are increasingly seeking enterprise-wide deployments rather than single-use cases, with commercial revenue expected to grow 51%, outpacing government revenue at 43%, highlighting the company's significant potential in AI adoption and industry expansion.

New Super PAC Raises $125 Million to Support National AI Regulations
- Fundraising Overview: The newly formed super PAC, Leading the Future, raised $125 million in 2025 to support candidates advocating for national AI regulations instead of state-by-state laws, aiming to foster unified development in the AI sector.
- Current Financial Status: By the end of the year, the PAC reported having $70 million on hand, demonstrating a robust financial foundation within its first year of establishment, providing ample support for future political activities.
- Political Influence: The PAC has already engaged in the midterm elections by opposing Democratic candidate Alex Bores, who led the push for New York's new AI law, while supporting Republican candidate Chris Gober in Texas, showcasing its broad influence across party lines.
- Industry Support Background: The PAC's backers include private equity firm Andreessen Horowitz and several leading figures in the AI industry, indicating strong industry support aimed at promoting a uniform national AI policy to facilitate technological advancement.






