This contract win supports Palantir's growth narrative in civilian government, diversifying beyond defense. Monitor for follow-on task orders and further USDA expansion. The award is modest relative to market cap ($324B) but signals traction in a new vertical.
Price Chart
Executive Summary
Palantir was awarded a $94.7M contract from the U.S. Department of Agriculture to centralize farm production and conservation IT systems, automate processes, and integrate data under the Landmark platform initiative. The award represents ~3% of annual revenue and marks Palantir's expansion into a new civilian agency, diversifying its government revenue base.
Key Financial Metrics
Key Facts
- Award amount: $94,687,811.42 from the Department of Agriculture
- Contract involves centralizing IT systems, automation, and data integration for farm production and conservation
- Represents approximately 3% of Palantir's annual revenue ($3.12B)
- Expands Palantir's government footprint into the agriculture sector, a new civilian agency customer
- Award is a new contract (not a modification) and supports the Landmark platform initiative
Financial Impact
$94.7M contract from USDA, representing ~3% of annual revenue; adds to revenue visibility and backlog
Risk Factors
- Funding risk: subject to federal appropriations and continuing resolutions
- Execution risk: integration of legacy systems may face delays
- Political risk: government contracts can face scrutiny or cancellation
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-12314426F0126 |
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| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Press Release | $182.53 $167.23 | ▼ −8.38% | ▼ −7.23% | $190.04 (+4.11%) |
Aug 25, 2026 5w ago | Insider Cluster | $172.73 $179.92 | ▲ +4.16% | ▲ +4.70% | $190.04 (+10.02%) |
Aug 25, 2026 5w ago | Insider Cluster | $172.73 $179.92 | ▼ −4.16% | ▼ −4.70% | $190.04 (−10.02%) |
Aug 11, 2026 7w ago | Insider Cluster | $174.94 $171.55 | ▼ −1.94% | ▼ −1.54% | $190.04 (+8.63%) |
Aug 11, 2026 7w ago | Insider Cluster | $174.94 $171.55 | ▼ −1.94% | ▼ −1.54% | $190.04 (+8.63%) |
Jul 2, 2026 13w ago | ANALYST-UPGRADE | $129.30 $129.04 | ▼ −0.20% | ▼ −1.13% | $190.04 (+46.98%) |
Jun 18, 2026 15w ago | Insider Cluster | $128.47 $107.27 | ▼ −16.50% | ▼ −14.84% | $190.04 (+47.93%) |
Jun 16, 2026 15w ago | ANALYST-UPGRADE | $133.25 $116.70 | ▼ −12.42% | ▼ −10.19% | $190.04 (+42.62%) |
Jun 3, 2026 17w ago | Insider Cluster | $142.21 $130.21 | ▼ −8.44% | ▼ −4.62% | $190.04 (+33.64%) |
May 23, 2026 18w ago | Insider Cluster | $136.61 $152.20 | ▲ +11.41% | ▲ +10.20% | $190.04 (+39.11%) |
US Market Status
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