This modification adds nearly $92M to Palantir's funded backlog under a key DoD AI contract. Monitor for further task orders under the CDAO MSS vehicle, which could signal expanding scope and duration of Palantir's defense AI work.
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Executive Summary
Palantir USG Inc., a subsidiary of Palantir Technologies Inc., received a $92 million task order modification from the Department of Defense under the CDAO MSS contract. This is a significant incremental award for Palantir's federal business, reinforcing its relationship with the DoD.
Key Financial Metrics
Key Facts
- Modification P00007 to contract W9128Z26FA001 adds $91,973,927.85 in obligated funding.
- Awarding agency is the Department of Defense via the Chief Digital and Artificial Intelligence Office (CDAO).
- Task order is under the MSS (Mission Support System) contract vehicle W519TC25D0039.
- Recipient is Palantir USG Inc., a wholly owned subsidiary of Palantir Technologies Inc.
Financial Impact
$91.97 million task order modification; revenue impact as a percentage of total company revenue is not calculable from provided data.
Risk Factors
- Task order funding is incremental and may not reflect total contract value or future renewals.
- Government contracts are subject to budget uncertainty and continuing resolutions.
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-W9128Z26FA001 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $201.72 $196.19 | ▼ −2.74% | ▼ −1.56% | $198.73 (−1.48%) |
Oct 19, 2026 7d ago | Insider Cluster | $192.52 $201.62 | ▼ −4.73% | ▼ −4.20% | $198.73 (−3.23%) |
Oct 14, 2026 12d ago | Insider Cluster | $200.50 $186.03 | ▲ +7.22% | ▲ +6.11% | $198.73 (+0.88%) |
Oct 13, 2026 13d ago | Insider Cluster | $200.97 $200.50 | ▲ +0.23% | ▲ +0.52% | $198.73 (+1.11%) |
Oct 12, 2026 15d ago | Institutional Cluster | $209.00 $208.67 | ▼ −0.16% | ▼ −0.15% | $198.73 (−4.91%) |
Oct 9, 2026 18d ago | 144 | $209.00 $208.67 | ▼ −0.16% | ▼ −0.15% | $198.73 (−4.91%) |
Oct 8, 2026 19d ago | 144 | $209.05 $209.00 | ▼ −0.02% | ▲ +0.04% | $198.73 (−4.94%) |
Oct 8, 2026 19d ago | 144 | $209.05 $209.00 | ▼ −0.02% | ▲ +0.04% | $198.73 (−4.94%) |
Oct 8, 2026 19d ago | ANALYST-UPGRADE | $198.78 $209.05 | ▲ +5.17% | ▲ +4.57% | $198.73 (−0.03%) |
Sep 29, 2026 28d ago | GOVT-CONTRACT | $187.05 $190.04 | ▲ +1.60% | ▲ +1.42% | $198.73 (+6.24%) |
US Market Status
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