This contract adds to Palantir's government backlog and signals deepening DHS/ICE dependency on its platform. With the cross-filing amplifier indicating strong historical returns for contract+earnings context, monitor the next earnings call for backlog growth and margin commentary on this award. The 63% win rate on prior PLTR reports supports a constructive view.
Price Chart
Executive Summary
Palantir Technologies Inc. was awarded an $86.3M contract by the Department of Homeland Security (DHS) to modernize the Enforcement Case Management System for U.S. Immigration and Customs Enforcement (ICE). This is a material new task order on Palantir's existing case management and analytics platform, reinforcing its entrenched position in federal immigration enforcement technology.
Key Financial Metrics
Key Facts
- Award amount: $86,271,599.30
- Awarding agency: Department of Homeland Security (DHS)
- Contract supports ICE's Enforcement Removal Operations modernization
- Scope: Enforcement Case Management System on Palantir's Case Management and Analytics Platform
- Start date: 2026-05-05
Financial Impact
$86.3M contract award; Palantir's FY2025 revenue was $2.87B, making this ~3.0% of annual revenue
Risk Factors
- Government contract execution risk; potential delays or scope changes
- Political risk from immigration enforcement policy shifts
- Continuing resolution or budget sequestration could affect future task orders
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-70CTD026FC0000012 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Press Release | $182.53 $167.23 | ▼ −8.38% | ▼ −7.23% | $193.79 (+6.17%) |
Aug 25, 2026 5w ago | Insider Cluster | $172.73 $179.92 | ▲ +4.16% | ▲ +4.70% | $193.79 (+12.19%) |
Aug 25, 2026 5w ago | Insider Cluster | $172.73 $179.92 | ▼ −4.16% | ▼ −4.70% | $193.79 (−12.19%) |
Aug 11, 2026 7w ago | Insider Cluster | $174.94 $171.55 | ▼ −1.94% | ▼ −1.54% | $193.79 (+10.78%) |
Aug 11, 2026 7w ago | Insider Cluster | $174.94 $171.55 | ▼ −1.94% | ▼ −1.54% | $193.79 (+10.78%) |
Jul 2, 2026 13w ago | ANALYST-UPGRADE | $129.30 $129.04 | ▼ −0.20% | ▼ −1.13% | $193.79 (+49.88%) |
Jun 18, 2026 15w ago | Insider Cluster | $128.47 $107.27 | ▼ −16.50% | ▼ −14.84% | $193.79 (+50.84%) |
Jun 16, 2026 15w ago | ANALYST-UPGRADE | $133.25 $116.70 | ▼ −12.42% | ▼ −10.19% | $193.79 (+45.43%) |
Jun 3, 2026 17w ago | Insider Cluster | $142.21 $130.21 | ▼ −8.44% | ▼ −4.62% | $193.79 (+36.27%) |
May 23, 2026 18w ago | Insider Cluster | $136.61 $152.20 | ▲ +11.41% | ▲ +10.20% | $193.79 (+41.86%) |
US Market Status
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