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GOVT-CONTRACT ·Filed Sep 29, 2026

PLTR

Palantir Technologies Inc.
NEUTRAL
Impact 4/10
Horizonmonths Processed28d 12h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional modifications or task orders under this contract vehicle, as well as Palantir's next quarterly filing for revenue context to assess the award's materiality.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+5d ⚠ clustered
PLTR ▲ +3.78% at T+5d
NEUTRAL call +3.78% · α vs SPY +1.87% · entry $187.05 → $194.12
Next anchor: T+20d in 23h
Latest observation: T+17 +2.26% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
+1.60%
call +1.60% · α +1.42%
$190.04
settled 26d ago
T+5d
+3.78%
call +3.78% · α +1.87%
$194.12
settled 20d ago
T+20d
Pending
in 23h
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Palantir Technologies received a $32.8M contract modification from the Department of Veterans Affairs for the National Center for Veterans Analysis and Statistics platform. The award is material in absolute terms but its revenue impact cannot be quantified without the company's annual revenue figure.

Key Financial Metrics

Award Amount
$32.8M
Agency
Department of Veterans Affairs
Contract Type
modification

Key Facts

  • Palantir Technologies Inc. received a $32.8M contract modification (P00008) under contract 36C10B25F0313
  • Awarding agency is the Department of Veterans Affairs
  • The modification supports the National Center for Veterans Analysis and Statistics platform
  • Company annual revenue is not available in the provided context, so revenue impact percentage cannot be calculated

Financial Impact

$32.8 million contract modification from the Department of Veterans Affairs

revenue

Risk Factors

  • Revenue impact percentage cannot be determined without the company's annual revenue figure
  • Government contracts are subject to funding availability and potential budget cuts or continuing resolutions

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C10B25F0313
33 reports for PLTR
Performance horizon
75% Hit rate @ T+1 9 of 12 directional calls Went positive at some point 9 of 12 best @ T+60▲ +50.85%Jun 30, 2026
Filters
Rows
Reports for PLTR — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
Institutional Cluster
MIXED ★ 3/10
$201.72 $196.19▼ −2.74%▼ −1.56%$198.84 (−1.43%)
Oct 19, 2026
7d ago
Insider Cluster
BEARISH ★ 4/10
$192.52 $201.62▼ −4.73%▼ −4.20%$198.84 (−3.28%)
Oct 14, 2026
12d ago
Insider Cluster
BEARISH ★ 4/10
$200.50 $186.03▲ +7.22%▲ +6.11%$198.84 (+0.83%)
Oct 13, 2026
13d ago
Insider Cluster
BEARISH ★ 4/10
$200.97 $200.50▲ +0.23%▲ +0.52%$198.84 (+1.06%)
Oct 12, 2026
15d ago
Institutional Cluster
MIXED ★ 4/10
$209.00 $208.67▼ −0.16%▼ −0.15%$198.84 (−4.86%)
Oct 9, 2026
17d ago
144
NEUTRAL ★ 2/10
$209.00 $208.67▼ −0.16%▼ −0.15%$198.84 (−4.86%)
Oct 8, 2026
18d ago
144
NEUTRAL ★ 2/10
$209.05 $209.00▼ −0.02%▲ +0.04%$198.84 (−4.88%)
Oct 8, 2026
18d ago
144
NEUTRAL ★ 2/10
$209.05 $209.00▼ −0.02%▲ +0.04%$198.84 (−4.88%)
Oct 8, 2026
19d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$198.78 $209.05▲ +5.17%▲ +4.57%$198.84 (+0.03%)
Sep 29, 2026
28d ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$187.05 $190.04▲ +1.60%▲ +1.42%$198.84 (+6.30%)
Showing 10 of 33

US Market Status

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Report published Sep 29, 2026