GOVT-CONTRACT ·Filed Sep 29, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
Monitor for follow-on task orders or expansions under this contract vehicle, which could indicate deepening DHS reliance on Palantir's platforms.
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
Latest observation: T+17 +2.26% FF3 residual α
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
tomorrow
T+60d
Pending
in 8w
Price Chart
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Executive Summary
Palantir Technologies Inc. received a $32.1 million contract from the Department of Homeland Security for a software-as-a-service license. The award is a notable new government deal for Palantir, reinforcing its relationship with a key federal agency.
Key Financial Metrics
Award Amount
$32.1M
Agency
Department of Homeland Security
Contract Type
new
Key Facts
- Award amount: $32,106,349.78
- Awarding agency: Department of Homeland Security
- Contract type: Software-as-a-service license procurement
- Period of performance starts: 2026-09-29
Financial Impact
$32.1 million contract from DHS for SaaS license
revenue
Risk Factors
- Funding risk from potential government shutdowns or continuing resolutions
- Execution risk in meeting DHS-specific requirements
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-70RCSJ26FC0000028 |
33 reports for PLTR
75% Hit rate @ T+1 Went positive at some point 9 of 12 best @ T+60▲ +50.85%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $201.72 $196.19 | ▼ −2.74% | ▼ −1.56% | $198.84 (−1.43%) |
Oct 19, 2026 7d ago | Insider Cluster | $192.52 $201.62 | ▼ −4.73% | ▼ −4.20% | $198.84 (−3.28%) |
Oct 14, 2026 12d ago | Insider Cluster | $200.50 $186.03 | ▲ +7.22% | ▲ +6.11% | $198.84 (+0.83%) |
Oct 13, 2026 13d ago | Insider Cluster | $200.97 $200.50 | ▲ +0.23% | ▲ +0.52% | $198.84 (+1.06%) |
Oct 12, 2026 14d ago | Institutional Cluster | $209.00 $208.67 | ▼ −0.16% | ▼ −0.15% | $198.84 (−4.86%) |
Oct 9, 2026 17d ago | 144 | $209.00 $208.67 | ▼ −0.16% | ▼ −0.15% | $198.84 (−4.86%) |
Oct 8, 2026 18d ago | 144 | $209.05 $209.00 | ▼ −0.02% | ▲ +0.04% | $198.84 (−4.88%) |
Oct 8, 2026 18d ago | 144 | $209.05 $209.00 | ▼ −0.02% | ▲ +0.04% | $198.84 (−4.88%) |
Oct 8, 2026 18d ago | ANALYST-UPGRADE | $198.78 $209.05 | ▲ +5.17% | ▲ +4.57% | $198.84 (+0.03%) |
Sep 29, 2026 28d ago | GOVT-CONTRACT | $187.05 $190.04 | ▲ +1.60% | ▲ +1.42% | $198.84 (+6.30%) |
Showing 10 of 33
US Market Status
Market Closed — Opens Wed (11h 10m)
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