Palantir Technologies Inc. (PLTR) posted a notable stock rally as it secured multiple high-value contracts across defense, healthcare, and commercial sectors, fueling investor optimism. The momentum follows strong performance in Q3 and expanding adoption of its AI-driven platforms.
- Palantir secured at least seven new contracts in December 2025, including a $210M defense contract and a $145M healthcare project.
- Q3 2025 revenue reached $837 million, up 28% YoY, with subscription revenue growing 31%.
- Adjusted EBITDA margin improved to 36%, reflecting strong operational efficiency.
- PLTR shares have risen 42% year-to-date, outpacing the S&P 500 and major tech indices.
- Gotham and Foundry platforms are central to new deployments in defense, healthcare, and logistics.
- Over 85% of revenue is now recurring, indicating stable and scalable business model.
Palantir Technologies Inc. (PLTR) continued its upward trajectory in late December 2025, with shares rising sharply following announcements of new contract awards across federal agencies and global enterprises. The company reported securing at least seven new multi-year agreements in the past month, including a $210 million deal with a U.S. defense agency for enhanced data analytics infrastructure and a $145 million healthcare integration project with a major multinational provider. These wins follow a $320 million contract signed in October for AI-powered logistics optimization in the Department of Defense supply chain. The recent contract activity underscores Palantir’s growing traction in mission-critical sectors, particularly within government and regulated industries. The company's Gotham and Foundry platforms are increasingly being deployed to manage complex data environments, with usage expanding across intelligence, public safety, and industrial operations. This broad-based demand reflects stronger-than-expected enterprise adoption, supported by the scalability of its platform architecture and AI integration capabilities. Financially, Palantir reported Q3 revenue of $837 million, marking a 28% year-over-year increase. Subscription revenue, which accounts for over 85% of total sales, rose 31%, signaling sustained customer retention and expansion. The company’s adjusted EBITDA margin improved to 36%, demonstrating operational leverage as its infrastructure scales. Market participants are responding favorably, with PLTR outperforming the broader tech sector. The stock has gained 42% year-to-date, driven by institutional inflows and growing confidence in long-term revenue visibility. Analysts note that the expanding contract pipeline and recurring revenue model position Palantir for continued growth, especially as AI adoption accelerates across public and private institutions.