Palantir Stock jumps on Deal Nato and II Contract Immonum News ad

Palantir Technologies Inc. NASDAQ: PLTR reserve Shot 4% above April 14 After the announcement that the steam and NATO collaborate to improve NATO protective capabilities and the fight against skill.

NATO will use Smart System’s Palantir Maven. The terms of the transaction were not immediately available, but the system should work within 30 days.

Smart System Maven is currently used by every branch of the US military. In connection with the Agreement on NATO, the Palantir strengthens its position as the leader of the AI, since governments throughout North America and Europe are striving to send expenses for AI.

This news appeared after a quarter, when a steamer announced a contract with the US Army, through which he will support the program of command and control of the next generation of the army (NGC2). The contract can lead to 100 million dollars. USA in annual income (Arr) For a steamer.

Two announcements help to throw away analysts’s fears about the reduction of the state budget, undermining the company’s state revenues. But with the fact that the assessment continues to be a problem, how should investors consider PLTR shares?

Dan Ives is optimistic in the news

News about the NATO contract were quickly raised by the Weedbush analyst Dan Ives, one of the most optimistic analysts of the steamer. At some point, he called Lionel Messi of Ai.

In a research note for customers on Monday, the IWS noted that the transaction “suggests that the company (the steamer) continues to be considered positively in Washington. In particular, the skill of the PLTR in AI is still appreciated by the US government. ”

Ives supported him Overweight rating and target price of $ 120 in stock PLTR.

Fears about the loss of state funding are disappeared

One of the meetings facing the palatan since the beginning of the year was the possibility that his income from the US Department of Defense (DOD) can be reduced as part of the review of the Ministry of State Efficiency (DOGE). This was a fair problem, since more than 50% of the company’s revenue came from its government contracts.

Nevertheless, recent news from the Minister of Defense of Pete Hegset suggests that fears are unfounded.

The Ministry of Defense plans to earn 5.1 billion dollars. USA associated with DOGE. Hegset noted that most of the cutting will come from “auxiliary things, such as consulting and other low services.” Palantir services for the government are neither auxiliary nor ignored.

This does not change the rational obstacle that exists regarding the assessment of Palantir Stock. But if bears are looking for a reason for sale, reducing state revenues is not a safe rate.

Located for the next wave of AI

Investors are rightfully concerned about the influence of tariffs on equipment associated with the infrastructure of artificial intelligence. However, the next wave of AI will be about software. And there is an argument that tariffs can bring more income for a steamer.

We enter at a time when companies will need to become a very detailed understanding of where their components are obtained so that they can evaluate the influence of future tariffs. Palantir already performs this type of use.

In addition, although it is not expected that the software will not affect tariffs, there is something that can be said to do business with an American company, such as Palantir.

Analysts raise the floor for PLTR shares

Since the technology shares began to be sold in March, the PLTR shares found support at levels above the level in January 2025 at about $ 69.

This suggests that, despite the problems with the assessment, investors begin to see a higher floor for Palantir shares, which is consistent with many analysts.

Currently, shares are traded above the 100-day and 200-day simple sliding medium (SMA). And the recent step is higher so that he prepares it for a 50-day SMA, which is usually considered a strong impulse.

Palantir General Director Alex Karp did not hide his contempt for short sellers. And the Palantir options chain for May 2, which is located right in front of the next report on the income of the steamer, also assumes that short sellers begin to lose impulse.

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