From Yahoo Finance: 2025-04-27 12:00:00

The technology sector is down by 13.6% in 2025, with software infrastructure falling by 10%. However, Palantir Technologies (NASDAQ: PLTR) has surged by 33%, making it the best Nasdaq-100 performer this year. A recent NATO partnership has sparked optimism in Palantir’s AI capabilities for both public and private sectors.

Palantir’s revenue is divided between government (55%) and commercial sectors, with 2024 revenue geographically split: 66% U.S., 11% U.K., and 23% elsewhere. The recent partnership with NATO has significant implications for Palantir’s AI deployment strategies, positioning the company for further growth.

NATO will utilize Palantir’s Maven Smart System (MSS) for military operations, showcasing the company’s advanced AI capabilities. While the NATO deal is promising, it remains to be seen how it will impact Palantir’s growth and expansion into international markets beyond the U.S.

Palantir’s premium valuation compared to other software players suggests future growth expectations are already priced in. Dollar-cost averaging over time may be a prudent strategy for investors interested in Palantir. The company’s recent NATO deal could open up new international opportunities.

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Read more at Yahoo Finance: Palantir’s New Deal With NATO Could Revolutionize How Artificial Intelligence (AI) Is Used in the Public Sector. Here’s Why.