Palantir Secures NATO AI Deal, Boosting Global Growth Outlook, Says Wedbush

Palantir Secures NATO AI Deal, Boosting Global Growth Outlook, Says Wedbush

Key Highlights:

• Palantir Technologies (PLTR) has been selected by NATO to deploy its AI-powered Maven Smart System, enhancing military intelligence and battlefield operations.

• Wedbush Securities sees the deal as a major tailwind amid expanding AI investments across U.S. and European governments.

• Analysts reaffirm an Outperform rating on Palantir stock, with a $120 price target.

• Shares rose over 6% intraday Monday, closing at $92.62.

Palantir Expands Defense Footprint with NATO AI Contract

Palantir Technologies has signed a landmark agreement with the North Atlantic Treaty Organization (NATO) to provide its cutting-edge AI-driven Maven Smart System, a move that analysts at Wedbush Securities say marks a significant boost to the company’s global standing.

The Maven Smart System is designed to support NATO in critical areas like data analysis, intelligence fusion, targeting, battlefield awareness, planning, and decision-making, signaling deeper integration of artificial intelligence into military strategy.

AI Momentum in the U.S. and Europe

According to Wedbush analysts, including Daniel Ives, this deal underscores Palantir’s growing importance as AI adoption accelerates across U.S. and European government agencies. Despite recent investor concerns around defense spending and a dip in Palantir’s stock, the firm believes Palantir’s proprietary software platform remains "unique" and unmatched in handling sensitive, large-scale workloads.

They added that Palantir is positioned at the center of an ongoing “tidal wave of federal AI spending,” especially as entities like the Department of Government Efficiency (DOGE) remain active.

Positive Outlook Maintained

Wedbush maintains its Outperform rating and a $120 price target for Palantir stock, citing the NATO contract as a "growth catalyst" in a new era of disciplined global defense and AI investments.

“Palantir is well-positioned to gain a larger seat at the table globally as governments modernize operations with artificial intelligence,” the report stated.

Market Reaction

Palantir shares surged 6% midday Monday on news of the NATO deal, before closing at $92.62. The announcement reaffirmed investor confidence in Palantir's long-term growth strategy and strategic value in global defense tech.