Palantir Extends Multi-Year Agreement with Airbus for Skywise Data Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy PLTR?
Source: seekingalpha
- Agreement Renewal: Palantir Technologies has signed a multi-year extension with Airbus, continuing its role as a core technology provider for the Skywise data platform, formalizing a partnership that dates back to 2015 and demonstrating a long-term commitment to civil aviation data analytics.
- Skywise Platform Utilization: The Skywise platform aggregates aircraft, operational, and engineering data used by Airbus and airline customers, facilitating not only aircraft production and supply chain planning but also enabling airlines to analyze in-flight and operational data to enhance maintenance planning and fleet performance.
- Data Governance Flexibility: The agreement will support Airbus in migrating parts of the platform to sovereign cloud environments to meet evolving data location and governance requirements across jurisdictions, ensuring compliance while maintaining operational flexibility.
- User Base Expansion: Currently, over 50,000 users access Skywise as part of their daily operations, with Palantir's development team in France collaborating with Airbus for nearly a decade to enhance the platform's capabilities, addressing the efficiency and resilience pressures faced by aerospace manufacturers and airlines.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLTR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 142.910
Low
50.00
Averages
192.88
High
255.00
Current: 142.910
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir Reports Strong Q4 Results, Accelerating AI Business Growth
- Accelerated Revenue Growth: Palantir's Q4 2025 revenue reached $1.41 billion, marking a 70% year-over-year increase that surpassed management's guidance of $1.327 to $1.331 billion, highlighting the company's robust growth potential in the AI sector.
- Surge in U.S. Commercial Revenue: U.S. commercial revenue skyrocketed 137% to $507 million, with remaining deal value soaring 145% to $4.38 billion, indicating rapid customer adoption and expansion of its Artificial Intelligence Platform.
- Strong Customer Retention: The net revenue retention rate stood at an impressive 139%, demonstrating rapid expansion among existing customers, while the customer count grew by 34%, further solidifying Palantir's market position.
- Optimistic Future Outlook: The company projects Q1 revenue between $1.532 billion and $1.536 billion, representing a 74% growth rate, and anticipates full-year revenue of $7.182 billion to $7.198 billion, indicating a strong growth trajectory ahead.
See More
Palantir Extends Multi-Year Agreement with Airbus for Skywise Data Platform
- Agreement Renewal: Palantir Technologies has signed a multi-year extension with Airbus, continuing its role as a core technology provider for the Skywise data platform, formalizing a partnership that dates back to 2015 and demonstrating a long-term commitment to civil aviation data analytics.
- Skywise Platform Utilization: The Skywise platform aggregates aircraft, operational, and engineering data used by Airbus and airline customers, facilitating not only aircraft production and supply chain planning but also enabling airlines to analyze in-flight and operational data to enhance maintenance planning and fleet performance.
- Data Governance Flexibility: The agreement will support Airbus in migrating parts of the platform to sovereign cloud environments to meet evolving data location and governance requirements across jurisdictions, ensuring compliance while maintaining operational flexibility.
- User Base Expansion: Currently, over 50,000 users access Skywise as part of their daily operations, with Palantir's development team in France collaborating with Airbus for nearly a decade to enhance the platform's capabilities, addressing the efficiency and resilience pressures faced by aerospace manufacturers and airlines.
See More
Palantir Exceeds Q4 2025 Expectations with Strong AI Growth
- Accelerated Revenue Growth: Palantir reported Q4 2025 revenue of $1.41 billion, reflecting a 70% year-over-year increase, surpassing management's guidance of $1.327 billion to $1.331 billion, indicating robust momentum in the AI sector.
- Surge in U.S. Commercial Revenue: U.S. commercial revenue skyrocketed 137% to $507 million, with remaining deal value soaring 145% to $4.38 billion, demonstrating rapid customer adoption and expansion of its AI platform.
- Strong Customer Retention: The net revenue retention rate reached an impressive 139%, showcasing rapid expansion among existing customers, while the customer count grew by 34%, further solidifying Palantir's market position.
- Optimistic Outlook: The company projects Q1 2026 revenue between $1.532 billion and $1.536 billion, representing a 74% growth rate, and anticipates full-year revenue of $7.182 billion to $7.198 billion, indicating strong growth potential.
See More
Palantir Stock Struggles Despite Strong Earnings in 2026
- Stock Decline: Palantir's stock has fallen by 20% in 2026, reflecting a growing aversion to high-valuation stocks despite the company's solid financial health, which may undermine investor confidence in the stock.
- Earnings Beat: The latest quarterly results from Palantir exceeded expectations in both revenue and profit, with CEO Alex Karp declaring it the 'best results in tech in the last decade'; however, the stock's staggering 216 times trailing earnings raises concerns about overly optimistic future expectations.
- Shift in Market Sentiment: Amid increasing economic uncertainty, investors are moving away from high-risk stocks like Palantir and Bitcoin, favoring safer investments, as evidenced by the strong performance of gold and high-dividend stocks this year.
- Uncertain Future Outlook: While Palantir's fundamentals remain strong, its high valuation limits potential stock price increases, and analysts suggest that even with significant declines already this year, further drops could occur, prompting investors to proceed with caution.
See More
Analyzing the Investment Outlook for Invesco QQQ Trust
- Long-Term Returns: The Invesco QQQ Trust has risen approximately 84% over the past five years, averaging a compounded annual growth rate of 13%, significantly outperforming the historical 10% average return of the S&P 500, indicating its potential as a long-term investment.
- Short-Term Volatility Risks: While the QQQ Trust offers exposure to the Nasdaq-100 index, its top holdings like Palantir and Tesla, trading at over 200 times earnings, may face significant declines if the market corrects, suggesting potential volatility in the short term.
- Stable Market Performance: As of Monday's close, the Invesco QQQ Trust has remained flat since the beginning of the year, with a current price of $615.54 and a daily trading range between $612.40 and $617.02, reflecting cautious market sentiment regarding its future trajectory.
- Confidence in Long-Term Investment: Despite the presence of overpriced stocks that could hinder performance in the near term, the QQQ Trust still provides a solid opportunity for investors to access top growth stocks globally, with expectations of strong returns over a five-plus year investment horizon.
See More
Palantir Stock Faces Investor Dilemma Amid High Valuation
- Stock Decline: Palantir's stock has fallen by 20% in 2026, reflecting investor concerns over its high valuation despite the company's solid financial health, indicating a market shift towards safer investments amidst economic uncertainty.
- Strong Earnings Performance: Although Palantir once again exceeded expectations in its latest quarterly report, with CEO Alex Karp calling it “indisputably the best results in tech in the last decade,” its staggering 216 times trailing earnings has led to overly high investor expectations.
- Market Trend Shift: As economic uncertainty rises, investors are moving towards safer options like high-dividend stocks and gold, which has diminished the appeal of high-priced stocks like Palantir, with the iShares Core High Dividend ETF up 13% this year.
- Cautious Investment Advice: Despite Palantir's robust financial performance, its high valuation increases stock risk, prompting analysts to advise investors to consider other potentially higher-return stocks before investing in Palantir.
See More
Palantir Reports Strong Q4 Results, Accelerating AI Business Growth
- Accelerated Revenue Growth: Palantir's Q4 2025 revenue reached $1.41 billion, marking a 70% year-over-year increase that surpassed management's guidance of $1.327 to $1.331 billion, highlighting the company's robust growth potential in the AI sector.
- Surge in U.S. Commercial Revenue: U.S. commercial revenue skyrocketed 137% to $507 million, with remaining deal value soaring 145% to $4.38 billion, indicating rapid customer adoption and expansion of its Artificial Intelligence Platform.
- Strong Customer Retention: The net revenue retention rate stood at an impressive 139%, demonstrating rapid expansion among existing customers, while the customer count grew by 34%, further solidifying Palantir's market position.
- Optimistic Future Outlook: The company projects Q1 revenue between $1.532 billion and $1.536 billion, representing a 74% growth rate, and anticipates full-year revenue of $7.182 billion to $7.198 billion, indicating a strong growth trajectory ahead.
See More
Palantir Extends Multi-Year Agreement with Airbus for Skywise Data Platform
- Agreement Renewal: Palantir Technologies has signed a multi-year extension with Airbus, continuing its role as a core technology provider for the Skywise data platform, formalizing a partnership that dates back to 2015 and demonstrating a long-term commitment to civil aviation data analytics.
- Skywise Platform Utilization: The Skywise platform aggregates aircraft, operational, and engineering data used by Airbus and airline customers, facilitating not only aircraft production and supply chain planning but also enabling airlines to analyze in-flight and operational data to enhance maintenance planning and fleet performance.
- Data Governance Flexibility: The agreement will support Airbus in migrating parts of the platform to sovereign cloud environments to meet evolving data location and governance requirements across jurisdictions, ensuring compliance while maintaining operational flexibility.
- User Base Expansion: Currently, over 50,000 users access Skywise as part of their daily operations, with Palantir's development team in France collaborating with Airbus for nearly a decade to enhance the platform's capabilities, addressing the efficiency and resilience pressures faced by aerospace manufacturers and airlines.
See More
Palantir Exceeds Q4 2025 Expectations with Strong AI Growth
- Accelerated Revenue Growth: Palantir reported Q4 2025 revenue of $1.41 billion, reflecting a 70% year-over-year increase, surpassing management's guidance of $1.327 billion to $1.331 billion, indicating robust momentum in the AI sector.
- Surge in U.S. Commercial Revenue: U.S. commercial revenue skyrocketed 137% to $507 million, with remaining deal value soaring 145% to $4.38 billion, demonstrating rapid customer adoption and expansion of its AI platform.
- Strong Customer Retention: The net revenue retention rate reached an impressive 139%, showcasing rapid expansion among existing customers, while the customer count grew by 34%, further solidifying Palantir's market position.
- Optimistic Outlook: The company projects Q1 2026 revenue between $1.532 billion and $1.536 billion, representing a 74% growth rate, and anticipates full-year revenue of $7.182 billion to $7.198 billion, indicating strong growth potential.
See More
Palantir Stock Struggles Despite Strong Earnings in 2026
- Stock Decline: Palantir's stock has fallen by 20% in 2026, reflecting a growing aversion to high-valuation stocks despite the company's solid financial health, which may undermine investor confidence in the stock.
- Earnings Beat: The latest quarterly results from Palantir exceeded expectations in both revenue and profit, with CEO Alex Karp declaring it the 'best results in tech in the last decade'; however, the stock's staggering 216 times trailing earnings raises concerns about overly optimistic future expectations.
- Shift in Market Sentiment: Amid increasing economic uncertainty, investors are moving away from high-risk stocks like Palantir and Bitcoin, favoring safer investments, as evidenced by the strong performance of gold and high-dividend stocks this year.
- Uncertain Future Outlook: While Palantir's fundamentals remain strong, its high valuation limits potential stock price increases, and analysts suggest that even with significant declines already this year, further drops could occur, prompting investors to proceed with caution.
See More
Analyzing the Investment Outlook for Invesco QQQ Trust
- Long-Term Returns: The Invesco QQQ Trust has risen approximately 84% over the past five years, averaging a compounded annual growth rate of 13%, significantly outperforming the historical 10% average return of the S&P 500, indicating its potential as a long-term investment.
- Short-Term Volatility Risks: While the QQQ Trust offers exposure to the Nasdaq-100 index, its top holdings like Palantir and Tesla, trading at over 200 times earnings, may face significant declines if the market corrects, suggesting potential volatility in the short term.
- Stable Market Performance: As of Monday's close, the Invesco QQQ Trust has remained flat since the beginning of the year, with a current price of $615.54 and a daily trading range between $612.40 and $617.02, reflecting cautious market sentiment regarding its future trajectory.
- Confidence in Long-Term Investment: Despite the presence of overpriced stocks that could hinder performance in the near term, the QQQ Trust still provides a solid opportunity for investors to access top growth stocks globally, with expectations of strong returns over a five-plus year investment horizon.
See More
Palantir Stock Faces Investor Dilemma Amid High Valuation
- Stock Decline: Palantir's stock has fallen by 20% in 2026, reflecting investor concerns over its high valuation despite the company's solid financial health, indicating a market shift towards safer investments amidst economic uncertainty.
- Strong Earnings Performance: Although Palantir once again exceeded expectations in its latest quarterly report, with CEO Alex Karp calling it “indisputably the best results in tech in the last decade,” its staggering 216 times trailing earnings has led to overly high investor expectations.
- Market Trend Shift: As economic uncertainty rises, investors are moving towards safer options like high-dividend stocks and gold, which has diminished the appeal of high-priced stocks like Palantir, with the iShares Core High Dividend ETF up 13% this year.
- Cautious Investment Advice: Despite Palantir's robust financial performance, its high valuation increases stock risk, prompting analysts to advise investors to consider other potentially higher-return stocks before investing in Palantir.
See More
