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Palantir Technologies (PLTR) is no longer just a defense contractor with a promising commercial story.
Palantir signed a three-year partnership with Cleveland-Cliffs to embed AI in steel production workflows.
KEY POINTS
- Palantir secured a $300 million Blanket Purchase Agreement with the USDA to modernize farmer services.
- Palantir renewed and expanded its partnership with Stellantis, introducing the AI Platform across more business functions.
- Palantir's U.S. commercial revenue grew 137% year-over-year in Q4 2025, reaching $507 million.
- As of Q4 2025, Palantir's Rule of 40 score hit 127%, over three times the healthy benchmark.
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