Peter Thiel Is Dumping Palantir Stock. Should You?

Defense-focused stocks have been in the spotlight lately as geopolitical frictions and booming AI spending push government and enterprise buyers to upgrade systems. These names can swing sharply on contract news and guidance, rewarding winners that land mission-critical work.

Palantir (PLTR) is one of the highest-profile beneficiaries of that backdrop. The data-analytics firm with deep Pentagon ties reported Q4 2025 revenue of $1.41 billion, up about 70% year-over-year (YoY), helped by a roughly $10 billion U.S. Army AI award and other large defense deals. Plus, its Gotham and Foundry platforms are increasingly embedded in government workflows. Analysts note Palantir’s “entrenchment across critical defense infrastructure” is a key competitive edge.