Palantir Just Received DISA Authorization. Does That Make PLTR Stock a Buy, Sell, or Hold?

Core Insights - Palantir Technologies has received authorization from the Defense Information Systems Agency (DISA) for its Palantir Federal Cloud Service (PFCS) Forward, allowing for broader deployment capabilities [1][2] - This authorization enables Palantir's software to be utilized in various environments, including traditional data centers and mobile military installations [2][3] Deployment and Technology - The authorization encompasses Palantir's entire technology stack, including Apollo, Gotham, Foundry, and AIP, along with the supporting infrastructure like Rubix [3] - The new PFCS Forward process simplifies the traditional government authorization, allowing for quicker deployment by using a single Provisional Authorization package [4] Strategic Implications - This development significantly enhances the military's ability to deploy AI capabilities rapidly and facilitates collaboration with other technology providers at the tactical edge [5] - The timing of this authorization follows Palantir's impressive Q4 earnings report, highlighting the company's strong financial performance [6] Financial Performance - Palantir's "Rule of 40" score reached 127%, an increase of 46 points from the previous year, indicating robust health in terms of revenue growth and profit margin [7] - Total revenue surged by 70% year-over-year to $1.4 billion, marking the highest growth rate since the company went public, with U.S. revenue increasing by 93% and now accounting for 77% of total revenue [7]