Palantir: Palantir Setting Up to Be a Big Winner With New Defense Spending

1 / 8 Flying Car Stocks to Buy Before the Sector Really Takes Off We could be entering the age of the electric vertical take-off and landing vehicle (eVTOL), more commonly known as the flying car. Growth estimates for the coming years suggest that investing in one or more of the stocks in this sector could be highly profitable. But before looking at those growth forecasts, it's important to understand the applicati ons. This isn't the Jetsons and won't be for many years. However, commercialization of these eVTOLs will have a significant impact in areas such as last-mile delivery, urban transit, and even the ability for emergency personnel to reach remote areas. According to Allied Market Research, the flying car market will be valued at $215.54 million in 2025 and is projected increase to over $3.8 billion by 2035 . That's a compound annual growth rate of 34.1%. And keep in mind this is a global market in which some of the biggest growth may come outside of the United States. Morgan Stanley believes this sector will have a total addressable market (TAM) of $1.5 trillion by 2040 , with a bullish case that puts the TAM at $2.9 trillion . But is it time to invest in flying car stocks? The good news is that the sector is in its early days, filled with up-front capital expenditures, testing, and development. Plus, to achieve commercial certification, every company will have to meet stringent FAA standards. The bad news is that these companies are years away from turning a prof it . In this special presentation, we're focusing on seven stocks that long-term investors may want to consider as the flying car industry gets ready to take flight. See more 1 / 8 International Stocks to Buy as MAGA Reshapes the Market In volatile markets, the benefits of diversification shine brightly. A diversified portfolio means spreading your capital across a variety of asset classes (stocks, bonds, real estate, precious metals, etc.). But a truly diversified portfolio will strive to also be diversified within each asset class. When it comes to stocks, investors should think about the "where" perhaps more than the "what." Many U.S. investors tend to feel more comfortable investing in companies domiciled in the United States, and historically, that's been a profitable strategy. However, when the market faces some volatility, especially when the dollar is under pressure, international stocks offer a way to shelter your portfolio from the risks associated with investing in a single country. As many U.S. companies deal with uncertainty from tariffs and inflation that are likely to put a lid on short-term earnings, we're spotlighting seven international stocks that look like good places for investors to place their capital. See more [content-module:CompanyOverview|NASDAQ:PLTR] There's no shortage of news about Palantir Technologies Inc. (NASDAQ: PLTR) . At its AIPCon event on March 13, the company showcased a long list of companies in the public and private sectors that are now working with it. Despite a steady stream of new contracts , most analysts remain fixated on Palantir's valuation, which is understandable for short-term traders. Even among technology stocks , PLTR looks expensive at current levels. However, long-term investors may focus more on the company's growing role in defense. Palantir continues to secure contracts while staying aligned with its mission to transform national security. Why Palantir's Partnerships Signal a Shift in Modern Warfare The wars of the future will not be fought with the technology of the past. That's one reason that Palantir is aligning itself with Archer Aviation Inc. (NYSE: ACHR) and Anduril to create a coalition of U.S.-based defense contractors that combine cutting-edge aerial mobility, autonomous defense systems, and AI-enabled data insight. The idea is that combining the best capabilities of these three revolutionary firms will disrupt the current thinking of how national defense is designed, deployed, and scaled. Why Is Palantir's Partnership With Archer Significant? Initially, Archer will leverage Palantir's Foundry and Artificial Intelligence Platform (AIP) to optimize and streamline Archer's manufacturing operations as it begins to build its Midnight eVTOL aircraft at scale. However, the two companies have broader ambitions involving the development of next-generation software solutions to improve essential aviation functions, including improved air traffic control. Why Is Palantir's Partnership With Anduril Significant? To repeat, the weapons of warfare are changing. That's clearly seen in the Russia-Ukraine war, in which drone swarms are mitigating the need for fighter jets. While many believe that old-school defense contractors like Lockheed Martin Corp. (NYSE: LMT) will lead the way, that hasn't been the case with drone technology. For now, that leadership role goes to Anduril. That's why this partnership makes so much sense. Palantir Is Growing Its Government Business The alliance also serves as a reminder that while Palantir is stacking up an impressive list of clients on the commercial side, it's in no danger of losing contracts on the government side of its business which makes up more than 50% of the company's revenue. That concern was one of several reasons that the PLTR stock price plummeted nearly 40% after reaching an all-time high of around $125 per share on February 18. The formation of this alliance goes along with several contracts the company has won since January 2024, including: 7 Flying Car Stocks to Buy Before the Sector Really Takes Off The Irresistible Force Driving PLTR Stock Higher On March 24, Palantir stock began trading as part of the S&P 100. That's an exclusive club that confirms what's been happening with PLTR stock since September 2024. At that time, the company was included in the S&P 500 and has since begun trading on the NASDAQ exchange. All of this leads to a simple conclusion: Many institutional investors will have little choice but to buy Palantir's stock, regardless of its valuation. That is likely to make $75 a much more realistic floor for PLTR stock. Analysts seem to agree. On March 13, Loop Capital reiterated its Buy rating on Palantir stock. Although the analyst firm did lower its price target from $141 to $125, the new target is notably higher than that of Dan Ives from Wedbush, who has a $120 price target on PLTR stock. Where Should You Invest $1,000 Right Now? Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now... See The Five Stocks Here Featured Articles 7 International Stocks to Buy as MAGA Reshapes the Market