PLTR
Farm tech, but make it Palantir
Palantir and the USDA just inked a $300 million Blanket Purchase Agreement, and yes, that’s exactly as bureaucratic as it sounds. The goal is to speed up and modernize how the government serves farmers, while also bolstering the National Farm Security Action Plan.
Why investors should care
This is classic Palantir: show up in a messy, high-stakes system, plug in the software, and promise everything runs a little less like a fax machine from 1998. For shareholders, the headline is less about cornfields and more about validation — another government customer handing Palantir a chunky contract to handle mission-critical work.
The bigger read-through
The USDA deal adds to the company’s growing list of public-sector wins, which matters because government contracts can be sticky, recurring, and very good at making bulls feel smug. It also reinforces the idea that Palantir isn’t just chasing hype cycles; it’s embedding itself in actual infrastructure.
Big picture
If Palantir keeps turning “data platform” into “we run the thing you can’t afford to break,” the stock story stays alive. And in the stock market, boring government plumbing can be weirdly exciting.