Why it’s on the map
US-sovereign software with zero import exposure; Army Enterprise Agreement up to $10B/10 yrs; Maven program of record.
Government money & contracts
Army EA $10B ceiling; >$1B 2026 federal awards.
Customers & commercial
DoW, agencies.
Catalysts
Q3 early Nov.
Risk
Valuation (about $448B).
Tariff durability
Durable.
Dividend
None
Never paid one
Palantir does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →