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Palantir Just Opened a New DoD Door—What Changes Now?
Submitted by Chris Markoch. First Published: 2/24/2026.
Key Points
- Palantir’s Impact Level 6 authorization unlocks deployment across the most sensitive DoD environments, strengthening its competitive moat.
- Commercial adoption continues accelerating, with customer count up sharply and now contributing roughly 45% of total revenue.
- PLTR stock is testing key technical levels, setting up a potential inflection point if shares reclaim resistance near $140.
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Palantir Technologies Inc. (NASDAQ: PLTR) received an important authorization from the Defense Information Systems Agency (DISA). The agency has now authorized Palantir Federal Cloud Service (PFCS) Forward to Impact Level 6 Provisional Authorizations, DISA's most stringent level reserved for the most sensitive information. In short, it's the gold standard for Department of Defense (DoD) cloud workloads.
This authorization means Palantir's entire technology stack (Apollo, Gotham, Foundry and AIP) "can be deployed across any environment, from enterprise data centers to the tactical edge, on hardware of the customer's choosing."
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Put simply, Palantir's software can now be deployed wherever it's needed, including in sensitive, mission-critical settings. It also helps expand Palantir's total addressable market (TAM), a key factor in evaluating the company's valuation and long-term growth potential.
Critics will acknowledge the win but say it highlights how much of Palantir's current and future success depends on government contracts. Government revenue can be lumpy and subject to change as priorities shift with administrations.
However, Palantir's footprint extends across the entire U.S. government—not just the DoD—making that revenue somewhat stickier than critics suggest. Although Palantir has been publicly traded only since 2020, the company itself has operated for more than 25 years, and its presence in government appears to be growing, not shrinking.
Commercial Count Continues to Grow
A stronger rebuttal to the "too reliant on government income" critique is the growth of Palantir's commercial business. In its most recent earnings report, Palantir reported 8% sequential growth in its commercial customer count and 49% year-over-year growth, according to the company's presentation materials.
That growth shows up in revenue: commercial sales now account for roughly 45% of total revenue. Some analysts still point out that the other 55% coming from government customers could pose valuation risk, and that is a reasonable concern.
In practice, though, Palantir's commercial business has grown from almost nothing three years ago to a meaningful contributor today, helped by its Bootcamp training approach and the rollout of its artificial intelligence platform (AIP).
On the commercial front, Palantir added another partner: Rackspace Technology (NASDAQ: RXT) will help customers deploy Palantir's Foundry and AIP on Rackspace systems. The collaboration aims to drive revenue for Rackspace's AI offerings, including the Foundry for AI by Rackspace (FAIR) AI incubator.
One Bear Has Turned Bullish
Michael Burry continues to draw attention for his bearish stance on Palantir; his critique has at times included scrutiny of CEO Alex Karp's personal jet usage. While provocative, Burry's negative view has been widely publicized and appears largely priced into the stock.
Against that backdrop, note that Freedom Capital recently upgraded Palantir.
Rather than a modest shift, the firm moved the stock from a Strong Sell to a Strong Buy—an unusually large re-rating that deserves attention, even if it isn't yet the consensus view on Wall Street.
Overall analyst sentiment for Palantir remains a Hold, with the average price target near $191.05, implying roughly 46% upside from current levels.
PLTR Stock at an Inflection Point
The long-term bull case for PLTR is intact, and the DISA authorization reinforces the company's competitive position. Still, Palantir's stock has struggled recently along with the broader technology sector and software names in particular.
PLTR is down more than 26% year-to-date in 2026 and about 23% in the 30 days ending Feb. 23. Further declines are possible—Palantir is a high-beta stock and can move sharply on market-wide news.
Technically, the chart shows a potential double bottom near $130, but the stock is not yet oversold on the relative strength index (RSI). A confirmed break above $140–$145 would suggest the downtrend has been reversed.
Conversely, a drop below $128 could push the price toward roughly $110. At that level, Palantir would trade at about 27 times 2027 earnings, a valuation that could attract value-oriented buyers.
Cybersecurity Demand Is High—Yet This ETF Is on Sale
Submitted by Jordan Chussler. First Published: 2/14/2026.
Key Points
- The global cybersecurity market is projected to reach $663 billion by 2033.
- The Global X Cybersecurity ETF tracks industry leaders and is showing signs of a bullish price reversal after being oversold.
- Institutional investors are moving in, with $211 million in institutional inflows over the past year versus just $56 million in outflows.
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As tech’s sell-off continues, some corners of the sector are hurting more than others. AI stocks in particular have taken a beating since late October, and the S&P 500’s software index is down nearly 19% year-to-date (YTD).
Stocks that are neither speculative nor at risk of AI-induced obsolescence have been dragged down as well. Specifically, companies operating in the cybersecurity space are approaching oversold territory after becoming victims of the rotation out of tech.
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Unlike many AI applications with ambiguous real-world uses—or the software that might be threatened by them—the need for enterprises to invest in data and infrastructure security is only increasing.
One thematic exchange-traded fund (ETF) that offers investors basket exposure to top industry names is currently on sale, down nearly 22% over the past year.
Demand for Cybersecurity Continues to Grow
According to industry consultancy Grand View Research, the global cybersecurity market—valued at nearly $272 billion in 2025—is expected to exceed $663 billion by 2033, growing at a compound annual growth rate of 11.9% over that period.
Grand View cites "a growing number of cyberattacks owing to the proliferation of e-commerce platforms, emergence of smart devices, and deployment of cloud" as key factors propelling market growth.
Unlike many AI applications still seeking use cases beyond the tech sector, demand for cybersecurity is ubiquitous.
Grand View notes that organizations across verticals—including IT, telecommunications, healthcare, manufacturing, and government—"are increasingly adopting advanced cybersecurity solutions over traditional perimeter-based security approaches to address the growing sophistication of cyber threats."
Today, global companies typically allocate between 10% and 20% of their IT budgets to cybersecurity. Government spending is rising as well, further fueling market growth: by the end of 2025, the U.S. federal government had allocated $13 billion to combat this growing threat.
BUG: The One-Stop Solution for Your Portfolio
For investors seeking broad exposure, the Global X Cybersecurity ETF (NASDAQ: BUG) provides a basket of companies selected on the basis of revenue tied to cybersecurity activities.
Launched on Oct. 25, 2019, the ETF has seen its share of volatility. Since its pandemic low in March 2020, shares have gained nearly 114%, though BUG is down nearly 7% YTD.
Among the fund’s top holdings are Akamai Technologies (NASDAQ: AKAM), Fortinet (NASDAQ: FTNT), Palo Alto Networks (NASDAQ: PANW), and CrowdStrike Holdings (NASDAQ: CRWD)—a veritable who’s who of the cybersecurity industry.
Based on 20 analysts’ consensus ratings of its holdings, 13 assign the ETF a Moderate Buy rating, six assign it a Hold rating, one assigns it a Reduce rating, and none assign it a Sell rating.
While analysts’ forecasts for BUG are broadly bullish, the "smart money" also appears to believe the worst is behind the fund. Current short interest stands at just 0.93% of the float, or $9.76 million, down from a five-year high of $38 million in February 2025.
Meanwhile, institutional owners have funneled more than $211 million into the fund over the past 12 months, compared with outflows of just over $56 million.
Technical Analysis Shows a Bullish Price Reversal Already Under Way
Beyond the strength of the fund’s holdings and the cybersecurity industry’s growth prospects, there are other reasons to be optimistic about where BUG could be headed in the medium to long term.
One indicator to watch is the momentum-based Relative Strength Index (RSI), which ranges from 0 to 100 and can signal overbought or oversold conditions.
RSI readings above 70 suggest an asset is overbought and may be due for a bearish reversal. BUG’s RSI crossed above 70 once in the past year, hitting 75.49 on Feb. 18, 2025, and the fund subsequently declined, reaching a one-year low on April 7 when its RSI fell to 30.32 before prices later rebounded.
Conversely, RSI readings below 30 suggest an asset is oversold and may be due for a bullish reversal. That is precisely what occurred this month when BUG’s one-year chart showed an RSI low of 19.72 in early February.
That reading on Feb. 5 coincided with the ETF’s one-year low. Since then, the fund has gained more than 5% as its RSI recovered to 38.25.
Notably, the Global X Cybersecurity ETF still trades below both its 50- and 200-day simple moving averages, a position it has held since Oct. 29 when the tech sell-off began. Still, the RSI reversal and the simultaneous uptick in price suggest the fund may be trending in the right direction.
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