THE BRIEFING

SURVEY: US AND UK CFOS REPORT US $ 1M LOST IN COMPLIANCE COSTS

PALANTIR: WINS MORE GOVERNMENT AI DEALS AS ITS STOCK SLIDES

Despite strong Q1 performance – featuring an 85 % revenue increase to US $ 1.63bn – Palantir’ s stock has fallen roughly 40 % from its November peak, reducing its market value from US $ 500bn to US $ 300bn due to high valuation concerns.

Ahead of its Q2 earnings report, Palantir projects about 80 % revenue growth( US $ 1.8bn) and a full-year revenue of ~ US $ 7.65bn. Wall Street remains divided: Oppenheimer sets a US $ 200 price target, Citigroup lowered its target to US $ 200 and RBC Capital sets a bear target of US $ 90 over enterprise AI competition from OpenAI and Anthropic.

US government revenue grew 84 % in Q1, backed by new deals like the US Army’ s NGC2 programme and an NVIDIA sovereign AI partnership.

However, Palantir faces political pushback in Europe, including a cancelled London police contract, as well as skepticism surrounding its moat against opensource rivals like World Monitor.

of respondents admitted their organisation had suffered financial losses due to noncompliance when expanding internationally

of finance leaders in the US reported losing upwards of US $ 1m in noncompliancerelated losses

14 September 2026