Dominio de defensa con IA de Palantir impulsa un incremento récord de acciones en noviembre de 2025

Palantir Technologies (PLTR) has surged nearly 8-10% in pre-market trading in November 2025, cementing its status as a top performer in the S&P 500 and Nasdaq 100. This rally is not a fluke-it's a direct result of the company's strategic AI adoption in defense, bolstered by a landmark $448 million U.S. Navy contract, a 63% year-over-year revenue spike, and a growing ecosystem of defense partnerships. For investors, this is a masterclass in how AI is reshaping national security-and why Palantir is positioned to dominate this high-growth sector.

Q3 Earnings: A 63% Revenue Jump and Defense's Role

Palantir's third-quarter earnings report on November 3, 2025, revealed a 63% year-over-year revenue increase to $1.18 billion, with U.S. Commercial revenue surging 121%. Government contracts, a cornerstone of its business, grew 55% year-over-year. These numbers aren't just impressive-they're transformative. Defense spending is no longer a niche play; it's a $1.2 trillion global market, and Palantir is winning contracts that redefine efficiency.

Take the U.S. Navy's AI overhaul of submarine maintenance. By deploying Palantir's software, the Navy is slashing maintenance timelines and costs, a critical edge in an era of great-power competition. This isn't just about fixing submarines-it's about ensuring operational readiness at scale.

The Navy Contract: A $448M Bet on AI-Driven Shipbuilding

The U.S. Navy's $448 million investment in Palantir's AI systems is a game-changer. Specifically, the Navy is using Palantir's ShipOS platform to modernize shipbuilding, reducing 1,850 production days to just 75 days for one supplier. Another process was cut from 200 hours to 12 seconds, with a 50% quality improvement. These aren't incremental gains-they're revolutionary.

This contract underscores a broader trend: defense agencies are prioritizing AI to outpace adversaries. Palantir's ability to unify disparate systems under a single platform-while maintaining security-has made it indispensable. As one analyst noted, "Palantir is the glue that holds modern defense tech together."

Strategic Partnerships: Boeing, L3 Harris, and the AI Supply Chain

Palantir's dominance isn't limited to the Navy. Its partnerships with defense giants like Boeing and L3 Harris Technologies are accelerating AI adoption across critical programs. Boeing Defense, Space & Security (BDS) is deploying Palantir's Foundry platform to standardize data analytics across satellite, missile, and aircraft production. This collaboration spans classified and unclassified missions, ensuring AI-driven efficiency without compromising security.

Meanwhile, L3 Harris is leveraging Palantir's AI for hypersonic defense and the Army's TITAN program. These partnerships highlight Palantir's versatility: its platforms work across geographically dispersed facilities and sensitive programs, a rare combination in the AI space.

Technical Edge: AIP and Foundry as Defense AI Operating Systems

Palantir's technical prowess lies in its AI platforms. The AIP (Artificial Intelligence Platform) is an end-to-end operating system for deploying large language models and analytics in defense environments. NATO's adoption of the Maven Smart System-a Palantir AI tool for intelligence fusion and battlespace awareness-proves its global appeal.

The Foundry platform, meanwhile, is streamlining Boeing's production lines, reducing decision-making delays and optimizing supply chains. These tools aren't just software; they're infrastructure for the AI-driven military of the future.

Broader Context: AI as a National Security Priority

The White House's "America's AI Action Plan" emphasizes rapid AI deployment in defense, and Palantir is at the forefront. With a $10 billion, 10-year contract to consolidate U.S. Army programs, the company is scaling its influence. This aligns with a global shift: defense budgets are increasingly tied to AI capabilities, and Palantir's secure, scalable solutions are the gold standard.

Investment Thesis: A High-Conviction Play on AI-Driven Defense

Palantir's stock surge is a reflection of its strategic positioning. With a 63% revenue growth rate, a $448 million Navy contract, and a pipeline of defense partnerships, the company is capitalizing on a structural shift in national security. For investors, this is more than a stock-it's a bet on the future of warfare.

As Wedbush analysts noted, "Palantir's AI dominance is a tailwind for long-term growth." With the defense sector projected to spend $1.2 trillion globally over the next decade, Palantir's role as a key enabler of AI-driven modernization is irreplaceable.