Palantir And Anduril Reportedly Lead Consortium, Partner With SpaceX And OpenAI To Compete Against Traditional Defense Contractors In $850 Billion US Military Market
Palantir And Anduril Reportedly Lead Consortium, Partner With SpaceX And OpenAI To Compete Against Traditional Defense Contractors In $850 Billion US Military Market
The consortium aims to modernize defense procurement by offering smaller, autonomous weapons systems and AI-powered solutions. Recent collaborations already show promise, with Palantir's AI Platform being integrated with Anduril's Lattice autonomous software for national security applications.Palantir Technologies Inc. (NYSE:PLTR) and Anduril Industries, a defense technology company are spearheading a new consortium of technology companies to compete for U.S. Department of Defense contracts, challenging traditional defense contractors' dominance over the $850 billion defense budget.
Palantir科技公司（纽交所：PLTR）和安德瑞尔工业公司，一家军工股科技公司，正在牵头成立一个新的科技公司联盟，以竞争美国国防部的合同，挑战传统军工股承包商在8500亿美元的国防预算中的主导地位。
What Happened: The group, expected to announce formal agreements in January, is in discussions with Elon Musk's SpaceX, OpenAI, Saronic, and Scale AI, reported the Financial Times on Sunday, citing people with knowledge of the matter.
发生了什么：该集团预计将在一月份宣布正式协议，目前正在与伊隆·马斯克的SpaceX(临时代码)、OpenAI、Saronic和Scale AI进行讨论，《金融时报》周日援引知情人士的报道。
This initiative comes as Palantir's market capitalization has surged to $169 billion, surpassing traditional defense contractor Lockheed Martin Corp. (NYSE:LMT). Palantir's stock has risen over 300% in the past year, though it recently faced headwinds after UBS initiated coverage with a neutral rating, citing valuation concerns.
该计划是在Palantir的市值激增至1690亿后推出，超越了传统国防承包商洛克希德·马丁公司（NYSE:LMT）。过去一年，Palantir的股票上涨超过300%，尽管最近在瑞士信贷启动覆盖并给予中立评级后面临压力，原因是估值担忧。
The consortium aims to modernize defense procurement by offering smaller, autonomous weapons systems and AI-powered solutions. Recent collaborations already show promise, with Palantir's AI Platform being integrated with Anduril's Lattice autonomous software for national security applications.
该财团旨在通过提供更小型的自主武器系统和人工智能驱动的解决方案来现代化国防采购。最近的合作已经显示出希望，Palantir的人工智能平台与Anduril的Lattice自主软件在国家安全应用中进行了集成。
Palantir and Anduril did not immediately respond to Benzinga's request for comment.
Palantir和Anduril未立即回应Benzinga的评论请求。
Why It Matters: The timing aligns with increased defense spending driven by conflicts in Ukraine and the Middle East, plus rising U.S.-China tensions. Palantir recently secured a $400.7 million contract extension with the U.S. Army, which could potentially reach $618.9 million over four years.
重要性：这一时机与乌克兰和中东冲突导致的国防开支增加相符合，加上美国与中国关系紧张。Palantir最近获得了与美国陆军的4亿070万美元合同续签，未来四年可能达到61890万。
Traditional defense procurement has faced criticism for favoring established contractors like Raytheon Technologies Corp. (NYSE:RTX) and The Boeing Company (NYSE:BA), often resulting in costly, time-consuming projects. This new tech consortium aims to provide more efficient, cutting-edge solutions to meet modern military challenges.
传统国防采购因倾向于雷神科技公司（NYSE:RTX）和波音公司（NYSE:BA）等已建立承包商而受到批评，常常导致成本高昂、耗时的项目。这个新的科技财团旨在提供更高效、前沿的解决方案，以应对现代军事挑战。
Palantir stock closed at $80.55 on Friday, up 8.54% for the day, and rose 0.19% in after-hours trading. Year to date, the stock has surged 385%, according to data from Benzinga Pro.
Palantir的股票在周五收于80.55美元，日内上涨8.54%，并在盘后交易中上涨0.19%。截至目前，股票已上涨385%，根据Benzinga Pro的数据。
The consensus price target is $35.58, with the highest target of $80, and the lowest of $7.50. Recent ratings from UBS, Mizuho, and Baird average $64.67, implying a 19.87% downside.
一致的目标价格为35.58美元，最高目标为80美元，最低为7.50美元。来自瑞士银行、瑞穗和贝尔德的最新评级平均为64.67美元，意味着有19.87%的下行空间。
