Rosenblatt Securities upgraded Palantir Technologies to a strong-buy rating. This move follows a recent upgrade from UBS. These analyst actions signal renewed Wall Street conviction in the company’s position within the AI and data spending sectors.

Palantir secured a defense-focused agreement with GE Aerospace under a U.S. contract. The company also partnered with Rackspace Technology to accelerate enterprise adoption of its AI platforms. These strategic collaborations expand Palantir’s presence in mission-critical infrastructure for both government and commercial sectors.