Palantir Technologies

Second-quarter 2026 revenue of $1.94 billion, up 93% year on year; US commercial revenue up 149%; US government revenue of $809 million, up 90%; full-year guidance raised to about $8.15 billion. Alex Karp: 'This quarter was otherworldly'. Establishes that the campaign has not dented the company's finances, and that divestment arguments should be framed as exclusion on principle rather than as pressure on the share price.

The 227th General Assembly of the Presbyterian Church (USA), meeting in Milwaukee, voted at the end of June 2026 to divest from Palantir Technologies and GE Aerospace, following two years of shareholder engagement by its Committee on Mission Responsibility Through Investment. A related vote, carried 454 to 15, recognised the assault on Gaza as genocide and called on members to lobby Congress for an arms embargo.

The American Friends Service Committee's company file, last updated 10 June 2026. Records the full-page New York Times advertisement stating 'Palantir stands with Israel'; the January 2024 strategic partnership announced during a Tel Aviv board meeting; the Gotham, Foundry, GAIA and AIP products supplied to Israeli forces; Palantir's presence at the Civil-Military Coordination Center at Kiryat Gat; and the divestment record, including Storebrand, Belgian asset managers, the University of San Francisco and NYC Health + Hospitals.

Collates the divestment record. Storebrand Asset Management excluded Palantir in 2024 over sales of products and services to Israel for use in the occupied Palestinian territories; the University of San Francisco divested in 2025; KBC and Degroof Petercam removed Palantir from sustainable funds in March 2026 and Argenta from all its funds; Cardano Risk Management removed 5,888,014 shares in the first quarter of 2026 under its sustainability framework; and Stichting Pensioenfonds ABP, the largest Dutch pension fund, divested in April 2026.

Dr Mitchell Katz, chief executive of NYC Health + Hospitals, told the New York City Council on 16 March 2026 that the system's Palantir contract would not be renewed when it expires in October 2026, and that the analysis would be brought in-house. The contract, worth close to $4 million since November 2023, covered revenue cycle work on insurance claims. The disclosure followed a map of institutions with Palantir ties published by the American Friends Service Committee, and campaigning by New York community organisations. The clearest documented case of a public buyer replacing Palantir with its own staff.

A 50-page briefing by the health charity Medact, endorsed by the Good Law Project, Privacy International, Just Treatment, Corporate Watch and the United Tech and Allied Workers union, and supported by Amnesty International. It records that the Federated Data Platform is not mandatory and that trusts and integrated care boards may decline it; that NHS England can choose not to extend beyond the initial three-year term, with the review 'upcoming in early 2027'; that the Department of Health and Social Care terminated an earlier adult social care data deal with Palantir in 2021 after criticism; that Greater Manchester's Integrated Care Board confirmed it would not use the platform; and that the NHS Chief Data and Analytical Officer Network wrote in February 2025 that trusts 'already have similar tools in use that presently exceed the capability' of the platform. It recommends that trusts decline implementation and urge NHS England to terminate the contract.

The Israeli research centre records Palantir under 'population control' and 'specialised equipment and services'. It documents the January 2024 strategic partnership with the Israeli Ministry of Defense 'to provide advanced AI-driven technology and services for war-related missions', estimated to be worth tens of millions of US dollars; the Israeli subsidiary Palantir Engineering Israel Ltd. and the Tel Aviv office; and American and German military personnel photographed in November 2025 in front of a screen running Palantir software at the Civil-Military Coordination Center at Kiryat Gat. The page states the information is valid until 09/02/2026.

The Ministry of Defence signed a three-year continuation contract worth GBP 240.6 million on 30 December 2025, running from 1 April 2026 to 31 March 2029, for data analytics software and support interoperable with NATO systems. The award was made directly, without competition, and drew parliamentary scrutiny; the Commons debated Ministry of Defence Palantir contracts on 10 February 2026. It sits alongside a strategic partnership the department valued at up to GBP 1.5 billion of UK investment, under which Palantir is to make London its European defence headquarters.

The Palestinian coalition that coordinates the boycott, divestment and sanctions movement names Palantir and states that 'cutting all ties with Palantir is a legal and ethical duty'. It asks universities, hospitals, trade unions, pension funds, religious institutions, UN agencies and humanitarian organisations to end contracts and partnerships with the company and to divest. Each of those audiences has a contract or a shareholding it can end on its own authority.

Palantir's UK and Europe head giving evidence to a select committee inquiry into the digital transformation of public services. Asked by Kit Malthouse MP what protections would be put in place for UK programmes to ensure they are not complicit in the commission of war crimes, Mosley did not answer the question directly, as recorded in the Medact briefing. The committee chair, Chi Onwurah MP, has publicly rejected Palantir's characterisation of those questioning its NHS role as ideologically motivated.

Background on the German deployments: police analysis systems in North Rhine-Westphalia since 2019-20 (DAR), Bavaria since December 2024 (VeRA), and Baden-Wuerttemberg approved to begin in 2026. In February 2023 the Federal Constitutional Court held the Hesse and Hamburg police laws authorising automated data analysis unconstitutional, and the civil liberties organisation Gesellschaft fuer Freiheitsrechte has brought further challenges. European alternatives to the platform are under active evaluation.

Reports a claim in Michael Steinberger's biography of Alex Karp, 'The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State', that Palantir technology was deployed by Israel during operations in Lebanon in 2024, including the September 2024 pager operation, and that Palantir sent engineers from London and rented additional space at its Tel Aviv office to train Israeli intelligence analysts. This rests on a single book claim reported at one remove; Middle East Eye records that it asked Palantir for comment. Treat as an attributed claim, not an established deployment.

Names Palantir Technologies among fifteen companies, alongside Boeing, Lockheed Martin, Elbit Systems, Israel Aerospace Industries, Hikvision and others. Amnesty calls on these companies to halt weapons, military equipment, surveillance technology and related services to Israel, and on states to bar them from government contracts, trade shows and research grants, and to divest responsibly. Palantir replied to Amnesty on 4 September 2025.

The UN Independent International Commission of Inquiry concluded on reasonable grounds that Israeli authorities and security forces have committed and are continuing to commit acts of genocide against Palestinians in the Gaza Strip, that they have and continue to have genocidal intent, and that the State of Israel bears responsibility for the failure to prevent genocide, the commission of genocide and the failure to punish genocide. The analysis covers Gaza over the period 7 October 2023 to 31 July 2025.

Signed by Courtney Bowman, Global Director of Privacy and Civil Liberties Engineering, responding to eight questions put by Amnesty International on 18 August 2025. The company states that there are 'limitations on our ability to discuss our longstanding work in Israel, but it spans the government sector, including civil, defense, and intelligence-related mandates', and that any expansion 'including in defense contexts' would carry its own international humanitarian law approach. It repeats the denials on Gospel, Lavender and predictive policing, and adds: 'We have no relationship to these programs and their use, but are proud to support Israeli defense and national security missions in other programs and contexts.'

Coordinated protests at Palantir offices in Seattle, Denver, New York, Washington DC and Palo Alto, with more than a hundred people blocking the Seattle office. The demand was that the company end both its Israeli military work and its US immigration enforcement contracts. The two asks travel together in US institutional campaigning.

Names Palantir Technologies Inc. among the companies examined. The report finds reasonable grounds to believe Palantir provided automatic predictive policing technology, core defence infrastructure for the rapid and scaled-up construction and deployment of military software, and its Artificial Intelligence Platform allowing real-time battlefield data integration for automated decision-making. It cites the January 2024 partnership announcement and the Tel Aviv board meeting, and the chief executive's April 2025 answer to a protester, as indicating executive-level knowledge. Palantir wrote to the Special Rapporteur on 22 May 2025 rejecting the findings.

Palantir's own account of its Israeli work, signed by the company and published on its website. It states that 'Palantir stands in solidarity with Israel', that 'we proudly support our partners in Israel across a multitude of mission sets, programs, and contexts', and (correcting the Special Rapporteur) that 'Palantir's work with the Israeli Ministry of Defence only began in the wake of the attacks of 7 October 2023. All prior provision of software to Israeli was to civilian agencies.' The letter denies that Palantir has supported predictive policing workflows in Israel or anywhere else, denies that it conducts or sells surveillance services, and states: 'Palantir did not provide the technology for, nor is it involved with, Gospel or Lavender.'

Freedom of Information responses show that a majority of NHS hospital trusts had not adopted the Federated Data Platform, with several stating that tools already in use 'exceed the capability' of what Palantir offers. Adoption ran below one third some eighteen months into the contract.

At the Hill and Valley Forum in Washington in late April 2025, a protester told the chief executive that 'your AI and your technology from Palantir kills Palestinians'. Karp replied: 'Mostly terrorists, that's true.' The exchange is cited in the UN Special Rapporteur's report of 30 June 2025 as indicating executive-level knowledge.

The International Criminal Court issued arrest warrants for Israeli officials for crimes against humanity and war crimes, including starvation of civilians as a method of warfare, murder, persecution and other inhumane acts. One of the findings about Israel that a public buyer or a pension trustee is being asked to weigh.

Norway's largest private asset manager exited its Palantir position over concerns that the company's work for Israel 'might put the asset manager at risk of violating international humanitarian law and human rights'. The first large European institutional exit, and the one Palantir itself addresses by name in its correspondence with Amnesty International.

The International Court of Justice found Israel's continued presence in the occupied Palestinian territory unlawful, held settlements and their associated economic activity contrary to international law, and set out the obligations of states in relation to dealings arising from the occupation. The legal framework on which public procurement reviews and institutional exclusion decisions rest.

Reports that Palantir agreed a strategic partnership with the Israeli Ministry of Defense to supply technology for 'war-related missions', following a meeting in Tel Aviv between Israeli defence officials and the co-founders Peter Thiel and Alex Karp. Palantir held its first board meeting of the year in Tel Aviv. The company cites this report in its own correspondence as the announcement of its partnership.