PLTR Stock Declines 10% Amid Budget Cut Concerns
Palantir Technologies (PLTR) experienced a sharp 10.08% decline on Wednesday, largely due to a Washington Post report indicating that the Trump administration has directed the Pentagon to implement substantial budget cuts over the next five years.
According to the Washington Post, Defense Secretary Pete Hegseth has instructed senior leaders to reduce the defense budget by 8% annually for the next five years, potentially amounting to billions of dollars in cuts.
"Our budget will resource the fighting force we need, cease unnecessary defense spending, reject excessive bureaucracy, and drive actionable reform including progress on the audit," Hegseth stated in a memo accessed by the Post.
While certain categories, including US border operations and munitions acquisitions, are reportedly exempted from the cuts, Palantir's reliance on government contracts could pose a challenge.
Palantir并未立即回应 雅虎财经的评论请求。
作为一家为美国政府提供人工智能监控软件的公司，Palantir 最近一个季度报告显示，全球政府合同在公司收入中的占比超过一半，而美国国防部的支出增长是其主要推动力。《金融时报》于 12 月报道称，Palantir 正在与包括 Anduril 在内的竞争对手进行谈判，以组建一个联盟竞标美国政府合同。
尽管周三出现下跌，但 Palantir 股票在 2025 年表现强劲，年内涨幅超过 48%，目前位居标准普尔 500 指数表现第二佳的股票。过去一年中，该股票上涨了超过 350%。