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14 handpicked stocks

AI for Defense & Governance

This carefully selected group of stocks represents companies at the forefront of AI-powered data analytics for government and enterprise. These stocks have been handpicked by professional analysts to capture the growing trend of data-driven decision making across national security, public sector operations, and corporate efficiency.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PLTR

Palantir Technologies Inc

PLTR

Current price

$177.17

As the catalyst for this theme, Palantir's leadership in AI-driven data analytics for both government and commercial clients places it at the center o...

As the catalyst for this theme, Palantir's leadership in AI-driven data analytics for both government and commercial clients places it at the center of this investment trend.

BAH

Booz Allen Hamilton Holding Corp.

BAH

Current price

$109.32

As a leading government technology consultant, Booz Allen Hamilton directly benefits from increased federal spending on the AI and data analytics solu...

As a leading government technology consultant, Booz Allen Hamilton directly benefits from increased federal spending on the AI and data analytics solutions validated by Palantir's success.

SNOW

Snowflake Inc.

SNOW

Current price

$199.08

Snowflake's data cloud platform is essential for managing the large datasets required for AI, and it competes and partners with companies like Palanti...

Snowflake's data cloud platform is essential for managing the large datasets required for AI, and it competes and partners with companies like Palantir in both commercial and government sectors.

About This Group of Stocks

1

Our Expert Thinking

These companies are capitalizing on a major shift where AI is becoming essential for both government agencies and businesses. As Palantir's success demonstrates, enterprise-grade artificial intelligence is rapidly transforming from a niche capability to a core operational necessity for data-driven decision-making across sectors.

2

What You Need to Know

This collection includes a diverse mix of government technology integrators, data management platforms, and cybersecurity firms. These companies are positioned to benefit from the secular growth trend of AI adoption for mission-critical applications in both defense and commercial domains.

3

Why These Stocks

We've selected companies that are either direct catalysts like Palantir or those poised to benefit from the ripple effects of increased AI adoption. Each company provides specialized services or platforms that enable the digital transformation happening across government agencies and large enterprises.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+24.60%

Group Performance Snapshot

24.6%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 24.6% over the next year.

8 of 14

Stocks Rated Buy by Analysts

8 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Government AI Spending Boom

Federal agencies are ramping up investments in AI and data analytics for defense, intelligence, and operational efficiency. Companies in this group are perfectly positioned to capture billions in new contracts.

🔒

Mission-Critical Technology

These aren't optional tech solutions, they're becoming essential infrastructure for both government and enterprise operations. This creates stable, recurring revenue streams less vulnerable to economic cycles.

🌐

The Public-Private Crossover

The most successful companies in this space are leveraging expertise gained from government work to win lucrative commercial contracts. This dual-market strategy creates multiple growth avenues most investors haven't recognized yet.

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