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15 handpicked stocks

Pentagon's Software Overhaul

Palantir's new $10 billion agreement with the U.S. Army signals a major shift in defense procurement toward large-scale software contracts. This creates an investment opportunity in companies that provide data analytics, AI, and other critical software solutions to the government and defense sectors.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Aug 3

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

$171.68

SAIC

Science Applications International Corp.

SAIC

Current price

$116.36

BAH

Booz Allen Hamilton Holding Corp.

BAH

Current price

$112.38

About This Group of Stocks

1

Our Expert Thinking

The Pentagon's $10 billion software agreement with Palantir signals a fundamental shift in military procurement towards large-scale enterprise technology contracts. This creates sustained opportunities for companies providing data analytics, AI, and cybersecurity solutions to government and defense sectors as agencies modernise their technological capabilities.

2

What You Need to Know

This group focuses on established defense contractors and innovative tech firms positioned to benefit from the military's digital transformation. These companies specialise in critical software solutions including data integration, artificial intelligence, and cloud infrastructure specifically designed for government clients and national security operations.

3

Why These Stocks

Each company was handpicked by professional analysts based on their proven track record in government contracts and their potential to secure similar large-scale agreements. They represent the forefront of commercial software integration into national defense, offering exposure to the long-term trend of technology's expanding role in military operations.

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

+59.02%

Group Performance Snapshot

59.02%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 59.02% over the next year.

9 of 14

Stocks Rated Buy by Analysts

9 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

🚀

Massive Government Spending Shift

The Pentagon's $10 billion software deal signals a fundamental change in how the military buys technology. This creates enormous opportunities for companies positioned to win similar large-scale contracts.

🔒

National Security Priority

As cyber threats grow and military operations become more digital, these companies provide mission-critical software that governments simply cannot do without. This creates steady, long-term demand.

💡

AI and Data Analytics Boom

These firms are at the cutting edge of artificial intelligence and data analytics for defense applications. As military agencies modernise, demand for their specialised expertise is set to accelerate.

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