BLOG / 🇺🇸 United States · · daily

VA Healthcare & Services Contracts — May 08, 2026

VA Healthcare & Services Contracts

By Gunpowder Editorial ·

5 total filings analysed

Executive Summary

These five VA Healthcare & Services contracts aggregate $85,148,039 in total obligations, with 0/5 defense-related and fully civilian exposure via the Department of Veterans Affairs. Dominant themes center on VA IT/software for veterans analysis, patient portals, and medical coding alongside physician services, with Technology Acquisition Center NJ prominent.

Highest-conviction bullish signal is Palantir Technologies Inc.'s $31,552,195 firm fixed price delivery order (potential $385M ceiling to 2030) for National Center for Veterans Analysis and Statistics Platform via full and open competition. Balanced by neutral signals on three contracts, including two to nonprofit Indiana University Health Care Associates, Inc. totaling $27,392,621. Key risk is persistently low outlays (e.g., $0 across Indiana awards, $4.6M on Palantir's $31.6M) signaling uncertain spending pace; watch 2026 end dates like Palantir's 2026-09-29 and Solventum's 2026-12-18 for option exercises amid CR vulnerability.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior VA Healthcare & Services Contracts digest from May 07, 2026.

Investment Signals (3)

  • Palantir Technologies Inc. Secures $31.6M VA Software Delivery Order with $385M Potential (HIGH)

    Palantir won a $31,552,195 firm fixed price delivery order (base + options $385,395,088 to 2030-09-29) via full and open competition under NAICS 511210 for VA's National Center for Veterans Analysis and Statistics Platform, with only $4,583,078 outlayed to date.

  • Solventum Health Information Systems Inc. (3M) Lands $12M Sole-Source VA Health IT Renewal (MEDIUM)

    Solventum (parent 3M Company) received a $12,047,442 sole-source firm fixed price definitive contract (base + options $78,001,833 to 2030-12-18) for CRS+ Encoder software licenses and support, with $12,015,798 already outlayed.

  • Low Outlays Persist on $27.4M Indiana University Health Care Associates Inc. VA Physician Contracts (HIGH)

    Two neutral contracts to nonprofit Indiana University Health Care Associates, Inc. total $27,392,621 obligated ($15,952,640 urology + $11,439,981 vascular surgeon services) from 2017-2018 awards, but $0 outlayed despite ongoing periods to 2025.

Risk Flags (2)

  • Execution [HIGH RISK]

    Low outlays signal execution delays: $0 on both Indiana University Health Care Associates, Inc. contracts ($27.4M total), $4.6M on Palantir's $31.6M, and high pricing risk (high across all) amid firm fixed price structures.

  • Budget [MEDIUM RISK]

    Uncertain option exercises cap upside: Palantir's $385M and Solventum's $78M ceilings to 2030 unexercised, vulnerable to VA budget pacing and CR uncertainty for Oct-Dec awards like Solventum's 2025-12-18.

Opportunities (3)

  • Palantir Technologies Inc. $385M potential over 5 years via option exercises on $31.6M obligated VA SaaS platform for veterans analysis.

  • Solventum Health Information Systems Inc. (3M) $78M ceiling renewal for VA medical coding software, building on sole-source justification.

  • ODDCORE JV, LLC SDVOSB set-aside $27.9M potential for My HealtheVet patient portal, with $5.7M already outlayed on $14.2M obligation.

Sector Themes (2)

  • VA Technology Acquisition Center NJ drives $57.8M (68%) of obligations in IT/SaaS: Palantir $31.6M (NAICS 511210, PSC DA10), ODDCORE $14.2M (NAICS 541519, PSC DA01), Solventum $12M (NAICS 541512, PSC 7A21).

  • 27% of value ($27.4M) to nonprofit Indiana University Health Care Associates, Inc. for urology/vascular surgeons (PSC Q525/Q523, NAICS 611310), both with $0 outlays.

Watch List (4)

  • 👁

    {"entity"=>"Palantir Technologies Inc. (PLTR)", "reason"=>"$31.6M obligation with low $4.6M outlay and $385M options to 2030", "trigger"=>"option exercise decisions; outlay beyond $4.6M; 2026-09-29 end date"}

  • 👁

    {"entity"=>"Solventum Health Information Systems Inc. / 3M Company (MMM)", "reason"=>"$12M sole-source with $78M potential and high initial outlay ($12M)", "trigger"=>"options post-2026-12-18; CR impacts on Dec award"}

  • 👁

    {"entity"=>"Indiana University Health Care Associates, Inc.", "reason"=>"Two contracts totaling $27.4M obligated but $0 outlayed to 2025 ends", "trigger"=>"outlay progress from $0; options to $48.5M ceiling; 2025-09-30/10-31 ends"}

  • 👁

    {"entity"=>"ODDCORE JV, LLC", "reason"=>"SDVOSB $14.2M with $27.9M potential and $5.7M outlayed", "trigger"=>"option exercises to 2027-05-01; outlay increases"}

Get daily alerts with 3 investment signals, 2 risk alerts, 3 opportunities and full AI analysis of all 5 filings

$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.

More from: VA Healthcare & Services Contracts

🇺🇸 More from United States

View all →