Stock Markets February 27, 2026

OneMedNet Shares Rally 90% After Commercial Rollout of Palantir-Powered Real-World Data Platform

Company shifts customer trials into paid, multi-year subscriptions as adoption rises across life sciences and AI health

By Leila Farooq ONMD
OneMedNet Shares Rally 90% After Commercial Rollout of Palantir-Powered Real-World Data Platform
ONMD

OneMedNet Corporation's stock jumped 90% on Friday after the company announced a new phase of its commercial launch for a Real-World Data Platform powered by Palantir Foundry. The firm said it is converting trial evaluations into paid, multi-year subscriptions following demonstrations at major tradeshows on November 10, 2025, and that these contracts represent millions in incremental recurring revenue as adoption expands across life sciences and AI health sectors.

Key Points

  • OneMedNet announced conversion of customer evaluations into commercial subscriptions after demonstrations at major tradeshows on November 10, 2025, contributing to a 90% jump in the stock.
  • The Real-World Data Platform, powered by Palantir Foundry, offers access to data from over 2,130 healthcare sites with multimodal datasets and AI-driven search plus real-time feeds.
  • The company is securing multi-year subscription deals worth millions in incremental recurring revenue, with adoption rising across life sciences and AI health sectors.

Overview

Shares of OneMedNet Corporation (NASDAQ:ONMD) surged 90% on Friday after the company disclosed that it is moving to the next phase of its commercial launch for a Real-World Data Platform powered by Palantir Foundry. The announcement said that customer evaluations are being converted into commercial subscriptions after the platform was shown with live feeds, subscription access, and AI-driven search capabilities at major tradeshows on November 10, 2025.

Commercial traction and revenue model

OneMedNet reported that it is signing multi-year subscription agreements that represent millions in incremental recurring revenue. The company said adoption is expanding across life sciences and AI health sectors as customers move from evaluation to paid subscriptions.

Platform scope and capabilities

The platform provides access to data from more than 2,130 healthcare sites and features multimodal datasets. OneMedNet described its iRWD network as offering continuously connected datasets with over 20 years of historical depth and access extending three years forward. The platform combines AI-driven search capabilities with real-time data feeds to support evidence generation.

According to the company, customer feedback since Fall 2025 emphasized the platform's analytical depth across integrated clinical and longitudinal datasets, improved cohort feasibility assessments, and faster onboarding of data partners. These attributes were cited as drivers for converting trials into subscription contracts.

"Customer feedback has reinforced the platform’s performance, speed, and depth of discovery," said Aaron Green, CEO & President. "We believe this traction validates our strategy of combining conversational AI-driven search with scalable, prospective data feeds, strengthening customer confidence as we expand subscriptions and deliver fast, intuitive value for Real-World evidence generation."

Business implications

OneMedNet emphasized that the commercial launch advances its recurring revenue model through multi-year subscription contracts, positioning the company to generate ongoing revenue streams tied to platform adoption.


Context limitations

The company statement focuses on the current commercial rollout, customer feedback since Fall 2025, and the conversion of evaluations to paid subscriptions. Details beyond the scope of those disclosures were not provided in the announcement.

Risks

  • Future details about the size, timing, and renewal terms of the multi-year subscriptions were not disclosed - this creates uncertainty about the durability and scale of the reported recurring revenue.
  • The company’s commercial progress is linked to continued customer adoption and feedback; changes in adoption rates or customer sentiment could affect revenue growth in life sciences and AI health markets.
  • The announcement referenced demonstrations and feedback up to Fall 2025; the long-term performance and integration of data partners beyond the early commercial phase remain to be demonstrated.

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