Palantir and Sandisk Stocks Surge, Palantir Up 135% with Significant Future Risks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5h ago
0mins
Source: NASDAQ.COM
- AI-Driven Growth: In 2025, Palantir's stock surged 135%, marking the ninth-best performance in the S&P 500, highlighting its leadership in AI and machine learning platforms, although its valuation at 117 times sales poses significant risks ahead.
- Flash Memory Beneficiary: Sandisk's stock skyrocketed 559%, making it the best performer in the S&P 500, benefiting from a flash memory supply shortage driven by AI infrastructure buildout, despite its high valuation of 170 times earnings, suggesting market optimism may be overstated.
- Diverging Earnings Outlook: Analysts predict that Palantir and Sandisk will move in opposite directions in 2026, with Palantir facing potential declines while Sandisk may continue to rise, reflecting differing market sentiments regarding their future performances.
- Market Cycle Warning: While Sandisk gained a percentage point of market share in the first half of 2025, JPMorgan analysts caution that the cyclical nature of memory chip demand indicates the current supply-constrained environment may signal a peak in the market cycle, potentially leading to lower-than-expected future earnings growth.
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 187.87 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
3 Buy
11 Hold
2 Sell
Hold
Current: 177.070
Low
50.00
Averages
187.87
High
255.00
Current: 177.070
Low
50.00
Averages
187.87
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
