Palantir: The 'Messi of AI'—But Databricks Tells a Different Story
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Aug 22 20250mins
Analyst Comparison: Wedbush analyst Dan Ives refers to Palantir Technologies as the "Messi of AI," highlighting its unique capabilities, while Databricks is likened to Kylian Mbappé for its rapid growth and market presence.
Performance Metrics: Databricks outperforms Palantir in several key metrics, including customer count (15,000 vs. 849), year-over-year revenue growth (50% vs. 45%), and net revenue retention (140%+ vs. 128%).
Market Valuation Debate: Citron Research suggests that if Palantir were valued similarly to Databricks at $100 billion, its stock price would be around $40, indicating a potential undervaluation compared to its competitors.
Investment Considerations: Investors may need to choose between Palantir's established reputation and specialized capabilities versus Databricks' faster growth and broader enterprise reach when considering their investments in AI companies.
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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: 187.540
Low
50.00
Averages
187.87
High
255.00
Current: 187.540
Low
50.00
Averages
187.87
High
255.00
Freedom Capital
Sell
maintain
$125 -> $170
2025-11-13
Reason
Freedom Capital
Price Target
$125 -> $170
2025-11-13
maintain
Sell
Reason
Freedom Capital raised the firm's price target on Palantir to $170 from $125 and keeps a Sell rating on the shares. The company reported Q3 upside on U.S. commercial growth of 121% year-over-year, the analyst tells investors in a research note. The firm cites Palantir's "sustained near-term momentum" for the target boost. However, it believes the stock's "elevated valuation implies embedded hypergrowth that is unlikely to persist indefinitely."
HSBC
Hold
maintain
$181 -> $197
2025-11-05
Reason
HSBC
Price Target
$181 -> $197
2025-11-05
maintain
Hold
Reason
HSBC raised the firm's price target on Palantir to $197 from $181 and keeps a Hold rating on the shares.
Goldman Sachs
Neutral
maintain
$141 -> $188
2025-11-05
Reason
Goldman Sachs
Price Target
$141 -> $188
2025-11-05
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Palantir to $188 from $141 and keeps a Neutral rating on the shares.
UBS
Karl Keirstead
Neutral
maintain
$165 -> $205
2025-11-04
Reason
UBS
Karl Keirstead
Price Target
$165 -> $205
2025-11-04
maintain
Neutral
Reason
UBS analyst Karl Keirstead raised the firm's price target on Palantir to $205 from $165 and keeps a Neutral rating on the shares. Growth is set to accelerate again in Q4, the analyst tells investors in a research note.
See All Ratings
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
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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.
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