Palantir Stock Price Predictions and Market Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- Shareholder Returns Growth: Palantir has delivered triple-digit gains for shareholders over the past three years, with Q3 2023 revenue increasing 63% to $1.1 billion, demonstrating its rapid growth and market leadership in enterprise AI.
- Bullish Outlook: Morgan Stanley predicts Palantir's stock could soar 130% to $382 within a year, based on its strong financial performance and leadership in AI decisioning platforms, indicating optimistic market expectations for future growth.
- Bearish Risks: Morgan Stanley also outlines a bear case where Palantir's stock could drop 50% to $81, primarily due to its 102 times sales valuation being deemed excessive, which could undermine investor confidence.
- Future Projections: Despite valuation risks, analysts predict Palantir will trade at $200 per share by December 2026, reflecting market recognition of its software standardization position while cautioning investors to be wary of potential market volatility.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLTR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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 192.88 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.
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 151.860
Low
50.00
Averages
192.88
High
255.00
Current: 151.860
Low
50.00
Averages
192.88
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.
Rise of AI Super PACs in Political Landscape
- Political Influence Expansion: The AI industry is emulating the lobbying strategies of the cryptocurrency sector by establishing the 'Leading the Future' super PAC, aiming to influence the 2026 midterm elections and shape AI legislation, highlighting its growing significance in the political arena.
- Funding and Candidate Support: This super PAC is backed by Silicon Valley donors and plans to support multiple pro-AI candidates, mirroring Fairshake's success in 2024 with over 50 elected candidates, reflecting the AI industry's commitment to political engagement.
- Public Concerns vs. Industry Optimism: While the stock market is buoyed by optimism surrounding AI, public polling indicates greater concern about AI's implications, with many fearing job losses and privacy invasions, presenting challenges for the activities of AI super PACs.
- Legal and Policy Challenges: Trump's executive order could impact state-level AI regulations, although legal experts suggest its weak foundations; nonetheless, the AI industry may leverage this policy to advance its agenda, illustrating the complex relationship between industry and policy.
Continue Reading
U.S. Software Stock Sell-Off Triggers ETF Concerns
- Sell-Off Impact: The sell-off in U.S. software stocks led the iShares Expanded Tech-Software Sector ETF (IGV) to decline by about 5% on Thursday, marking one of its largest one-day drops since the pandemic began, indicating investor concerns about the software industry's core business model.
- Cloud Spending Sensitivity: IGV's heavy exposure to enterprise software giants like Microsoft (MSFT) and Oracle (ORCL) makes it particularly sensitive to shifts in cloud spending expectations, highlighting growing doubts about AI monetization capabilities.
- Broad Market Reaction: The Technology Select Sector SPDR ETF (XLK) also fell roughly 2%, demonstrating how megacap software names can influence overall tech performance, as investors reassess the health of the software industry rather than merely rotating trades.
- Long-Term Re-Rating Expectations: The simultaneous declines across IGV, XLK, XSW, HACK, and AOTS suggest that the market may be pricing in more profound fundamental changes rather than just short-term earnings hiccups, with software ETFs becoming a testing ground for how AI reshapes demand.
Continue Reading