Palantir Stock Soars as War in Iran Boosts Military Contracts

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: 3 hours ago

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Source: Newsfilter

Outstanding Stock Performance: Palantir's stock surged 15% last week, marking its best performance since August and significantly outperforming other large-cap tech stocks, reflecting market confidence in its business with the U.S. military and intelligence agencies.
Dependence on Government Spending: Approximately 60% of Palantir's revenue comes from government spending, and as the war in Iran continues, analysts believe this will further drive growth in its government contracts, particularly in military collaborations.
Analyst Rating Upgrade: Analysts at Rosenblatt raised Palantir's price target from $150 to $200, asserting that the conflict in the Middle East bodes well for its government pipeline and noting that there are adequate alternatives to address the Anthropic blacklist issue.
Market Dynamics Impact: Palantir's stock rally is also attributed to a rebound in software stocks, as the market reassesses the software sector amidst concerns about AI tools threatening traditional business models, indicating a stabilization in market dynamics.

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Analyst Views on PLTR

Wall Street analysts forecast PLTR stock price to rise

17 Analyst Rating

5 Buy

10 Hold

2 Sell

Hold

Current: 152.670

Low

50.00

Averages

192.88

High

255.00

Current: 152.670

Low

50.00

Averages

192.88

High

255.00

Rosenblatt

Buy

upgrade

$150 -> $200

2026-03-03

New

Reason

Rosenblatt

Price Target

$150 -> $200

AI Analysis

2026-03-03

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upgrade

Buy

Reason

Rosenblatt raised the firm's price target on Palantir to $200 from $150 and keeps a Buy rating on the shares. The U.S. government has ordered a six-month phase out period for Anthropic's LLMs, which the firm thinks will leave "ample time" to switch over to one of the many other LLMs that are supported by Palantir, says the analyst, who thinks global instability and the need for comprehensive wartime solutions are likely to lead to deals like the U.S. army deal in July that rolled 75 contracts into just one with Palantir. Over time, the firm thinks the Middle East conflict is "likely to highlight the strength and leverage of Palantir's solution vs. just another LLM," the analyst added.

UBS

upgrade

2026-03-03

New

Reason

UBS

Price Target

2026-03-03

New

upgrade

Reason

Moderately bullish activity in Palantir Technologies (PLTR), with shares up 20c, or 0.14%, near $145.38. Options volume relatively light with 378k contracts traded and calls leading puts for a put/call ratio of 0.7, compared to a typical level near 1.02. Implied volatility (IV30) is higher by 1.6 points near 56.32,and below the 52wk median, suggesting an expected daily move of $5.16. Put-call skew steepened, indicating increased demand for downside protection, following an upgrade to Buy at UBS.

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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.

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Palantir Stock Rises 15% Amid Iran Conflict

2 hours agoCNBC

Stock Surge: Palantir's stock surged 15% amid the Iran conflict, standing out in a declining market, reflecting investor confidence in its reliance on government spending, which constitutes about 60% of its revenue.
Analyst Rating Upgrade: Analysts at Rosenblatt maintained a buy rating on Palantir and raised their price target from $150 to $200, believing that the Middle East conflict will benefit the company's government project pipeline, indicating potential for more contract opportunities ahead.
Military Contract Impact: Palantir signed a $10 billion contract with the U.S. Army last year and provides AI capabilities through its Maven Smart System program, further solidifying its position in the defense sector.
Market Dynamics Rebound: Software stocks rebounded after recent sell-offs, with the iShares Expanded Tech-Software Sector ETF rising nearly 8% this week, indicating improved market sentiment, which also benefited Palantir's performance.