Palantir Stock Surges 135% in 2025, Future Growth Concerns Arise
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Should l Buy PLTR?
Source: NASDAQ.COM
- Stock Performance: Palantir's stock surged 135% in 2025, following impressive gains of 341% in 2024 and 167% in 2023, showcasing the company's robust performance in the AI software sector.
- Revenue Growth: In Q3, Palantir's total revenue increased by 63% year-over-year to $1.18 billion, with government revenue rising 55% to $633 million and commercial revenue growing 73% to $548 million, indicating strong success in both sectors.
- Market Expectations: Despite Wall Street analysts projecting a slowdown in revenue growth to 54% in Q4 and 43% for FY 2026, this could pressure the stock price, especially given its high valuation.
- Valuation Challenges: Palantir's stock trades at 117 times trailing sales and 176 times forward earnings, suggesting that significant future growth is already priced in, leading analysts to advise caution for potential investors considering the stock's high premium.
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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 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: 130.010
Low
50.00
Averages
192.88
High
255.00
Current: 130.010
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.
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- Customer Base Expansion: The number of U.S. commercial customers surged from 14 five years ago to 571 today, indicating a substantial rise in demand for its Artificial Intelligence Platform (AIP) among enterprises, suggesting continued growth potential ahead.
- Record Contract Value: The company reported a record total contract value of $1.3 billion in the U.S. commercial sector, reflecting clients' trust and reliance on Palantir's solutions, which further drives revenue growth and market share.
- Optimistic Strategic Outlook: With the proliferation of AIP, Palantir's commercial business has doubled in the past year, and given the current strong demand for AI, it is expected to continue driving performance growth, providing substantial returns for shareholders.
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- Customer Base Expansion: The number of U.S. commercial customers surged from 14 five years ago to 571 today, indicating a substantial rise in demand for its Artificial Intelligence Platform (AIP) among enterprises, suggesting continued growth potential ahead.
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- Rapid Approval Process: The bank received approval less than eight months after applying, indicating regulatory support for emerging financial institutions, which may encourage more similar entities to seek legitimacy.
- Filling Market Gaps: Erebor plans to serve technology businesses in AI, crypto, defense, and manufacturing, aiming to fill the funding void left by the collapse of Silicon Valley Bank, thereby assisting startups in accessing critical capital.
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- Entrepreneurship Philosophy: In a 2015 speech, Thiel emphasized that entrepreneurship should not follow formulas, as each breakthrough company is unique; imitating successful figures like Zuckerberg or Gates overlooks the essence of innovation, which is to create something fundamentally new.
- Importance of Contrarian Thinking: Thiel noted that progress comes from finding unpopular truths and organizing teams around them, a principle he considers one of the best filters for hiring, highlighting the significance of courage in building companies.
- Industry Resonance: Many industry leaders echo Thiel's sentiment, emphasizing that courage is more important than intelligence, indicating that the ability to challenge conventional thinking is a key driver of innovation and success in a rapidly changing business environment.
See More
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- Employee Coalition Statement: Over 900 Google workers signed an open letter condemning the violence by U.S. Immigration and Customs Enforcement (ICE) and Customs and Border Protection (CBP), urging the company to disclose its dealings with these agencies and divest from them, highlighting a strong concern for the company's ethical responsibilities.
- Condemnation of Violence: The letter cites recent fatal actions by ICE against Keith Porter, Renee Good, and Alex Pretti, with employees expressing shock at Google's role in these incidents and asserting that the company plays a significant part in perpetuating surveillance and violence, reflecting deep dissatisfaction with corporate policies.
- Call for Safety Measures: Employees demand that Google implement urgent measures to protect worker safety, including flexible work-from-home policies and immigration support, emphasizing that employee safety and well-being should be prioritized in the current political climate, showcasing strong expectations for corporate governance.
- Increasing Industry Pressure: The release of this open letter coincides with mounting pressure on tech CEOs to publicly oppose ICE, indicating that employees seek to leverage collective action to drive the company towards ethical and policy changes.
See More
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- Employee Collective Statement: Over 900 Google employees have signed an open letter condemning the actions of U.S. Immigration and Customs Enforcement (ICE) and Customs and Border Protection (CBP), urging the company to disclose its dealings and divest from these agencies, highlighting the employees' concern for corporate ethical responsibilities.
- Outrage Over Violence: The letter cites recent violent incidents involving ICE, with employees expressing shock at Google's role in these events, asserting that the company is complicit in fostering surveillance and violence, which underscores the significant impact of corporate actions on societal issues.
- Controversial Technical Support: Google Cloud is accused of aiding CBP's surveillance efforts and powering Palantir's ImmigrationOS, prompting employees to call for an end to partnerships with these agencies to safeguard employee welfare and uphold ethical standards in technology use.
- Internal Q&A and Safety Measures: Employees demand an emergency internal Q&A to discuss contracts with the Department of Homeland Security and military, alongside the implementation of flexible work-from-home policies and immigration support to protect workers from ICE threats, reflecting a strong emphasis on corporate governance and employee well-being.
See More
