Karp's Perspective on AI Markets: Palantir CEO Alex Karp distinguishes between two AI markets: one that delivers measurable results and another that is merely hype. He argues that only the former is real and valuable, while the latter is dissipating.
Valuation and Market Misunderstanding: Karp criticizes analysts for misinterpreting Palantir's value by focusing on demo-driven AI rather than its ability to produce verifiable outcomes. He believes the stock market is undervaluing Palantir's unique position in the U.S. tech landscape.
U.S. Advantage and Risks: Karp emphasizes that the U.S. has a significant advantage in AI capabilities due to its talent and infrastructure, but warns that over-regulation and political issues could jeopardize this edge.
Stock Performance and Future Outlook: Palantir's stock has significantly outperformed the S&P 500, trading at high multiples that Karp believes reflect its central role in national capabilities rather than traditional valuation metrics.
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
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.
5 Buy
10 Hold
2 Sell
Hold
Current: 177.070
Low
50.00
Averages
192.88
High
255.00
Current: 177.070
Low
50.00
Averages
192.88
High
255.00
Truist
Buy
initiated
$223
Al Analysis
2026-01-06
Reason
Truist
Price Target
$223
Al Analysis
2026-01-06
initiated
Buy
Reason
Truist initiated coverage of Palantir with a Buy rating and $223 price target. Palantir holds a unique market position and is ideally positioned for increased AI adoption by both governments and enterprises, the analyst tells investors in a research note. Truist expects Palantir to maintain a strong margin profile while continuing to benefit from AI tailwinds on its top line.
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."
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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.
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.
