Strong Quarterly Results: Palantir Technologies reported third-quarter revenue of $1.18 billion, exceeding analyst expectations, with a year-over-year growth of 63% driven by a 77% increase in the U.S. market. Adjusted earnings were also above forecasts, leading to an optimistic full-year revenue forecast of up to $4.4 billion.
Analyst Ratings Update: Following the positive earnings report, several analysts raised their price forecasts for Palantir's stock, with Bank of America maintaining a Buy rating and increasing the target from $215 to $255, while Mizuho and Piper Sandler also adjusted their ratings and price targets upward.
AI Expansion in Dubai: Palantir launched a new AI venture named Aither in collaboration with Dubai Holding, aimed at enhancing AI-driven transformation in Dubai's public and private sectors, supporting the Dubai Economic Agenda (D33) with a target of AED100 billion in annual digital revenue.
Stock Performance: Despite the strong quarterly results and positive analyst outlooks, Palantir's shares fell by 7.20% to $192.26, approaching its 52-week high of $207.52, while the stock has seen a significant increase of over 361% in the past year.
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: 165.900
Low
50.00
Averages
192.88
High
255.00
Current: 165.900
Low
50.00
Averages
192.88
High
255.00
Phillip Securities
initiated
$208
2026-01-22
New
Reason
Phillip Securities
Price Target
$208
AI Analysis
2026-01-22
New
initiated
Reason
Phillip Securities initiated coverage of Palantir with a Buy rating and $208 price target. The firm sees potential for the shares to re-rate higher, driving by improving fundamentals and a growing addressable market. Palantir has captured "just" 2.4% of its $119B 2020 total addressable market, the analyst tells investors in a research note. With the company's AI software growing 25%-plus annually, the addressable market has likely expanded, "supporting significant upside," contends Phillip.
Truist
Buy
initiated
$223
2026-01-06
Reason
Truist
Price Target
$223
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.
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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.
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.
