Palantir Technologies(US:PLTR) 智通财经网·2025-07-10 12:18Core Viewpoint - Wedbush maintains an "outperform" rating for Palantir Technologies (PLTR.US) and raises the target price from $140 to $160, citing the company's strong performance in its artificial intelligence strategy as a key driver for future stock price increases [1] Group 1: Company Performance and Strategy - Analysts believe Palantir is poised to become a major player in the artificial intelligence sector, potentially becoming the next Oracle, despite its current high valuation [1] - The company is recognized as one of the top picks in the "IVES AI 30" list, with its transformative AI strategy becoming a critical platform for businesses transitioning to AI applications [1] - There is a growing demand from both new and existing clients in commercial and federal sectors for Palantir's technology, as organizations seek to enhance efficiency through AI [1] Group 2: Revenue Potential and Market Position - Analysts assert that Wall Street has underestimated the potential revenue stream of over $1 billion from Palantir's AI platform in the U.S. commercial sector in the coming years [2] - The Trump administration has provided favorable conditions for Palantir, as the U.S. government accelerates its initiatives in artificial intelligence, which remains a strategic focus at the federal level [2] - Recent agreements within NATO are seen as an additional boost for Palantir, positioning the company to benefit from significant investments in AI by North American and European governments [2] Group 3: Growth Environment - Palantir is well-prepared to navigate a "new stringent spending environment," with its global presence, including in the Middle East, becoming a strong driver for growth as AI applications become more widespread [3]