Analysts set Palantir stock price target after earnings

Core Insights - Palantir Technologies reported a strong Q2 2025 performance, highlighting its rapid growth in the enterprise AI sector [1] Financial Performance - The company achieved total revenue of $1.004 billion, representing a 48% year-over-year increase, with the U.S. commercial segment growing by 93% YoY [2] - Government revenue also showed robust growth, with a 14% sequential increase and a 53% YoY gain, supported by a $218 million U.S. Space Force contract and a 10-year Army agreement potentially worth up to $10 billion [2] - Palantir raised its full-year revenue guidance to a range of $4.142–$4.150 billion, reflecting its strong momentum [2] Market Position - The stock is projected to open trading near a $400 billion market cap, nearly double the size of UnitedHealth, which was almost 10 times larger than Palantir a year ago [3] Analyst Reactions - Deutsche Bank upgraded Palantir to Hold from Sell, increasing its price target to $160, citing impressive revenue growth and margin improvement [4] - Morgan Stanley raised its target to $155 from $98, maintaining an Equal Weight rating and describing the results as a "wow moment" with key metrics accelerating from Q1 [4] Strategic Outlook - The combination of rapid commercial adoption, deepening government relationships, and expanding AI use cases positions Palantir as a key player in the sector, with analysts viewing its ability to monetize AI deployment as a significant growth driver [5]