Palantir Stock Deserves Valuation Premium: Analyst Says Growth + Margin Equals 'Category Of One'

Core Viewpoint - Palantir Technologies is experiencing accelerating growth, as evidenced by its second-quarter financial results, which exceeded estimates and marked the eighth consecutive quarter of revenue growth acceleration [1][2]. Group 1: Analyst Ratings and Price Targets - Piper Sandler analyst Brent Bracelin maintained an Overweight rating on Palantir and raised the price target from $170 to $182 [1]. - Bank of America analyst Mariana Perez Mora reiterated a Buy rating and increased the price target from $150 to $180 [1]. Group 2: Revenue and Growth Insights - Palantir's second-quarter revenue beat was the largest in dollars ever, indicating strong demand across both government and commercial segments [2]. - The company reported a 93% year-over-year growth in U.S. commercial revenue, highlighting significant untapped AI platform opportunities for large enterprise customers [3]. Group 3: Market Position and Future Outlook - The recent $10 billion Army deal strengthens Palantir's position in the $1 trillion+ Defense Total Addressable Market (TAM) and supports an intermediate-term bullish scenario for the stock [3]. - Palantir is approaching a "singularity" moment with its first quarter of over $1 billion in revenue, with a 64% year-over-year growth in U.S. customer count [5]. Group 4: Strategic Alignment and Brand Strength - Palantir aligns with key pillars of the recent "Winning the Race" AI plan from the Trump administration, which may accelerate AI adoption in government sectors [6]. - The number of U.S. companies mentioning Palantir in earnings calls has more than tripled year-over-year, indicating a strong brand presence [6]. Group 5: Stock Performance - Palantir stock rose 7.1% to $172.05, with a year-to-date increase of 128.9% in 2025, reaching new 52-week highs [7].