Palantir (PLTR) stock receives ‘Street high' price target

Core Viewpoint - Palantir's stock has surged 140% since the end of January, driven by strong demand for its AI solutions and impressive second-quarter results [1][3]. Financial Performance - Palantir reported a 78% increase in earnings per share (EPS) and achieved over $1 billion in quarterly revenue for the first time in Q2 2025 [3]. - The company's operating income reached $464.4 million, with a margin of 46.3%, and free cash flow was $568.8 million, exceeding Wall Street's expectation of $329.6 million [5]. Revenue Growth - The U.S. commercial segment experienced a 93% year-over-year revenue increase, now accounting for over 30% of total revenue [4]. - Palantir's top 20 customers generated an average of $75 million in trailing 12-month revenue, reflecting a 30% increase from the previous year [4]. Analyst Ratings and Price Targets - Wedbush raised its price target for Palantir from $160 to $200, citing hyper growth in demand for the company's AI products [1][6]. - Other analysts, including Gil Luria from D.A. Davidson and Gregg Moskowitz from Mizuho, also raised their price targets, indicating a bullish outlook for the stock [6]. Future Outlook - Palantir anticipates full-year revenue between $4.142 billion and $4.150 billion, with U.S. commercial revenue expected to grow more than 85% [8].