AI sets date when Palantir stock will hit $300

Group 1 - Palantir Technologies has emerged as a strong performer in the S&P 500 and technology sector, driven by advancements in artificial intelligence, with shares targeting $200 and potentially $300 [1][4] - Year-to-date, Palantir's stock has increased by 107%, trading at $156, up 0.8% on the day [1] - The company's AI Platform is gaining traction in defense, healthcare, and enterprise sectors, with annual AI spending growth projected at 30% to 40% [4] Group 2 - A $10 billion U.S. Army contract solidifies Palantir's position as a core defense contractor, with NATO expansion potentially increasing recurring revenue to $10 to $15 billion by 2027-2028 [4] - The commercial segment is experiencing significant growth, with U.S. revenue up 93% year-over-year, expected to surpass government sales by 2026 [5] - Investor enthusiasm is high, with Palantir's AI positioning attracting valuations similar to Tesla, despite concerns over high sales multiples [5][6] Group 3 - The stock is currently trading at nearly 90 times sales, which limits growth potential, and stock-based compensation is impacting earnings [6] - AI-driven modeling suggests three potential paths for the stock to reach $300, with an aggressive scenario predicting this could happen as early as 2026 or 2027 [7] - A more moderate outlook estimates a timeline of 2028 to 2030, while a bearish case suggests the stock may consolidate between $120 and $200 until earnings improve [8][9]