Palantir Stock Is Up 145% in 2025. What The Data Tells Us to Expect for the New Year.

Core Insights - Palantir's stock has performed well in 2025, with a significant increase of over 145% since the beginning of the year, driven by growth in its commercial unit and stable government revenue [2] - The company raised its full-year revenue outlook to approximately $4.4 billion, indicating strong management confidence in ongoing growth [1] Financial Performance - In Q3, Palantir reported a remarkable 200% year-on-year increase in commercial remaining deal value (RDV), highlighting strong demand for its platforms among U.S. enterprises [3] - The company currently holds a "Rule of 40" score of 94, reflecting a strong balance of growth and profitability in the SaaS industry [4] Market Sentiment - Bank of America has maintained a "Buy" rating on Palantir, projecting a price target of $255 for 2026, suggesting a potential upside of 30% from current levels [5] - Options traders are optimistic as well, with contracts indicating that Palantir shares could exceed $225 in the next three months [6] Consensus Rating - Despite the positive outlook from Bank of America, the consensus rating for Palantir is currently "Hold," with a mean target price of about $193, aligning with its current trading price [8]