Palantir Technologies(US:PLTR) Zhi Tong Cai Jing·2026-01-07 08:09Group 1 - Palantir's valuation is considered high, yet Truist Securities initiated coverage with a "Buy" rating and a target price of $223, citing significant opportunities in driving government and enterprise adoption of Generative AI (GenAI) [1] - The release of AIP has significantly enhanced Palantir's growth momentum, with revenue growth rate increasing from 13% in Q2 2023 to 63%, and operating profit margin exceeding 50% [1] - Over the past year, Palantir's stock price has risen by more than 120%, with no signs of slowing down in revenue growth, as U.S. government contract revenue grew by 50% year-over-year and commercial revenue accelerated to 73% [1] Group 2 - The company achieved a Rule of 114 performance level last quarter and is expected to reach a Rule of 113 by Q4 2025, with a sustainable performance level of 80+ rules anticipated, balancing over 50% operating profit margin and strong revenue growth [2] - Palantir is projected to generate the highest Rule of 40 performance among 110 software companies over the next three years, indicating exceptional financial performance [2] - Despite most growth occurring in the U.S., Palantir has long-term growth potential in securing more commercial and government contracts overseas [2] - The company offers a leading software platform that integrates proprietary data with operations and security for large organizations, enhancing decision-making and positioning Palantir to capitalize on the implementation of Generative AI [2]