Palantir’s (PLTR) AIP Growth Story Drives Rare Double Upgrade

Group 1 - Palantir Technologies Inc. has been upgraded to a Buy rating with a price target of $170 due to strong demand for its AI solutions and sustained hypergrowth driven by its Artificial Intelligence Platform (AIP) [1][4] - The company significantly exceeded management's guidance and analyst estimates in Q4 2025, particularly in the U.S. commercial and government segments, with AIP being a key driver of sales momentum [2] - Palantir has shown improved operating execution with expanded gross and operating profitability, and its positive outlook for Q1 2026 and full-year 2026 reflects confidence in the ongoing demand for AI infrastructure [3] Group 2 - The firm has increased its revenue forecasts for 2026-27, indicating that new AI agents are not seen as a threat to Palantir's long-term business model [4] - The recent decline in Palantir's share price is viewed as unjustified given the company's continued hypergrowth and the strength of the AIP platform [4]