Core Viewpoint - Palantir Technologies Inc. is recognized as a significant player in the AI sector, with analysts highlighting its strong growth potential driven by AI adoption and a robust market position in the U.S. [1] Group 1: Revenue Growth - The company anticipates group revenue to grow 47% year on year, reaching $4.2 billion in FY25, with commercial revenue expected to increase by 51% compared to government revenue growth of 43% [2] - U.S. growth, which constitutes 66% of Palantir's revenue, is projected to accelerate by 66% year on year in FY25, supported by government demand and increasing intelligence spending [3][4] Group 2: Profitability - Net profit is forecasted to nearly double in FY25, reflecting strong demand from both government and commercial sectors [3] Group 3: Market Position and Valuation - The firm initiated coverage with a DCF-based target price of $208, supported by a WACC of 8.3%, a risk-free rate of 4.2%, and a terminal growth rate of 8% [5] - The forward P/E ratio is noted to be 170x as of January 16, 2026, indicating potential for a rerating based on improving fundamentals and a growing addressable market [5]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching Closely.  On December 10, William Blair analyst Louie DiPalma reiterated a Market Perform rating on the stock. The rating affirmation follows Palantir’s $448 million contract with the U.S. Navy to manage the supply chain of its nuclear submarine fleet. “Yesterday, the U.S. Navy awarded Palantir a $446 million contract to provide its software to two shipbuilders and over 100 suppliers in the submarine industrial base to ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks In The Spotlight For Investors. On September 9, UBS analyst Karl Keirstead reiterated a Neutral rating and $165.00 price target on the stock following research on the company’s demand trends. Speaking with three sources, the firm came away constructive on the stock, particularly Palantir’s fundamentals. It didn’t find any pressure from commercial or government segments either. “Over the last few weeks we spoke with 3 checks (one of Palantir ...