Palantir Stalls as a $225 Target Demands 36% Upside

Palantir Technologies (PLTR) reported Q2 revenue of $1.94B, up 93% YoY, with raised 2026 guidance to $8.15B. U.S. commercial revenue surged 149%. Analysts like UBS and Wedbush raised targets, citing strong AI-driven growth and demand. The stock has a Moderate Buy consensus with an average target of $202.

Jim Cramer, UBS, and D.A. Davidson set a $250 price target for Palantir (PLTR), citing strong Q2 results and sovereign AI demand. Palantir's revenue surged 93% to $1.94B, with U.S. commercial revenue up 149%. The stock trades at $175, 30% below the target, with a consensus target of $202.

Palantir Technologies (PLTR) reported Q2 revenue of $1.9B, up 93% YoY, with strong growth in both commercial and government segments. The company raised full-year guidance to $8.2B, driven by commercial business expansion. Palantir is expanding its AI offerings through partnerships with Nvidia and Nebius, aiming to secure proprietary data for customers. Analysts project potential 31% upside to $230 per share within a year, based on P/S ratio compression.

UBS analyst Karl Keirstead raised Palantir's (PLTR) price target to $250 from $220, citing strong demand and AI sovereignty trends observed at Palantir's AIPCon11 event. The new target implies 44% upside from the Sept. 14 closing price of $173. Keirstead highlighted Palantir's expanding commercial use and robust Q2 results, including $3.4B in bookings and a 157% net dollar retention rate. This is UBS's third upward revision this year, contrasting with the broader analyst consensus of a $194 aver

Michael Burry, known for predicting the 2008 financial crisis, held put options worth $1.1 billion against Nvidia (NVDA) and Palantir (PLTR) before closing his hedge fund. He disclosed 50,000 put options on Palantir with a notional value of $912 million and 10,000 puts on Nvidia with a notional value of $186,580. Burry has since sold his December-expiring puts but maintains short positions in both stocks and Palantir puts expiring in 2027. He believes Palantir is overvalued and Nvidia faces risk

Palantir (PLTR) maintains a strong buy rating, with recent contract wins like a $127M U.S. Army award and partnerships with Rackspace, PwC, and Nebius. Analysts expect 2027 revenue to approach $13B, potentially reducing valuation multiple and supporting upside.