Palantir Technologies Inc. (PLTR)
Palantir's Pathway Back To $200 Just Became A Lot Clearer
Palantir delivered another quarter of exceptional growth, notably in its US commercial segment. Palantir continues to accelerate growth despite challenging year-over-year comparisons, defying typical business trends. Palantir has booked some major new customer wins in competitive sectors.
Palantir: I Am Raising My Price Target As AIP Momentum Accelerates
I reiterate my Buy on Palantir Technologies (PLTR), raising the price target from $183 to $196 after robust Q2 2026 results. PLTR's Q2 2026 revenue surged 93% y/y to $1.935 billion, with US revenue up 115% and management materially raising full-year guidance. US commercial AIP momentum, government/defense strength, and sovereign AI opportunities reinforce PLTR's transition to a broader enterprise AI platform.
Palantir: Entering After The Post Q2 Rally Is The Price Of Being Right
I upgrade Palantir to Buy, as Q2 results provide strong medium-term revenue visibility and mitigate near-term AI commoditization risks. PLTR's Q2 revenue growth (~19% sequentially) and raised full-year guidance ($8.15b) reduce downside risk and support consensus estimates through 2027. US commercial revenue acceleration (~149% YoY) demonstrates resilience against AI commoditization, while high net dollar retention (157%) underpins forward growth.
Palantir: Enterprise AI Adoption Is In Early Stages - Q2 2026 Confirms Durability
Palantir Technologies delivered strong Q2 2026 results, achieving a 'Rule of' 155% and surpassing consensus revenue estimates by 7%. PLTR's AI Platform is positioned to benefit from accelerating enterprise AI adoption, with only 17% penetration as of April 2026 and significant runway ahead. I reiterate a strong buy rating on PLTR with a $223/share price target, based on a 41.52x eFY27 price/sales and robust commercial and government momentum.
Palantir: Former Bear Flips Bullish On Historic Profitability (Rating Upgrade)
Palantir delivered accelerating top-line growth and exceptional 55% GAAP net margins, validating the AI-driven investment thesis. US commercial revenue surged 149% YoY, with 35% US customer growth, highlighting sustained enterprise adoption and robust demand. PLTR's premium valuation is justified by its industry-leading profitability and management's confidence in maintaining high growth over the next 18 months.
Palantir Raises 2026 Guidance as AI Demand and Cash Flow Accelerate
PLTR lifted its 2026 revenue, profit and cash flow outlook as AI demand surged, but higher targets also raise the execution bar.
Should Investors Buy PLTR as Growth Surges Despite a Rich Valuation?
Palantir's surging growth, expanding margins and strong cash flow support the bull case, but its rich valuation favors a selective entry.
Palantir Stock Gained 21.6% in a Month. Can the Rally Keep Going?
PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.
Palantir Soars on Blowout Q2 Results: ETFs to Benefit
Palantir soared nearly 30% after crushing Q2 estimates on booming AI demand. These ETFs could ride the momentum despite valuation concerns.
Palantir Technologies Inc. (PLTR) Just Overtook the 200-Day Moving Average
From a technical perspective, Palantir Technologies Inc. (PLTR) is looking like an interesting pick, as it just reached a key level of support. PLTR recently overtook the 200-day moving average, and this suggests a long-term bullish trend.
Why Palantir Technologies Inc. (PLTR) is a Top Stock for the Long-Term
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
The Palantir Future Is Inevitable
Palantir delivered another blowout quarter, beating expectations and raising guidance, with the stock surging nearly 30%. PLTR's core value lies in selling productivity solutions that address the global skilled labor shortage, not just AI hype. Exceptional revenue growth—government up 90% YoY, commercial up 149%—is paired with expanding margins and robust free cash flow.
