Overview
- Citigroup analyst Tyler Radke set a $235 price target, arguing Palantir’s commercial growth should continue to accelerate and that government revenue could soon inflect.
- Palantir has outpaced the S&P 500 for three straight years, gaining about 167% in 2023, 340% in 2024, and 135% in 2025.
- Quarterly year-over-year revenue growth has accelerated each quarter since Q2 2023, rising from about 13% to roughly 63% last quarter.
- Adoption of Palantir’s Artificial Intelligence Platform, layered on Foundry to create a single source of truth, is cited as helping reduce AI hallucinations and drive enterprise use cases.
- Next results are slated for Feb. 2 after the close, with estimates calling for EPS of $0.21 and revenue of $1.34 billion, as Wall Street debates valuation with ratings ranging from Truist’s Buy at $223 to RBC’s Sell at $50 and a Hold consensus near $195.