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Palantir Falls 17% From High as Wall Street Divides on Next Moves

Price targets range from $50 to $255, signaling sharp disagreement over how to weigh surging AI metrics against a steep valuation.

Overview

  • Shares trade around $170, roughly 17% below the recent peak following a rotation out of software and mounting valuation concerns.
  • Analyst targets span $50 to $255, with a $200 median that implies about 17% upside from current levels.
  • Backers cite industry recognition from Forrester and IDC plus third-quarter revenue up 62% to $1.1 billion and a Rule of 40 score of 114%, according to CFRA.
  • Skeptics point to an exceptionally rich profile, including valuations near 117 times sales, and contend recent gains reflect hype more than fundamentals.
  • Wedbush’s Dan Ives lists Palantir as a top 2026 pick and says it can grow into its valuation, while the stock remains up about 1,880% since late 2022.