Palantir Market Cap Surges Over $50 Billion In 2025: Won't Be A 'Seller,' Says Analyst As He Foresees PLTR As An AI Play

Despite market fluctuations, the shares of Palantir Technologies Inc. PLTR have risen on a year-to-date basis and the company has added about 29.45% in investor wealth in 2025. This analyst remains positive and says that he won’t be a “seller” at these levels.

What Happened: According to Kenny Polcari, the chief market strategist at Slatestone Wealth, PLTR has come back to fill the gap after the explosion it saw at the start of February.

Palantir provides data analytics tools to government customers for intelligence gathering, counterterrorism, and military purposes.

The stock price declined sharply in early February due to two key factors: President Donald Trump‘s directive, implemented by Defense Secretary Pete Hegseth, to reduce the defense budget by 8% annually for five years; and CEO Alex Karp‘s announcement of a plan to sell up to 9.98 million shares by September.

“You always want to see a stock fill the gap that it created, whether it’s on the downside or the upside, you want to see it come back and fill it and test, which is exactly what it did,” said Polcari.

Furthermore, he said, “PLTR’s going to be a name that's going to play a significant role in the global economy and in AI for a long time,” adding that “I wouldn’t be a seller of this name”.

" $PLTR's going to be a name that's going to play a significant role in the global economy and in AI for a long time," Slatestone Wealth chief market strategist @KennyPolcari says. pic.twitter.com/fwfOWE3n5o
— Yahoo Finance (@YahooFinance) March 24, 2025

Why It Matters: PLTR’s market capitalization stood at $170.18 billion as of Dec. 31, 2024, and it currently stands at $220.30 billion. This represents a growth of $50.12 billion or 29.45% on a year-to-date basis.

Its stock price has risen by 28.67% in 2025, whereas it has gained 294.74% over a year. However, it is still 22.85% down from its 52-week high of $125.41 apiece.

The stock rose 6.37% on Monday as it joined the S&P 100, a subset of the S&P 500, during its quarterly rebalancing. This inclusion is expected to increase institutional investor interest and drive ETF purchases, potentially boosting Palantir’s stock. However, any short-term “index effect” gains are likely to be temporary, with long-term performance depending on revenue and profitability.

Benzinga’s Edge Rankings show a strong price trend in the short, medium, and long term. Its momentum ranking which shows whether the stock is in an upward or downward trend was sturdy at 98.96 percentile. The growth ranking which combines historical expansion in earnings and revenue across multiple periods was also solid at 87.14 percentile. Check out its valuation scores and other fundamentals here.

Its consensus price target was $69.57, with a ‘sell’ rating, based on the 25 analysts tracked by Benzinga. The price targets ranged from a low of $7.5 to a high of $125. The latest ratings from Loop Capital, and Wedbush averaged $128.67, implying a 33.97% upside.