Palantir Stock A 'Core Name In AI Revolution': Analysts Expect $1 Trillion Market Cap In 3 Years

Palantir Technologies PLTR analysts highlight the company’s opportunity in AI, government and commercial sectors after first-quarter financial results.

Bank of America analyst Mariana Perez Mora maintained a Buy rating on Palantir with a $125 price target.
Goldman Sachs analyst Gabriela Borges maintained a Neutral rating and raised the price target from $80 to $90.
Wedbush analyst Dan Ives maintained an Outperform rating and raised the price target from $120 to $140.

Bank of America: Palantir’s first-quarter revenue beat and raised guidance shows accelerated growth, Mora said in a new investor note.

The analyst highlighted that the first-quarter revenue beat came from strong demand for both commercial and government markets.

Mora said the $125 price target is part of a "longer-term valuation methodology" for the stock.

"We think this valuation fairly captures the beneficial position to national security and US government/allies' digital modernization efforts, a leading role in artificial intelligence-powered platforms, opportunistic partnerships, strong balance sheet and strong profitability," Mora said.

Goldman Sachs: Palantir is "still gaining momentum with AI strategy," Borges said in a new investor note.

Borges said the debate on the medium-term ecosystem remains.

"We believe the enterprise ecosystem continues to turn to Palantir as a proven way of executing AI strategy while alternatives are relatively more challenging to adopt," Borges said.

Palantir can also benefit from the defense tech industry, which is on track for "meaningfully more traction,” Borges adds. "We continue to view Palantir as well positioned to continue to deliver best-in-class growth given the secular trend towards enterprise AI adoption."

Wedbush: Palantir bull Ives raises the price target after the Q1 results. He again refers to the company as the "Messi of AI."

"The company continues to capitalize on the AI demand wave with its AIP product moat gaining further traction moving forward," Ives said.

The analyst said Palantir's multi-million dollar deals in the pipeline show the company's "land and expand strategy" is working.

Ives also highlighted Palantir's traction gains in Europe with a recent NATO partnership.

"We view Palantir as a generation tech name that we see as a trillion market cap over the next three years with PLTR being a core name in the AI Revolution theme over the coming years."

PLTR Price Action: Palantir stock is down 14.1% to $106.30 on Tuesday versus a 52-week trading range of $63.40 to $125.41. Palantir stock is up 41.3% year-to-date in 2025 and up over 320% in the last year.

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