Analyst Boosts Palantir Price Target to $200 as Q4 Revenue Soars 70%
Rosenblatt Securities analyst John McPeake raised Palantir’s price target to $200 from $150 and reiterated a Buy rating, placing the stock between Citi’s $235 and UBS’s $180 targets. Palantir delivered 70% fourth-quarter revenue growth, driven by a 93% increase in U.S. sales and a standout Rule of 127 score.
1. Rosenblatt Raises Price Target
Analyst John McPeake lifted Palantir’s price target to $200 from $150 and maintained a Buy rating, positioning the new target above UBS’s $180 and Mizuho’s $195 forecasts but below Citi’s $235 call. This adjustment underscores Rosenblatt’s confidence in Palantir’s growth trajectory relative to its peers.
2. Strong Q4 Financial Results
Palantir reported 70% revenue growth in the fourth quarter, spearheaded by a 93% jump in U.S. sales, and achieved a robust Rule of 127 score combining growth and operating margin. These metrics reflect accelerating demand for the company’s analytics platform across commercial and government clients.
3. Geopolitical Drivers of Defense AI Demand
McPeake’s bullish thesis attributes future upside to escalating geopolitical tensions and rising defense budgets, which he expects will solidify Palantir’s role as a mission-critical operating system for modern warfare. Recent U.S.–Iran conflict and the transition from third-party AI models highlight Palantir’s platform value in military decision-making environments.