Palantir Targets Raised to $200 and $180, Citing 70% 2026 Revenue Growth
Rosenblatt Securities initiated a Buy on Palantir with a $150 target on February 26 and raised it to $200 on March 3 following a 33% decline from its October high. UBS also upgraded to Buy at a $180 target, highlighting projected 70% revenue growth in 2026 and strong AI-driven demand.
1. Rosenblatt Buy Rating and Price Target Increase
On February 26 Rosenblatt Securities initiated a Buy rating on Palantir with a $150 price target, praising its market-disrupting AI software platform and strong margin expansion potential. Following a 33% drop from its October peak, the firm raised its target to $200 on March 3 after shares rallied.
2. UBS Upgrade and Valuation Rationale
On March 3 UBS upgraded Palantir from Neutral to Buy with its price target unchanged at $180, citing attractive valuation after the dip and the company’s leadership at the intersection of AI and data investment. Analysts noted exceptional demand for Palantir’s analytics platforms and a competitive software edge.
3. Stock Recovery and Growth Outlook
Shares recovered swiftly following the dual upgrades, reclaiming much of the October decline. Analysts project 70% revenue growth in 2026 and view Palantir as a clear AI winner, driven by increased spending on data integration and analytics solutions.