Overview
- Shares logged a five-day, roughly 14% gain, lifting market value by about $44 billion to $353 billion, according to Forbes.
- Rosenblatt’s John McPeake raised his price target to $200 and kept a Buy rating, with Palantir last trading near $147 on March 4.
- Other firms recently boosted targets as well, including Citi at $235, Deutsche Bank at $200, UBS at $180, and Mizuho at $195.
- The re-rating follows record Q4 2025 results—revenue up 70% to $1.41 billion—and robust 2026 guidance reported by Forbes.
- McPeake’s thesis centers on rising defense demand and policy shifts, while the $200 target rests on nearly 88x projected 2027 earnings, leaving little room for missteps.