Overview
- Shares rose 5.8% Monday and 13% over four sessions as U.S. and Israeli strikes on Iran drove investor interest in defense-linked names.
- Eight firms upgraded the stock last month, UBS moved to Buy with a $180 target, and Rosenblatt lifted its target to $200, with about 20 of 31 analysts now rating Palantir a buy.
- The median price target now sits around $190–$196, and consensus earnings forecasts for 2026–2027 were raised roughly 30% in the past month.
- The U.S. ordered a six-month phase-out of Anthropic’s AI models from federal use on Feb. 27, a policy shift some analysts view as an opening for Palantir.
- SEC filings show co-founder Peter Thiel plans to sell up to 2 million Class A shares, worth about $280 million at recent prices.