Overview
- Shares rose about 15% for the week, outpacing a down Nasdaq, after the U.S. attack on Iran refocused investors on Palantir’s government and military work.
- Rosenblatt lifted its price target to $200 with a Buy rating and Piper Sandler reiterated Overweight at $230, joining a cluster of recent target increases.
- Palantir’s Q4 2025 revenue jumped 70% year over year to $1.41 billion, and guidance calls for roughly 61% revenue growth in 2026.
- U.S. agencies designated Anthropic a supply‑chain risk and ordered a six‑month phase‑out, which analysts say will require onboarding efforts yet can be addressed with other AI models on Palantir’s platform.
- Analysts cite a strengthening government pipeline, including a $10 billion U.S. Army deal, even as they caution that valuation is rich and leaves little room for execution missteps.