What Do Analysts Say About Palantir Stock?

Not affiliated with Palantir Technologies Inc. This page reports what professional analysts have published, attributed to each source — it is not our own recommendation to buy, hold, or sell, and nothing here is financial advice. Figures below are snapshots from specific dates and will already be outdated by the time you read this; check a live source for current data.

Wall Street's view of Palantir has shifted meaningfully over time, and even within any given period, individual analysts disagree sharply — worth understanding both the general trend and the real spread, rather than treating any single number as "the" analyst view.

The general trend through 2026

Multiple data providers describe a "Moderate Buy" or "Buy" consensus rating on Palantir stock as of mid-to-late 2026, with a mix of Buy, Hold, and a small number of Sell ratings across the roughly 20–32 analysts different sources report as actively covering the stock. That marks a shift from late 2025, when at least one tracker described a "Hold" consensus based on a smaller sample skewed more toward Hold ratings — consistent with Palantir's stronger-than-expected 2026 earnings results shifting sentiment upward.

The spread in price targets is genuinely wide

Reported average or median 12-month price targets from mid-to-late 2026 have ranged from roughly $141 to $204 depending on the source, date, and which analysts are included in the sample — and individual analyst targets within those same datasets have ranged as widely as $20 to $255. That's an unusually wide spread even for a volatile stock, reflecting real, substantive disagreement among professional analysts about how to value the company — not just noise or a stale outlier.

Why the disagreement is so wide

Coverage of specific rating changes points to the underlying tension: bullish analysts point to accelerating revenue growth (Palantir's Q2 2026 U.S. commercial revenue grew 149% year-over-year, detailed further on our revenue growth page), expanding profitability, and strong contract bookings as justifying a premium price. More cautious analysts have historically pointed to Palantir's valuation multiple — high relative to traditional software peers, discussed on our page about why Palantir's stock is so volatile — as the central risk, regardless of how well the underlying business is performing operationally.

A specific example of an upgrade

One illustrative case: DA Davidson's Gil Luria upgraded Palantir from Hold to Buy in mid-2026, raising his price target and explaining that the company had, in his view, grown into its valuation as profits improved, while also citing fading concern that customers might bypass Palantir to build AI tools directly with model providers instead.

What this page is, and isn't

This is a summary of what's been published, not our own view. Analyst price targets are themselves just informed opinions, not guarantees — they disagree with each other constantly and are frequently revised, sometimes sharply, after each earnings report.