"Citi's unusual stance reflects a situation where estimates increased and the rating remained a Buy, yet the price target was lowered due to valuation concerns rather than business performance."
"Palantir's Q4 2025 revenue reached $1.406 billion, marking a 70% year-over-year increase, with U.S. commercial revenue soaring 137% year over year to $507 million."
"Despite strong operational results, Palantir's stock has declined 19% year to date, highlighting the impact of broader market trends on valuations across the software sector."
Citi reduced its price target for Palantir to $210 from $260 but kept a Buy rating, indicating strong fundamentals remain despite sector-wide valuation compression. The firm noted ongoing momentum from large contract renewals with Airbus and Stellantis, positioning Palantir as a leading AI beneficiary. Palantir reported Q4 2025 revenue of $1.406 billion, a 70% increase year over year, and projected FY 2026 revenue growth of approximately 61%. The analyst emphasized that the valuation drop is driven by market conditions rather than Palantir's business performance.
Read at 24/7 Wall St.
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