"Palantir trades at $130.05 as of May 13, 2026. Our 24/7 Wall St. price target for Palantir is $152.34 over the next 12 months, implying 17.14% upside. We rate Palantir a buy with high confidence (90%), tempered by the fact that the stock carries one of the richest multiples in software."
"Palantir is down 26.84% year to date and off 2.8% over the past week, sitting well below its 52-week high of $207.52 but above the 52-week low of $118.93. The pullback came despite blowout fundamentals. Q4 2025 revenue grew 70% YoY to $1.41 billion, U.S. commercial revenue jumped 137%, and CEO Alex Karp noted Palantir's "Rule of 40 score is now an incredible 127%"."
"Management guided FY 2026 revenue to $7.182 to $7.198 billion, implying 61% growth. Fundamentals accelerated while the multiple compressed. Bulls have real ammunition. U.S. commercial remaining deal value hit $4.38 billion, up 145% YoY, giving Palantir visibility most software peers would envy. Q4 closed a record $4.262 billion in total contract value, with 61 deals above $10 million. AIP adoption is the engine."
"PLTR trades at a trailing P/E of 154x, price/sales of 62x, and forward P/E near 97x. Multiple compression alone could pressure the stock even as revenue grows. Stock-based compensation hit $684 m"
Palantir trades around $130.05 and has a 12-month price target of $152.34, implying 17.14% upside, with a buy rating at high confidence. The stock is down 26.84% year to date and below its 52-week high, even though fundamentals strengthened. Q4 2025 revenue rose 70% year over year to $1.41 billion, U.S. commercial revenue increased 137%, and FY 2026 revenue guidance implies about 61% growth. U.S. commercial remaining deal value reached $4.38 billion, and Q4 closed $4.262 billion in total contract value across 61 deals above $10 million. Risks include heavy multiple compression pressure and significant stock-based compensation.
Read at 24/7 Wall St.
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