Palantir Stock Surges on Analyst Upgrades and Strong AI-Driven Growth
Palantir Technologies Inc. (PLTR) received two significant analyst upgrades on February 3, 2026, with Baird's William Power setting a $200 price target and HSBC's Stephen Bersey projecting $205. The upgrades followed a Stellar Q4 2025 earnings report, where revenue surged 70% year-over-year to $1.407 billion, surpassing consensus estimates of $1.340 billion.
Non-GAAP operating profit jumped 114% to $798 million, with margins expanding to 56.8%. The U.S. commercial segment saw revenue growth of 137%, underscoring Palantir's accelerating profitability and dominance in AI-driven solutions. Free cash Flow projections for 2027 were revised upward from $4 billion to nearly $6 billion, reflecting robust demand for its AI platform.