Wall Street analysts have turned bullish on American software giant Palantir Technologies (NASDAQ: PLTR) after the company reported blowout earnings for the final quarter of 2025.
The strong results were driven by accelerating adoption of Palantir’s artificial intelligence (AI) software among commercial customers and U.S. government agencies.
The data analytics firm posted adjusted earnings of $0.25 per share, beating estimates of $0.23, while revenue reached $1.41 billion, topping forecasts of $1.33 billion. Revenue jumped 70% from $827.5 million a year earlier, lifting full-year 2025 sales to $4.48 billion.
U.S. government revenue rose to $570 million, and U.S. commercial revenue climbed to $507 million, both exceeding expectations. Palantir shares gained about 5% in after-hours trading following the report.
Looking ahead, the company projected first-quarter revenue of $1.532 billion to $1.536 billion. For fiscal 2026, Palantir forecast revenue of $7.182 billion to $7.198 billion, well above consensus estimates and pointing to sustained momentum from robust AI demand.
To this end, PLTR shares reacted positively, gaining over 10% to $163 in pre-market trading. The stock ended the last session trading at $147.
PLTR one-week stock price chart. Source: FinboldAnalysts update PLTR stock price
Regarding the stock outlook, on February 2, William Blair’s Louie DiPalma reiterated an “Outperform” rating on Palantir, saying the post-earnings strength reflects rising confidence that U.S. government agencies are standardizing on the company’s platforms for mission-critical analytics. The firm highlighted expanding Department of Defense and intelligence-agency adoption, noting that recent Navy and NGA awards reinforce Palantir’s strategic positioning within federal workflows. While DiPalma expects the stock to revisit prior highs as momentum continues, William Blair cautioned that Palantir’s premium valuation and political sensitivity around government spending remain key risks that could cap further upside.
Citi analyst Tyler Radke upgraded Palantir to “Buy” from “Neutral,” citing accelerating enterprise adoption of AI and renewed urgency around U.S. defense capabilities as key tailwinds aligned with the company’s strengths. The analyst said Palantir’s revenue growth could reach 70% to 80% this year and raised the firm’s price target to $235 from $210 to reflect improving growth visibility. The move places Citi’s target well above the Visible Alpha consensus of $189, underscoring a more bullish view on Palantir’s near- to medium-term trajectory.
On the same date, RBC Capital reiterated its “Underperform” rating on Palantir and maintained a $50 price target, arguing that the stock’s sharp rally has pushed valuation far beyond what fundamentals can justify. While the firm’s Rishi Jaluria acknowledged a solid quarterly beat and stronger-than-expected 2026 guidance, RBC said these positives are already more than reflected in the share price. The firm remains cautious on sustainability, noting that expectations around long-term growth, margins, and free cash flow leave little room for execution risk. Despite accelerating commercial and government demand, RBC said Palantir’s current valuation implies aggressive assumptions and continues to see meaningful downside from current levels.
Wall Street bullish on PLTR stock
Overall, Wall Street analysts hold a consensus “Moderate Buy” rating on the technology firm.
Based on 17 analyst ratings from TipRanks, seven recommend buying the stock, eight advise holding, and two suggest selling. Analysts’ 12-month price targets imply meaningful upside despite growing valuation concerns.
PLTR 12-month stock price prediction. Source: TipRanksThe average price target stands at $189.27, representing about 28% upside from the stock’s last price of $147.76. Forecasts vary widely, however, with the most bullish analyst targeting $235, while the lowest projection sits at $50, underscoring divergent views on Palantir’s long-term growth and risk profile.
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Source: https://finbold.com/wall-street-analysts-update-palantirs-stock-price-after-blowout-q4-earnings/
