
Palantir Technologies (PLTR) Stock Forecast & Price Target
Palantir Technologies (PLTR) Analyst Ratings
Bulls say
Palantir Technologies has demonstrated solid financial performance, highlighted by a 63% revenue growth and an expansion in EBIT margins to a record 51%, up from 46% in the previous quarter. The company's US commercial revenue notably surged to a $1.6 billion run-rate, with 121% year-over-year growth driven by significant deals and advancements in its AIP framework, which also contributed to an increase in net revenue retention (NRR) to 134%. Furthermore, the rise in commercial average revenue per customer (ARPC) to $0.75 million—up from $0.63 million last quarter—indicates strong customer engagement and successful upselling strategies.
Bears say
Palantir Technologies has experienced a decline in sales headcount despite a reported acceleration in revenue growth rates, indicating potential challenges in sustaining sales momentum. International revenue has also decreased sequentially and year-over-year, with Europe highlighted as a laggard, suggesting that growth outside the U.S. is stagnating. Moreover, the company's commercial growth is slowing and is characterized as niche within a competitive market, raising concerns about the sustainability of its financial model and the achievement of previously set long-term growth targets.
This aggregate rating is based on analysts' research of Palantir Technologies and is not a guaranteed prediction by Public.com or investment advice.
Palantir Technologies (PLTR) Analyst Forecast & Price Prediction
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