Palantir Price Target Raised to $155 on 'Explosive' AI Potential
Palantir Technologies (NASDAQ:PLTR) received a new Street-high price target of $155 from Loop Capital, as analyst Mark Schappel expressed greater confidence in the company's AI strategy following a recent investor meeting with CFO David Glazer, according to a recent note.
Schappel raised his target from $130, implying a potential upside of nearly 15% from current levels. He reiterated a Buy rating, describing Palantir as an early leader in enterprise AI software, with a long runway for growth as pilot programs shift into full-scale production.
The analyst said Palantir's artificial intelligence platform, AIP, was the centerpiece of the presentation. AIP combines enterprise data, large language models, and internal logic to help organizations automate operations and make faster decisions. Schappel noted that the technology goes beyond traditional analytics tools.
While the stock currently trades at 48x EV/2027E revenue, making it the most expensive in the enterprise software space, Schappel said the valuation reflects Palantir's long-term potential in a rapidly growing market.
He also downplayed competition concerns, arguing that firms like Snowflake (NYSE:SNOW) and Databricks focus on historical data analysis, whereas Palantir operates as a decision-making platform.
This article first appeared on GuruFocus.
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