Updated
Updated · 24/7 Wall St. · Jun 25
24/7 Wall St. Sets $150.02 Palantir Target as Stock Sits 36% Lower in 2026
Updated
Updated · 24/7 Wall St. · Jun 25

24/7 Wall St. Sets $150.02 Palantir Target as Stock Sits 36% Lower in 2026

2 articles · Updated · 24/7 Wall St. · Jun 25

Summary

  • $150.02 is 24/7 Wall St.'s 12-month target for Palantir, implying 32.17% upside from about $113.50 after the stock's sharp 2026 selloff.
  • Q1 revenue of $1.63 billion, up 84.7%, and adjusted EPS of $0.33 underpin the call, alongside raised 2026 revenue guidance of $7.65 billion to $7.66 billion.
  • U.S. commercial momentum remains the main bull case: revenue jumped 133%, remaining deal value reached $4.92 billion, and net dollar retention hit 150% as CEO Alex Karp said demand exceeds supply.
  • Valuation is the main risk, with Palantir trading at 131 times trailing earnings and 79 times forward earnings; insider sales and cautious prediction-market pricing also cloud the outlook.
  • The outlet rates the shares Buy with 90% confidence, while its scenarios range from a $136.38 bear case to a $197.98 bull case if growth beats guidance and margins stay near 46%.

Insights

Palantir's stock is crashing despite record growth. Is this a market overreaction or the bursting of an AI bubble?
As nations demand 'Sovereign AI,' is Palantir becoming the West's indispensable operating system for defense and industry?