Palantir Draws Sell Rating With $85.70 Fair Value, 25% Below Current Price
Updated
Updated · Seeking Alpha · Jun 30
Palantir Draws Sell Rating With $85.70 Fair Value, 25% Below Current Price
3 articles · Updated · Seeking Alpha · Jun 30
Summary
$85.70 per share is the analyst’s intrinsic value estimate for Palantir, implying roughly 25% downside even after the stock’s recent 20% drop.
OpenAI and Anthropic were cited as rising competitive threats, while AI policy risks were seen weakening Palantir’s international growth outlook.
European contract exposure adds uncertainty because some revenue can be canceled, making overseas expansion less dependable.
U.S. government business remains Palantir’s main growth engine, leaving the company more reliant on domestic public-sector demand as international risks build.