Baird Palantir · PLTR

Baird Raises Palantir Price Target to $100

Analyst: William Power 1 min read Reproduced verbatim
Rating
Neutral
Target
$100
from $70 (+43%)
Outcome
Reached
on February 4, 2025
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What the analyst said

Baird analyst William Power raised the price target on Palantir Technologies Inc.

(NASDAQ: PLTR) to $100 (from $70) while maintaining a Neutral rating.

“Yesterday PLTR reported strong Q4 results and provided initial 2025 guidance well above prior forecasts, pushing shares higher after hours.

U.S. commercial and U.S. government remain key drivers, growing 64% and 45% YOY. This marked the sixth consecutive quarter of accelerating total revenue growth (+36% vs. +30% in Q3).

PLTR continues to lead the way on generating tangible ROI from AI at the application layer.

We are increasingly positive on the continued strong operating momentum and AI leadership, but have been hesitant to chase.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

PLTR trades at $160. The 18 analysts who set a target in the last 3 months range from $130 to $273, with a median of $250. This $100 target is 60% below the median, the lowest on the Street.

Since the note PLTR has moved +92% (from $83.74). The 12-month window closed on February 4, 2026.

Track record

This call✓ Target reached on February 4, 2025, 0 days after the note.

Firm track recordBaird: 90% of its 31 targets at least a year old were reached within 12 months (#1 of 26 firms); on Palantir, 3 of 3. Accuracy ranking →

Baird on Palantir

Baird price targets on Palantir

8 calls from February 4, 2025 to August 31, 2026. The target went from $100 to $200 (+100%). The rating moved from Hold to Buy.

Baird targetPLTR share price
  1. August 31, 2026Kept the $200 targetBuy$200
  2. July 28, 2026Kept the $200 targetBuy$200
  3. June 4, 2026Kept the $200 targetBuy$200
  4. April 29, 2026Kept the $200 targetBuy$200
  5. February 3, 2026Upgraded to BuyBuyNo target
  6. November 4, 2025Target raised from $170 (+18%)Hold$200
  7. August 5, 2025Target raised from $100 (+70%)Hold$170
  8. February 4, 2025 This noteEarliest call shownHold$100
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Other analysts on Palantir

BarclaysBuy Raised price target +3%, kept rating Nov 4 $273from $265 Bank of AmericaBuy Kept rating and price target Nov 4 $255maintained StoneXHold Kept rating Nov 3 Goldman SachsBuy Kept rating and price target Nov 3 $235maintained RosenblattBuy Kept rating and price target Nov 3 $260maintained
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.