Mizuho Palantir · PLTR

Mizuho Raises Palantir Price Target to $80

Analyst: Gregg Moskowitz 1 min read Reproduced verbatim
Rating
Underperform
Target
$80
from $44 (+82%)
Downside
−56%
PLTR at $183 today
Mizuho and Palantir logos

What the analyst said

Mizuho analyst Gregg Moskowitz raised the price target on Palantir Technologies Inc.

(NASDAQ: PLTR) to $80 (from $44) while maintaining an Underperform rating.

“PLTR reported an excellent 4Q with 36% Y/Y revenue growth coming significantly above consensus of ~28% Y/Y. This was driven by acceleration in US Commercial and US Government.

Mgmt guided to strong 36% revenue growth for 1Q, and initial 2025 revenue guidance of 31% Y/Y was also well above. We are very impressed by these results.

PLTR has dramatically spiked over the past few months and currently trades at 56x CY26E revenue for perhaps mid-30s expected growth.

Given its strong positioning and execution, there’s no denying that PLTR is deserving of a premium valuation.

However, valuation cannot and should not be irrelevant, and we find it exceedingly difficult to justify PLTR’s multiple that in our view already discounts significant further acceleration and upside versus consensus expectations.”

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 $183. The 18 analysts who set a target in the last 3 months range from $90 to $265, with a median of $245. This $80 target is 67% below the median, the lowest on the Street.

Since the note PLTR has moved +118% (from $83.74). The 12-month window closed on February 4, 2026.

Track record

Firm track recordMizuho: 91% of its 64 targets at least a year old were reached within 12 months (#1 of 25 firms). Accuracy ranking →

Mizuho on Palantir

Mizuho price targets on Palantir

8 calls from February 4, 2025 to February 3, 2026. The target went from $80 to $195 (+144%). The rating moved from Sell to Hold.

Mizuho targetPLTR share price
  1. February 3, 2026Target cut from $205 (−5%)Hold$195
  2. November 4, 2025Target raised from $165 (+24%)Hold$205
  3. September 15, 2025Kept the $165 targetHold$165
  4. August 5, 2025Target raised from $135 (+22%)Hold$165
  5. July 16, 2025Upgraded to Hold, target raised from $116 (+16%)Hold$135
  6. June 11, 2025Target raised from $94 (+23%)Sell$116
  7. May 6, 2025Target raised from $80 (+18%)Sell$94
  8. February 4, 2025 This noteEarliest call shownSell$80
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Other analysts on Palantir

CantorHold Raised price target +33%, kept rating Nov 2 $207from $156 OppenheimerBuy Raised price target +18%, kept rating Oct 29 $235from $200 BairdBuy Kept rating and price target Oct 29 $250maintained JP MorganBuy Initiated coverage Oct 29 $262 RBC CapitalSell Kept rating and price target Oct 28 $90maintained
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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.