Cantor Fitzgerald Increases Palantir’s PT to $155
Cantor Fitzgerald analyst Thomas Blakey raised on August 5, 2025, the price target on Palantir Technologies to $155 (from $110) while maintaining a ‘Neutral’ rating on the stock.
“We reiterate our Neutral rating on PLTR shares and adjust our PT higher to $155, or 70x C26E revenue (from $110 and 55x before), compared to 53x NTM average multiple over the last year, as we raise our forecasts following a record beat/raise driven by US Commercial, which beat Street (Visible Alpha) by 15%.
Management’s guide for US Commercial implies sustained ~90% growth despite continued strong compares in 2HC24.
The company saw record TCV bookings and remaining deal value, and Palantir appears focused on the US region, which we model to reach nearly 80% of revenue exiting C26, up from our old forecast of 75%.
International missed, driven by second consecutive decline in Commercial.
Palantir continued to impress with a Rule of 94 tally in 2Q25 and implied a Rule of 95% for 3Q25 and guided to 91 for C25.
Palantir remains a leader in leveraging AI secular growth trends, which appear to be accelerating industry-wide and for Palantir, with our Neutral rating informed by valuation continuing to discount this industry-leading position.”
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