Cantor Fitzgerald Raises Palantir Price Target to $155
- Rating
- Neutral
- Target
- $155
- from $110 (+41%)
- Outcome
- Reached
- on September 3, 2025
What the analyst said
Cantor Fitzgerald analyst Thomas Blakey raised the price target on Palantir Technologies Inc.
(NASDAQ: PLTR) to $155 (from $110) while maintaining a Neutral rating.
“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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Where the price stands
PLTR trades at $175. The 17 analysts who set a target in the last 3 months range from $130 to $265, with a median of $250. This $155 target is 38% below the median.
Since the note PLTR has moved +9% (from $161). The 12-month window closed on August 5, 2026.
Track record
This call✓ Target reached on September 3, 2025, 29 days after the note.
Firm track recordCantor: 79% of its 53 targets at least a year old were reached within 12 months (#11 of 26 firms); on Palantir, 4 of 4. Accuracy ranking →
Cantor on Palantir
Cantor price targets on Palantir
8 calls from January 17, 2025 to May 22, 2026. The target went from $72 to $138 (+92%). The rating stayed Hold.
- May 22, 2026Kept the $138 targetHold$138
- May 5, 2026Target cut from $198 (−30%)Hold$138
- February 3, 2026Kept the $198 targetHold$198
- November 4, 2025Target raised from $155 (+28%)Hold$198
- August 5, 2025 This noteTarget raised from $110 (+41%)Hold$155
- May 6, 2025Target raised from $98 (+12%)Hold$110
- February 4, 2025Target raised from $72 (+36%)Hold$98
- January 17, 2025Earliest call shownHold$72
