Baird Palantir · PLTR

Baird Raises Palantir Price Target to $200

Analyst: William Power 1 min read Reproduced verbatim
Rating
Neutral
Target
$200
from $170 (+18%)
Outcome
Reached
on November 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 $200 (from $170) while maintaining a Neutral rating.

“Positive on continued strong trends. This afternoon PLTR reported strong Q3 results, marking the ninth consecutive quarter of accelerating total revenue growth (63% vs.

48% in Q2), driven by U.S. commercial upside, and raised full-year guidance once again. U.S. commercial and U.S. Government remain key drivers, growing 121% and 52% YOY (vs. 93% and 53% in Q2).

Q4 guidance of 61% revenue growth and 53% operating margins was also above prior expectations.

While continued revenue acceleration and AI leadership could continue to drive shares, valuation has kept us Neutral.”

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 $155. The 18 analysts who set a target in the last 3 months range from $130 to $273, with a median of $250. This $200 target is 20% below the median.

Since the note PLTR has moved −25% (from $207). The 12-month window closed on November 4, 2026.

Track record

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

Firm track recordBaird: 90% of its 30 targets at least a year old were reached within 12 months (#1 of 26 firms); on Palantir, 3 of 3. Accuracy ranking →

Earnings reactionOne of 10 notes after Palantir’s Nov 3 results: 9 raised · 0 cut · 1 kept. See every call →

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, 2025 This noteTarget raised from $170 (+18%)Hold$200
  7. August 5, 2025Target raised from $100 (+70%)Hold$170
  8. February 4, 2025Earliest 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.