Mizuho Palantir · PLTR

Mizuho Lowers Palantir Price Target to $195

Analyst: Gregg Moskowitz 1 min read Reproduced verbatim
Rating
Neutral
Target
$195
from $205 (−5%)
Outcome
Reached
on October 8, 2026
Mizuho and Palantir logos

What the analyst said

Mizuho analyst Gregg Moskowitz lowered the price target on Palantir (NASDAQ: PLTR) to $195.00 (from $205.00) while maintaining a Neutral rating.

“PLTR reported a fantastic 4Q with 70% Y/Y revenue growth, reflecting ~540bps upside vs. last quarter’s extraordinary 830bps beat, and the average ~600bps beat over the last four quarters.

Management also guided 2026E materially above consensus, featuring 61% revenue growth and 56% FCF margins.

While we are truly impressed by these results, the stock’s multiple of 40x 2027 revenue remains extreme, dramatically above anything else in software.

We are cognizant that the shares could suddenly be subject to meaningful multiple reversion at some point over the next few quarters, although this is balanced by PLTR’s uniqueness, which demands tremendous credit.

And looking forward, we believe PLTR is increasingly well-positioned to benefit from long-term trends in AI, government digital transformation, and industrial modernization.

We reiterate our Neutral rating and slightly lower our PT to $195 from $205 on significant comp multiple compression, reflecting 50x CY27E revenue.”

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 $178. The 15 analysts who set a target in the last 3 months range from $90 to $265, with a median of $245. This $195 target is 20% below the median.

Since the note PLTR has moved +21% (from $148). 12-month window: day 272 of 365, closes on February 3, 2027.

Track record

This call✓ Target reached on October 8, 2026, 8 months after the note.

Firm track recordMizuho: 88% of its 68 targets at least a year old were reached within 12 months (#2 of 26 firms); on Palantir, 3 of 5. Accuracy ranking →

Earnings reactionOne of 10 notes after Palantir’s Feb 2 results: 4 raised · 3 cut · 2 kept. See every call →

Mizuho on Palantir

Mizuho price targets on Palantir

8 calls from June 11, 2025 to March 19, 2026. The target went from $116 to $195 (+68%). The rating moved from Sell to Buy.

Mizuho targetPLTR share price
  1. March 19, 2026Kept the $195 targetBuy$195
  2. February 18, 2026Upgraded to Buy, kept the $195 targetBuy$195
  3. February 3, 2026 This noteTarget cut from $205 (−5%)Hold$195
  4. November 4, 2025Target raised from $165 (+24%)Hold$205
  5. September 15, 2025Kept the $165 targetHold$165
  6. August 5, 2025Target raised from $135 (+22%)Hold$165
  7. July 16, 2025Upgraded to Hold, target raised from $116 (+16%)Hold$135
  8. June 11, 2025Earliest call shownSell$116
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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.