Rating
Buy
Price target
$230
Previous
$170
Implied upside
+67%

Freedom Broker analyst Almas Almaganbetov raised the price target on Palantir (NASDAQ: PLTR) to $230.00 (from $170.00) while maintaining a Buy rating.

“Palantir (PLTR) reported Q1’26 results that significantly beat guidance and our estimates.

The primary catalyst was the U.S. government segment, where unprecedented demand for national security solutions created a severe deficit in implementation capacity, forcing the company to strictly prioritize defense contracts over commercial deals.

Driven by this aggressive dynamic, management substantially raised its FY26 guidance across key metrics.

Consequently, we have overhauled our financial model, materially increasing our revenue and adjusted FCF estimates for 2026–2028.

Despite intensifying competition for elite AI talent, Palantir retains a unique structural advantage: its AIP platform acts as an indispensable ontological bridge required for the secure integration of even the most advanced LLMs (from Anthropic and other tech giants) into complex corporate processes.

We raise our PT to $230 (from $170) and reiterate our Buy rating.”

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