RBC Capital Palantir · PLTR

RBC Capital Raises Palantir Price Target to $130

Analyst: Rishi Jaluria 1 min read Reproduced verbatim
Rating
Underperform
Target
$130
from $90 (+44%)
Downside
−25%
PLTR at $174 today
RBC Capital and Palantir logos

What the analyst said

RBC Capital analyst Rishi Jaluria raised the price target on Palantir (NASDAQ: PLTR) to $130 (from $90) while maintaining an Underperform rating.

“PLTR delivered a solid 3Q, with revenue of $2,313M (+96% YoY) beating consensus by 5.9%, Adj. Operating Margin of 61.7% (vs. consensus 60.2%), and Adj. EPS of $0.44 (vs. consensus $0.41).

U.S. revenue grew 119% YoY, with U.S. Commercial surpassing U.S. Government revenue for the first time, and FY26 guidance was raised across all metrics.

That said, we remain watchful as total RDV grew just 2% QoQ, RPO was flat sequentially, and management acknowledged shorter-than-usual contract durations in Sovereign AI.

We raise our estimates on the report and introduce our FY28 estimates. Shares are down ~3% after-hours.”

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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 $174. The 18 analysts who set a target in the last 3 months range from $130 to $273, with a median of $250. This $130 target is 48% below the median, the lowest on the Street.

12-month window: day 1 of 365, closes on November 3, 2027.

Track record

This callOpen: PLTR has not reached $130 yet. This 12-month target is scored on November 3, 2027.

Firm track recordRBC Capital: 50% of its 16 targets at least a year old were reached within 12 months (#26 of 26 firms); on Palantir, 0 of 3. Accuracy ranking →

Earnings reactionOne of 15 notes after Palantir’s Nov 2 results: 7 raised · 0 cut · 7 kept. See every call →

RBC Capital on Palantir

RBC Capital price targets on Palantir

8 calls from August 5, 2025 to November 3, 2026. The target went from $45 to $130 (+189%). The rating stayed Sell.

RBC Capital targetPLTR share price
  1. November 3, 2026 This noteTarget raised from $90 (+44%)Sell$130
  2. October 28, 2026Kept the $90 targetSell$90
  3. July 31, 2026Target raised from $50 (+80%)Sell$90
  4. February 2, 2026Kept the $50 targetSell$50
  5. January 27, 2026Kept the $50 targetSell$50
  6. November 4, 2025Target raised from $45 (+11%)Sell$50
  7. October 28, 2025Kept the $45 targetSell$45
  8. August 5, 2025Earliest call shownSell$45
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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.