"Palantir's Q1 2026 delivered 85% YoY revenue growth and 104% U.S. revenue growth, with management raising full-year revenue guidance to 71% YoY growth and U.S. commercial guidance to 120% YoY growth."
"Citi raised its price target to $225 from $210 with a Buy rating, citing accelerating AI demand in Palantir's U.S. business."
"If U.S. commercial keeps compounding at the 137% YoY pace seen in Q4 and AIP adoption broadens, our bull case points to $200.89 in 12 months, a 50.84% return."
Palantir's Q1 earnings showed 85% year-over-year revenue growth, prompting a raise in full-year guidance. Despite a 23.54% decline year-to-date, analysts remain optimistic, with price targets suggesting significant upside. The company reported a record $4.262 billion in total contract value and a Rule of 40 score of 127%. Analysts predict further growth driven by AI demand, with potential targets exceeding $200. However, risks include high valuation multiples and potential deceleration in growth.
Read at 24/7 Wall St.
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