Palantir stock price target raised to $205 from $165 at UBS on growth

Investing.com - Palantir Technologies Inc. (NASDAQ:PLTR) received a price target increase from UBS to $205.00 from $165.00, with the firm maintaining its Neutral rating on the stock.

UBS cited Palantir’s ninth consecutive quarter of revenue growth acceleration, noting the company has improved from 13% growth in the second quarter of 2023 to 63% in the recently reported third quarter of 2025, while reaching a revenue scale of $4.7 billion.

The investment firm highlighted that Palantir’s modest earnings beat and guidance suggest even faster growth in the fourth quarter of 2025, with UBS modeling approximately 67% growth for that period.

UBS pointed to U.S. commercial total contract value and bookings of $1.3 billion, representing 342% growth, which significantly improves revenue growth visibility for coming years. The firm indicated Palantir’s results provide a positive signal for the broader data software segment.

Despite the strong fundamentals, UBS maintained its Neutral rating based on valuation concerns, noting Palantir trades at 157 times estimated calendar year 2026 free cash flow. Palantir’s CFO is scheduled to attend the UBS Tech & AI Conference in Arizona on Monday, December 1.

In other recent news, Palantir Technologies reported strong third-quarter 2025 earnings, significantly surpassing Wall Street expectations. The company achieved an earnings per share (EPS) of $0.21, exceeding the forecasted $0.17, and reported revenue of $1.181 billion, which was above the anticipated $1.09 billion. This represents an 8.26% revenue surprise and a 23.53% EPS surprise. Following these results, several analyst firms adjusted their price targets for Palantir. BofA Securities raised its price target to $255 from $215, citing expectations for accelerated growth due to the company’s AI offerings. Mizuho increased its target to $205 from $165 after describing Palantir’s third-quarter results as "stellar." Jefferies and RBC Capital also raised their targets to $70 and $50, respectively, while maintaining their Underperform ratings. These developments reflect the company’s strong performance and the varied analyst perspectives on its future prospects.

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