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What 7 Institutions Published on Palantir Technologies (PLTR) in the Past 6 Months: Targets, Ratings, and the Evidence cover
Institutional ViewsPLTR · MSFT · NVDA•7 min read

What 7 Institutions Published on Palantir Technologies (PLTR) in the Past 6 Months: Targets, Ratings, and the Evidence

Within the past ~3–4 weeks, institutional views on Palantir Technologies skew bullish on US commercial momentum, with a wide spread in valuation calls. The highest targets cluster around premium multiples (e.g., Citi and Bank of America), while the bears focus on valuation risk and durability of growth translating into acceptable returns. The sourced public record shows both sides citing (or implying) different sensitivities to commercial growth vs. the multiple.

Published Aug 26, 2026Updated Sep 9, 2026

Palantir Technologies · Mar 6 – Aug 4, 2026

Most institutions in this set rate Palantir favorably (mostly Buy/Outperform), with targets ranging roughly from $156 to $255; the current stock price ($172.73) sits meaningfully below the median $205 target.

Institutions

7

Target range

$156 – $255

Median $205

Stance

Bullish 5Neutral 2
How to read the evidence grades
  • AInstitution's own document — Published by the institution itself — research page, disclosure, transcript, or an on-the-record analyst appearance.
  • BWire service citing the report — Reuters, Bloomberg, CNBC and similar, directly attributing the research note.
  • CMultiple independent reports — Several independent secondary reports agreeing on the same rating or target.
  • DRatings aggregator only — A ratings aggregator only. Treat the number as reported, not as confirmed.

Price targets over time

Every target published in this window, by date. The line under a dot is that firm's previous target.

  1. D.A. Davidsonbuy

    $175$200

  2. Cantor FitzgeraldNeutral

    $138$156

  3. Morgan StanleyEqual weight

    $205

  4. CitiBuy

    $245

  5. Bank of AmericaBuy

    $255

  6. Deutsche BankBuy

    $200

  7. RosenblattBuy

    $200$225

Bank of AmericaPalantir Technologies

price target raised / maintained Buy

BuyB
Price target$255

Bank of America kept a constructive stance on Palantir and set a $255 price target, implying substantial upside versus the stock’s trading level.

Why

  • The public summary attributes a Buy rating to Bank of America with a $255 target.
  • The bullish view is consistent with expecting US commercial momentum to continue to drive results.

Evidence (1)

CitiPalantir Technologies

price target raised / maintained Buy

BuyB
Price target$245

Citi’s $245 target and Buy rating reflect confidence that Palantir’s growth will justify a higher valuation multiple.

Why

  • Citi is publicly shown with a Buy rating alongside a $245 price target.
  • A higher target suggests the firm expects growth and/or margin durability to persist.

Evidence (1)

Morgan StanleyPalantir Technologies

maintained / reiterated Equal weight

Equal weightB
Price target$205

Morgan Stanley’s Equal weight stance with a $205 target indicates upside potential but less conviction than outright Buy-rated peers.

Why

  • The public summary attributes Morgan Stanley a $205 price target with an Equal weight rating.
  • Neutral stance suggests skepticism about how much of growth will be monetized relative to the multiple.

Evidence (1)

Cantor FitzgeraldPalantir Technologies

Thomas Blakeyprice target raised / maintained Neutral

NeutralB
Price target$138$156

Cantor Fitzgerald raised its price target to $156 from $138 while keeping a Neutral rating, reflecting caution on valuation even with some positive catalysts.

Why

  • The public summary shows Cantor Fitzgerald with a Neutral rating and a target increase from $138 to $156.
  • Neutral with a modestly higher target implies the firm still weighs multiple risk heavily.

Evidence (1)

Deutsche BankPalantir Technologies

maintained Buy

BuyB
Price target$200

Deutsche Bank’s Buy rating with a $200 target indicates the firm believes Palantir’s fundamental trajectory can support the multiple.

Why

  • The public summary attributes a Buy rating to Deutsche Bank with a $200 target.
  • The positioning is aligned with the bull framing of US commercial growth translating into sustained performance.

Evidence (1)

D.A. DavidsonPalantir Technologies

Gil Luriaraised price target; maintained Buy

buy → buyB
Price target$175$200

D.A. Davidson raised its Palantir target to $200 from $175 while maintaining Buy, a follow-on move after its earlier upgrade.

Why

  • Raised the price target to $200 from $175 while maintaining Buy.

Evidence (1)

RosenblattPalantir Technologies

John McPeakeprice target raised / maintained Buy after Q1 beat

BuyB
Price target$200$225

Rosenblatt raised its Palantir target to $225 from $200 after a 'significant beat' in Q1, maintaining Buy.

Why

  • Raised the price target to $225 from $200 while maintaining Buy.
  • Cited a significant Q1 earnings beat as the driver.

Evidence (1)

  • Proves: Rosenblatt raised its Palantir price target to $225 from $200 on May 5, 2026, maintaining Buy, after Q1 results.

    B
    “Palantir $PLTR price target raised to $225 from $200 at Rosenblatt after Q1 'significant beat'... keeps a Buy rating on the shares.”
    247wallst.com, May 5, 2026247wallst.com2026-05-05

Where bulls and bears disagree

US commercial growth vs. the multiple: the visible spread in targets

The sourced calls in this window cluster bullishly on Palantir’s trajectory (Buy/Outperform from several banks), but they diverge on how much US commercial growth can support today’s valuation expectations. The strongest upside targets in this set (e.g., $245–$255 from Citi and Bank of America) imply that growth/margins will justify a premium multiple. In contrast, Neutral/Equal weight stances (Cantor Fitzgerald; Morgan Stanley) still allow upside to their targets, but without adopting a high-conviction rating—suggesting more skepticism about multiple expansion/return on incremental growth.

Related institutions’ peer-area exposure (from the same “AI + enterprise software” discussion set)

MMicrosoftMSFT--
--Vol --
-
Mixed
  • Enterprise AI platform demand is often used to frame software multiple narratives.
  • Competitive positioning around AI deployment can influence how investors think about PLTR’s commercial durability.
NNVIDIANVDA--
--Vol --
-
Watch
  • GPU cycle expectations can shift sentiment toward AI software beneficiaries.
  • Valuation moves in semis can mechanically affect multiples across “AI infrastructure/stack” names.
OOracleORCL--
--Vol --
-
Watch
  • Large enterprise software incumbents can be used as a benchmark for monetization and margins.
  • Any perceived share-loss risk affects how bulls treat US commercial growth sustainability.
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