Analyst Sees Strong AI-Led Growth in Palantir (PLTR), Starts Buy

1 week ago 6

Ghazal Ahmed

Tue, January 27, 2026 astatine 2:24 AM CST 2 min read

Palantir Technologies Inc. (NASDAQ:PLTR) is 1 of the AI Stocks Analysts Are Watching. On January 22, Phillip Securities expert Alif Fahmi initiated sum connected the banal with a Buy standing and a terms people of $208. The steadfast holds a beardown condemnation successful Palantir’s AI-driven growth, US marketplace strength, and charismatic guardant valuation.

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It anticipates radical gross to turn 47% twelvemonth connected twelvemonth to $4.2 cardinal successful FY25. With gross premix shifting, commercialized gross is apt to summation 51%, compared with authorities gross of 43% arsenic much companies progressively follow artificial quality and usage cases grow beyond defense.

Net nett is forecast to astir treble successful FY25e. US growth, which is Palantir’s largest marketplace astatine 66% of revenue, is expected to turn 66% twelvemonth implicit twelvemonth successful FY25. This maturation is supported by authorities request amid geopolitical tensions and expanding US quality spending, arsenic good arsenic stronger commercialized demand.

US growth, Palantir’s largest marketplace astatine 66% of revenue, is accelerating 66% YoY successful FY25e, driven by authorities request amid geopolitical tensions and rising US quality spending, and by US Commercial woody values surging ~2x YoY successful 3Q25 connected AIP adoption and ontology-driven productivity. We initiate sum of Palantir with a DCF-based people terms of US$208.

The firm’s exemplary assumes a WACC of 8.3%, a risk-free complaint of 4.2%, and a terminal maturation complaint of 8%. With the guardant P/E sitting astatine 170x arsenic of January 16, 2026; the steadfast noted that it could let a imaginable rerating supported by improving fundamentals and a increasing addressable market.

Palantir Technologies Inc. (NASDAQ:PLTR) is simply a starring supplier of artificial quality systems.

While we admit the imaginable of PLTR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 10 AI Stocks connected Market Radar and 10 Buzzing AI Stocks Analysts are Watching

Disclosure: None.