Palantir Technologies Inc.
PLTRPrice Projections & Market Scenarios
Current Price
$167.23
LinearAI Bubble
End of 2026 Target
Projected closing price (Bubble Scenario)
$140
-16% Growth
Yearly Price Targets (2025-2030)
| Year | Forecast Price | Growth vs Today |
|---|---|---|
| 2026 | $140.00 | -16% |
| 2027 | $95.00 | -43% |
| 2028 | $105.00 | -37% |
| 2029 | $118.00 | -29% |
| 2030 | $132.00 | -21% |
| 2031 | $150.00 | -10% |
Risk Analysis (Bubble)
The "AI Bubble" model assumes an unsustainable price acceleration through 2026, driven by retail hype, followed by a sharp correction in 2027 as revenue fails to match Capex.
StabilityHigh Risk
AnalysisLive
Confidence59%
Palantir’s latest raised 2026 guidance points to revenue of about $8.15 billion and U.S. commercial growth of at least 134%, which supports a strong fundamental base for the linear case3. Street targets are clustered in the roughly $192 to $205 range, with several fresh bullish updates at $215 to $250 and a mixed but still positive consensus, suggesting current valuation already prices in substantial growth15[7][12].
Key Insights
- •Consensus analyst targets cluster around the low-$190s to about $205, while the most bullish recent targets reach $250 to $255, showing a wide valuation spread5[7][12].
- •Palantir’s FY2026 guidance was raised to roughly $8.15 billion in revenue with adjusted free cash flow of $4.5 to $4.7 billion, indicating very strong execution momentum3[13].
- •The main risk is valuation compression: the stock trades at a very high earnings multiple, so any AI spending slowdown or ROI disappointment could drive a sharp rerating4[9].
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