‘Best Story in All of Software,' Top Analyst Applauds Palantir (PLTR) after a Stellar Q2
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For context, Palantir's revenue soared to a record $1 billion in Q2 2025, surpassing analyst expectations of $940 million and reflecting a 48% year-over-year jump. Meanwhile, earnings per share came in at $0.16, beating Wall Street estimates of $0.14.
Following the Q2 results, several analysts have raised their price target on PLTR stock. However, many are still concerned about the high valuation.
Davidson's Luria has increased his estimates on Palantir and maintains a favorable outlook on the business. He noted that Palantir ranks among the top 10% of companies his firm covers under our Rule of X framework. However, Luria has maintained his Hold rating on PLTR stock, citing an extreme premium. The stock is currently trading at approximately 103 times its projected 2025 revenue, much higher than its comparable peers.
Similarly, four-star-rated analyst Gregg Moskowitz of Mizuho Securities lifted his price target from $135 to $165 while keeping his Hold rating. Moskowitz praised Palantir's strong growth in both its Commercial and Government segments, calling its execution 'stunning.' However, he warned that the stock remains highly overvalued compared to other software companies. While there's a risk of a drop in valuation in the coming quarters, he believes Palantir's unique market position deserves credit.
Is Palantir a Good Stock to Buy?
Turning to Wall Street, analysts have a Hold consensus rating on PLTR stock, based on four Buys, 10 Holds, and two Sells assigned in the last three months. The average Palantir share price target is $150.6, which implies a potential downside of 13% from current levels.
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Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Brett Schafer has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. This AI Stock Just Sank 10% but Could Be Worth More Than Nvidia and Palantir Combined in 2030 was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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The Motley Fool has a disclosure policy. Should You Sell Palantir Stock After Its Post-Earnings Pop? The Answer May Surprise You. was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
