Palantir Technologies Inc Ordinary Shares - Class A

PLTR: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Palantir Earnings: US Exceptionalism and AI-Value Chain Justify Excitement; FVE to $90 From $79

Mark Giarelli

Feb 4, 2025

Palantir’s outstanding fourth-quarter results, rapid growth amid the artificial intelligence arms race, and strategic positioning in the AI-value chain further solidify our base case expectations that this company can be the next software juggernaut. As a result, we are raising our fair value estimate to $90 from $79.

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Palantir Technologies Inc Ordinary Shares - Class A

Palantir Earnings: US Exceptionalism and AI-Value Chain Justify Excitement; FVE to $90 From $79

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