Palantir: impressive results, soaring share price

(CercleFinance.com) - Palantir shares jumped more than 22% at the opening of the New York Stock Exchange on Tuesday, following the publication of better-than-expected quarterly results and the presentation of a favorable outlook for 2025.


The predictive AI specialist last night reported a 36% increase in sales to $827.5 million for Q4, compared with a consensus of $775 million.

On the commercial front, the Group reported 129 contracts worth more than one million euros during the quarter, 58 worth at least five million and 32 worth more than 10 million.

Net income came to $79 million, compared with $93.4 million a year earlier.

For the first quarter of 2025, Palantir said it expects sales of between $858 and $862 million, for an expected annual turnover of around $3.74 to $3.76 billion for the full year 2025.

This corresponds to solid growth of 36% in the first quarter and 31% for 2025, which is above consensus", say Mizuho analysts, who are "very impressed" by this performance.

The research firm therefore raises its price target on the stock from $44 to $80, while reiterating its 'underperform' opinion due to valuation levels deemed 'impossible to maintain'.

While analysts at UBS also raise their target from $80 to $105, they maintain their 'neutral' advice, once again deeming the stock 'perfectly valued'.

Jefferies points out that the company will have to accelerate its growth to 50% over the next four years in order to justify its current valuation levels.

Eternal supporter of the stock, Dan Ives - Wedbush Securities' star analyst - renews his 'outperform' opinion, with a target raised from $90 to $120 on the stock, which he still describes as the 'Lionel Messi of AI'.

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