What is Palantir Technologies' current stock performance according to recent analysis?

Palantir's shares are down 20% so far in 2026 but have surged 23% over the past 12 months, with analysts expecting a rebound.

Why did Daiwa Capital Markets upgrade Palantir's stock?

The upgrade to a buy rating was based on Palantir's strong fourth-quarter earnings beat and the extraordinary demand for its artificial intelligence platform services.

What growth is Palantir Technologies projecting for its U.S. commercial revenue?

Palantir is projecting U.S. commercial revenue to surge by at least 115%, indicating significant future earnings potential.

Home / Business and Economy / Palantir Stock Poised for Rebound Amidst AI Demand Surge

Palantir Stock Poised for Rebound Amidst AI Demand Surge

10 Feb

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Summary

Daiwa Capital Markets upgraded Palantir to buy, setting a new price target.
Palantir's shares have surged 23% in the past 12 months but are down 20% in 2026.
US commercial revenue for Palantir surged 137%, with strong future growth predicted.

Palantir Stock Poised for Rebound Amidst AI Demand Surge

Palantir Technologies' stock is expected to rebound, according to Daiwa Capital Markets, which has upgraded the software analytics firm to a buy rating. While shares experienced a 20% decline early in 2026, they have climbed 23% over the preceding 12 months. The investment bank's analyst, Shigemichi Yoshizu, adjusted the price target to $180, still suggesting a 26% potential upside.

This positive outlook stems from Palantir's robust fourth-quarter performance, which saw both earnings and revenue exceed expectations. The company reported extraordinary demand for its artificial intelligence platform across public and private sectors. Notably, U.S. commercial revenue experienced a substantial surge of 137%.