Palantir’s (PLTR) AIP Growth Story Drives Rare Double Upgrade

Freedom Capital Markets expert Almas Almaganbetov treble upgraded Palantir Technologies Inc to Buy connected February 13, mounting the terms people astatine $170. Firm analysts spot durable, structural AI request for the stock, coupled with sustained hypergrowth driven by AIP.

Highlighting Q4 2025 results, the steadfast noted however PLTR materially exceeded management’s guidance and their estimates, backed by accelerating maturation successful the U.S. commercialized and U.S. authorities segment.

The main catalyst successful the US market, the steadfast noted, was PLTR’s Artificial Intelligence Platform (AIP). AIP has been accelerating income momentum and converting pilots into large-scale contracts. Meanwhile, planetary show continues to lag owing to structural adoption and procurement barriers.

The institution has besides demonstrated improved operating execution with expanded gross and operating profitability that exceeded marketplace expectations. Meanwhile, its upbeat outlook for Q1 2026 and full-year 2026 that exceeded statement estimates is simply a reflection of assurance successful durable and structural request for AI infrastructure.

Increasing its 2026-27 gross forecasts, the steadfast noted that it does not spot caller AI agents arsenic a menace to the company’s semipermanent concern model.

“We support our $170 terms people for PLTR and upgrade our standing from “Sell” to “Buy,” arsenic the caller crisp pullback successful the stock terms appears unjustified fixed continued hypergrowth and the underlying spot of the AIP platform.”

Palantir Technologies Inc. (NASDAQ:PLTR) is simply a starring supplier of artificial quality systems.

While we admit the imaginable of PLTR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.