Palantir's Upside Potential, Despite High Valuation
Raleigh News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Morgan Stanley maintains equal-weight rating on Palantir, targets $205, implying 30% upside. Despite crushing Q4 results, stock barely reacted due to high valuation at 64x FCF for 2027. Analysts warm to Palantirs momentum, especially in U.S. commercial sector, citing Foundry platforms potential dominance. Ontology technology creates deep customer lock-in, giving Palantir a strong moat. Morgan Stanleys target depends on steady execution through 2030, with risks like lumpy big deals. First-quarter results on May 11th could spark upgrade talk and push shares higher.
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