Earlier this month, Luria raised his target price to $175 per share. That implies 42% upside from the current share price of $123. However, most Wall Street analysts expect even larger gains. Palantir has a median target price of $200 per share, implying 62% upside.<\/p>\n
![\"Person](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/10212ba98a43388c6bc1d27d2181a7aa\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f880444%252finvestor-33.jpg%26amp%3Bw%3D700\"\/)
<\/p>\n
Image source: Getty Images.<\/p>\n
Palantir’s unique software architecture gives the company an edge<\/p>\n
Palantir develops analytics platforms that integrate data and apply artificial intelligence<\/a> to help customers make better decisions. The company has differentiated itself with a unique software architecture. While most analytics tools focus on charts and tables, Palantir built its platforms around a decision-making framework called an ontology.<\/p>\n Think of the ontology as a digital twin. It connects data to real-world assets and processes, creating a single source of truth for an entire organization. By structuring information in a manner conducive to artificial intelligence, Palantir’s ontology makes it easy for customers to surface insights and automate workflows.<\/p>\n Additionally, Palantir’s Artificial Intelligence Platform (AIP) is an agnostic large language model<\/a> orchestration tool, meaning customers can apply any AI model to the ontology data. That distinguishes Palantir from companies like Anthropic<\/a> and OpenAI<\/a>, whose products center on proprietary models rather than agnostic orchestration.<\/p>\n Luria says the market needs agnostic products, citing a recent U.S. government directive that forced Anthropic to temporarily suspend access to its Fable model. “So now companies know we need somebody like Palantir, where if something like that happens, they can swap in an OpenAI model or even an open-source model,” he told Schwab Network.<\/p>\n Luria went on to say Palantir has always been a major player in the AI platforms market, but its role in that market is becoming even more important as the number of available models increases. “Most companies are in the very initial stages of trying everything to see what catches. But Palantir customers are using AI already to deliver results,” he said.<\/p>\n Palantir has received praise from several independent research firms. Dresner Advisory Services has ranked the company as a leader in three market studies: artificial intelligence, data science, and machine learning; model operations; and agentic AI<\/a>. Likewise, Forrester Research has recognized Palantir as a leader in AI decisioning platforms.<\/p>\n Palantir’s impressive growth trajectory makes its rich valuation tolerable<\/p>\n Palantir reported impressive financial results in the first quarter. Revenue increased 85% to $1.6 billion, the 11th consecutive acceleration, and non-GAAP<\/a> (generally accepted accounting principles) earnings increased 153% to $0.33 per diluted share. The company also raised full-year guidance, now anticipating 71% revenue growth in 2026, up from 56% in 2025.<\/p>\n “Our financial results now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale,” CEO Alex Karp told analysts on the earning call. “We are in a category of our own.”<\/p>\n Looking ahead, Wall Street expects Palantir’s earnings to grow at 56% annually through 2027. In that context, Palantir’s current valuation of 128 times earnings is not cheap, but it is tolerable, especially given that the company has topped the consensus earnings estimate by an average of 15% over the last six quarters.<\/p>\n Luria’s assertion that Palantir might be the best company in the world is rather bold. I’m not sure I’d go that far. Regardless, patient investors should consider buying a small position in the stock today.<\/p>\n Should you buy stock in Palantir Technologies right now?<\/p>\n Before you buy stock in Palantir Technologies, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and Palantir Technologies wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you\u2019d have $371,519!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,281,302!*<\/p>\n Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 892% \u2014 a market-crushing outperformance compared to 206% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of July 25, 2026. <\/p>\n Trevor Jennewine<\/a> has positions in Palantir Technologies. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy<\/a>.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"Key Points D.A. Davidson’s Gil Luria says Palantir’s agnostic software is becoming more important as companies deploy AI.…\n","protected":false},"author":2,"featured_media":118615,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,1320,1317,1316,1319,1318,1321,50645,2424,1310],"class_list":["post-118614","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-artificial-intelligence","tag-futures","tag-index-market-quote","tag-index-market-quotes","tag-index-market-symbol","tag-index-market-symbols","tag-indices","tag-palantir-technologies-cl-a","tag-pltr","tag-the-globe-and-mail"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/118614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=118614"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/118614\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/118615"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=118614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=118614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=118614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}