Palantir Technologies Inc (NYSE:PLTR)<\/a> shares to \u2018Buy\u2019 from \u2018Neutral,\u2019 highlighting the software company’s positioning at the intersection of artificial intelligence (AI) and data spending.<\/p>\nThe analysts wrote that investors should consider \u201ctaking advantage of this -35% move off the peak for the premier growth story in software.\u201d<\/p>\n
They cited the company\u2019s projected 70% revenue growth in 2026 and mid-50% operating margins as factors making the stock \u201cvery attractive\u201d at 50 times UBS\u2019s 2027 free cash flow (FCF) estimates.<\/p>\n
The analysts also noted that Palantir continues to see robust demand. \u201cOur latest checks supports a view that Palantir is facing a very strong demand backdrop as it sits at the intersection of AI and data spend,\u201d they wrote. \u201cThis investment ramp in AI models and data is occurring right now, with Palantir a clear AI winner.\u201d<\/p>\n
On valuation, the UBS team wrote that while the stock has historically traded at high multiples, the recent pullback and upward revisions to estimates have made Palantir more accessible.<\/p>\n
\u201cIf one assumes that Palantir can grow at a ~50% CAGR for the next three years, then the next-year FCF multiple is now down to 1x the projected growth rate,\u201d they wrote, noting that this level could support a strong valuation case for investors.<\/p>\n
The bank set a 12-month price target of $180 on Palantir, up roughly 34% from current levels.<\/p>\n
This price target is based on a 2027 FCF multiple of 69 times, and noted that Palantir\u2019s position across AI, data, and modern defense technology warrants a premium in valuation.<\/p>\n","protected":false},"excerpt":{"rendered":"Palantir upgraded to \u2018Buy\u2019 by UBS on strong AI and data demand Proactive uses images sourced from Shutterstock…\n","protected":false},"author":2,"featured_media":21037,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[7802,223],"class_list":["post-21036","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-palantir","tag-ubs"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/21036","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=21036"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/21036\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/21037"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=21036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=21036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=21036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Palantir](\"https:\/\/www.europesays.com\/ch\/wp-content\/uploads\/2026\/02\/79741d300287248576feadad45bc4e3a.jpeg\")
Palantir upgraded to \u2018Buy\u2019 by UBS on strong AI and data demand Proactive uses images sourced from Shutterstock <\/p>\n