UBS raises Palantir price target to $250 after AIPCon customer feedback

UBS raised its 12-month price target for PLTR to $250 after AIPCon reinforced Palantir’s position as an AI enabler; the bank highlighted demand momentum and relative valuation versus peers.

In this brief: 2 sections 1 min read

- UBS reiterated a Buy rating and lifted its PT to $250 from $220.
- Analyst Karl Keirstead said AIPCon customer/leadership conversations bolstered the view of Palantir as a leading AI enabler for enterprises.
- UBS pointed to valuation discount versus peers like Snowflake and CrowdStrike, noting Palantir’s growth and margins.
- UBS noted investor concern about a near-term growth-rate peak and potential competition from model providers.
- The firm said Palantir merits a multiple premium for exposure to AI, data and defense tech.
- UBS referenced Palantir trading at a premium on expected free cash flow metrics for 2027.

Read full analysis on cnbc.com

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