Part 6/11:
Recently, Wall Street analysts are shifting from cautious to bullish. UBS upgraded Palantir to a buy with a price target of $180, while Rosenblatt initiated coverage with a target of $150. These upgrades signify growing confidence from professionals who once hesitated. When analysts chase rising prices, it often creates a positive feedback loop—further upgrades, increased visibility, and renewed institutional interest.
Risks and Challenges
Despite the bullish outlook, Sam emphasizes the importance of understanding risks:
Palantir trades at roughly 200 times earnings, a high multiple that leaves little margin for error.
International growth is only around 8%, hindered by data sovereignty issues.