What is the fair value of PLTR?

Based on inv-AI’s institutional-grade analysis, the 12-month fair value estimate for Palantir Technologies Inc. (PLTR) is $76 (range: $65–$87). Confidence level: HIGH.

Is PLTR overvalued or undervalued?

Palantir Technologies Inc. (PLTR) is rated Strong Overpriced by inv-AI. The current price is $154.78 versus a mid fair value of $76, implying -50.9% upside.

What is the PLTR price target for 2026?

inv-AI’s 2026 fair value range for Palantir Technologies Inc. (PLTR) is $65 (bear) to $87 (bull), with a base case of $76.

Palantir Technologies Inc. (PLTR) Valuation

Rating: Strong Overpriced

12-Month Fair Value: $65 – $76 – $87

Confidence: HIGH

Post Q4 2025 earnings update. Spectacular quarter: $1.41B revenue (+70% YoY, beat 13%), $0.25 adj EPS (+25%, beat 9%), 57% adj operating margin, Rule of 40 score 127%. US commercial surged +137%, TCV bookings $4.3B (+138%), remaining deal value $11.2B (+105%). FY2026 guidance $7.19B (+61%) crushed consensus by 15%. Fair value doubled from $37 to $74 on genuinely improved fundamentals. DCF $50 (WACC 11%, TG 4%), Forward P/S $93 (30x), EV/Adj FCF $86 (50x) — 86% DCF-to-comps divergence. At $136 (45x FY26E P/S, ~130x adj P/E), market prices in perfection. NT R/R 0.28:1, LT R/R 0.32:1. Do not initiate. Wait for >50% correction to $60-70.

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