Rosenblatt raises Palantir price target to $225 from $200, Buy

Rosenblatt analyst John McPeake raised his Palantir price target to $225 from $200 and kept a Buy rating on May 5. He cited a significant beat against Q1 estimates and guidance above Street expectations for Q2 and FY2026. He argued the ontology layer lets customers deploy AI at scale rather than run isolated pilots.

• Price target raised to $225 from $200
• Rating maintained at Buy
• Thesis: the ontology layer as the route to enterprise AI at scale