{"id":23173,"date":"2025-07-25T13:57:10","date_gmt":"2025-07-25T13:57:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/23173\/"},"modified":"2025-07-25T13:57:10","modified_gmt":"2025-07-25T13:57:10","slug":"piper-sandler-initiates-palantir-at-overweight-calling-it-a-secular-winner-in-the-ai-revolution","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/23173\/","title":{"rendered":"Piper Sandler initiates Palantir at overweight, calling it a \u2018secular winner in the AI revolution\u2019"},"content":{"rendered":"<p>Piper Sandler is the latest firm to highlight Palantir as a strong winning candidate in the artificial intelligence boom. The bank initiated coverage of the software stock at an overweight rating and price target of $175, which offers upside of approximately 13% from Palantir&#8217;s Thursday closing price. Shares have surged nearly 105% this year. PLTR YTD mountain PLTR YTD chart Piper Sandler analyst Brent Bracelin called Palantir a solid buy, despite its massive year-to-date runup. &#8220;No doubt, PLTR carries a rich valuation premium and remains a high-risk investment, but it also has a one-of-a-kind growth+margin model that if proven durable could grow into a $24B run-rate by [2032] via share gains across two $1+ trillion,&#8221; total addressable markets, he wrote. &#8220;The 22-year path to a ~$4 billion revenue run-rate with 40%+ [free cash flow] margins has been a long road traveled.&#8221; An important catalyst for Palantir may come from the ongoing artificial intelligence trade, the analyst said, adding that the company could be a longer-term beneficiary. &#8220;We see PLTR as a secular winner in the AI revolution with multiple drivers that could sustain 30%+ growth and 40%+ FCF margins,&#8221; he wrote. &#8220;While the culture, leadership, and journey may be unconventional, the impact in the AI revolution could be lasting.&#8221; Piper Sandler pointed out that Palantir may be taking the crown as an AI winner especially when compared to its peers. During the second quarter, visitor traffic accelerated to 144% year-over-year, versus 62% prior, comparable to other secular leaders within the AI space such as CoreWeave, ChatGPT, Anthropic, Anduril, Shield AI and Axon. Palantir&#8217;s stock also could also rise as the company sustains compound annual growth rates of at least 30% in two segments: government and U.S. commercial. &#8220;Sustaining 30%+ CAGR in government and U.S. Commercial appears doable given track record and two large $1+ trillion TAMs,&#8221; Bracelin added.<\/p>\n","protected":false},"excerpt":{"rendered":"Piper Sandler is the latest firm to highlight Palantir as a strong winning candidate in the artificial intelligence&hellip;\n","protected":false},"author":2,"featured_media":23174,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,161,49,48,1385,19085,3097,61],"class_list":{"0":"post-23173","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-business-news","12":"tag-ca","13":"tag-canada","14":"tag-investment-strategy","15":"tag-palantir-technologies-inc","16":"tag-stock-markets","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/23173","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=23173"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/23173\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/23174"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=23173"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=23173"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=23173"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}