{"id":320314,"date":"2026-02-27T15:51:12","date_gmt":"2026-02-27T15:51:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/320314\/"},"modified":"2026-02-27T15:51:12","modified_gmt":"2026-02-27T15:51:12","slug":"ubs-turns-bullish-on-palantir-says-buy-the-dip-on-this-clear-ai-winner","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/320314\/","title":{"rendered":"UBS turns bullish on Palantir, says buy the dip on this clear AI winner"},"content":{"rendered":"<p>UBS views accelerating demand tied to artificial intelligence and data spending as a key growth driver for Palantir going forward. The bank upgraded the software analytics company to buy from neutral. Analyst Karl Keirstead&#8217;s unchanged price target of $180 implies that shares of Palantir could rally 32% from their Thursday close of $135.94. &#8220;We &#8230; recommend that\u00a0investors take advantage of this -35% move off the peak for the premier growth story in software and a company that is at the nexus of the two most powerful spending trends \u2014 AI and Data,&#8221; wrote Keirstead. &#8220;Accelerating growth stocks tend to work over time and Palantir deserves a material multiple premium given its leading position in three key growth areas \u2014 AI, data and modern defense tech.&#8221; PLTR 1Y mountain PLTR 1Y chart Keirstead added that shares of Palantir are current trading at around 50 times his estimates for the company&#8217;s free cash flow for 2027. Given that he estimates revenue growth of 70% in 2026 and stable mid-50% margins, Palantir stock looks very attractive at its current level, where many investors can make a strong valuation case for the stock, he wrote. This 70% revenue growth, Keirstead said, stems from &#8220;exceptional&#8221; demand, and Palantir is poised to be a clear AI winner. &#8220;Our latest checks [support] a view that Palantir is facing a very strong demand backdrop as it sits at the intersection of AI and data spend. As one partner said, &#8216;demand is exceptional.&#8217; This investment ramp in AI models and data is occurring right now, with Palantir a clear AI winner,&#8221; he wrote. &#8220;In our view, it is very likely that investors come back to &#8216;AI winner&#8217; stocks such as Palantir in 2026.&#8221; Shares of Palantir have tumbled 24% this year, although they are still trading up 60% over the past 12 months.<\/p>\n","protected":false},"excerpt":{"rendered":"UBS views accelerating demand tied to artificial intelligence and data spending as a key growth driver for Palantir&hellip;\n","protected":false},"author":2,"featured_media":320315,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,149115,218,219,122,144056,61,138659,1670,60,145840,12958,54426,965,80,51628],"class_list":["post-320314","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ark-innovation-etf","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-first-trust-cloud-computing-etf","tag-ie","tag-invesco-qqq-trust","tag-investment-strategy","tag-ireland","tag-ishares-expanded-tech-software-sector-etf","tag-palantir-technologies-inc","tag-snowflake-inc","tag-stock-markets","tag-technology","tag-ubs-group-ag"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/320314","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=320314"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/320314\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/320315"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=320314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=320314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=320314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}