{"id":616916,"date":"2026-09-15T16:04:09","date_gmt":"2026-09-15T16:04:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/616916\/"},"modified":"2026-09-15T16:04:09","modified_gmt":"2026-09-15T16:04:09","slug":"palantir-is-a-bargain-compared-to-ai-linked-software-peers-ubs-says","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/616916\/","title":{"rendered":"Palantir is a bargain compared to AI-linked software peers, UBS says"},"content":{"rendered":"<p>Palantir Technologies looks relatively cheap, and shares of the data analyzing company should soon rebound as its artificial intelligence-linked software services gain more traction, according to UBS. The investment bank reiterated a buy rating on Palantir and raised its price target by about 14%, to $250 from $220, implying 44% upside from Monday&#8217;s close. &#8220;Last week we attended Palantir&#8217;s AIPCon customer\/leadership event \u2026 our view of Palantir as the best AI enabler in the market (making frontier models\/AI useful in large enterprises) was if anything bolstered by these conversations [with Palantir executives and customers] and demand momentum seems robust,&#8221; analyst Karl Keirstead wrote in a report Tuesday. Palantir provides AI-integrated software platforms to clients including the Department of Defense, enabling users to analyze massive data sets. Shares have edged down nearly 3% year to date due to concerns over Palantir&#8217;s sky-high valuation and amid a broader rotation out of technology stocks this summer. Palantir soared 135% in 2025, 340% in 2024 and another 167% in 2023. The stock now trades at 51 times expected free-cash flow for 2027, despite Palantir having &#8220;the highest growth and margin profiles across software,&#8221; according to UBS. At current prices, the stock is particularly attractive versus peers such as Snowflake and CrowdStrike , Keirstead wrote. The &#8220;valuation discount derives largely from investor concerns about a near-term growth rate peak and the potential that the model providers begin to target the data software layer,&#8221; the analyst wrote. &#8220;Palantir deserves a material multiple premium given its leading position in three key growth areas \u2013 AI, data and modern defense tech, making it a relatively cheap stock.&#8221; The UBS call matches the consensus on Wall Street, where 23 of 33 analysts rate it a buy or strong buy, according to LSEG data.<\/p>\n","protected":false},"excerpt":{"rendered":"Palantir Technologies looks relatively cheap, and shares of the data analyzing company should soon rebound as its artificial&hellip;\n","protected":false},"author":2,"featured_media":616917,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,357,15871,85,942,46,9505,10751,1760,125],"class_list":["post-616916","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-crowdstrike-holdings-inc","tag-il","tag-investment-strategy","tag-israel","tag-palantir-technologies-inc","tag-snowflake-inc","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/616916","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=616916"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/616916\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/616917"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=616916"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=616916"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=616916"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}