Palantir Seen Benefiting From AI Platform Strength, Defense Spending, Commercial Growth, Oppenheimer Says

MT Newswires Live01:58

Palantir Technologies (PLTR) could benefit from a sticky AI software platform with high switching costs, rising government defense spending, expanding commercial adoption and valuation support, Oppenheimer said in a research note Thursday.

The company's customized ontology-based systems become difficult to replace once embedded in customer operations. The company continues to expand in commercial markets and its customer count rose to 780 in 2025 from 375 in 2023, the investment firm said.

Oppenheimer said US and allied military spending is shifting toward AI-enabled software. This supports Palantir's government opportunity. Government software and services spending is expected to grow to $666 billion by 2029 from $490 billion in 2025.

The firm said Palantir still has a long runway for commercial expansion which is supported by a $2.1 trillion addressable market by 2030. The company's premium valuation is supported by its government contracts, accelerating commercial growth and improving margins, according to the note.

Oppenheimer initiated coverage with an outperform rating and a $200 price target.

Price: 138.98, Change: +1.01, Percent Change: +0.73

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