Analysts Raise Palantir PTs to $225-$250 as Firm Posts $1.8M Revenue Per Employee
pdamodaran · x · 2026-09-12
After AIPCon 11, Rosenblatt set a $225 price target and DA Davidson raised theirs to $250, signaling institutional buy-in.
Key facts cited in the post:
- The Army picked Palantir as prime contractor for the TITAN program, worth $127M over 18 months
- L3Harris fine-tuned open-source models to outperform frontier models in under 48 hours at 95% lower cost using Palantir
- Palantir and PwC expanded their partnership to help enterprises scale AI
- With only 4,401 employees, Palantir implies a run-rate of $1.8M revenue per employee
The author's takeaway: every Palantir customer wants to publicly associate with the company because they see real business outcomes, and growth is a direct by-product of that outcome obsession.
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