Palantir Technologies (PLTR) Stock: Wall Street Maintains Hold Rating With $100 Price Target

TLDR

Table of Contents

Palantir partnered with Bain & Company to help businesses adopt AI faster using its AIP platform
Q1 revenue grew 39% to $884 million with U.S. commercial revenue up 71% to $255 million
Customer count has surged 412% since Q4 2020, showing rapid adoption across sectors
Company raised full-year guidance expecting 36% revenue growth and 68% U.S. commercial growth
Wall Street analysts maintain Hold rating with average price target of $100

Palantir Technologies just announced a global partnership with management consulting firm Bain & Company. The collaboration aims to help companies deploy artificial intelligence solutions more quickly across various industries.

The partnership centers around Palantir’s Artificial Intelligence Platform (AIP). This platform connects AI models directly to enterprise data and business operations.

Bain brings more than 1,500 experts in AI, analytics, and data architecture to the partnership. These specialists will work with Bain’s consulting teams to align AI tools with client business objectives.

🚨 JUST IN: $PLTR @BainandCompany FORMS GLOBAL PARTNERSHIP WITH PALANTIR to deliver high impact, end-to-end AI transformations for clients
Partnership enables clients worldwide to accelerate AI-driven productivity gains with enhanced speed and efficiency through Palantir’s… https://t.co/dbglcOmBDw pic.twitter.com/GWodKAimVx
— Trade Whisperer (@TradexWhisperer) May 27, 2025

The two companies say they can deliver measurable business impact within weeks instead of months or years. This faster timeline could appeal to businesses looking for quick AI implementation.

The partnership targets companies across retail, healthcare, financial services, and industrial sectors. Bain’s industry knowledge will help customize Palantir’s technology for specific client needs.

For Palantir, this deal expands its reach into the enterprise market. The company has been working to grow its commercial business beyond government contracts.

Strong Financial Performance Continues

Palantir’s recent financial results show the strategy is working. First quarter revenue jumped 39% to $884 million compared to the same period last year.

U.S. commercial revenue performed even better, climbing 71% to $255 million. U.S. government revenue also grew 45% to $373 million.

The company’s total customer count has exploded 412% since the fourth quarter of 2020. This shows rapid adoption of Palantir’s data analytics solutions across different sectors.

Palantir raised its full-year guidance based on these strong results. The company now expects revenue growth of 36% for the year.

U.S. commercial revenue growth is projected at 68% for the full year. This segment has become a key driver of the company’s expansion.

Market Performance and Analyst Views

The stock has been one of the top AI performers in recent years. Palantir shares have jumped 1,200% over the past three years.

This massive run-up has also pushed the stock’s valuation higher. The company’s market value has grown along with its revenue increases.

Wall Street analysts remain divided on Palantir’s prospects. The stock currently has a Hold rating from the analyst community.

The average price target sits at $100 per share. This represents an 18.80% downside from current trading levels.

Some analysts question whether the current valuation properly reflects the company’s growth prospects. Others see continued potential in the AI and data analytics markets.

The partnership with Bain could help address some of these concerns. By leveraging Bain’s client relationships, Palantir may accelerate its commercial revenue growth.

The success of this collaboration will depend on execution and client adoption rates. Both companies will need to deliver on their promises of faster AI implementation.

Investors will be watching to see if this partnership translates into meaningful financial results. The combination of advanced technology and strategic consulting could position both firms for larger roles in the growing AI market.

Stay Ahead of the Market with Benzinga Pro!

Want to trade like a pro? Benzinga Pro gives you the edge you need in today's fast-paced markets. Get real-time news, exclusive insights, and powerful tools trusted by professional traders: