Palantir on the Rise: Growth Opportunities through Agentic AI

Palantir is experiencing a remarkable price rally and the signs point to a continuation. Bank of America is optimistic and sees further potential in the shares of the esteemed AI company, which enjoys great popularity among private investors. A particular decisive factor seems to be a secret weapon: the so-called "forward-deployed engineers" (FDE) within the company's agentic AI technology. In a client note, Bank of America reaffirmed its buy recommendation for Palantir and raised the price target from 180 to 215 US dollars per share—representing a 23 percent increase compared to last Friday's price. Particular attention was given to the demonstration of the FDE during the recently held AIPCon 8, where Palantir's architect Akshay Krishnaswamy gave a product presentation. According to analyst Marina Perez Mora from Bank of America, the FDEs represent a crucial competitive advantage. Palantir's agentic AI could stimulate growth in various areas. According to Bank of America's assessments, these trends could boost the company's commercial sales to over 10 billion US dollars by the end of 2030. Mora forecasts revenue growth of 41 percent in 2026, followed by 39 percent in 2027. Furthermore, there is the assessment that Palantir deserves a premium rating due to accelerated growth and long-term opportunities. The extraordinary price gains of 133 percent so far this year underscore the company's momentum, driven by robust revenues and a loyal base of private investors as well as numerous governmental contracts in the USA.