From 24/7 Wall St. · Vandita Jadeja · · 1m
Palantir Expands Commercial AI, Boosts Investor Appeal
Palantir's rapid commercial growth could push shares to $227.60 by 2027.
In brief
Palantir's rapid commercial growth could push shares to $227.60 by 2027. Palantir's U.S. commercial revenue grew 149% year over year, driving a 50% stock rally since July 2026. Originally reported by 24/7 Wall St..
Palantir's Record Commercial Growth
Palantir reported U.S. commercial revenue rose 149% year over year in the latest quarter.
50% Stock Rally Since July
Shares gained 50.25% from July 15 through October 14, 2026, after strong Q2 results.
Commercial Bookings Surge
U.S. commercial total contract value reached $2.132 billion, up 153% year over year.
CEO's Growth Target
CEO Alex Karp stated Palantir aims to grow at a rate equal to or above U.S. commercial revenue for 18 months.
“I am driving the business to grow at a rate equal to or above what we have in U.S. commercial for the next 18 months.”
Price Target Analysis
24/7 Wall St. targets $215.53 for Palantir, representing 7.24% upside from current prices.
Commercial Momentum Outlook
U.S. commercial growth could push shares toward $227.60 by 2027 if bookings continue at current pace.
What it means
Palantir's U.S. commercial revenue grew 149% year over year, driving a 50% stock rally since July 2026.
