Analyst sets Palantir stock price target amid White House’s Golden Dome plan

Rosenblatt reiterated a “Buy” rating with a $200 price target on Palantir (NASDAQ: PLTR) on Wednesday, March 25, noting that the Golden Dome alone could generate billions for the software company.

Analyst John McPeake cited historical patterns where 20–50% of similar defense program spending went into software, suggesting Palantir could capture a sizable portion of the $185 billion spent on the defense shield, being the primary developer (together with Anduril).

“We think Golden Dome is supportive of upside to Street and more in-line—or better than—our above-consensus 2026 to 2028 forecasts,” McPeake wrote.

Additionally, the analyst’s government revenue forecast for Palantir from 2026–2028 stands at $18.2 billion, roughly 25% above Street consensus.

Wall Street Palantir stock predictions

Still, the analyst coverage on Palantir is somewhat mixed. Piper Sandler and Wedbush have also maintained their “Overweight/Outperform” ratings this week, with $230 price targets, but Cantor Fitzgerald is “Neutral,” while Jefferies recently recommended selling.

Institutional interest remains strong, though. For example, Norges Bank opened a new $5.15 billion stake in Q4, while Vanguard holds 213.9 million PLTR shares, although government revenue alone is now expected to slow down to 42% in 2026 and 31% in 2027.

Additionally, Palantir’s Maven Smart System was formally designated on March 20 as the Pentagon’s system of record for battlefield command-and-control. Unsurprisingly, bulls believe this can cement the company’s role in future U.S. defense planning.

New Palantir price target

As a result of this week’s analysis notes, the average Palantir stock price target for the next year now sits at $194.61. That is, a total of twenty analysts see the stock rallying 34.16% from the current levels, according to TipRanks data.

PLTR share price target. Source: *TipRanks*

Of the twenty, fourteen analysts recommend buying, four holding, and just two selling the stock. Accordingly, Palantir is rated a “Moderate Buy.”

Featured image via Shutterstock

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