Analysts Still Can't Get Enough of Palantir's 'Secret Sauce' as BofA Hikes Price Target ...

Bank of America analyst Mariana Perez Mora issued a bullish note on Palantir Technologies (PLTR), driving shares up 1.6% following the UK's billion-dollar military contract announcement.

Mora's optimistic outlook centers on Palantir's accelerating commercial traction and expanding government footprint. The analyst highlighted the company's ontology architecture and forward deployed engineers as key differentiators, describing them as the "secret sauce" driving momentum. Palantir's integration of agentic AI capabilities is enabling the company to scale across more enterprise use cases as organizations choose to buy rather than build AI infrastructure.

• Commercial sales projected to surpass $10 billion by 2030, driven by growing enterprise demand for AI operating systems
• Government revenue expected to exceed $8 billion by 2030, supported by international expansion and NATO adoption
• Maven Smart System grew eightfold in the US since early 2024 and gained NATO selection for battlefield intelligence
• Stock target price set at $215 over 12 months, though other Wall Street firms remain cautious due to valuation concerns