Palantir Technologies Inc Ordinary Shares - Class A

PLTR: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Palantir: A Strong Position in the AI-Value Chain Warrants Enthusiasm

Mark Giarelli

Jan 30, 2025

We are transferring coverage of Palantir, maintaining a narrow moat rating and roughly quadrupling our fair value from $21 to $79. We view the company as fairly valued despite the premium it trades at relative to other software companies. We believe we are in the early phases of an artificial intelligence revolution, where downstream software companies like Palantir disproportionately stand to benefit.

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Palantir Technologies Inc Ordinary Shares - Class A

Palantir: A Strong Position in the AI-Value Chain Warrants Enthusiasm

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