Why a longtime skeptic of Palantir’s stock is finally saying it’s time to buy
Palantir’s total addressable market could get a lot bigger, while its business model should sustain its lead against competitors, an analyst says
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# Palantir Stock: Skeptic Turns Bullish A previously skeptical analyst has upgraded Palantir Technologies, citing significant expansion potential in its total addressable market and the company's durable competitive advantages that should allow it to maintain market leadership. The shift in sentiment reflects growing confidence that Palantir's business model can sustain profitability and outperformance against rival data analytics and AI firms as it scales into larger markets.
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