Overview
- Shares rose for a fourth straight session as defense-linked buying followed reports of U.S. and Israeli strikes in the Middle East, with gains of roughly 3% premarket and more than 6% intraday in recent trading.
- UBS upgraded the stock to Buy with a $180 target and Rosenblatt initiated at Buy with a $150 target, while the median Wall Street target sits at $196 implying about 43% upside.
- Analysts lifted earnings outlooks sharply, with 2026 and 2027 consensus EPS up roughly 30% in a month to $1.31 and $1.83 respectively.
- Palantir added a U.S. Air Force partnership with GE Aerospace that uses its AI to forecast T‑38 parts demand and improve maintenance logistics.
- An SEC filing shows co‑founder Peter Thiel plans to sell up to 2 million Class A shares, valued at about $280 million at recent prices.