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UBS's Karl Keirstead raised their price target on Palantir (NASDAQ: PLTR) by 10% from $200 to $220 on 2026/08/04. The analyst maintained their Strong Buy rating on the stock.

Palantir Technologies reported its Q2 2026 earnings.

Raising their price target, Keirstead summarized the results as a quarter of exceptional growth headlined by:

• Revenue acceleration.
• A significant increase to management's FY 2026 guidance.
• Strong U.S. commercial momentum.
• No signs of competitive pressures affecting performance.

Earnings Report

For Q2 2026, Palantir Technologies reported:

• EPS of $0.41, which beat the Zacks Consensus Estimate of $0.35 and Q2 2025's $0.16.
• Revenue of $1.94B, which beat the Zacks Consensus Estimate of $1.81B and was up 92.8% Y/Y.

Management guided:

For Q3 2026:

• Revenue of $2.16B to $2.164B.

For FY 2026:

• Revenue of $8.15B to $8.158B.

CEO Alex Karp commented: “Demand for AI sovereignty has now been unleashed.

"And Palantir is the only company that has demonstrated it can transform tokens into actual economic value.

"Our customers trust us to provide them with maximal control over their operations, data, and decisions.

"Their competitive advantage should never become the training data for future models.

"This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%.

"The sovereign AI revolution makes us very optimistic about the future.”