Jim Cramer Reiterates $200 Price Target for Palantir Technologies Inc.

Jim Cramer reiterated his $200 price target for Palantir Technologies Inc. (NASDAQ:PLTR), citing the company's strong performance despite its high valuation. Cramer believes the stock has the potential to continue its upward trend, with the market showing signs of recovery after a difficult moment. He notes that individual investors have been driving the stock's growth, and while some may question the company's software offerings, its valuation is still attractive.

Palantir Technologies, a leader in artificial intelligence (AI) and big data analytics, has seen remarkable growth since its public debut. With a market capitalization recently surpassing $320 billion, the company is positioned to potentially reach a $1 trillion valuation by 2035. However, achieving this ambitious goal will require sustained innovation, flawless execution, and careful navigation of regulatory and competitive risks.

Palantir's financial performance underscores its strong momentum. In the first quarter of 2025, the company reported $884 million in revenue, reflecting a 39% year-over-year increase. Net income reached $205 million, nearly double the previous year’s figure, while free cash flow margins improved to 28% [1]. The company's U.S. commercial business grew by 71% year-over-year, and its government segment expanded by 45%, demonstrating its ability to capture market share in both public and private sectors [1].

The global demand for AI-powered data analytics is accelerating. According to McKinsey, AI could add up to $13 trillion to the global economy by 2030. Palantir's addressable market is expanding as organizations increasingly invest in digital transformation and advanced analytics. The company's aggressive push into international markets, particularly in Europe and Asia-Pacific, is expected to drive further growth [1].

However, achieving a $1 trillion valuation by 2035 will be challenging. Palantir's current valuation implies a price-to-sales ratio above 100, significantly higher than industry peers such as Microsoft and Alphabet. To justify this valuation, the company must sustain compound annual growth rates of at least 12–14% for the next decade, while also expanding margins and maintaining its technological edge [1].

Competitive pressure is intensifying, with tech giants and startups alike investing heavily in AI and analytics. Regulatory scrutiny, particularly around data privacy and government contracts, could also pose headwinds. According to a 2025 Deloitte survey, 68% of enterprise leaders cite data security as their top concern when adopting AI solutions [1].

Jim Cramer, a prominent financial analyst, reiterated his $200 price target for Palantir Technologies, citing the company's strong performance despite its high valuation. Cramer believes the stock has the potential to continue its upward trend, with the market showing signs of recovery after a difficult moment. He notes that individual investors have been driving the stock's growth, and while some may question the company's software offerings, its valuation is still attractive [2].

Palantir's journey to a $1 trillion valuation is ambitious but not impossible. The company's track record, technological leadership, and expanding global footprint position it as a key player in the AI-driven future. However, sustained innovation, flawless execution, and careful navigation of regulatory and competitive risks will be essential. As the world's reliance on data and AI deepens, Palantir's journey will remain one of the most closely watched narratives in the technology sector.

References:
[1] https://paginasiete.bo/will-palantir-technologies-nasdaq-pltr-be-a-1-trillion-company-by-2035-pltr-stock-price/
[2] https://www.fool.com/investing/2025/07/12/palantir-technologies-could-the-stock-10x-by-2035/