Deutsche Bank: Palantir's Q3 revenue guidance up 83%; price target raised to $225

TechFlow reported, citing Chaovane Research, that Deutsche Bank said in a research note dated Oct. 26, 2026 that Palantir's Q3 revenue guidance midpoint is $2.162 billion, up 83% year over year; commercial revenue is expected to be $1.122 billion, up 105% year over year; government revenue is expected to be $1.041 billion, up 65% year over year; and the price target was raised from $200 to $225.

Deutsche Bank believes Palantir's Artificial Intelligence Platform (AIP) and Ontology platform sit between models and enterprise workflows. Its model-agnostic positioning allows it to continue extracting excess returns from token flows. As agentic applications move into production, model invocation and governance demand rise, increasing the platform's strategic value. Maintains a Buy rating.

Source: TechFlow