Palantir: Industrial Reshoring May Maintain Growth Momentum, Ushering In Industry 4.0

2026-05-11 11:11:42 ET

Palantir Technologies ( PLTR ) may be emerging as one of the most important companies on the market as the US enters the next wave of reindustrialization with Industry 4.0. With over $1.6t planned to be invested in reshoring manufacturing over the coming years along with investments in defense production, Palantir’s Warp Speed may be a critical asset in which to secure supply chains, optimize production, and combat inflationary pressures. As for the defense business, Palantir’s Maven Smart System is being proven on the battlefield in Iran, playing a critical role in assisting with identifying and neutralizing threats, potentially leading to further entrenchment in the Pentagon and with foreign allies. With a robust market environment in play, I am reiterating my Strong Buy rating for PLTR shares with a price target of $236/share at 47x eFY26 price/sales....

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