Palantir’s (NASDAQ:PLTR) AIPCon events have become a way for the company to highlight its progress in AI analytics and its expanding network of clients and partners and the recent AIPCon 8 was no different. The event took place in San Francisco last week, and drew over 100 current and potential Foundry and AIP customers, spanning different industries and corporate positions.
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Bank of America analyst Mariana Perez Mora was there to get the lowdown and liked what was on offer.
“We walked away confident about Palantir’s competitive advantage on turning data and AI into value-add use cases. In an environment where customers still struggle to unlock meaningful operational benefits from out-of-the-box solutions, we expect Palantir’s profitable growth to continue to outperform,” said Perez Mora, who ranks amongst the top 2% of Street stock pros.
The event featured customers from industries like health care, technology, transportation, construction, and public safety. Each use case – spanning supply chain management, patient care, workflow optimization, and more – demonstrated how the Ontology, Palantir’s framework for organizing and connecting a company’s data, combined with agentic AI and human-AI collaboration, can drive fast, accurate, and “transparent improvements across organizations.”
Nearly three years after the rise of LLMs, Perez Mora says many companies still struggle to extract real value from the AI revolution. Palantir customers, however, “continue to be an exception.” Through presentations, interactive demos, and round-table discussions, dozens of PLTR clients showed how the Ontology architecture and collaboration with FDEs (forward-deployed engineers) help them unlock insights from previously siloed data and improve actual operations, not just analyze data streams.
“This positive feedback is in line with the growing recognition on earnings calls with companies across industries eager to show that they are working with PLTR to streamline operations,” the 5-star analyst went on to say.
In 2Q25, for example, the number of companies mentioning PLTR on earnings calls grew more than fourfold. Additionally, 15 companies mentioned it for the first time in the first half of the year, up from just five in 1H24.
Perez Mora believes that as the Ontology grows, it becomes easier to build new, customer-specific use cases. These tailored applications amplify the company’s unique strengths. Beyond FDEs, employees across the enterprise – not just data or IT teams – gain more time and resources to explore new approaches and unlock additional value.
“This approach should be less macro-sensitive and continue to provide business opportunities in challenging times,” the analyst added.
Bottom line, Perez Mora assigns PLTR a Buy rating and a $180 price objective, pointing to a potential ~11% gain from here. (To watch Perez Mora’s track record, click here)
3 other analysts join Perez Mora in the bull camp, yet with an additional 13 Holds and 2 Sells, the stock claims a Hold (i.e., Neutral) consensus rating. At $154.47, the average price target implies the stock will stay rangebound for the time being. (See PLTR stock forecast)
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Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.