Rosenblatt lays out what Golden Dome could be worth Palantir

Rosenblatt analyst John McPeake reiterates a Buy rating on Palantir (PLTR) with a $200 price target after the Wall Street Journal reported Anduril and Palantir are developing the Golden Dome Missile Shield’s software. While both Anduril and Palantir are mentioned in the article, Palantir’s Maven Smart System was just named the system of record for battlefield command-and-control by the Department of War, the analyst tells investors in a research note. Rosenblatt thinks the Golden Dome could be worth “many billions of dollars” to Palantir over phase one. It believes the Golden Dome is supportive of upside to Street estimates through 2028.