D.A. Davidson raised its price target on Palantir Technologies to $250 from $200. Analyst Gil Luria reiterated a Buy rating on the stock.
The firm cited growing client interest in AI sovereignty following the recent AIPCon conference. This framework allows organizations to maintain exclusive control over their proprietary data and AI models.
D.A. Davidson positioned Palantir as a central control plane for enterprise AI. The analyst highlighted Palantir's development of a supply management system for Nvidia as a primary proof point.