Palantir (PLTR) Called a “Category of One” as Analysts Upgrade the Stock

SelfRugger · 2026-02-23T15:27:35+00:00

Palantir Technologies (PLTR) receives an upgrade from Mizuho analyst Gregg Moskowitz, who calls it a "category of one" due to its unique growth and performance. The stock's valuation has significantly de-risked, fostering a favorable investment outlook.

SelfRugger

2026-02-23 15:27:35

Abstract generation in progress

Palantir (PLTR) Called a “Category of One” as Analysts Upgrade the Stock

Ghazal Ahmed

Mon, February 23, 2026 at 1:52 AM GMT+9 1 min read

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PLTR

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Palantir Technologies Inc. (NASDAQ:PLTR) is one the Top 10 AI Stocks in Focus on Wall Street. Palantir Technologies Inc. (NASDAQ: PLTR) has received fresh analyst support after analysts pointed out a significantly de-risked valuation following a steep contraction in its forward multiples. On February 18, Mizuho analyst Gregg Moskowitz upgraded the stock from Neutral to Outperform with a price target of $195.00.

Praising Palantir’s business performance, Mizuho described PLTR as a”category of one”, pointing to the company’s combination of revenue growth, accelerating performance, and margin expansion at a scale unlike others in software.

Palantir (PLTR) Called a “Category of One” as Analysts Upgrade the Stock

For several months, the firm shared a concern that PLTR’s shares may suddenly face meaningful reversion at some point. They highlighted that Palantir’s estimated 2026 enterprise value-to-free-cash-flow (EV/FCF) multiple has contracted by an estimated 46% in the early weeks of the year.

With PLTR’s 2026E EV/FCF valuation multiple having fallen 46% in the first six weeks of the year, we believe the de-rating has occurred and that the risk/reward is now attractive.

Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems.

While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now**.**

Disclosure: None. This article is originally published at Insider Monkey.

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