Citrini Flags Downside Risk for AI Infrastructure
Citrini Research says AI infrastructure risk has shifted to the downside. UBS raised its capex forecasts, and the two firms disagree on macro outlook and…
Cramer reaffirms $250 Palantir target; average analyst target is $202, reflecting a more cautious Wall Street consensus.
On Thursday, CNBC's Mad Money host Jim Cramer stood by his $250 price target for Palantir (PLTR). His forecasts frequently prove either spot-on or way off. A widely known meme, "Inverse Cramer," suggests traders bet against his calls.
Palantir shares are presently around $175, some 43% under the projected level. The key issue: do analysts on Wall Street support Cramer's outlook?
Both cited demand for sovereign AI — artificial intelligence systems operated by governments on their own infrastructure instead of a third-party cloud.
The price target hikes came after AIPCon11, Palantir's customer event. The company also recently partnered with Nvidia on supply chain software.
The increases followed second-quarter results that beat analyst expectations. Revenue came in at $1.94 billion, a 93% year-over-year jump.
Taking my Price Target for Palantir from $200 to $250!
— Jim Cramer (@jimcramer) October 29, 2025
The broader view is less optimistic. According to TipRanks, the mean 12-month price objective among 23 analysts is $202.11.
Seventeen analysts rate Palantir a buy, four say hold, and two recommend sell. The lowest price target is $80, less than half of the current share price.
Palantir's trailing price-to-earnings multiple is about 149. That valuation has faced frequent criticism, notably from short seller Michael Burry.
Palantir CEO Alex Karp appeared on CNBC earlier that day, advocating for enforceable AI rules. Cramer issued his price target soon after.
@Palantir , i am sticking by my $250 target, @Alex Karp pic.twitter.com/NMubEtLqsP
— Jim Cramer (@jimcramer) September 17, 2026
Palantir shares are up 6.4% over the past five trading sessions, but remain beneath the 52-week peak of $207.52. Bridging the $74 difference to Cramer's target now depends on sustaining the pace of commercial bookings.
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Citrini Research says AI infrastructure risk has shifted to the downside. UBS raised its capex forecasts, and the two firms disagree on macro outlook and…
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