William Blair's $200 price target implies that shares of Palantir could surge 36% from current levels.

The list of companies where analysts have lately lifted estimates includes Ralph Lauren and Palantir.

William Blair's $200 price target implies that shares of Palantir could surge 36% from current levels.

Global conflicts and a large U.S. defense budget could boost the beaten-down stock, analysts say.

Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools.

The rise comes on the back of months of decline for the stock.

Companies are reporting capital expenditure plans that suggest AI companies won’t run out of money anytime soon.

Analysts remained overwhelmingly bullish on Palantir, although the company's lofty valuation stood out as a sore spot for some.