The increasing tensions in the Middle East have boosted Palantir's government pipeline, giving it an edge over rivals in government and defense AI applications, according to Rosenblatt. The investment firm stood by its buy rating on the software analytics company, which analyst John McPeake believes will highlight the company's unique strength over any other large language models. McPeak also increased his price target to $200 from $150, marking a 38% increase from the previous $150 mark. This follows Anthropic's decision that their models should not be used in fully-autonomous weapons, leading to a six-month phase-out period for the U.S. government.