Gold Blasts Above $5,000 as Wall Street Turns Bullish — Why Analysts Are Zeroing in on U.S. Gold Corp. (NASDAQ: USAU) as a Top American Mining Story!

Gold has surged to new historic highs above $5,000 per ounce, igniting one of the most powerful precious-metals rallies in decades. Driven by geopolitical uncertainty, currency debasement, and aggressive central-bank buying, this breakout is reshaping investor demand for hard assets. As capital rotates back into tangible stores of value, attention is rapidly shifting from gold itself to companies positioned to benefit most from higher prices—especially those operating in secure, domestic jurisdictions.

That shift is shining a spotlight on U.S. Gold Corp. (NASDAQ: USAU). With a fully permitted, shovel-ready gold-copper project in Wyoming, USAU stands out as one of the few American developers capable of near-term production leverage in a record-price gold environment.

Wall Street is taking notice: Roth Capital has raised its price target to as high as $26, Zacks has issued a Strong Buy rating, and multiple analysts point to USAU’s low projected costs, U.S.-based assets, and strategic alignment with domestic mineral policy. As gold sets new records and the market rewards execution-ready producers, USAU is emerging as a compelling U.S. mining breakout.

Discover why analysts believe U.S. Gold Corp. could be one of the most leveraged American gold stories of this historic bull market

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This Week’s Featured News

Palantir’s Perfect 10: Blowout Earnings Spark a New Bull Case

Author: Chris Markoch. Article Published: 2/3/2026. 

Summary

• Palantir posted blowout results and raised guidance, extending a decade of accelerating revenue growth.
• U.S. commercial demand is surging, with record contract value and a fast-growing customer base.
• Analysts lifted targets despite valuation concerns, and the pullback into support looks potentially buyable.

Just in time for the upcoming Winter Olympic Games, Palantir Technologies Inc. (NASDAQ: PLTR)delivered an earnings report that felt like a gold-medal performance: its 10th consecutive year of accelerating revenue growth.

Keeping with the “perfect 10” theme, PLTR stock jumped more than 10% at the open the day after the report and was higher in premarket trading. The shares have pulled back somewhat as of this writing, but the blowout report was exactly what retail investors needed after the stock had fallen more than 22% over the prior three months.

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For the quarter, Palantir reported record revenue of $1.40 billion, up 70% year-over-year (YoY). Full-year revenue came in at $4.47 billion, a 56% increase YoY. That growth remains largely driven by the U.S. market.

Building on a trend that’s emerged over the past year, U.S. commercial revenue rose 137% YoY. The company also recorded a total contract value (TCV) of $4.3 billion, signaling strong backlog and future demand.

Palantir’s Rule of 40 score — the sum of revenue growth and operating margin — hit an eye-popping 127, and the company guided revenue for the next 12 months to $7.19 billion (a projected gain of 61% YoY).

Palantir Doesn’t Power AI, It Puts AI to Work

After strong reports from other technology names such as Microsoft Corp. (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META), Palantir’s results further validate that the artificial intelligence (AI) trade is very much alive. More importantly, unlike the hyperscalers, Palantir is addressing AI higher in the stack.

Palantir isn’t focused on building underlying infrastructure. Instead, it provides software that helps enterprises and governments operationalize AI for real-world decision-making. That positioning enables the company to capture value from AI adoption regardless of which cloud provider or chipmaker dominates the lower layers, giving its growth story a potentially more durable profile than that of the hyperscalers.

Commercial Business Continues to Close the Gap

Palantir is often associated with its work for the U.S. government — which can be viewed as either a tailwind or a risk depending on an investor’s perspective. Regardless of politics, government spending should remain a growth driver: the Department of Defense is increasing budgets to modernize capabilities, and Palantir is positioned to play a key role in that transition.

But viewing Palantir solely through a government lens misses a big part of the story. The company’s commercial business has been expanding rapidly. In the quarter, Palantir closed 180 deals worth at least $1 million, 84 deals of $5 million or more, and 61 deals of $10 million or more.

On a customer basis, commercial customer count rose 8% sequentially and grew 49% YoY.

The bottom line: roughly 48% of Palantir’s revenue now comes from commercial customers.

Analysts Continue to Raise the Floor on PLTR Stock

Analyst forecasts on MarketBeat show a mostly bullish reaction to the company’s results. Robert W. Baird and Northland Securities upgraded PLTR, and Dan Ives of Wedbush — one of Palantir’s most prominent bullish analysts — reiterated a Buy rating with a $230 price target.

Palantir’s consensus price target is now $193.91, roughly 22% above the stock price at the time of writing and about 12.5% higher than the consensus target one month ago.

That divergence between analyst actions (upgrades and higher targets) and headline coverage is why investors should pay attention to what analysts are doing — changes in ratings and price targets — not just what they are saying in sound bites. See more on this in this MarketBeat piece.

PLTR Stock Looks Buyable Despite Valuation Concerns

Valuation concerns for PLTR are real and persistent, but with analysts raising targets and the shares looking oversold, this setup may present a buyable entry for some investors.

At the time of writing, PLTR is pulling back into a key support zone that held twice last year and aligns with the stock’s 200-day simple moving average (SMA).

If buyers step in, a reflex rally could push the shares toward roughly $170 — near the 20-day SMA — though that moving average is likely to act as initial resistance rather than a guaranteed upside target.

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