Palantir Technologies Inc. (NASDAQ:PLTR) Given Consensus Rating of “Hold” by Analysts

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) have been assigned an average recommendation of “Hold” from the twenty-five brokerages that are presently covering the firm, Marketbeat.com reports. Two research analysts have rated the stock with a sell rating, fourteen have assigned a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $185.8864.

Several equities analysts recently weighed in on PLTR shares. Daiwa Capital Markets increased their price target on shares of Palantir Technologies from $178.00 to $200.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. Truist Financial started coverage on shares of Palantir Technologies in a research note on Tuesday, January 6th. They issued a “buy” rating and a $223.00 target price on the stock. Bank of America increased their target price on shares of Palantir Technologies from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a report on Monday. Finally, Piper Sandler upped their price objective on Palantir Technologies from $201.00 to $225.00 and gave the company an “overweight” rating in a research note on Tuesday, November 4th.

Trending Headlines about Palantir Technologies

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: Q4 results beat consensus — revenue ~$1.41B (+70% y/y) and EPS above Street estimates, driving after‑hours upside. View Press Release
• Positive Sentiment: Management issued very upbeat FY‑2026 revenue guidance (~61% y/y) and strong Q1 revenue target, lifting growth expectations and sentiment. Palantir Reports Q4 2025
• Positive Sentiment: Commercial acceleration and AI demand: U.S. commercial revenue growth was highlighted as a major driver (management called the quarter “remarkable”), signaling broader TAM expansion beyond government work. Palantir Beats Wall Street Estimates
• Positive Sentiment: Analyst momentum: recent upgrades (William Blair to Outperform and other bullish notes) amplified buying into the beat and guidance. William Blair upgrade
• Neutral Sentiment: Options and volume activity spiked around earnings — traders are pricing continued volatility; useful for tactical traders but adds short‑term noise. Options Traders Expectations
• Negative Sentiment: CEO comments and political controversy — Alex Karp’s public remarks about ICE and institutional pressure have previously triggered backlash and could increase reputational/regulatory scrutiny. CNBC: Anti-ICE protesters
• Negative Sentiment: Valuation and downside cautions: some analysts (e.g., RBC) warn of large downside if growth misses; PLTR still trades at a high multiple, so execution vs. guidance will be watched closely. RBC downside warning
• Negative Sentiment: Heavy insider selling noted in public filings — continues to be a governance/flow risk that can pressure sentiment despite strong results. QuiverQuant insider activity

Insider Activity

In other news, insider Alexander C. Karp sold 359,325 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total transaction of $58,925,706.75. Following the completion of the transaction, the insider owned 6,432,258 shares in the company, valued at approximately $1,054,825,989.42. This represents a 5.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David A. Glazer sold 15,557 shares of the business’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $2,551,192.43. Following the completion of the sale, the insider owned 415,612 shares in the company, valued at $68,156,211.88. This represents a 3.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,023,444 shares of company stock worth $167,394,629. 9.23% of the stock is owned by company insiders.

Institutional Trading of Palantir Technologies

A number of institutional investors have recently modified their holdings of the business. Norges Bank bought a new position in shares of Palantir Technologies in the second quarter worth $3,307,457,000. Vanguard Group Inc. lifted its holdings in Palantir Technologies by 4.0% during the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock worth $39,017,133,000 after purchasing an additional 8,168,604 shares in the last quarter. State Street Corp boosted its stake in Palantir Technologies by 7.2% in the 3rd quarter. State Street Corp now owns 101,258,899 shares of the company’s stock worth $18,471,648,000 after purchasing an additional 6,777,771 shares during the period. Amundi grew its holdings in Palantir Technologies by 38.7% during the 3rd quarter. Amundi now owns 15,679,158 shares of the company’s stock valued at $2,814,879,000 after buying an additional 4,373,201 shares in the last quarter. Finally, Wellington Management Group LLP increased its position in shares of Palantir Technologies by 228.0% during the third quarter. Wellington Management Group LLP now owns 5,182,560 shares of the company’s stock valued at $945,403,000 after buying an additional 3,602,471 shares during the period. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Palantir Technologies Trading Up 0.9%

Shares of PLTR opened at $147.96 on Tuesday. The stock has a 50 day moving average of $175.84 and a 200 day moving average of $173.70. The company has a market capitalization of $352.65 billion, a price-to-earnings ratio of 352.29, a PEG ratio of 3.69 and a beta of 1.54. Palantir Technologies has a 12 month low of $66.12 and a 12 month high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the company earned $0.14 EPS. The business’s revenue for the quarter was up 70.0% on a year-over-year basis. As a group, equities research analysts predict that Palantir Technologies will post 0.31 earnings per share for the current year.

Palantir Technologies Company Profile

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.