Palantir Technologies (NASDAQ:PLTR – Free Report) had its price target trimmed by The Goldman Sachs Group from $188.00 to $182.00 in a report issued on Tuesday,MarketScreener reports.
Other analysts have also issued reports about the company. Zacks Research lowered Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Weiss Ratings downgraded shares of Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. UBS Group decreased their price target on shares of Palantir Technologies from $205.00 to $180.00 and set a “neutral” rating on the stock in a report on Tuesday. Raymond James Financial reiterated a “market perform” rating on shares of Palantir Technologies in a research report on Tuesday, November 4th. Finally, Morgan Stanley raised their target price on shares of Palantir Technologies from $155.00 to $205.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 4th. Eleven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Palantir Technologies has a consensus rating of “Hold” and an average target price of $191.95.
View Our Latest Stock Analysis on Palantir Technologies
Palantir Technologies Price Performance
Palantir Technologies (NASDAQ:PLTR – Get Free Report) last released its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.02. Palantir Technologies had a return on equity of 25.19% and a net margin of 36.31%.The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the company earned $0.14 earnings per share. The company’s quarterly revenue was up 70.0% on a year-over-year basis. As a group, analysts anticipate that Palantir Technologies will post 0.31 EPS for the current fiscal year.
Insider Transactions at Palantir Technologies
In related 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 value of $58,925,706.75. Following the completion of the sale, the insider directly owned 6,432,258 shares in the company, valued at $1,054,825,989.42. This represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Stephen Andrew Cohen sold 308,635 shares of the firm’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $50,613,053.65. Following the transaction, the insider directly owned 592 shares of the company’s stock, valued at approximately $97,082.08. This represents a 99.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,023,444 shares of company stock worth $167,394,629. 12.93% of the stock is currently owned by insiders.
Hedge Funds Weigh In On Palantir Technologies
A number of hedge funds have recently made changes to their positions in the stock. Occidental Asset Management LLC boosted its stake in shares of Palantir Technologies by 2.8% in the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock valued at $358,000 after purchasing an additional 53 shares during the last quarter. Gallacher Capital Management LLC raised its position in shares of Palantir Technologies by 2.2% in the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock worth $447,000 after acquiring an additional 53 shares in the last quarter. Bare Financial Services Inc raised its position in shares of Palantir Technologies by 54.5% in the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares in the last quarter. Lionshead Wealth Management LLC lifted its stake in shares of Palantir Technologies by 0.4% in the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock valued at $2,395,000 after purchasing an additional 56 shares during the period. Finally, Ellenbecker Investment Group boosted its position in shares of Palantir Technologies by 3.6% during the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock valued at $295,000 after purchasing an additional 57 shares in the last quarter. 45.65% of the stock is currently owned by institutional investors.
Key Headlines Impacting Palantir Technologies
Here are the key news stories impacting Palantir Technologies this week:
- Positive Sentiment: Q4 beat and blowout FY‑2026 guidance: Palantir reported ~70% Y/Y revenue growth for Q4, beat EPS, and guided FY2026 revenue ~61% higher — a key catalyst sending shares higher. Business Wire: Palantir Reports Q4 2025
- Positive Sentiment: Commercial and U.S. government demand accelerating: U.S. commercial revenue surged (reported +137% Y/Y) and defense spending helped bookings — evidence AI adoption is driving larger deal sizes from existing customers. MarketBeat: Palantir’s Perfect 10
- Positive Sentiment: Wall Street upgrades and price‑target lifts: Multiple firms raised ratings/targets (including Citi’s street‑high target, William Blair upgrades), which amplified buying interest. TipRanks: Citi $235 PT
- Neutral Sentiment: Market context and technicals: PLTR jumped while broader software names lagged; trading volume spiked and analysts note the stock returned to a support/technical buy zone — higher volatility likely to continue. MarketBeat: Market Wrap
- Negative Sentiment: Valuation and sustainability concerns: Several pieces warn PLTR still trades at extreme multiples (high P/E, P/S) and that sustaining 60%+ growth is a stretch — key risk if growth slows. Seeking Alpha: Valuation Concerns
- Negative Sentiment: Hedge activity and insider selling: Reports show high-profile investors buying puts and persistent insider sales cited by data aggregators — raises short‑term caution despite the beat. 24/7 Wall St.: Michael Burry put positions (referenced)
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.
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