Palantir Technologies (NASDAQ:PLTR) Trading 1.3% Higher on Analyst Upgrade

Palantir Technologies Inc. (NASDAQ:PLTR) shares traded up 1.3% during mid-day trading on Thursday after UBS Group upgraded the stock from a neutral rating to a buy rating. UBS Group now has a $180.00 price target on the stock. Palantir Technologies traded as high as $137.51 and last traded at $135.94. 44,541,248 shares were traded during trading, a decline of 13% from the average session volume of 50,987,926 shares. The stock had previously closed at $134.19.

Several other research analysts also recently commented on PLTR. William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a research note on Monday, February 2nd. Freedom Capital upgraded shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. Bank of America increased their target price on shares of Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Raymond James Financial reissued a “market perform” rating on shares of Palantir Technologies in a research note on Tuesday, November 4th. Finally, Royal Bank Of Canada upped their price target on Palantir Technologies from $45.00 to $50.00 and gave the company an “underperform” rating in a research report on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $191.05.

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Alexander C. Karp sold 493,025 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the completion of the transaction, the insider owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. This represents a 7.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ryan D. Taylor sold 19,988 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $2,672,795.36. Following the transaction, the insider directly owned 219,421 shares of the company’s stock, valued at $29,340,976.12. This represents a 8.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,054,279 shares of company stock worth $142,212,233. 9.23% of the stock is owned by insiders.

More Palantir Technologies News

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

• Positive Sentiment: UBS upgraded PLTR from Neutral to Buy and set a $180 price target (~32% upside from recent levels), giving institutional buyers a catalyst for fresh demand. Palantir upgraded by UBS after recent sell-off
• Positive Sentiment: New partnerships and contract wins (Rackspace implementation tie, reported DHS/DoD support, GE Aerospace work) strengthen Palantir’s revenue pipeline and AIP/Foundry enterprise rollout story. These are tangible demand drivers for recurring revenue. Why Are Palantir Shares Trading Higher On Wednesday?
• Positive Sentiment: Nvidia CEO comments and broader AI-positive headlines buoy sentiment for AI platform vendors like Palantir, supporting momentum among tech investors. Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang
• Neutral Sentiment: Comparative and deep-dive pieces (Zacks, InvestorPlace) reiterate Palantir’s strength in commercial AI and AIP adoption but underline that much depends on converting pilots to multi‑year deals — supportive long term, mixed short term. Palantir vs. Zeta
• Neutral Sentiment: Analyst debate on whether PLTR’s premium multiple is justified keeps trading choppy: strong growth supports bulls, but valuation leaves little room for execution misses. Can Palantir (PLTR) Justify a Premium Price
• Negative Sentiment: Large insider selling (CEO Alex Karp, other executives) and recent clustered Form 4 filings are a clear negative for sentiment — heavy insider exits amplify fear and can pressure the stock, especially after a recent pullback. Monster insider trading alert for Palantir stock
• Negative Sentiment: Governance and legal scrutiny (headquarters move to Miami, jet reimbursement questions, lawsuits in Europe) add risk premium and could deter some institutional holders. Palantir Move To Miami Tests Governance Concerns And Growth Expectations
• Negative Sentiment: Prominent skeptics (Michael Burry, short‑sell commentary) and stories emphasizing a 30%+ pullback highlight valuation risk — at high P/E and elevated beta, PLTR is vulnerable to profit‑taking if AI enthusiasm cools. Michael Burry Says Palantir Is Worth $46

Institutional Investors Weigh In On Palantir Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the business. Occidental Asset Management LLC increased its position in Palantir Technologies by 2.8% during the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock valued at $358,000 after buying an additional 53 shares in the last quarter. Gallacher Capital Management LLC increased its holdings in shares of Palantir Technologies by 2.2% during the third quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock valued at $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 purchasing an additional 55 shares during the last quarter. Lionshead Wealth Management LLC raised its position 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 worth $2,395,000 after purchasing an additional 56 shares during the last quarter. Finally, Ellenbecker Investment Group boosted its stake in Palantir Technologies by 3.6% in the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after purchasing an additional 57 shares in the last quarter. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Palantir Technologies Stock Performance

The company has a market capitalization of $324.00 billion, a PE ratio of 215.78, a P/E/G ratio of 2.58 and a beta of 1.64. The company’s 50-day moving average is $160.79 and its 200 day moving average is $170.25.

Palantir Technologies (NASDAQ:PLTR) last issued its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.02. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The business’s revenue for the quarter was up 70.0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.14 earnings per share. On average, analysts forecast that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal 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.