Palantir Technologies (NASDAQ:PLTR) Upgraded at Rosenblatt Securities

Rosenblatt Securities upgraded shares of Palantir Technologies (NASDAQ:PLTR) to a strong-buy rating in a research report sent to investors on Thursday,Zacks.com reports.

Other equities research analysts have also recently issued reports about the company. The Goldman Sachs Group dropped their price objective on Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $200.00 target price on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Phillip Securities began coverage on shares of Palantir Technologies in a research note on Thursday, January 22nd. They issued a “buy” rating and a $208.00 price objective for the company. Finally, Jefferies Financial Group set a $208.00 target price on shares of Palantir Technologies in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Palantir Technologies has an average rating of “Moderate Buy” and an average target price of $187.96.

Palantir Technologies Stock Performance

Palantir Technologies stock opened at $137.19 on Thursday. The company’s 50 day simple moving average is $159.67 and its 200-day simple moving average is $169.82. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52. The company has a market capitalization of $328.11 billion, a price-to-earnings ratio of 217.77, a price-to-earnings-growth ratio of 2.64 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm 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 firm’s quarterly revenue was up 70.0% on a year-over-year basis. During the same quarter last year, the company posted $0.14 EPS. Equities analysts expect that Palantir Technologies will post 0.31 earnings per share for the current year.

Insider Activity

In other Palantir Technologies news, insider Shyam Sankar sold 168,004 shares of Palantir Technologies stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the transaction, the insider owned 642,786 shares of the company’s stock, valued at $85,953,343.92. The trade was a 20.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider David A. Glazer sold 17,438 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $2,331,809.36. Following the completion of the sale, the insider directly owned 392,370 shares of the company’s stock, valued at $52,467,716.40. The trade was a 4.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,054,279 shares of company stock worth $142,212,233 over the last three months. Company insiders own 9.23% of the company’s stock.

Institutional Investors Weigh In On Palantir Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in PLTR. Instrumental Wealth LLC raised its stake in Palantir Technologies by 23.3% during the 4th quarter. Instrumental Wealth LLC now owns 1,756 shares of the company’s stock valued at $312,000 after acquiring an additional 332 shares during the last quarter. Anchor Investment Management LLC increased its holdings in shares of Palantir Technologies by 18.3% in the fourth quarter. Anchor Investment Management LLC now owns 6,358 shares of the company’s stock valued at $1,130,000 after purchasing an additional 984 shares during the period. Tempo Wealth LLC purchased a new stake in shares of Palantir Technologies during the fourth quarter worth approximately $3,376,000. Thryve Wealth Management LLC purchased a new position in Palantir Technologies in the 4th quarter valued at $426,000. Finally, MidFirst Bank acquired a new position in Palantir Technologies in the 4th quarter valued at $760,000. 45.65% of the stock is owned by hedge funds and other institutional investors.

Key Palantir Technologies News

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

• Positive Sentiment: UBS upgraded PLTR to Buy (from Neutral), citing Palantir’s positioning at the intersection of AI and data spending — the upgrade and $150 price target signal renewed Wall Street conviction after the recent pullback. Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand
• Positive Sentiment: Rosenblatt initiated coverage with a Buy rating and a $150 target, joining UBS and creating two fresh buy calls that have supported the rally. Rosenblatt Coverage
• Positive Sentiment: Nvidia CEO Jensen Huang’s bullish comments about the AI cycle lifted sentiment across AI names — investors view this as validation of Palantir’s TAM and AIP opportunity (helps cohort momentum). Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang
• Positive Sentiment: Commercial traction and partnerships — Palantir’s deal with Rackspace to speed enterprise AI deployments and customer rollouts (e.g., OneMedNet’s Foundry rollout) point to expanding go‑to‑market and recurring revenue potential. Palantir AI partnerships and Rackspace
• Neutral Sentiment: Analyst debate and comparisons — coverage from TipRanks and InvestorPlace frames PLTR versus other AI leaders (NVDA) and questions whether the new AI Platform (AIP) will scale into high‑margin, repeatable enterprise deals. These pieces fuel both buy and cautious seller arguments. NVDA vs. PLTR analysis
• Neutral Sentiment: Valuation debate persists — several writeups note Q4 outperformance (strong revenue growth) but warn PLTR trades at a premium and needs execution to justify multiples; this keeps volatility high. Can Palantir justify a premium price?
• Negative Sentiment: Large insider selling — multiple filings show insider sales totaling well over $100M recently, which investors view as a headwind and a token of caution from insiders. Insider Selling: Palantir Insider Sells $65.9M

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.