Palantir Technologies (NASDAQ:PLTR) Price Target Raised to $200.00 at UBS Group

Palantir Technologies (NASDAQ:PLTR) had its price target increased by UBS Group from $180.00 to $200.00 in a research note published on Wednesday,Benzinga reports. The brokerage currently has a buy rating on the stock.

PLTR has been the topic of several other reports. The Goldman Sachs Group dropped their target price on shares of Palantir Technologies from $188.00 to $182.00 in a report on Tuesday, February 3rd. Truist Financial began coverage on shares of Palantir Technologies in a report on Tuesday, January 6th. They issued a “buy” rating and a $223.00 price target for the company. Mizuho raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 price target for the company in a research report on Wednesday, February 18th. Zacks Research downgraded shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Finally, Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $196.32.

Palantir Technologies Stock Down 1.5%

Shares of NASDAQ PLTR opened at $152.77 on Wednesday. Palantir Technologies has a twelve month low of $66.12 and a twelve month high of $207.52. The firm has a market cap of $365.38 billion, a PE ratio of 242.50, a price-to-earnings-growth ratio of 3.07 and a beta of 1.70. The business has a fifty day simple moving average of $151.49 and a two-hundred day simple moving average of $168.73.

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

Insider Buying and Selling at Palantir Technologies

In related news, insider David A. Glazer sold 17,438 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the completion of the transaction, the insider owned 392,370 shares in the company, valued at $52,467,716.40. The trade was a 4.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Stephen Andrew Cohen sold 327,088 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 transaction of $43,738,207.36. Following the sale, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. The trade was a 99.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,045,279 shares of company stock valued at $140,539,043. 9.23% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Palantir Technologies

A number of large investors have recently made changes to their positions in the business. Bare Financial Services Inc increased its position in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after buying an additional 55 shares in the last quarter. Delos Wealth Advisors LLC acquired a new stake in Palantir Technologies in the second quarter worth about $29,000. Basepoint Wealth LLC acquired a new stake in Palantir Technologies in the fourth quarter worth about $29,000. Zeit Capital LLC purchased a new stake in shares of Palantir Technologies during the second quarter worth about $30,000. Finally, Financial Consulate Inc. purchased a new stake in shares of Palantir Technologies during the third quarter worth about $30,000. 45.65% of the stock is owned by institutional investors and hedge funds.

Palantir Technologies News Roundup

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

• Positive Sentiment: Major strategic partnership with NVIDIA to deliver a sovereign AI OS increases Palantir’s addressable market for government and enterprise “sovereign” AI deployments and strengthens its software moat. Palantir Is Launching New AI OS Reference Architecture with Nvidia
• Positive Sentiment: Win‑rate in defense keeps rising — Palantir joined the U.S. Navy’s ShipOS initiative via a Keel partnership, embedding Foundry/AIP into shipbuilding and naval supply chains (potential multi‑year revenue). Keel Joins Palantir and U.S. Navy in ShipOS Initiative
• Positive Sentiment: Large revenue backlog and anchor contracts (reported ~$11.2B backlog and a $10B Army deal) give multi‑year revenue visibility and support bullish growth forecasts cited by bulls. Palantir Has an $11.2 Billion Revenue Backlog, a $10 Billion Army Deal
• Positive Sentiment: Analyst support: UBS raised its price target to $200 (buy) and Wedbush maintained an Outperform — these upgrades help underpin the stock and attract flows. Why Is Palantir Stock Gaining Today? (Benzinga recap of analyst moves)
• Neutral Sentiment: Investor interest and derivatives activity (option plays) show traders are engaged — can amplify moves but is not a structural driver. Option Plays in Palantir Stock Are Doing Well
• Neutral Sentiment: Coverage and bull narratives (TipRanks, Seeking Alpha, Motley Fool pieces) highlight both the AI upside and the company’s transition toward productized, enterprise software — helpful for long‑term thesis but already partially priced in. ‘The Time Has Arrived,’ Says Investor About Palantir Stock
• Negative Sentiment: Insider selling has been notable this year, which can pressure sentiment even as corporate results improve. Palantir insiders have been dumping nearly $6 million PLTR shares per day in 2026
• Negative Sentiment: Valuation and bear commentary remain counterweights — multiple outlets warn that PLTR’s premium valuation and competition in AI could make it a “good company, bad bet” at current levels. Palantir At $150: Good Company, Bad Bet
• Negative Sentiment: Political/insider sell disclosures and notable investor skepticism (e.g., short takes) can amplify intraday weakness despite fundamental wins. This U.S. politician just suspiciously dumped major AI stocks

About Palantir Technologies

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.