Palantir Technologies (NASDAQ:PLTR) Upgraded by William Blair to Outperform Rating

William Blair upgraded shares of Palantir Technologies (NASDAQ:PLTR) from a market perform rating to an outperform rating in a research report sent to investors on Monday morning, MarketBeat.com reports.

A number of other equities analysts have also recently issued reports on PLTR. Jefferies Financial Group set a $208.00 target price on Palantir Technologies in a report on Thursday, January 22nd. Weiss Ratings lowered shares of Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Daiwa Capital Markets boosted their target price on shares of Palantir Technologies from $178.00 to $200.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Morgan Stanley upped their price target 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. Finally, DA Davidson raised their price target on shares of Palantir Technologies from $170.00 to $215.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $185.89.

Palantir Technologies Trading Up 0.9%

Shares of Palantir Technologies stock opened at $147.96 on Monday. The firm’s 50 day moving average is $175.84 and its 200 day moving average is $173.70. The firm has a market capitalization of $352.65 billion, a PE ratio of 352.29, a price-to-earnings-growth ratio of 3.69 and a beta of 1.54. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings data on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a net margin of 28.11% and a return on equity of 15.48%. The firm’s revenue was up 70.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.14 EPS. As a group, research analysts anticipate 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 Alexander C. Karp sold 359,325 shares of the company’s stock in a transaction dated 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 sale, the insider owned 6,432,258 shares in the company, valued at $1,054,825,989.42. This represents a 5.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider David A. Glazer sold 15,557 shares of the business’s stock in a transaction that occurred on 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 transaction, the insider directly owned 415,612 shares in the company, valued at approximately $68,156,211.88. This trade represents a 3.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,023,444 shares of company stock valued at $167,394,629 over the last three months. 9.23% of the stock is currently owned by corporate insiders.

Institutional Trading of Palantir Technologies

Hedge funds have recently modified their holdings of the stock. Occidental Asset Management LLC increased its stake in Palantir Technologies by 2.8% in the third 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 in the last quarter. Gallacher Capital Management LLC boosted its holdings in Palantir Technologies by 2.2% in the third 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 grew its stake in Palantir Technologies by 54.5% in the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after acquiring an additional 55 shares during the period. Lionshead Wealth Management LLC raised its position in shares of Palantir Technologies by 0.4% during the third 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 period. Finally, Ellenbecker Investment Group lifted its holdings in shares of 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. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies News Summary

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

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.