Palantir Technologies (NASDAQ:PLTR) Shares Up 6.8% Following Better-Than-Expected Earnings

Palantir Technologies Inc. (NASDAQ:PLTR)’s stock price traded up 6.8% during trading on Tuesday after the company announced better than expected quarterly earnings. The company traded as high as $165.08 and last traded at $157.88. 112,265,877 shares traded hands during mid-day trading, an increase of 153% from the average session volume of 44,338,547 shares. The stock had previously closed at $147.76.

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 net margin of 36.31% and a return on equity of 25.19%. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the business earned $0.14 EPS. The business’s quarterly revenue was up 70.0% on a year-over-year basis.

Palantir Technologies News Roundup

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)

Wall Street Analyst Weigh In

PLTR has been the topic of a number of recent research reports. Raymond James Financial reaffirmed a “market perform” rating on shares of Palantir Technologies in a research report on Tuesday, November 4th. Northland Securities upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price target for the company in a research note on Tuesday. Wall Street Zen cut Palantir Technologies from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Loop Capital cut their price objective on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a report on Friday, January 30th. Finally, The Goldman Sachs Group lowered their target price on shares of Palantir Technologies from $188.00 to $182.00 in a report on Tuesday. Eleven investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Palantir Technologies currently has an average rating of “Hold” and a consensus price target of $191.95.

Insider Activity at Palantir Technologies

In related news, insider David A. Glazer sold 9,000 shares of Palantir Technologies stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $185.91, for a total transaction of $1,673,190.00. Following the completion of the sale, the insider owned 413,639 shares of the company’s stock, valued at approximately $76,899,626.49. The trade was a 2.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Ryan D. Taylor sold 12,000 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $181.35, for a total value of $2,176,200.00. Following the sale, the insider owned 239,409 shares of the company’s stock, valued at approximately $43,416,822.15. This represents a 4.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,023,444 shares of company stock worth $167,394,629 in the last quarter. 12.93% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in PLTR. Occidental Asset Management LLC raised its holdings in 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 acquiring an additional 53 shares in the last quarter. Gallacher Capital Management LLC increased its position in shares of 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 purchasing an additional 53 shares during the period. Bare Financial Services Inc raised 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 purchasing an additional 55 shares in the last quarter. Lionshead Wealth Management LLC raised its stake in Palantir Technologies by 0.4% in the third 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 in the last quarter. Finally, Ellenbecker Investment Group lifted its position in Palantir Technologies by 3.6% during the third quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after purchasing an additional 57 shares during the period. Institutional investors and hedge funds own 45.65% of the company’s stock.

Palantir Technologies Stock Up 6.8%

The stock has a market capitalization of $376.30 billion, a price-to-earnings ratio of 250.61, a P/E/G ratio of 3.72 and a beta of 1.64. The business’s 50 day simple moving average is $175.73 and its 200-day simple moving average is $173.73.

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.