Q1 Earnings Forecast for PLTR Issued By Northland Securities

Palantir Technologies Inc. (NASDAQ:PLTR) – Northland Securities increased their Q1 2026 earnings per share estimates for Palantir Technologies in a research note issued on Tuesday, February 3rd. Northland Securities analyst M. Latimore now expects that the company will post earnings per share of $0.20 for the quarter, up from their prior forecast of $0.14. Northland Securities has a “Outperform” rating and a $190.00 price target on the stock. The consensus estimate for Palantir Technologies’ current full-year earnings is $0.31 per share. Northland Securities also issued estimates for Palantir Technologies’ Q2 2026 earnings at $0.22 EPS, Q3 2026 earnings at $0.25 EPS, Q4 2026 earnings at $0.30 EPS, FY2026 earnings at $0.97 EPS and FY2027 earnings at $1.28 EPS.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings data on Monday, February 2nd. The company reported $0.25 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 analyst estimates of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The company’s revenue for the quarter was up 70.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.14 EPS.

Several other analysts have also recently weighed in on PLTR. Jefferies Financial Group set a $208.00 price objective on Palantir Technologies in a research report on Thursday, January 22nd. Piper Sandler restated an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a research report on Tuesday. Mizuho set a $195.00 price target on Palantir Technologies in a research note on Tuesday. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a research report on Tuesday. Finally, Daiwa Securities Group boosted their target price on shares of Palantir Technologies from $178.00 to $200.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Eleven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $191.95.

Palantir Technologies Price Performance

Shares of NASDAQ PLTR opened at $135.90 on Friday. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52. The stock has a market capitalization of $323.91 billion, a P/E ratio of 215.72, a P/E/G ratio of 2.50 and a beta of 1.64. The company’s 50-day moving average is $173.84 and its 200 day moving average is $173.08.

Insider Transactions at Palantir Technologies

In related news, Director Lauren Elaina Friedman Stat sold 400 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $151.14, for a total transaction of $60,456.00. Following the sale, the director directly owned 58,287 shares of the company’s stock, valued at approximately $8,809,497.18. This represents a 0.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Jeffrey Buckley sold 1,252 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $157.50, for a total transaction of $197,190.00. Following the sale, the insider owned 47,044 shares of the company’s stock, valued at approximately $7,409,430. This represents a 2.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,023,844 shares of company stock valued at $167,455,085. 9.23% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Palantir Technologies

Institutional investors have recently made changes to their positions in the company. Norges Bank bought a new position in shares of Palantir Technologies during the second quarter valued at $3,307,457,000. Vanguard Group Inc. raised its position in Palantir Technologies by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock worth $39,017,133,000 after buying an additional 8,168,604 shares during the last quarter. State Street Corp lifted its stake in Palantir Technologies by 7.2% during the 3rd quarter. State Street Corp now owns 101,258,899 shares of the company’s stock valued at $18,471,648,000 after acquiring an additional 6,777,771 shares during the period. Amundi boosted its holdings in shares of Palantir Technologies by 38.7% during the 3rd quarter. Amundi now owns 15,679,158 shares of the company’s stock valued at $2,814,879,000 after acquiring an additional 4,373,201 shares during the last quarter. Finally, Wellington Management Group LLP grew its stake in shares of Palantir Technologies by 228.0% in the third quarter. Wellington Management Group LLP now owns 5,182,560 shares of the company’s stock worth $945,403,000 after acquiring an additional 3,602,471 shares during the period. Hedge funds and other 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: Blowout Q4 results: Palantir reported ~ $1.4B revenue (+70% YoY), beat EPS, showed huge U.S. commercial growth and stronger margins — the core fundamental catalyst that pushed upgrades and buying interest. Analysts Boost Targets After Earnings Blowout
• Positive Sentiment: Analyst upgrades and higher targets: Multiple shops (HSBC, Deutsche Bank, Northland, others) raised ratings/targets after Q4, providing short‑term momentum and institutional interest. HSBC Upgrades PLTR to Buy
• Neutral Sentiment: Research firms raising near‑term estimates: Northland and others lifted quarterly/annual EPS and issued Outperform/price‑target notes — helpful for modeling but not unanimous buy confirmation. Northland Raises Estimates
• Neutral Sentiment: Commercial partnerships expanding reach: New Cognizant partnership to embed Palantir Foundry/AIP into healthcare and enterprise operations — supports longer‑term commercial adoption but uncertain near‑term revenue impact. Cognizant Partnership
• Neutral Sentiment: Minor insider selling disclosed (director sales) — small in dollar terms but worth monitoring for ownership trends. Insider Sale Filing
• Negative Sentiment: Valuation concerns: Despite strong growth, commentators and some sell‑side analysts warn PLTR trades at very rich multiples (high P/E, P/S), leaving the stock vulnerable to multiple compression. Valuation Concerns Weigh
• Negative Sentiment: Target trims and downgrades: A few shops pared targets or trimmed outlooks (e.g., DA Davidson), adding near‑term selling pressure despite the beat. Price Target Lowered to $180
• Negative Sentiment: Sector rotation / AI selloff: Broader tech and AI weakness has pulled high‑beta winners lower and can offset company‑specific positive news during risk‑off moves. AI Worries Slam Tech Stocks

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.