Palantir Technologies (NASDAQ:PLTR) Upgraded to Buy at UBS Group

UBS Group upgraded shares of Palantir Technologies (NASDAQ:PLTR) from a neutral rating to a buy rating in a report issued on Thursday morning,Benzinga reports. The firm currently has $180.00 target price on the stock.

A number of other research firms have also recently issued reports on PLTR. Citigroup lifted their target price on shares of Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. CICC Research raised their price target on Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a report on Wednesday, November 12th. Zacks Research lowered Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Argus upgraded Palantir Technologies to a “hold” rating in a report on Monday, February 9th. Finally, Royal Bank Of Canada lifted their price target on Palantir Technologies from $45.00 to $50.00 and gave the company an “underperform” rating in a report on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $191.05.

Palantir Technologies Stock Performance

Shares of NASDAQ:PLTR opened at $135.94 on Thursday. The company’s fifty day moving average is $160.79 and its 200-day moving average is $170.25. Palantir Technologies has a 52 week low of $66.12 and a 52 week high of $207.52. The company has a market capitalization of $324.00 billion, a PE ratio of 215.78, a P/E/G ratio of 2.58 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last announced its 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 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 revenue for the quarter was up 70.0% on a year-over-year basis. During the same quarter last year, the company posted $0.14 EPS. On average, analysts forecast that Palantir Technologies will post 0.31 EPS for the current year.

Insiders Place Their Bets

In other news, insider David A. Glazer sold 17,438 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 392,370 shares of the company’s stock, valued at approximately $52,467,716.40. This trade represents a 4.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Shyam Sankar sold 168,004 shares of the business’s 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 sale, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,054,279 shares of company stock valued at $142,212,233 over the last 90 days. Corporate insiders own 9.23% of the company’s stock.

Institutional Trading of Palantir Technologies

A number of institutional investors have recently bought and sold shares of the business. Decker Retirement Planning Inc. boosted its position in shares of Palantir Technologies by 778.7% during the 3rd quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock worth $11,187,000 after acquiring an additional 54,347 shares in the last quarter. Vanguard Group Inc. lifted its stake in Palantir Technologies by 3.6% during the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock worth $28,043,432,000 after purchasing an additional 7,194,216 shares during the last quarter. Prentice Wealth Management LLC acquired a new stake in shares of Palantir Technologies in the 3rd quarter valued at $550,000. Watershed Private Wealth LLC boosted its holdings in shares of Palantir Technologies by 75.3% in the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock valued at $1,423,000 after purchasing an additional 3,350 shares in the last quarter. Finally, State of Michigan Retirement System increased its stake in shares of Palantir Technologies by 1.3% in the 2nd quarter. State of Michigan Retirement System now owns 938,400 shares of the company’s stock valued at $127,923,000 after purchasing an additional 12,300 shares during the last quarter. Institutional investors and hedge funds 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: UBS upgraded PLTR from Neutral to Buy and set a $180 price target (~32% upside from recent levels), giving institutional buyers a catalyst for fresh demand. Palantir upgraded by UBS after recent sell-off
• Positive Sentiment: New partnerships and contract wins (Rackspace implementation tie, reported DHS/DoD support, GE Aerospace work) strengthen Palantir’s revenue pipeline and AIP/Foundry enterprise rollout story. These are tangible demand drivers for recurring revenue. Why Are Palantir Shares Trading Higher On Wednesday?
• Positive Sentiment: Nvidia CEO comments and broader AI-positive headlines buoy sentiment for AI platform vendors like Palantir, supporting momentum among tech investors. Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang
• Neutral Sentiment: Comparative and deep-dive pieces (Zacks, InvestorPlace) reiterate Palantir’s strength in commercial AI and AIP adoption but underline that much depends on converting pilots to multi‑year deals — supportive long term, mixed short term. Palantir vs. Zeta
• Neutral Sentiment: Analyst debate on whether PLTR’s premium multiple is justified keeps trading choppy: strong growth supports bulls, but valuation leaves little room for execution misses. Can Palantir (PLTR) Justify a Premium Price
• Negative Sentiment: Large insider selling (CEO Alex Karp, other executives) and recent clustered Form 4 filings are a clear negative for sentiment — heavy insider exits amplify fear and can pressure the stock, especially after a recent pullback. Monster insider trading alert for Palantir stock
• Negative Sentiment: Governance and legal scrutiny (headquarters move to Miami, jet reimbursement questions, lawsuits in Europe) add risk premium and could deter some institutional holders. Palantir Move To Miami Tests Governance Concerns And Growth Expectations
• Negative Sentiment: Prominent skeptics (Michael Burry, short‑sell commentary) and stories emphasizing a 30%+ pullback highlight valuation risk — at high P/E and elevated beta, PLTR is vulnerable to profit‑taking if AI enthusiasm cools. Michael Burry Says Palantir Is Worth $46

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.