Palantir Technologies Inc. (NASDAQ:PLTR) Receives Average Rating of “Moderate Buy” from Analysts

Palantir Technologies Inc. (NASDAQ:PLTR) has been assigned an average recommendation of “Moderate Buy” from the twenty-eight ratings firms that are currently covering the firm, MarketBeat reports. Two equities research analysts have rated the stock with a sell recommendation, ten have given a hold recommendation, fifteen have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $187.9565.

Several research firms have recently issued reports on PLTR. The Goldman Sachs Group lowered their target price on shares of Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Loop Capital dropped their price target on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a research note on Friday, January 30th. Jefferies Financial Group set a $208.00 price objective on shares of Palantir Technologies in a report on Thursday, January 22nd. Argus raised shares of Palantir Technologies to a “hold” rating in a research note on Monday, February 9th. Finally, Mizuho upgraded Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 target price on the stock in a research report on Wednesday, February 18th.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: UBS upgraded PLTR to Buy (from Neutral), citing Palantir’s positioning at the intersection of AI and data spending — the upgrade and $150 price target signal renewed Wall Street conviction after the recent pullback. Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand
• Positive Sentiment: Rosenblatt initiated coverage with a Buy rating and a $150 target, joining UBS and creating two fresh buy calls that have supported the rally. Rosenblatt Coverage
• Positive Sentiment: Nvidia CEO Jensen Huang’s bullish comments about the AI cycle lifted sentiment across AI names — investors view this as validation of Palantir’s TAM and AIP opportunity (helps cohort momentum). Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang
• Positive Sentiment: Commercial traction and partnerships — Palantir’s deal with Rackspace to speed enterprise AI deployments and customer rollouts (e.g., OneMedNet’s Foundry rollout) point to expanding go‑to‑market and recurring revenue potential. Palantir AI partnerships and Rackspace
• Neutral Sentiment: Analyst debate and comparisons — coverage from TipRanks and InvestorPlace frames PLTR versus other AI leaders (NVDA) and questions whether the new AI Platform (AIP) will scale into high‑margin, repeatable enterprise deals. These pieces fuel both buy and cautious seller arguments. NVDA vs. PLTR analysis
• Neutral Sentiment: Valuation debate persists — several writeups note Q4 outperformance (strong revenue growth) but warn PLTR trades at a premium and needs execution to justify multiples; this keeps volatility high. Can Palantir justify a premium price?
• Negative Sentiment: Large insider selling — multiple filings show insider sales totaling well over $100M recently, which investors view as a headwind and a token of caution from insiders. Insider Selling: Palantir Insider Sells $65.9M

Palantir Technologies Stock Up 0.9%

Palantir Technologies stock opened at $137.19 on Friday. The business’s 50-day moving average price is $159.67 and its 200 day moving average price is $169.94. The firm has a market cap of $328.11 billion, a price-to-earnings ratio of 217.77, a price-to-earnings-growth ratio of 2.62 and a beta of 1.64. Palantir Technologies has a 52 week low of $66.12 and a 52 week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last released 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 for the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business’s quarterly revenue was up 70.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.14 EPS. Equities analysts expect that Palantir Technologies will post 0.31 EPS for the current year.

Insiders Place Their Bets

In related news, insider David A. Glazer sold 17,438 shares of the company’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 completion of the sale, the insider owned 392,370 shares of the company’s stock, valued at approximately $52,467,716.40. This represents a 4.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Jeffrey Buckley sold 1,232 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $129.08, for a total transaction of $159,026.56. Following the sale, the insider owned 43,108 shares of the company’s stock, valued at $5,564,380.64. This represents a 2.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,054,279 shares of company stock worth $142,212,233. 9.23% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Palantir Technologies

Several institutional investors have recently bought and sold shares of PLTR. Norges Bank acquired a new stake in Palantir Technologies during the 4th quarter worth approximately $5,149,641,000. Vanguard Group Inc. increased its position in shares of Palantir Technologies by 4.0% during the third quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock worth $39,017,133,000 after acquiring an additional 8,168,604 shares during the period. State Street Corp raised its stake in shares of Palantir Technologies by 7.2% in the third 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 in the last quarter. Cardano Risk Management B.V. boosted its holdings in Palantir Technologies by 917.4% in the fourth quarter. Cardano Risk Management B.V. now owns 6,585,630 shares of the company’s stock valued at $1,170,596,000 after purchasing an additional 5,938,343 shares during the period. Finally, Corient Private Wealth LLC increased its holdings in Palantir Technologies by 1,449.7% during the 4th quarter. Corient Private Wealth LLC now owns 5,272,601 shares of the company’s stock worth $937,205,000 after purchasing an additional 4,932,364 shares during the period. 45.65% of the stock is owned by institutional investors and hedge funds.

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.