Palantir Technologies (NASDAQ:PLTR) Stock Price Up 1.9% After Analyst Upgrade

Palantir Technologies Inc. (NASDAQ:PLTR) shot up 1.9% during trading on Thursday after UBS Group raised their price target on the stock from $180.00 to $200.00. UBS Group currently has a buy rating on the stock. Palantir Technologies traded as high as $156.15 and last traded at $155.68. 33,570,283 shares traded hands during trading, a decline of 34% from the average session volume of 50,614,824 shares. The stock had previously closed at $152.77.

PLTR has been the topic of a number of other research reports. Wedbush reaffirmed an “outperform” rating and set a $230.00 price target on shares of Palantir Technologies in a research note on Monday. Argus upgraded shares of Palantir Technologies to a “hold” rating in a report on Monday, February 9th. Northland Securities upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 target price on the stock in a research report on Tuesday, February 3rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Finally, Daiwa Securities Group upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price target for the company in a research report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $196.32.

Insider Buying and Selling at Palantir Technologies

In related news, insider Alexander C. Karp sold 493,025 shares of Palantir Technologies stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the completion of the transaction, the insider directly owned 6,432,258 shares of the company’s stock, valued at approximately $860,507,475.24. The trade was a 7.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Stephen Andrew Cohen sold 327,088 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 transaction of $43,738,207.36. Following the transaction, the insider owned 592 shares in the company, valued at $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,045,279 shares of company stock valued at $140,539,043. Insiders own 9.23% of the company’s stock.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Mizuho reiterated an Outperform and kept a $195 price target after an executive meeting, signaling continued buy-side confidence from a sell‑side check-in. Palantir Gains as Mizuho Reiterates Outperform
• Positive Sentiment: UBS raised its price target to $200 (Buy), and other firms (Wedbush) have reiterated Outperform ratings — analyst upgrades/target hikes lift sentiment and provide near‑term demand. UBS raises PLTR price target
• Positive Sentiment: NVIDIA partnership on a sovereign‑AI reference architecture positions Palantir at the center of a high‑value government/commercial AI stack and increases TAM visibility. Nvidia and Palantir Are Partnering on Sovereign AI
• Positive Sentiment: Expanded partnerships with GE Aerospace and Ondas/World View deepen defense use‑cases (sustainment, ISR) and support Palantir’s large government pipeline. GE expanded Palantir AI deal
• Positive Sentiment: Big backlog and contract wins (including the $10B+ Army-related deal and an $11.2B revenue backlog cited by analysts) bolster forward revenue visibility and justify premium multiples. Palantir Has an $11.2 Billion Revenue Backlog
• Positive Sentiment: Commercial expansion: a new strategic partnership with Moder to build an AI mortgage operations platform highlights non‑government growth avenues. Palantir and Moder Partner to Transform Mortgage Industry
• Neutral Sentiment: Market commentary notes PLTR and peers “cooling off” YTD but keeps a constructive medium‑term outlook — could be a buying opportunity or a consolidation signal. NVIDIA and Palantir Cool Off in 2026
• Neutral Sentiment: Palantir appears in thematic ETF/fund narratives (ARKK coverage) and option‑flow stories — supportive for liquidity but not a binary catalyst. PLTR in ARKK / market commentary
• Negative Sentiment: High‑profile skeptics (Michael Burry) and recurring valuation concerns keep downside risk present; negative publicity or renewed short interest can weigh on momentum. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Some analysts and pieces argue “good company, bad bet” given lofty multiples — if growth expectations slip, multiple compression could trigger a pullback. Palantir At $150: Good Company, Bad Bet

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Cornerstone Planning LLC bought a new position in shares of Palantir Technologies during the fourth quarter valued at approximately $5,651,000. AMG Asset Management Group Inc. bought a new stake in shares of Palantir Technologies during the 4th quarter worth approximately $249,000. Forty three Eighteen Advisors LLC purchased a new position in Palantir Technologies during the 4th quarter valued at $299,000. Osbon Capital Management LLC purchased a new position in Palantir Technologies during the 4th quarter valued at $346,000. Finally, Fund Advisors of America Inc FL bought a new position in Palantir Technologies in the 4th quarter valued at $1,631,000. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies Stock Up 1.9%

The business has a 50 day simple moving average of $151.07 and a two-hundred day simple moving average of $168.64. The firm has a market cap of $372.34 billion, a PE ratio of 247.12, a price-to-earnings-growth ratio of 3.03 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share 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 the consensus estimate of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business’s revenue for the quarter was up 70.0% compared to the same quarter last year. During the same period last year, the company earned $0.14 earnings per share. Equities analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

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.