Palantir Technologies (NASDAQ:PLTR) Trading 1.3% Higher Following Analyst Upgrade

Palantir Technologies Inc. (NASDAQ:PLTR)’s stock price traded up 1.3% during mid-day trading on Thursday after UBS Group upgraded the stock from a neutral rating to a buy rating. UBS Group now has a $180.00 price target on the stock. Palantir Technologies traded as high as $137.51 and last traded at $135.94. 44,541,248 shares traded hands during trading, a decline of 13% from the average session volume of 50,987,926 shares. The stock had previously closed at $134.19.

A number of other brokerages have also commented on PLTR. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a research note on Tuesday, February 3rd. HSBC upgraded Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 target price for the company in a research report on Tuesday, February 3rd. Daiwa Securities Group upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price objective for the company in a report on Tuesday, February 10th. Freedom Capital raised shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Robert W. Baird raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 price objective for the company in a research note on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $191.05.

Insiders Place Their Bets

In other Palantir Technologies news, insider David A. Glazer sold 17,438 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was 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 trade represents a 4.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Shyam Sankar sold 168,004 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 $22,465,494.88. Following the transaction, the insider owned 642,786 shares in the company, valued at approximately $85,953,343.92. This trade represents a 20.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,054,279 shares of company stock valued at $142,212,233. 9.23% of the stock is currently owned by company insiders.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Large DoD/cloud milestone — DISA granted provisional Impact Level 6 authorization for Palantir’s PFCS Forward, enabling deployment in the most sensitive DoD cloud/edge environments; expands addressable government TAM and strengthens defense revenue durability. Read More.
• Positive Sentiment: New commercial/government partnerships — Palantir named Rackspace as a dedicated implementation partner for Foundry/AIP and tied into a GE Aerospace project to support a DLA/USAF supply‑chain contract; these deals accelerate deployments of AIP/Foundry and boost recurring pipeline. Read More. · Read More.
• Positive Sentiment: Bull notes and sector momentum — Mizuho and other boutiques have reiterated bullish views, arguing Palantir is a “category of one” with margin expansion potential; Nvidia CEO comments fueling AI-sector enthusiasm also lift sentiment toward AI infrastructure names like PLTR. Read More. · Read More.
• Neutral Sentiment: Earnings & growth support — Recent Q4 results beat revenue and EPS estimates (high-70%+ revenue growth y/y in parts of the business) and commentary highlights rapid AIP adoption; these fundamentals underpin long-term upside but haven’t removed short‑term risk. Read More.
• Neutral Sentiment: Debate over AI competitor positioning — Analyst comparisons and deep dives (Zacks, InvestorPlace) emphasize Palantir’s strong commercial momentum and AIP product but note the key question is whether pilots scale to large, repeatable contracts. Read More. · Read More.
• Negative Sentiment: Heavy insider selling — Multiple senior insiders (including founder/exec filings) sold large blocks in late Feb., a near‑term psychological and supply pressure that investors often view as negative. Read More.
• Negative Sentiment: Governance and legal scrutiny — HQ move to Miami, questions about executive reimbursements and ongoing European/legal scrutiny raise governance risk and uncertainty around institutional support. Read More.
• Negative Sentiment: Valuation & headline-driven selloffs — Public debate (including high‑profile short calls from Michael Burry) and headlines citing 30–38% pullbacks from highs have amplified technical selling; at 150–200x forward earnings in some checks, PLTR has little margin for execution misses. Read More. · Read More.

Institutional Investors Weigh In On Palantir Technologies

A number of large investors have recently made changes to their positions in the stock. Revolve Wealth Partners LLC acquired a new position in shares of Palantir Technologies in the fourth quarter valued at about $450,000. Bison Wealth LLC lifted its holdings in shares of Palantir Technologies by 37.4% during the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock worth $1,296,000 after purchasing an additional 4,667 shares during the period. Capstone Wealth Management Group LLC boosted its position in Palantir Technologies by 38.0% in the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after buying an additional 4,722 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in Palantir Technologies by 36.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock worth $858,000 after buying an additional 1,694 shares during the period. Finally, AlphaQuest LLC acquired a new stake in Palantir Technologies during the 2nd quarter valued at approximately $50,000. 45.65% of the stock is owned by hedge funds and other institutional investors.

Palantir Technologies Trading Up 1.3%

The firm has a market capitalization of $324.00 billion, a PE ratio of 215.78, a P/E/G ratio of 2.48 and a beta of 1.64. The firm’s fifty day moving average price is $161.79 and its 200 day moving average price is $170.49.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. The company had revenue of $1.41 billion for 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 firm’s revenue was up 70.0% on a year-over-year basis. During the same period in the prior year, the company earned $0.14 earnings per share. On average, analysts predict 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.