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

Palantir Technologies Inc. (NASDAQ:PLTR) has been given a consensus recommendation of “Moderate Buy” by the twenty-eight research firms that are covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a sell rating, ten have issued a hold rating, fourteen have assigned a buy rating and two have issued a strong buy rating on the company. The average 12-month target price among brokers that have covered the stock in the last year is $192.6818.

Several research firms recently issued reports on PLTR. Robert W. Baird upgraded Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 target price for the company in a research report on Tuesday, February 3rd. Freedom Capital upgraded Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 13th. Phillip Securities assumed coverage on shares of Palantir Technologies in a report on Thursday, January 22nd. They set a “buy” rating and a $208.00 price objective for the company. Argus raised shares of Palantir Technologies to a “hold” rating in a report on Monday, February 9th. Finally, Loop Capital dropped their target price on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, January 30th.

Insider Activity

In other Palantir Technologies news, insider Ryan D. Taylor sold 19,988 shares of the firm’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 $2,672,795.36. Following the completion of the transaction, the insider owned 219,421 shares in the company, valued at $29,340,976.12. This trade represents a 8.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Shyam Sankar sold 168,004 shares of Palantir Technologies stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the sale, the insider directly owned 642,786 shares in the company, valued at approximately $85,953,343.92. The trade was a 20.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,054,279 shares of company stock valued at $142,212,233. 9.23% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Palantir Technologies

Hedge funds have recently bought and sold shares of the business. LFA Lugano Financial Advisors SA purchased a new stake in shares of Palantir Technologies during the second quarter valued at $27,000. Bare Financial Services Inc increased its position in shares of Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares during the period. Delos Wealth Advisors LLC purchased a new stake in shares of Palantir Technologies in the 2nd quarter worth $29,000. Basepoint Wealth LLC bought a new position in shares of Palantir Technologies during the 4th quarter worth $29,000. Finally, Zeit Capital LLC purchased a new position in shares of Palantir Technologies during the second quarter valued at $30,000. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Palantir Technologies Price Performance

Shares of NASDAQ PLTR opened at $153.19 on Friday. The stock has a market cap of $366.38 billion, a PE ratio of 243.16, a price-to-earnings-growth ratio of 2.83 and a beta of 1.70. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52. The firm has a fifty day moving average price of $156.94 and a 200-day moving average price of $169.14.

Palantir Technologies (NASDAQ:PLTR) last issued 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 company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. Palantir Technologies’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. On average, research analysts expect that Palantir Technologies will post 0.31 EPS for the current year.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Geopolitical / defense demand lift: Increased U.S.-Iran hostilities have pushed defense software and AI demand higher, and traders are buying PLTR as a direct beneficiary of that shift. Read More.
• Positive Sentiment: Analyst upgrades and higher targets: Rosenblatt and other firms have raised price targets and reiterated buy ratings (Rosenblatt to $200), which supports bullish flow and gives momentum to the rally. Read More.
• Positive Sentiment: Strong fundamentals / commercial AI traction: Recent results (70% y/y revenue growth) and reports that Foundry and Gotham are accelerating enterprise AI adoption underpin the narrative that Palantir’s growth is durable beyond government work. Read More.
• Neutral Sentiment: Valuation and rotation debate: Coverage is split on whether PLTR or larger AI names (e.g., NVIDIA) offer better risk/reward — Palantir’s premium multiple is drawing scrutiny even as some see it as a defense-tilt play. Read More.
• Neutral Sentiment: Investor narratives / long-term bulls weigh in: Several opinion pieces and stock-picking outlets reiterate Palantir as a strategic AI-in-defense investment, helping sentiment but not changing fundamentals immediately. Read More.
• Negative Sentiment: Anthropic fallout: The Pentagon’s ban on Anthropic forces Palantir to unwind or rebuild parts of its Maven Smart Systems where Claude was embedded — a potentially costly, time‑sensitive integration risk for key defense contracts. Read More.
• Negative Sentiment: Insider selling / founder liquidity: Reports that Peter Thiel and other insiders have taken large proceeds are feeding concerns about insider selling and governance optics that can weigh on sentiment longer term. Read More.
• Negative Sentiment: Reputational/regulatory risk: An FT report on an NHS official advising Palantir while pushing to add patient data raises governance and procurement scrutiny that could hurt healthcare expansion efforts. Read More.

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.