Research analysts at Benchmark assumed coverage on shares of Palantir Technologies (NASDAQ:PLTR – Get Free Report) in a research report issued to clients and investors on Wednesday,MarketScreener reports. The firm set a “hold” rating on the stock.
PLTR has been the subject of a number of other reports. Phillip Securities cut their price objective on Palantir Technologies from $208.00 to $190.00 and set a “buy” rating for the company in a research report on Wednesday. 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. Citigroup lifted their price target on Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. Mizuho raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 price target on the stock in a report on Wednesday, February 18th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $200.00 price target on shares of Palantir Technologies in a report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Palantir Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $197.77.
View Our Latest Research Report on PLTR
Palantir Technologies Stock Performance
Palantir Technologies (NASDAQ:PLTR – Get Free Report) last issued its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.02. The firm 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 company’s revenue was up 70.0% compared to the same quarter last year. During the same period in the previous year, the business earned $0.14 EPS. On average, sell-side analysts anticipate that Palantir Technologies will post 0.31 earnings per share for the current fiscal year.
Insider Activity
In other news, insider Ryan D. Taylor sold 19,988 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $2,672,795.36. Following the completion of the sale, the insider owned 219,421 shares in the company, valued at $29,340,976.12. This represents a 8.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Stephen Andrew Cohen sold 327,088 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $43,738,207.36. Following the sale, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,045,279 shares of company stock valued at $140,539,043. 12.93% of the stock is currently owned by insiders.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in PLTR. J. Derek Lewis & Associates Inc. bought a new position in Palantir Technologies during the fourth quarter valued at $2,165,000. Up Capital Management Inc. purchased a new position in Palantir Technologies during the fourth quarter worth about $10,269,000. Purpose Unlimited Inc. bought a new position in shares of Palantir Technologies in the fourth quarter worth approximately $20,089,000. Cornerstone Planning LLC bought a new stake in Palantir Technologies during the fourth quarter valued at approximately $5,651,000. Finally, AMG Asset Management Group Inc. bought a new position in shares of Palantir Technologies in the 4th quarter worth $249,000. 45.65% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting Palantir Technologies
Here are the key news stories impacting Palantir Technologies this week:
- Positive Sentiment: Stellantis renewed and expanded a multi‑year agreement to deploy Palantir Foundry and its AI Platform across broader manufacturing and operations — a sizable commercial customer win that supports recurring revenue and AIP adoption. Why Is Palantir Technologies (PLTR) Stock Rocketing Higher Today
- Positive Sentiment: The expanded Stellantis relationship was also covered as a five‑year extension through 2031, underlining material commercial traction outside government. This helps validate Palantir’s move into industrial/automotive AI use cases. Stellantis Balances Mexico Production Risk With Expanded Palantir AI Partnership
- Positive Sentiment: The U.S. Department of Defense designated Palantir’s Maven Smart System as a formal program of record — a strategic defense milestone that implies multi‑year procurement, deeper government lock‑in, and revenue visibility. Does Palantir’s Massive Military AI Score Justify Buying the Stock at These Prices?
- Positive Sentiment: Mizuho and other bullish analyst commentary (Outperform ratings, higher targets) reinforce the growth narrative and give buyers cover amid the rally. Palantir (PLTR) Rated Outperform on Strong Enterprise Demand
- Neutral Sentiment: Wall Street and finance sites published mixed 2026 price targets driven by different assumptions about AIP adoption and margins — consensus is not uniform, leaving upside estimates dispersed. Finance experts predict Palantir’s stock price for end of 2026
- Neutral Sentiment: Coverage comparing Palantir to peers (Oracle, Snowflake) and sector rotation commentary highlights both opportunity and competition in enterprise AI — useful context but not an immediate price driver. Better Artificial Intelligence Stock: Palantir vs. Oracle
- Negative Sentiment: Valuation scrutiny intensified after a report flagged an extremely high price/sales reading — reminders that PLTR trades at a premium and is vulnerable to momentum reversals if growth or margin execution slips. Palantir (PLTR) Traded at 100+ Price/Sales Ratio
- Negative Sentiment: High‑profile skepticism and short interest (noted by commentators like Michael Burry) keep downside risk visible; several pieces also note PLTR remains well below its recent highs and could be volatile if expectations slip. Michael Burry Says ‘Shorts Are Not Forever’ As Palantir, Nvidia Stocks Wrap A Rough Quarter
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.
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