What is Northland Securities’ Forecast for PLTR Q3 Earnings?

Palantir Technologies Inc. (NASDAQ:PLTR) – Research analysts at Northland Securities upped their Q3 2026 earnings per share estimates for Palantir Technologies in a research report issued to clients and investors on Tuesday, August 4th. Northland Securities analyst M. Latimore now anticipates that the company will post earnings per share of $0.30 for the quarter, up from their previous forecast of $0.27. The consensus estimate for Palantir Technologies’ current full-year earnings is $1.19 per share. Northland Securities also issued estimates for Palantir Technologies’ Q4 2026 earnings at $0.35 EPS, Q1 2027 earnings at $0.31 EPS and Q3 2027 earnings at $0.40 EPS.

Several other brokerages also recently weighed in on PLTR. Phillip Securities lifted their price target on shares of Palantir Technologies from $190.00 to $202.00 in a report on Monday, May 11th. Jefferies Financial Group restated an “underperform” rating and set a $80.00 price objective on shares of Palantir Technologies in a research report on Tuesday. President Capital upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and lifted their target price for the company from $25.50 to $133.00 in a research note on Monday, June 29th. Benchmark reaffirmed a “hold” rating on shares of Palantir Technologies in a report on Tuesday. Finally, Roth Capital started coverage on Palantir Technologies in a report on Tuesday. They set a “buy” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Palantir Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $190.73.

Palantir Technologies Trading Down 2.6%

Palantir Technologies stock opened at $158.43 on Thursday. Palantir Technologies has a 12-month low of $106.37 and a 12-month high of $207.52. The firm has a market capitalization of $379.81 billion, a price-to-earnings ratio of 135.41, a P/E/G ratio of 2.55 and a beta of 1.59. The firm has a 50 day moving average of $131.20 and a 200 day moving average of $139.80.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, August 3rd. The company reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.34 by $0.07. The firm had revenue of $1.94 billion for the quarter, compared to analysts’ expectations of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%.The business’s quarterly revenue was up 92.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.16 EPS.

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Jeffrey Buckley sold 1,481 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $128.80, for a total transaction of $190,752.80. Following the completion of the transaction, the insider owned 60,226 shares in the company, valued at $7,757,108.80. This trade represents a 2.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shyam Sankar sold 35,000 shares of Palantir Technologies stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $130.00, for a total value of $4,550,000.00. Following the completion of the sale, the insider directly owned 642,786 shares in the company, valued at approximately $83,562,180. The trade was a 5.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,112,270 shares of company stock valued at $150,247,785. 9.53% of the stock is owned by insiders.

Institutional Investors Weigh In On Palantir Technologies

Several large investors have recently bought and sold shares of PLTR. Revolve Wealth Partners LLC bought a new stake in shares of Palantir Technologies during the 4th quarter worth approximately $450,000. Bison Wealth LLC increased its stake in Palantir Technologies by 37.4% in 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 increased its stake 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 worth $1,447,000 after purchasing an additional 4,722 shares during the period. Schnieders Capital Management LLC. lifted its position in shares of Palantir Technologies by 36.8% during the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock worth $858,000 after purchasing an additional 1,694 shares during the last quarter. Finally, Vivaldi Capital Management LP purchased a new stake in shares of Palantir Technologies during the second quarter valued at $315,000. Institutional investors own 45.65% of the company’s stock.

More Palantir Technologies News

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

• Positive Sentiment: Palantir reported second-quarter revenue of approximately $1.94 billion, up 93% year over year and ahead of the roughly $1.81 billion consensus estimate. Adjusted earnings per share of $0.41 also exceeded expectations of about $0.34. Palantir stock jumps after strong quarter
• Positive Sentiment: U.S. commercial revenue surged 149%, while government revenue rose 90%. Management raised its 2026 revenue, profit and cash-flow guidance, reinforcing the view that demand for Palantir’s AI and data-analytics platforms is accelerating. Palantir raises 2026 guidance
• Positive Sentiment: Analyst sentiment improved following the results. Piper Sandler reaffirmed an “Overweight” rating with a $230 target, while other firms, including Deutsche Bank and Northland, raised their targets. Increased call-option activity also indicates strong near-term trader interest. Piper Sandler rates Palantir Overweight
• Positive Sentiment: Coverage highlights accelerating adoption of Palantir’s Artificial Intelligence Platform, sovereign-AI positioning and new defense-related partnerships, including a deal with Mercury Systems to improve production and supply-chain efficiency. Palantir partners with Mercury Systems
• Neutral Sentiment: Cantor Fitzgerald raised its price target from $138 to $156 but maintained a “Neutral” rating, suggesting that much of the improved outlook may already be reflected in the stock. Cantor Fitzgerald analyst view
• Neutral Sentiment: The rally has caused substantial losses for short sellers and may encourage additional covering, potentially supporting momentum, although this is a trading factor rather than a change in Palantir’s fundamentals. Palantir short sellers
• Negative Sentiment: Valuation remains the principal risk. With a very high earnings multiple and a price-to-sales valuation described as roughly 42 times revenue, the stock requires continued exceptional growth and execution. Palantir valuation concerns
• Negative Sentiment: ARK Invest sold approximately $6.4 million of Palantir shares after the earnings-driven surge, and investor Michael Burry warned that Palantir and other AI leaders could eventually become overvalued “ghost towns.” ARK sells Palantir shares

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.