Palantir Technologies (NASDAQ:PLTR) Rating Increased to Outperform at Northland Securities

Palantir Technologies (NASDAQ:PLTR) was upgraded by research analysts at Northland Securities from a “market perform” rating to an “outperform” rating in a note issued to investors on Tuesday. The firm presently has a $190.00 price target on the stock. Northland Securities’ target price would indicate a potential upside of 28.41% from the stock’s current price.

Other analysts have also recently issued reports about the stock. Citigroup restated a “buy” rating on shares of Palantir Technologies in a research note on Tuesday. Deutsche Bank Aktiengesellschaft raised their target price on shares of Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a report on Tuesday, November 4th. Phillip Securities began coverage on shares of Palantir Technologies in a report on Thursday, January 22nd. They issued a “buy” rating and a $208.00 price target on the stock. Bank of America boosted their price objective on Palantir Technologies from $215.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Finally, UBS Group raised their target price on Palantir Technologies from $165.00 to $205.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Ten analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $193.68.

Palantir Technologies Trading Up 0.9%

NASDAQ:PLTR opened at $147.96 on Tuesday. Palantir Technologies has a 12 month low of $66.12 and a 12 month high of $207.52. The firm has a fifty day simple moving average of $175.84 and a 200-day simple moving average of $173.70. The company has a market capitalization of $352.65 billion, a P/E ratio of 352.29, a PEG ratio of 3.69 and a beta of 1.54.

Palantir Technologies (NASDAQ:PLTR) last released its 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 the consensus estimate of $1.34 billion. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The firm’s revenue was up 70.0% on a year-over-year basis. During the same period in the prior year, the firm earned $0.14 EPS. Equities analysts forecast that Palantir Technologies will post 0.31 EPS for the current year.

Insider Buying and Selling

In other Palantir Technologies news, insider Alexander C. Karp sold 359,325 shares of the firm’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $58,925,706.75. Following the sale, the insider directly owned 6,432,258 shares of the company’s stock, valued at approximately $1,054,825,989.42. This trade represents a 5.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ryan D. Taylor sold 36,048 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.36, for a total value of $5,852,753.28. Following the transaction, the insider directly owned 251,409 shares of the company’s stock, valued at approximately $40,818,765.24. The trade was a 12.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,023,444 shares of company stock worth $167,394,629 in the last ninety days. 9.23% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Palantir Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC purchased a new position in shares of Palantir Technologies in the fourth quarter worth about $450,000. Bison Wealth LLC raised its holdings in Palantir Technologies by 37.4% in the 4th quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock valued at $1,296,000 after acquiring an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC lifted its stake in Palantir Technologies by 38.0% in the 1st 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 in the last quarter. Grimes & Company Inc. boosted its holdings in shares of Palantir Technologies by 10.4% during the 2nd quarter. Grimes & Company Inc. now owns 3,408 shares of the company’s stock worth $465,000 after purchasing an additional 322 shares during the last quarter. Finally, DAVENPORT & Co LLC grew its position in shares of Palantir Technologies by 18.6% in the second quarter. DAVENPORT & Co LLC now owns 89,130 shares of the company’s stock valued at $12,150,000 after purchasing an additional 13,967 shares in the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Palantir Technologies News Roundup

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

• Positive Sentiment: Q4 beat and very strong guidance — Palantir topped EPS and revenue forecasts, reported 70% YoY revenue growth and issued FY‑2026 revenue guidance that materially exceeded consensus, underpinning the post‑earnings rally. BusinessWire: Palantir Reports Q4 2025…
• Positive Sentiment: Wall Street upgrades and higher price targets — Several firms (Citi, William Blair, Baird and others) have raised ratings/targets (Citi to $235, William Blair to Outperform/$200), lending technical and sentiment support. TipRanks: Citi $235 PT
• Positive Sentiment: AI and defense demand accelerating monetization — Management says growth was driven more by existing customers spending materially more (notably U.S. commercial and government clients), amplifying revenue leverage from AI adoption. Benzinga: Existing clients spending more
• Positive Sentiment: Market reaction broadens — Palantir’s results lifted Nasdaq futures and helped equity sentiment across tech and AI names, supporting further upside in early trading. Barchart: Nasdaq Futures Climb
• Neutral Sentiment: Analyst and market split remains — Despite upgrades, broker consensus (some “Hold”s remain) and mixed views on valuation mean follow‑through depends on execution of 2026 targets. American Banking News: Consensus Hold
• Negative Sentiment: Valuation and downside warnings — PLTR still trades at a stretched multiple (high P/E) and some firms (RBC, others) have issued stark downside scenarios, flagging risk if growth/guide execution slips. TipRanks: RBC warning
• Negative Sentiment: Reputational/government scrutiny and CEO comments — CEO remarks defending certain government work keep regulatory and political risk in play, which can pressure multiples for government‑exposed names. CNBC: CEO comments on protests

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.