Q1 Earnings Estimate for PLTR Issued By Northland Securities

Palantir Technologies Inc. (NASDAQ:PLTR) – Investment analysts at Northland Securities upped their Q1 2026 EPS estimates for Palantir Technologies in a research note issued on Tuesday, February 3rd. Northland Securities analyst M. Latimore now forecasts that the company will post earnings per share of $0.20 for the quarter, up from their prior forecast of $0.14. Northland Securities has a “Outperform” rating and a $190.00 price target on the stock. The consensus estimate for Palantir Technologies’ current full-year earnings is $0.31 per share. Northland Securities also issued estimates for Palantir Technologies’ Q2 2026 earnings at $0.22 EPS, Q3 2026 earnings at $0.25 EPS, Q4 2026 earnings at $0.30 EPS, FY2026 earnings at $0.97 EPS and FY2027 earnings at $1.28 EPS.

A number of other brokerages also recently weighed in on PLTR. Bank of America lifted their target price on Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a research report on Monday. Jefferies Financial Group set a $208.00 target price on shares of Palantir Technologies in a research report on Thursday, January 22nd. Truist Financial started coverage on shares of Palantir Technologies in a research note on Tuesday, January 6th. They set a “buy” rating and a $223.00 target price on the stock. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $200.00 price target on shares of Palantir Technologies in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Palantir Technologies has an average rating of “Hold” and a consensus target price of $191.95.

Palantir Technologies Price Performance

Shares of NASDAQ:PLTR opened at $130.01 on Friday. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52. The business’s 50-day moving average is $174.49 and its 200-day moving average is $173.19. The company has a market capitalization of $309.87 billion, a price-to-earnings ratio of 206.37, a P/E/G ratio of 3.35 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The business had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the firm posted $0.14 earnings per share. The business’s quarterly revenue was up 70.0% compared to the same quarter last year.

Hedge Funds Weigh In On Palantir Technologies

A number of hedge funds have recently added to or reduced their stakes in PLTR. Verde Capital Management increased its holdings in Palantir Technologies by 15.9% during the 4th quarter. Verde Capital Management now owns 26,857 shares of the company’s stock worth $4,774,000 after purchasing an additional 3,691 shares in the last quarter. Rockport Wealth LLC lifted its holdings in shares of Palantir Technologies by 21.6% in the fourth quarter. Rockport Wealth LLC now owns 1,494 shares of the company’s stock valued at $266,000 after purchasing an additional 265 shares in the last quarter. Kimelman & Baird LLC boosted its position in shares of Palantir Technologies by 106.7% during the fourth quarter. Kimelman & Baird LLC now owns 620 shares of the company’s stock valued at $110,000 after buying an additional 320 shares during the last quarter. Ironwood Investment Counsel LLC grew its holdings in Palantir Technologies by 1.9% during the fourth quarter. Ironwood Investment Counsel LLC now owns 4,369 shares of the company’s stock worth $777,000 after buying an additional 80 shares in the last quarter. Finally, Cascade Financial Partners LLC grew its holdings in Palantir Technologies by 10.3% during the fourth quarter. Cascade Financial Partners LLC now owns 6,659 shares of the company’s stock worth $1,184,000 after buying an additional 620 shares in the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Insiders Place Their Bets

In other Palantir Technologies news, insider David A. Glazer sold 9,000 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $185.91, for a total transaction of $1,673,190.00. Following the completion of the sale, the insider owned 413,639 shares in the company, valued at approximately $76,899,626.49. The trade was a 2.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lauren Elaina Friedman Stat sold 400 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $151.14, for a total transaction of $60,456.00. Following the completion of the transaction, the director directly owned 58,287 shares in the company, valued at $8,809,497.18. This trade represents a 0.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,023,844 shares of company stock worth $167,455,085 in the last quarter. Insiders own 9.23% of the company’s stock.

Key Palantir Technologies News

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

• Positive Sentiment: Blowout Q4 results and lifted guidance — Palantir reported ~ $1.4B revenue (+70% YoY), beat EPS estimates and issued 2026 guidance above Street expectations, which underpinned recent buy‑side momentum. Earnings coverage
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms (HSBC, William Blair, Northland, Deutsche Bank and others) raised ratings or price targets after the quarter, giving near‑term buy signals and institutional support. Analyst coverage
• Positive Sentiment: Commercial momentum and partnerships — Management highlighted accelerating U.S. commercial revenue and record large‑deal closings; Palantir also announced a partnership with Cognizant to deploy Foundry/AIP into healthcare and enterprise workflows. Cognizant partnership
• Neutral Sentiment: Research estimate updates — Firms like Northland published updated multi‑quarter EPS/target models (Outperform/$190), useful for modeling but not universally decisive. Northland note
• Neutral Sentiment: Minor insider selling disclosed — A director sold 400 shares (additional past small sales exist); the sizes disclosed are modest but worth monitoring for trend changes in insider activity. SEC filing
• Negative Sentiment: Valuation friction — Commentators and some analysts warn Palantir’s multiples remain very high (forward and trailing P/Es), creating vulnerability to mean reversion despite rapid growth. Contrarian view
• Negative Sentiment: AI sector pullback and profit‑taking — A broader rotation away from high‑beta AI winners and short‑term profit taking trimmed gains; that dynamic amplified selling after the post‑earnings run. Sector weakness
• Negative Sentiment: Some sell‑side caution — A few firms (e.g., DA Davidson) trimmed near‑term expectations or flagged the need for sustained execution versus lofty consensus, adding pressure amid volatile volume. DA Davidson note

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.