The Goldman Sachs Group Cuts Palantir Technologies (NASDAQ:PLTR) Price Target to $182.00

Palantir Technologies (NASDAQ:PLTR) had its price objective cut by The Goldman Sachs Group from $188.00 to $182.00 in a research note issued to investors on Tuesday morning,MarketScreener reports.

Several other brokerages have also recently weighed in on PLTR. William Blair upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a research note on Monday. Piper Sandler reaffirmed an “overweight” rating and set a $230.00 target price on shares of Palantir Technologies in a report on Tuesday. DA Davidson lifted their price target on shares of Palantir Technologies from $170.00 to $215.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Citigroup upped their price objective on Palantir Technologies from $235.00 to $260.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Morgan Stanley raised their target price on Palantir Technologies from $155.00 to $205.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $191.95.

Palantir Technologies Price Performance

PLTR stock opened at $130.01 on Tuesday. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52. The company has a market cap of $309.87 billion, a P/E ratio of 206.37, a price-to-earnings-growth ratio of 3.35 and a beta of 1.64. The stock’s fifty day moving average price is $174.49 and its 200-day moving average price is $173.19.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.Palantir Technologies’s revenue for the quarter was up 70.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.14 earnings per share. As a group, analysts expect that Palantir Technologies will post 0.31 earnings per share for the current year.

Insider Activity at Palantir Technologies

In other Palantir Technologies news, insider Stephen Andrew Cohen sold 308,635 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $50,613,053.65. Following the completion of the sale, the insider owned 592 shares in the company, valued at approximately $97,082.08. This represents a 99.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider David A. Glazer sold 15,557 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $2,551,192.43. Following the sale, the insider directly owned 415,612 shares in the company, valued at approximately $68,156,211.88. This represents a 3.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,023,844 shares of company stock worth $167,455,085 in the last 90 days. Company insiders own 9.23% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PLTR. Decker Retirement Planning Inc. lifted its position in shares of Palantir Technologies by 778.7% in the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock worth $11,187,000 after buying an additional 54,347 shares in the last quarter. Vanguard Group Inc. increased its stake in Palantir Technologies by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock worth $28,043,432,000 after acquiring an additional 7,194,216 shares during the last quarter. Prentice Wealth Management LLC bought a new stake in Palantir Technologies in the 3rd quarter worth approximately $550,000. Watershed Private Wealth LLC raised its holdings in shares of Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock worth $1,423,000 after acquiring an additional 3,350 shares in the last quarter. Finally, State of Michigan Retirement System boosted its position in shares of Palantir Technologies by 1.3% during the 2nd quarter. State of Michigan Retirement System now owns 938,400 shares of the company’s stock valued at $127,923,000 after acquiring an additional 12,300 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors.

Key Headlines Impacting Palantir Technologies

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.