Daiwa Securities Group Upgrades Palantir Technologies (NASDAQ:PLTR) to Buy

Palantir Technologies (NASDAQ:PLTR) was upgraded by Daiwa Securities Group from a “neutral” rating to a “buy” rating in a note issued to investors on Tuesday. The brokerage currently has a $180.00 price objective on the stock. Daiwa Securities Group’s price target indicates a potential upside of 25.93% from the stock’s previous close.

A number of other research analysts also recently issued reports on PLTR. Robert W. Baird upgraded shares of 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. William Blair raised Palantir Technologies from a “market perform” rating to an “outperform” rating in a report on Monday, February 2nd. Zacks Research downgraded Palantir Technologies from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. CICC Research upped their price objective on Palantir Technologies from $128.00 to $150.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 12th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $200.00 target price on shares of Palantir Technologies in a report on Tuesday, February 3rd. Twelve investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Palantir Technologies presently has an average rating of “Hold” and an average target price of $191.05.

Palantir Technologies Stock Performance

Shares of PLTR stock opened at $142.94 on Tuesday. Palantir Technologies has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The firm has a market capitalization of $340.69 billion, a PE ratio of 226.89, a P/E/G ratio of 2.61 and a beta of 1.64. The stock’s 50-day simple moving average is $173.35 and its 200-day simple moving average is $173.30.

Palantir Technologies (NASDAQ:PLTR) last issued its 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 return on equity of 23.81% and a net margin of 36.31%.The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the prior year, the firm earned $0.14 earnings per share. Palantir Technologies’s revenue for the quarter was up 70.0% on a year-over-year basis. Sell-side analysts forecast that Palantir Technologies will post 0.31 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Jeffrey Buckley sold 1,252 shares of Palantir Technologies stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $157.50, for a total value of $197,190.00. Following the sale, the insider directly owned 47,044 shares in the company, valued at approximately $7,409,430. The trade was a 2.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider David A. Glazer sold 9,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $185.91, for a total value of $1,673,190.00. Following the sale, the insider owned 413,639 shares of the company’s stock, valued at approximately $76,899,626.49. This trade represents a 2.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,023,844 shares of company stock valued at $167,455,085. 12.93% of the stock is owned by company insiders.

Institutional Trading of Palantir Technologies

Large investors have recently made changes to their positions in the company. Occidental Asset Management LLC lifted its stake in shares of Palantir Technologies by 2.8% in the third quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock worth $358,000 after buying an additional 53 shares in the last quarter. Gallacher Capital Management LLC raised its holdings in Palantir Technologies by 2.2% in the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock valued at $447,000 after acquiring an additional 53 shares during the last quarter. Bare Financial Services Inc lifted its stake in Palantir Technologies by 54.5% in the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after purchasing an additional 55 shares in the last quarter. Lionshead Wealth Management LLC lifted its stake in Palantir Technologies by 0.4% in the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock worth $2,395,000 after purchasing an additional 56 shares in the last quarter. Finally, Ellenbecker Investment Group boosted its holdings in shares of Palantir Technologies by 3.6% during the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after purchasing an additional 57 shares during the last quarter. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Palantir Technologies News Summary

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

• Positive Sentiment: Analysts and investors point to rising adoption of Palantir’s AIP and platform integrations as a multi-year growth driver — the argument is that customers are shifting budgets into integration layers where Palantir competes, supporting stronger forward revenue expectations. Read More.
• Positive Sentiment: Recent quarter beat consensus on both revenue and EPS, management raised an aggressive revenue growth guide (~61% for 2026) and commentary about customer momentum is cited as a reason for the re-rating. Read More.
• Positive Sentiment: Palantir announced a strategic partnership with Cognizant to accelerate AI-driven healthcare modernization — this expands go-to-market reach in a large vertical and gives an additional commercial growth vector. Read More.
• Neutral Sentiment: Market commentary is mixed: some outlets recommend buying the dip because of growth, while others caution that the stock remains a high-volatility, valuation-sensitive name — expect continued headline-driven moves. Read More.
• Neutral Sentiment: Broader software/AI rotation and lists of software ideas include PLTR; these curate interest but don’t change the valuation debate — useful for flows but not a fundamental endorsement. Read More.
• Negative Sentiment: Michael Burry publicly warned of a potential 58% decline and flagged a head-&-shoulders technical pattern targeting roughly $60 — a high-profile bearish call that can pressure sentiment and trigger volatility. Read More.
• Negative Sentiment: Reputational noise after Forbes temporarily pulled and then reposted a profile citing Palantir’s ICE contracts — negative PR that can attract regulatory/ESG scrutiny for some investor groups. Read More.
• Negative Sentiment: Several opinion pieces warn the stock is richly valued and could face steep downside if growth expectations slip — these valuation narratives keep a portion of the sell-side and risk-averse investors on the sidelines. Read More.

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.