Palantir Technologies (NASDAQ:PLTR) Raised to “Outperform” at Mizuho

Palantir Technologies (NASDAQ:PLTR) was upgraded by equities research analysts at Mizuho from a “neutral” rating to an “outperform” rating in a research note issued to investors on Wednesday, Marketbeat reports. The firm currently has a $195.00 price objective on the stock. Mizuho’s target price points to a potential upside of 46.59% from the stock’s previous close.

Other research analysts have also issued research reports about the company. Loop Capital cut their price objective on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, January 30th. Morgan Stanley raised their price target on Palantir Technologies from $155.00 to $205.00 and gave the company an “equal weight” rating in a report on Tuesday, November 4th. Royal Bank Of Canada upped their price objective on Palantir Technologies from $45.00 to $50.00 and gave the stock an “underperform” rating in a report on Tuesday, November 4th. Robert W. Baird upgraded 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. Finally, Piper Sandler restated an “overweight” rating and issued a $230.00 price target on shares of Palantir Technologies in a research report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $191.05.

Palantir Technologies Price Performance

NASDAQ:PLTR opened at $133.02 on Wednesday. Palantir Technologies has a one year low of $66.12 and a one year high of $207.52. The business has a fifty day moving average price of $167.95 and a 200-day moving average price of $172.28. The firm has a market capitalization of $317.05 billion, a price-to-earnings ratio of 211.15, a price-to-earnings-growth ratio of 2.53 and a beta of 1.64.

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

Insider Buying and Selling

In related news, insider Ryan D. Taylor sold 36,048 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.36, for a total transaction of $5,852,753.28. Following the completion of the transaction, the insider owned 251,409 shares in the company, valued at $40,818,765.24. The trade was a 12.54% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider David A. Glazer sold 15,557 shares of the company’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total transaction of $2,551,192.43. Following the sale, the insider directly owned 415,612 shares of the company’s stock, valued at $68,156,211.88. The trade was a 3.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,023,844 shares of company stock valued at $167,455,085 over the last three months. Corporate insiders own 12.93% of the company’s stock.

Hedge Funds Weigh In On Palantir Technologies

Large investors have recently added to or reduced their stakes in the company. Bare Financial Services Inc lifted its position in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after buying an additional 55 shares during the period. Basepoint Wealth LLC bought a new stake in shares of Palantir Technologies during the 4th quarter valued at about $29,000. Financial Consulate Inc. purchased a new position in shares of Palantir Technologies in the 3rd quarter worth about $30,000. Retirement Wealth Solutions LLC bought a new stake in Palantir Technologies during the third quarter valued at approximately $31,000. Finally, United Financial Planning Group LLC purchased a new stake in Palantir Technologies in the 3rd quarter worth approximately $32,000. 45.65% of the stock is currently owned by institutional investors.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Q4 results and business momentum — Palantir reported results that beat expectations, with accelerating commercial revenue and strong top-line growth, which bulls cite as evidence the company can scale its AI platform. Palantir Obliterated Expectations And The Stock Sold Off: Mispricing At Its Finest
• Positive Sentiment: Analyst/firm backing — Some firms have reaffirmed buy ratings and raised targets (helping short-term sentiment and options flows), supporting the view that Wall Street still sees upside despite the pullback. Palantir Technologies (PLTR) Soars as AI Pure-Play, Truist Reaffirms Buy
• Positive Sentiment: Large bullish investor activity — High‑profile investors and funds continue to add exposure, which can sustain demand and reduce downside in the near term. ‘It’s Growth Time’: Investor Bets Big on Palantir Stock (PLTR)
• Neutral Sentiment: Headquarters move to Miami — Palantir officially relocated its HQ to Miami; this could lower costs/taxes and is a PR positive, but it’s unlikely to materially change near‑term financials. Palantir moving its headquarters from Denver to Miami
• Neutral Sentiment: High retail and options interest — Heavy options activity and search volume signal increased trader attention and volatility; that can amplify moves but is ambivalent on direction. Palantir Technologies Stock Options Stay Hot in 2026
• Negative Sentiment: Michael Burry’s high‑profile bearish stance — Burry publicly values PLTR far lower (around $46) and holds put exposure, which has driven selling pressure and headline risk. His critique of Palantir’s “moat” is keeping sentiment fragile. Palantir Stock’s “Winning Streak Will Not Endure,” Says Big Short’s Michael Burry, He Forecasts $46 PLTR Price
• Negative Sentiment: Crash projections & technical warnings — Independent analysts and trading commentators have published scenarios where PLTR could drop sharply (targets in the $40s), intensifying fear-driven selling. Trading expert sets date when Palantir stock will crash to $43
• Negative Sentiment: Valuation worries and recent pullback — Coverage notes PLTR’s high multiple and dependence on government contracts; the stock has already retraced materially, which could prompt further downside if growth expectations slip. How Low Can PLTR Stock Go?

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.