Palantir Technologies (NASDAQ:PLTR) Earns Buy Rating from Analysts at Rosenblatt Securities

Analysts at Rosenblatt Securities initiated coverage on shares of Palantir Technologies (NASDAQ:PLTR) in a research report issued on Friday, MarketBeat.com reports. The firm set a “buy” rating and a $150.00 price target on the stock. Rosenblatt Securities’ price target would indicate a potential upside of 10.34% from the stock’s current price.

Several other equities analysts have also recently issued reports on PLTR. Robert W. Baird upgraded Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 target price on the stock in a research report on Tuesday, February 3rd. Daiwa Securities Group upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price objective for the company in a research report on Tuesday, February 10th. Loop Capital lowered their target price on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Raymond James Financial reaffirmed a “market perform” rating on shares of Palantir Technologies in a research note on Tuesday, November 4th. Finally, Citigroup upped their target price on shares of Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $187.96.

Palantir Technologies Stock Up 1.3%

Shares of PLTR stock opened at $135.94 on Friday. The stock’s 50-day moving average price is $160.79 and its 200 day moving average price is $170.25. The stock has a market capitalization of $324.00 billion, a PE ratio of 215.78, a price-to-earnings-growth ratio of 2.58 and a beta of 1.64. Palantir Technologies has a 52-week low of $66.12 and a 52-week high of $207.52.

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

Insider Activity

In other news, insider Shyam Sankar sold 168,004 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the completion of the sale, the insider owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jeffrey Buckley sold 1,232 shares of Palantir Technologies stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $129.08, for a total value of $159,026.56. Following the completion of the transaction, the insider owned 43,108 shares of the company’s stock, valued at $5,564,380.64. This trade represents a 2.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,054,279 shares of company stock worth $142,212,233 over the last quarter. Corporate insiders own 9.23% of the company’s stock.

Institutional Trading of Palantir Technologies

Several hedge funds have recently added to or reduced their stakes in PLTR. Occidental Asset Management LLC raised its position in shares of Palantir Technologies by 2.8% during the 3rd 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 lifted 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 grew its stake in shares of 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 during the last quarter. Lionshead Wealth Management LLC lifted its stake in Palantir Technologies by 0.4% during the third quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock valued at $2,395,000 after purchasing an additional 56 shares during the last quarter. Finally, Ellenbecker Investment Group grew its position in Palantir Technologies by 3.6% in the third quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after buying an additional 57 shares during the last quarter. Institutional investors 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 revenue acceleration: Palantir reported strong FQ4 results (revenue up ~70% YoY and EPS above estimates), reinforcing the company’s growth narrative and supporting bullish analyst views. Palantir Stock Surges on Dual Buy Upgrades
• Positive Sentiment: Analyst upgrades lift sentiment: UBS and other shops have moved to Buy or Outperform (UBS set a $180 target), which improves near-term demand from institutional investors. Palantir upgraded by UBS
• Positive Sentiment: New partnerships and defense wins: Palantir announced strategic partnerships (Rackspace for AI deployments) and a GE Aerospace engagement tied to a U.S. defense contract, plus expanded DISA cloud authorization — all supporting secular AI and government revenue growth. Palantir partners with Rackspace Palantir shares higher on GE Aerospace deal
• Neutral Sentiment: Analyst and investor debate on valuation: Several outlets frame the recent pullback as a buying opportunity, but PLTR still trades at a premium multiple — the market remains split on whether AIP adoption will fully justify the valuation. Can Palantir justify a premium price?
• Negative Sentiment: Large insider sales: Multiple recent filings show sizable insider disposals (examples: $65.96M sale). Heavy insider selling is increasing supply and weighing on sentiment. Insider Selling: $65,956,884.50
• Negative Sentiment: More insider selling: Additional large insider transactions were reported ($43.74M and $22.47M filings), adding to the recent >$140M of insider sales flagged by market monitors. Insider Selling: $43,738,207.36 Insider Selling: $22,465,494.88
• Negative Sentiment: High-profile skeptics and political scrutiny: Public criticism (e.g., valuation skeptics like Michael Burry) and reports of well-timed political trades add reputational and regulatory risk that can amplify downside on any growth miss. Michael Burry says Palantir is worth $46

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.