Palantir Technologies Inc. (NASDAQ:PLTR) Given Average Rating of “Moderate Buy” by Analysts

Palantir Technologies Inc. (NASDAQ:PLTR) has received a consensus recommendation of “Moderate Buy” from the thirty-five research firms that are presently covering the company, MarketBeat.com reports. Three investment analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation, twenty have given a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $184.9615.

Several brokerages recently weighed in on PLTR. Deutsche Bank Aktiengesellschaft raised shares of Palantir Technologies from a “hold” rating to a “buy” rating in a research note on Tuesday. HSBC cut Palantir Technologies from a “buy” rating to a “hold” rating and decreased their price target for the company from $205.00 to $151.00 in a research note on Friday, May 1st. Wedbush started coverage on Palantir Technologies in a research note on Tuesday, June 16th. They issued an “outperform” rating on the stock. BTIG Research cut Palantir Technologies to a “neutral” rating in a report on Tuesday, June 16th. Finally, Jefferies Financial Group reissued an “underperform” rating and set a $80.00 target price on shares of Palantir Technologies in a research report on Tuesday.

Palantir Technologies Price Performance

Palantir Technologies stock opened at $125.65 on Tuesday. The business has a 50 day moving average of $130.16 and a 200-day moving average of $140.04. Palantir Technologies has a 1 year low of $106.37 and a 1 year high of $207.52. The company has a market capitalization of $301.22 billion, a P/E ratio of 141.18, a P/E/G ratio of 1.97 and a beta of 1.59.

Palantir Technologies (NASDAQ:PLTR) last posted its earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, topping the consensus estimate of $0.34 by $0.07. Palantir Technologies had a net margin of 43.67% and a return on equity of 28.34%. The business had revenue of $1.94 billion for the quarter, compared to the consensus estimate of $1.81 billion. During the same period last year, the company earned $0.16 EPS. The firm’s revenue was up 92.8% compared to the same quarter last year. Equities analysts anticipate that Palantir Technologies will post 1.17 EPS for the current year.

Insider Buying and Selling

In related news, insider Stephen Andrew Cohen sold 319,934 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $136.04, for a total value of $43,523,821.36. Following the transaction, the insider owned 592 shares in the company, valued at $80,535.68. The trade was a 99.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Lauren Elaina Friedman Stat sold 1,598 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $160.00, for a total transaction of $255,680.00. Following the sale, the director directly owned 55,022 shares in the company, valued at $8,803,520. This trade represents a 2.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,112,270 shares of company stock worth $150,247,785. Corporate insiders own 9.53% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Basepoint Wealth LLC acquired a new position in Palantir Technologies in the fourth quarter valued at approximately $29,000. Morton Brown Family Wealth LLC grew its position in shares of Palantir Technologies by 250.0% during the 4th quarter. Morton Brown Family Wealth LLC now owns 175 shares of the company’s stock worth $31,000 after buying an additional 125 shares during the period. Cornerstone Financial Management LLC bought a new stake in shares of Palantir Technologies in the 4th quarter valued at $31,000. Clayton Financial Group LLC increased its stake in shares of Palantir Technologies by 500.0% in the 4th quarter. Clayton Financial Group LLC now owns 180 shares of the company’s stock valued at $32,000 after acquiring an additional 150 shares in the last quarter. Finally, Wexford Capital LP acquired a new position in shares of Palantir Technologies during the 3rd quarter valued at $36,000. 45.65% of the stock is owned by institutional investors.

Key Palantir Technologies News

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

• Positive Sentiment: Blowout Q2 results: Revenue increased 92.8% year over year to approximately $1.94 billion, exceeding the $1.81 billion consensus estimate. Adjusted earnings of $0.41 per share also topped expectations, while GAAP net income reached $1.06 billion. Palantir posts blowout Q2 numbers
• Positive Sentiment: Commercial AI demand accelerated: U.S. commercial revenue surged 149% year over year to $764 million, while total U.S. revenue grew 115%. Management attributed the momentum to enterprises seeking greater control over their AI models, data and operations—a trend CEO Alex Karp calls “AI sovereignty.” Palantir commercial revenue and AI sovereignty
• Positive Sentiment: Raised guidance: Palantir now expects roughly $8.15 billion-$8.16 billion in 2026 revenue, compared with about $7.7 billion expected by analysts. Third-quarter revenue guidance of approximately $2.16 billion-$2.16 billion also exceeds consensus. The company reported a 62% adjusted operating margin and $1.22 billion in free cash flow. Palantir raises annual revenue forecast
• Positive Sentiment: Defense opportunity expanded: Palantir partnered with Mercury Systems to automate material planning and factory operations supporting U.S. military programs, adding to its government growth narrative. Mercury Systems partnership
• Neutral Sentiment: CEO Alex Karp renewed criticism of frontier AI laboratories, warning enterprises not to surrender proprietary data. The comments reinforce Palantir’s differentiated positioning but could increase controversy around management’s public messaging. Palantir CEO comments on AI labs
• Negative Sentiment: Despite the operating momentum, PLTR trades at a price-to-earnings ratio above 140, leaving the stock vulnerable if growth or guidance disappoints. Reported insider activity has also been heavily weighted toward sales, which may reinforce valuation concerns.

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.