Palantir Technologies (NASDAQ:PLTR) Stock Rating Upgraded by UBS Group

Palantir Technologies (NASDAQ:PLTR) was upgraded by equities research analysts at UBS Group from a “neutral” rating to a “buy” rating in a research report issued on Thursday, Marketbeat Ratings reports. The firm presently has a $150.00 price target on the stock, down from their prior price target of $180.00. UBS Group’s target price would suggest a potential upside of 9.34% from the stock’s current price.

A number of other research analysts have also recently issued reports on the company. Weiss Ratings cut Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reduced their price target on shares of Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Mizuho raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 price target on the stock in a report on Wednesday, February 18th. HSBC upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price objective for the company in a research report on Tuesday, February 3rd. Finally, Loop Capital cut their target price on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $187.96.

Palantir Technologies Price Performance

Shares of NASDAQ:PLTR opened at $137.19 on Thursday. Palantir Technologies has a 1 year low of $66.12 and a 1 year high of $207.52. The stock has a market capitalization of $328.11 billion, a price-to-earnings ratio of 217.77, a price-to-earnings-growth ratio of 2.62 and a beta of 1.64. The company’s 50 day simple moving average is $159.67 and its 200 day simple moving average is $169.94.

Palantir Technologies (NASDAQ:PLTR) last issued its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share 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 the consensus estimate of $1.34 billion. During the same quarter last year, the business posted $0.14 EPS. The company’s revenue was up 70.0% compared to the same quarter last year. As a group, analysts anticipate that Palantir Technologies will post 0.31 EPS for the current fiscal year.

Insider Activity at Palantir Technologies

In related news, insider David A. Glazer sold 17,438 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $2,331,809.36. Following the sale, the insider owned 392,370 shares of the company’s stock, valued at $52,467,716.40. The trade was a 4.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Shyam Sankar sold 168,004 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the sale, the insider owned 642,786 shares of the company’s stock, valued at $85,953,343.92. The trade was a 20.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,054,279 shares of company stock valued at $142,212,233 in the last quarter. Insiders own 9.23% of the company’s stock.

Hedge Funds Weigh In On Palantir Technologies

A number of hedge funds have recently made changes to their positions in the stock. LFA Lugano Financial Advisors SA bought a new stake in shares of Palantir Technologies in the 2nd quarter valued at $27,000. Bare Financial Services Inc boosted 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 valued at $28,000 after purchasing an additional 55 shares in the last quarter. Delos Wealth Advisors LLC acquired a new stake in Palantir Technologies during the second quarter worth approximately $29,000. Basepoint Wealth LLC bought a new stake in Palantir Technologies in the fourth quarter worth approximately $29,000. Finally, Zeit Capital LLC acquired a new position in Palantir Technologies in the second quarter valued at approximately $30,000. 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: UBS upgraded PLTR to Buy (from Neutral), citing Palantir’s positioning at the intersection of AI and data spending — the upgrade and $150 price target signal renewed Wall Street conviction after the recent pullback. Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand
• Positive Sentiment: Rosenblatt initiated coverage with a Buy rating and a $150 target, joining UBS and creating two fresh buy calls that have supported the rally. Rosenblatt Coverage
• Positive Sentiment: Nvidia CEO Jensen Huang’s bullish comments about the AI cycle lifted sentiment across AI names — investors view this as validation of Palantir’s TAM and AIP opportunity (helps cohort momentum). Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang
• Positive Sentiment: Commercial traction and partnerships — Palantir’s deal with Rackspace to speed enterprise AI deployments and customer rollouts (e.g., OneMedNet’s Foundry rollout) point to expanding go‑to‑market and recurring revenue potential. Palantir AI partnerships and Rackspace
• Neutral Sentiment: Analyst debate and comparisons — coverage from TipRanks and InvestorPlace frames PLTR versus other AI leaders (NVDA) and questions whether the new AI Platform (AIP) will scale into high‑margin, repeatable enterprise deals. These pieces fuel both buy and cautious seller arguments. NVDA vs. PLTR analysis
• Neutral Sentiment: Valuation debate persists — several writeups note Q4 outperformance (strong revenue growth) but warn PLTR trades at a premium and needs execution to justify multiples; this keeps volatility high. Can Palantir justify a premium price?
• Negative Sentiment: Large insider selling — multiple filings show insider sales totaling well over $100M recently, which investors view as a headwind and a token of caution from insiders. Insider Selling: Palantir Insider Sells $65.9M

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.