Palantir Technologies (NASDAQ:PLTR) Upgraded by Rosenblatt Securities to “Strong-Buy” Rating

Rosenblatt Securities upgraded shares of Palantir Technologies (NASDAQ:PLTR) to a strong-buy rating in a research note released on Thursday,Zacks.com reports.

A number of other brokerages also recently issued reports on PLTR. William Blair upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a report on Monday, February 2nd. Bank of America increased their target price on shares of Palantir Technologies from $215.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. CICC Research boosted their price target on Palantir Technologies from $128.00 to $150.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 12th. Daiwa Securities Group raised Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price objective for the company in a research note on Tuesday, February 10th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Palantir Technologies in a research report on Tuesday, November 4th. 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 stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $187.96.

Palantir Technologies Price Performance

NASDAQ PLTR traded up $1.25 on Thursday, hitting $137.19. 59,252,092 shares of the company’s stock were exchanged, compared to its average volume of 59,752,596. The firm has a market cap of $328.11 billion, a price-to-earnings ratio of 217.77, a P/E/G ratio of 2.62 and a beta of 1.64. The firm’s 50-day moving average price is $159.67 and its two-hundred day moving average price is $169.94. Palantir Technologies has a fifty-two week low of $66.12 and a fifty-two week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating 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 period last year, the firm earned $0.14 EPS. The company’s quarterly revenue was up 70.0% compared to the same quarter last year. On average, research analysts predict that Palantir Technologies will post 0.31 earnings per share for the current fiscal year.

Insider Activity at Palantir Technologies

In other news, insider Stephen Andrew Cohen sold 327,088 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $43,738,207.36. Following the sale, the insider directly owned 592 shares in the company, valued at $79,162.24. This represents a 99.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shyam Sankar sold 168,004 shares of Palantir Technologies stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $22,465,494.88. Following the sale, the insider owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. This represents a 20.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,054,279 shares of company stock valued at $142,212,233 in the last ninety days. 9.23% of the stock is owned by insiders.

Hedge Funds Weigh In On Palantir Technologies

A number of institutional investors have recently modified their holdings of PLTR. Bare Financial Services Inc grew its position in shares of Palantir Technologies by 54.5% in the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after purchasing an additional 55 shares during the period. Basepoint Wealth LLC acquired a new stake in Palantir Technologies in the 4th quarter worth about $29,000. Financial Consulate Inc. acquired a new stake in Palantir Technologies in the 3rd quarter worth about $30,000. Retirement Wealth Solutions LLC purchased a new stake in Palantir Technologies in the 3rd quarter valued at about $31,000. Finally, United Financial Planning Group LLC acquired a new position in shares of Palantir Technologies during the 3rd quarter valued at about $32,000. Institutional investors and hedge funds own 45.65% of the company’s stock.

More Palantir Technologies News

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.