PLTR Stock Earnings Estimates Raised by Northland Securities

Palantir Technologies Inc. (NASDAQ:PLTR) – Stock analysts at Northland Securities raised their FY2026 earnings estimates for shares of Palantir Technologies in a research report issued to clients and investors on Tuesday, November 3rd. Northland Securities analyst M. Latimore now forecasts that the company will post earnings of $1.35 per share for the year, up from their prior estimate of $1.24. The consensus estimate for Palantir Technologies’ current full-year earnings is $1.36 per share. Northland Securities also issued estimates for Palantir Technologies’ Q4 2026 earnings at $0.41 EPS, Q1 2027 earnings at $0.34 EPS, Q2 2027 earnings at $0.36 EPS, Q3 2027 earnings at $0.41 EPS, Q4 2027 earnings at $0.48 EPS and FY2027 earnings at $1.58 EPS.

Other research analysts have also recently issued research reports about the stock. Mizuho lifted their target price on shares of Palantir Technologies from $215.00 to $245.00 and gave the company an “outperform” rating in a research note on Thursday, October 15th. Phillip Securities downgraded shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 12th. Robert W. Baird set a $250.00 target price on Palantir Technologies in a report on Monday, October 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $225.00 price objective on shares of Palantir Technologies in a research report on Monday, October 26th. Finally, Weiss Ratings upgraded Palantir Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $214.53.

Palantir Technologies Trading Up 5.5%

Shares of NASDAQ:PLTR opened at $169.20 on Monday. Palantir Technologies has a 12-month low of $106.37 and a 12-month high of $212.94. The company has a market cap of $406.60 billion, a PE ratio of 118.32, a price-to-earnings-growth ratio of 3.60 and a beta of 1.65. The stock has a 50 day moving average of $185.54 and a 200 day moving average of $153.76.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, November 2nd. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. Palantir Technologies had a return on equity of 30.49% and a net margin of 50.34%. The business had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.18 billion. During the same period in the previous year, the company posted $0.21 EPS. The business’s quarterly revenue was up 95.9% compared to the same quarter last year.

Institutional Trading of Palantir Technologies

A number of hedge funds have recently added to or reduced their stakes in PLTR. BlackRock Inc. grew its stake in Palantir Technologies by 0.4% in the 2nd quarter. BlackRock Inc. now owns 189,817,693 shares of the company’s stock valued at $22,146,030,000 after acquiring an additional 757,322 shares during the period. State Street Corp grew its stake in shares of Palantir Technologies by 2.8% in the second quarter. State Street Corp now owns 104,490,468 shares of the company’s stock valued at $12,190,903,000 after buying an additional 2,863,874 shares in the last quarter. Bank of America Corp DE lifted its position in shares of Palantir Technologies by 28.7% during the first quarter. Bank of America Corp DE now owns 18,839,779 shares of the company’s stock worth $2,755,883,000 after purchasing an additional 4,201,852 shares in the last quarter. Amundi lifted its holdings in Palantir Technologies by 2.5% during the 1st quarter. Amundi now owns 16,410,400 shares of the company’s stock worth $2,400,513,000 after buying an additional 398,093 shares in the last quarter. Finally, Jennison Associates LLC purchased a new position in Palantir Technologies in the first quarter valued at $1,574,111,000. 45.65% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Eric H. Woersching sold 1,000 shares of the firm’s stock in a transaction on Friday, October 9th. The stock was sold at an average price of $205.00, for a total value of $205,000.00. Following the completion of the transaction, the director owned 3,465 shares in the company, valued at $710,325. This trade represents a 22.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lauren Friedman Stat sold 5,026 shares of the firm’s stock in a transaction that occurred on Thursday, October 8th. The stock was sold at an average price of $199.00, for a total transaction of $1,000,174.00. Following the transaction, the director directly owned 46,402 shares of the company’s stock, valued at $9,233,998. This represents a 9.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 523,716 shares of company stock valued at $92,212,379. 9.53% of the stock is currently owned by company insiders.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Palantir’s latest results and earnings-call commentary highlighted fast growth and profitability. The supplied earnings figures show revenue up 95.9% year over year and above estimates, with earnings per share also beating expectations—supporting the growth case. Palantir Earnings Call Highlights Explosive Growth and Profitability
• Positive Sentiment: U.S. commercial revenue reportedly more than doubled and overtook government revenue for the first time, signaling that enterprise AI is becoming a larger growth engine beyond government contracts. Palantir’s Commercial AI Business Just Changed the Story
• Positive Sentiment: AmeriLife selected Palantir for an enterprise AI partnership across insurance and retirement distribution, with existing workflows in production and a broader rollout planned. The deal offers a concrete example of commercial adoption. Palantir Lands Enterprise AI Partnership
• Positive Sentiment: Former Senator Jon Tester is joining as an adviser. The appointment may help Palantir navigate increased congressional scrutiny, though the article also notes strong commercial momentum. Former Senator Jon Tester Joins as Adviser
• Neutral Sentiment: Northland Securities lifted its earnings estimates, a supportive analyst signal, but the brief report provides no details on the size of the revisions. PLTR Stock Earnings Estimates Lifted
• Negative Sentiment: Valuation remains a key risk: coverage notes that Palantir’s market value above $400 billion may limit future returns, while its high earnings multiple leaves the stock vulnerable if growth expectations cool. Could Buying Palantir Stock Today Set You Up for Life?
• Negative Sentiment: Some investors have sold AI stocks despite strong company results, and Palantir had recently dipped after earnings. That market-wide sentiment may keep volatility elevated even as its business grows. Wall Street Is Dumping AI Stocks Even as Business Booms

About Palantir Technologies

Palantir Technologies is a software company that develops platforms for integrating, analyzing and using data to support operational decisions. Its products are designed to help organizations work with large, complex datasets while managing access and security.

The company’s platforms include Gotham, used primarily by government and intelligence customers; Foundry, designed for commercial and other organizations; Apollo, which supports the deployment and management of software; and Artificial Intelligence Platform (AIP), which helps organizations use artificial intelligence with their data and operations.

Founded in 2003, Palantir initially focused on software for government and intelligence work and later expanded its commercial business.