Palantir Technologies (NASDAQ:PLTR) Upgraded at Rosenblatt Securities

Palantir Technologies (NASDAQ:PLTR) was upgraded by investment analysts at Rosenblatt Securities to a “strong-buy” rating in a research note issued to investors on Thursday,Zacks.com reports.

PLTR has been the subject of a number of other research reports. Phillip Securities initiated coverage on shares of Palantir Technologies in a research note on Thursday, January 22nd. They set a “buy” rating and a $208.00 target price for the company. Zacks Research downgraded Palantir Technologies from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Freedom Capital raised Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. Loop Capital dropped their price objective on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a research note on Friday, January 30th. Finally, Wall Street Zen lowered Palantir Technologies from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $187.96.

Palantir Technologies Price Performance

Palantir Technologies stock opened at $137.19 on Thursday. The stock’s 50 day moving average is $159.67 and its 200 day moving average is $169.94. Palantir Technologies has a one year low of $66.12 and a one year high of $207.52. The firm has a market cap of $328.11 billion, a P/E ratio of 217.77, a P/E/G ratio of 2.62 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last released 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 net margin of 36.31% and a return on equity of 23.81%. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the firm posted $0.14 EPS. The company’s revenue for the quarter was up 70.0% compared to the same quarter last year. Equities analysts anticipate that Palantir Technologies will post 0.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Jeffrey Buckley sold 1,232 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $129.08, for a total transaction of $159,026.56. Following the transaction, the insider directly owned 43,108 shares of the company’s stock, valued at approximately $5,564,380.64. This represents a 2.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Shyam Sankar sold 168,004 shares of the stock in a transaction that occurred on 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 completion of the transaction, the insider owned 642,786 shares in the company, valued at approximately $85,953,343.92. The trade was a 20.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,054,279 shares of company stock worth $142,212,233 over the last three months. Insiders own 9.23% of the company’s stock.

Institutional Trading of Palantir Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the business. LFA Lugano Financial Advisors SA bought a new stake in shares of Palantir Technologies during the second quarter worth about $27,000. Bare Financial Services Inc boosted its stake in 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 during the last quarter. Delos Wealth Advisors LLC bought a new stake in Palantir Technologies during the 2nd quarter worth approximately $29,000. Basepoint Wealth LLC purchased a new stake in shares of Palantir Technologies in the fourth quarter worth approximately $29,000. Finally, Zeit Capital LLC purchased a new stake in shares of Palantir Technologies in the second quarter worth approximately $30,000. Institutional investors own 45.65% of the company’s stock.

Key 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.