Palantir Technologies (NASDAQ:PLTR) Shares Up 1.4% – Should You Buy?

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) rose 1.4% during mid-day trading on Tuesday . The company traded as high as $147.50 and last traded at $147.22. Approximately 66,957,508 shares were traded during mid-day trading, an increase of 28% from the average daily volume of 52,128,824 shares. The stock had previously closed at $145.17.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Geopolitical/defense tailwind — Markets are treating Palantir as a beneficiary of heightened U.S.–Iran tensions, boosting demand expectations for defense and intelligence AI. Analysts have refreshed targets amid this backdrop. Why Palantir Is Back In Wall Street’s Good Graces
• Positive Sentiment: Strong fundamentals — Q4 beat: ~70% YoY revenue growth and improved profitability are cited across reports, underpinning analyst upgrades and investor confidence in durable cash flow and margin expansion. Palantir Technologies Stock (PLTR) Opinions on Government AI Vendor Shifts
• Positive Sentiment: Analyst upgrades and upside targets — Several firms (including Rosenblatt, UBS, Mizuho, Citi) raised coverage and targets (median targets near $196–$200; some longer-term bull cases much higher), helping fuel buying. Analyst Praises Palantir’s Growth Prospects, Sees Stock Headed To $400 Over Next 5 Years
• Positive Sentiment: Commercial AI acceleration — Foundry and Gotham reported sharp U.S. commercial revenue gains, reinforcing the narrative that Palantir’s enterprise AI adoption is scaling beyond government. PLTR’s Foundry and Gotham Accelerate Enterprise AI Expansion
• Neutral Sentiment: Event-driven volatility / “war trade” — Traders are rotating into defense/AI names on headlines; that can create quick spikes that may reverse once headlines cool. Technicals (e.g., past “death cross” commentary) keep momentum uncertain. Palantir Stock Rises on Iran Conflict—But Here’s the Real Story (PLTR)
• Neutral Sentiment: Mixed institutional flows — Some large institutional reductions (e.g., UBS AM reductions) coexist with new buys by other funds, so ownership shifts are significant but not one-directional. Palantir gains as defense-linked AI names catch a bid amid Middle East tensions
• Negative Sentiment: Heavy insider selling — Large insider filings and recent sales (including a reported Peter Thiel ~$290M sale and broader insider dumping) raise governance/flow concerns and add selling pressure. Peter Thiel Sells $290 Million In PLTR Stock As Palantir Surges Nearly 6% Amid AI-Driven Rally
• Negative Sentiment: Valuation and headline risk — High P/E and rapid run-up leave PLTR exposed to sharp pullbacks if defense headlines fade or commercial growth misses; some outlets warn of whipsaw risk for traders. Why Palantir Stock Is Sinking Today

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Weiss Ratings lowered Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $200.00 price objective on shares of Palantir Technologies in a report on Tuesday, February 3rd. UBS Group upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and decreased their target price for the stock from $180.00 to $150.00 in a report on Thursday, February 26th. Rosenblatt Securities assumed coverage on shares of Palantir Technologies in a research report on Friday. They issued a “buy” rating and a $150.00 price target for the company. Finally, Piper Sandler reissued an “overweight” rating and issued a $230.00 price objective on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Palantir Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $187.96.

Palantir Technologies Stock Up 1.4%

The company has a market cap of $352.15 billion, a price-to-earnings ratio of 233.72, a PEG ratio of 2.64 and a beta of 1.70. The business has a 50-day simple moving average of $158.69 and a two-hundred day simple moving average of $169.46.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate 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 period in the prior year, the firm earned $0.14 EPS. Palantir Technologies’s quarterly revenue was up 70.0% compared to the same quarter last year. As a group, equities analysts anticipate that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

Insiders Place Their Bets

In other Palantir Technologies news, insider Alexander C. Karp sold 493,025 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the completion of the transaction, the insider owned 6,432,258 shares of the company’s stock, valued at $860,507,475.24. This represents a 7.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Stephen Andrew Cohen sold 327,088 shares of the firm’s 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 $43,738,207.36. Following the completion of the sale, the insider owned 592 shares of the company’s stock, valued at $79,162.24. This represents a 99.82% 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 90 days. 12.93% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Palantir Technologies

Hedge funds have recently made changes to their positions in the business. EJMK Ventures LLC bought a new position in Palantir Technologies during the fourth quarter worth about $652,000. WMS Group LLC acquired a new stake in shares of Palantir Technologies in the fourth quarter valued at $820,000. Tulsa Wealth Advisors INC bought a new position in shares of Palantir Technologies in the fourth quarter worth about $2,285,000. NWF Advisory Services Inc. lifted its holdings in Palantir Technologies by 7.2% during the 4th quarter. NWF Advisory Services Inc. now owns 28,302 shares of the company’s stock worth $5,031,000 after buying an additional 1,893 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd grew its position in shares of Palantir Technologies by 1,161.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 49,984 shares of the company’s stock worth $8,885,000 after buying an additional 46,021 shares during the period. Institutional investors and hedge funds own 45.65% of the company’s stock.

About Palantir Technologies

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.