Northland Securities Comments on PLTR FY2026 Earnings

Palantir Technologies Inc. (NASDAQ:PLTR) – Equities research analysts at Northland Securities boosted their FY2026 earnings per share (EPS) estimates for Palantir Technologies in a research note issued on Tuesday, August 4th. Northland Securities analyst M. Latimore now expects that the company will earn $1.24 per share for the year, up from their previous estimate of $1.08. The consensus estimate for Palantir Technologies’ current full-year earnings is $1.21 per share. Northland Securities also issued estimates for Palantir Technologies’ Q2 2027 earnings at $0.35 EPS, Q4 2027 earnings at $0.46 EPS and FY2027 earnings at $1.53 EPS.

PLTR has been the subject of several other research reports. Citigroup lowered Palantir Technologies from a “buy” rating to a “market perform” rating in a report on Tuesday. Wedbush initiated coverage on shares of Palantir Technologies in a report on Tuesday, June 16th. They set an “outperform” rating on the stock. Argus upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $190.00 target price for the company in a research report on Wednesday, May 6th. Phillip Securities lifted their target price on shares of Palantir Technologies from $190.00 to $202.00 in a research note on Monday, May 11th. Finally, DZ Bank assumed coverage on shares of Palantir Technologies in a research report on Thursday, April 23rd. They issued a “buy” rating and a $175.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, Palantir Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $190.73.

Palantir Technologies Price Performance

Shares of NASDAQ PLTR opened at $155.92 on Friday. Palantir Technologies has a one year low of $106.37 and a one year high of $207.52. The business’s fifty day moving average price is $131.45 and its 200-day moving average price is $139.69. The stock has a market capitalization of $373.79 billion, a PE ratio of 133.26, a P/E/G ratio of 2.42 and a beta of 1.59.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. The business had revenue of $1.94 billion during the quarter, compared to the consensus estimate of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%.The business’s revenue for the quarter was up 92.8% on a year-over-year basis. During the same period last year, the business posted $0.16 earnings per share.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Milestone Asset Management LLC grew its holdings in Palantir Technologies by 229.5% in the 4th quarter. Milestone Asset Management LLC now owns 60,551 shares of the company’s stock worth $10,763,000 after acquiring an additional 42,173 shares during the last quarter. VCI Wealth Management LLC grew its stake in shares of Palantir Technologies by 42.3% in the fourth quarter. VCI Wealth Management LLC now owns 12,187 shares of the company’s stock worth $2,166,000 after purchasing an additional 3,621 shares during the last quarter. PFA Pension Forsikringsaktieselskab bought a new stake in shares of Palantir Technologies in the fourth quarter worth about $222,143,000. Vanguard Group Inc. increased its holdings in Palantir Technologies by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 215,444,098 shares of the company’s stock valued at $38,295,188,000 after purchasing an additional 1,557,828 shares during the period. Finally, KBC Group NV raised its position in Palantir Technologies by 11.1% during the 4th quarter. KBC Group NV now owns 712,493 shares of the company’s stock valued at $126,646,000 after purchasing an additional 71,312 shares during the last quarter. 45.65% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Stephen Andrew Cohen sold 319,934 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $136.04, for a total value of $43,523,821.36. Following the completion of the transaction, the insider directly owned 592 shares in the company, valued at approximately $80,535.68. This trade represents a 99.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Alexander C. Karp sold 397,744 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $136.04, for a total transaction of $54,109,093.76. Following the transaction, the insider directly owned 6,432,258 shares of the company’s stock, valued at approximately $875,044,378.32. This represents a 5.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,112,270 shares of company stock valued at $150,247,785. 9.53% of the stock is currently owned by insiders.

Key Palantir Technologies News

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

• Positive Sentiment: Blowout earnings and higher guidance remain the main bullish catalyst. Palantir reported second-quarter revenue of approximately $1.94 billion, up 93% year over year and ahead of the $1.81 billion consensus estimate. U.S. commercial revenue surged 149%, while government revenue rose 90%. The company also raised its full-year revenue, profit and cash-flow outlook, reinforcing expectations for continued AI demand and accelerating growth. Palantir Just Reported a Blowout Quarter and Raised Its Guidance
• Positive Sentiment: Analyst earnings estimates are moving higher. Northland Securities raised its forecasts for several upcoming quarters, including Q3 2026 EPS to $0.30 from $0.27 and Q4 2026 EPS to $0.35 from $0.29. Piper Sandler also assigned an “Overweight” rating, while other analysts said the results make a potential return to $200 more plausible. Palantir Earns Overweight Rating from Piper Sandler
• Positive Sentiment: Founder and investor confidence provides a supportive signal. Peter Thiel continues to own roughly 3% of Palantir, a stake valued at more than $10 billion, suggesting continued conviction in the company’s long-term growth prospects. Peter Thiel Still Owns Roughly 3% of Palantir

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.