Palantir Technologies (NASDAQ:PLTR) Rating Increased to Buy at Daiwa Securities Group

Palantir Technologies (NASDAQ:PLTR) was upgraded by investment analysts at Daiwa Securities Group from a “neutral” rating to a “buy” rating in a report issued on Tuesday. The brokerage presently has a $180.00 target price on the stock. Daiwa Securities Group’s price target would indicate a potential upside of 25.93% from the stock’s current price.

Other analysts also recently issued research reports about the stock. Piper Sandler reaffirmed an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a research note on Tuesday, February 3rd. UBS Group decreased their target price on Palantir Technologies from $205.00 to $180.00 and set a “neutral” rating for the company in a research report on Tuesday, February 3rd. Robert W. Baird upgraded Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 target price for the company in a report on Tuesday, February 3rd. Loop Capital cut their price target 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, Cantor Fitzgerald restated a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Twelve equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Palantir Technologies has a consensus rating of “Hold” and a consensus target price of $191.05.

Palantir Technologies Price Performance

PLTR stock opened at $142.94 on Tuesday. The company has a market capitalization of $340.69 billion, a PE ratio of 226.89, a P/E/G ratio of 2.61 and a beta of 1.64. Palantir Technologies has a 12 month low of $66.12 and a 12 month high of $207.52. The firm’s 50-day moving average is $173.35 and its 200 day moving average is $173.30.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.02. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The firm’s quarterly revenue was up 70.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.14 EPS. Sell-side analysts forecast that Palantir Technologies will post 0.31 EPS for the current fiscal year.

Insider Buying and Selling

In other Palantir Technologies news, insider Ryan D. Taylor sold 36,048 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.36, for a total value of $5,852,753.28. Following the completion of the transaction, the insider directly owned 251,409 shares in the company, valued at approximately $40,818,765.24. The trade was a 12.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider David A. Glazer sold 15,557 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total transaction of $2,551,192.43. Following the completion of the sale, the insider owned 415,612 shares in the company, valued at $68,156,211.88. This represents a 3.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,023,844 shares of company stock valued at $167,455,085 over the last three months. Corporate insiders own 12.93% of the company’s stock.

Institutional Trading of Palantir Technologies

A number of institutional investors have recently made changes to their positions in PLTR. Fideuram Asset Management Ireland dac acquired a new position in Palantir Technologies during the 4th quarter valued at about $26,015,000. Telligent Fund LP increased its holdings in shares of Palantir Technologies by 33.3% during the fourth quarter. Telligent Fund LP now owns 16,000 shares of the company’s stock valued at $2,844,000 after acquiring an additional 4,000 shares in the last quarter. National Pension Service raised its position in shares of Palantir Technologies by 6.9% in the 4th quarter. National Pension Service now owns 4,783,713 shares of the company’s stock valued at $850,305,000 after purchasing an additional 308,538 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in Palantir Technologies in the 4th quarter worth approximately $2,514,000. Finally, Basepoint Wealth LLC purchased a new stake in Palantir Technologies during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 45.65% of the company’s stock.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Analysts and investors point to rising adoption of Palantir’s AIP and platform integrations as a multi-year growth driver — the argument is that customers are shifting budgets into integration layers where Palantir competes, supporting stronger forward revenue expectations. Read More.
• Positive Sentiment: Recent quarter beat consensus on both revenue and EPS, management raised an aggressive revenue growth guide (~61% for 2026) and commentary about customer momentum is cited as a reason for the re-rating. Read More.
• Positive Sentiment: Palantir announced a strategic partnership with Cognizant to accelerate AI-driven healthcare modernization — this expands go-to-market reach in a large vertical and gives an additional commercial growth vector. Read More.
• Neutral Sentiment: Market commentary is mixed: some outlets recommend buying the dip because of growth, while others caution that the stock remains a high-volatility, valuation-sensitive name — expect continued headline-driven moves. Read More.
• Neutral Sentiment: Broader software/AI rotation and lists of software ideas include PLTR; these curate interest but don’t change the valuation debate — useful for flows but not a fundamental endorsement. Read More.
• Negative Sentiment: Michael Burry publicly warned of a potential 58% decline and flagged a head-&-shoulders technical pattern targeting roughly $60 — a high-profile bearish call that can pressure sentiment and trigger volatility. Read More.
• Negative Sentiment: Reputational noise after Forbes temporarily pulled and then reposted a profile citing Palantir’s ICE contracts — negative PR that can attract regulatory/ESG scrutiny for some investor groups. Read More.
• Negative Sentiment: Several opinion pieces warn the stock is richly valued and could face steep downside if growth expectations slip — these valuation narratives keep a portion of the sell-side and risk-averse investors on the sidelines. Read More.

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.