Palantir Technologies (NASDAQ:PLTR) Upgraded to “Strong-Buy” at Daiwa America

Daiwa America upgraded shares of Palantir Technologies (NASDAQ:PLTR) from a hold rating to a strong-buy rating in a research report released on Tuesday,Zacks.com reports.

Other equities analysts have also recently issued reports about the company. Weiss Ratings cut Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Piper Sandler restated an “overweight” rating and issued a $230.00 target price on shares of Palantir Technologies in a report on Tuesday, February 3rd. DA Davidson lowered their price target on shares of Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating for the company in a report on Tuesday, February 3rd. Zacks Research downgraded shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Finally, Robert W. Baird upgraded shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 target price on the stock in a research report on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $191.05.

Palantir Technologies Stock Down 3.6%

PLTR traded down $5.03 on Tuesday, hitting $134.49. 31,679,757 shares of the company traded hands, compared to its average volume of 49,625,773. The company has a 50 day moving average of $172.72 and a 200-day moving average of $173.16. Palantir Technologies has a 12-month low of $66.12 and a 12-month high of $207.52. The stock has a market capitalization of $320.54 billion, a PE ratio of 213.21, a PEG ratio of 2.74 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. Palantir Technologies’s quarterly revenue was up 70.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.14 EPS. On average, research analysts anticipate that Palantir Technologies will post 0.31 EPS for the current year.

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Shyam Sankar sold 19,004 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $156.25, for a total value of $2,969,375.00. Following the completion of the transaction, the insider owned 642,786 shares in the company, valued at approximately $100,435,312.50. This represents a 2.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Ryan D. Taylor sold 12,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $181.35, for a total value of $2,176,200.00. Following the completion of the sale, the insider owned 239,409 shares in the company, valued at approximately $43,416,822.15. This represents a 4.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,023,844 shares of company stock valued at $167,455,085 over the last 90 days. Corporate insiders own 12.93% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. O Shaughnessy Asset Management LLC grew its stake in Palantir Technologies by 5.6% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 350,825 shares of the company’s stock valued at $62,359,000 after purchasing an additional 18,519 shares in the last quarter. Manchester Capital Management LLC boosted its position in shares of Palantir Technologies by 26.1% in the fourth quarter. Manchester Capital Management LLC now owns 2,374 shares of the company’s stock valued at $422,000 after acquiring an additional 491 shares during the period. Hilton Head Capital Partners LLC bought a new position in shares of Palantir Technologies during the 4th quarter worth about $1,773,000. Endeavor Private Wealth Inc. grew its holdings in shares of Palantir Technologies by 13.5% during the 4th quarter. Endeavor Private Wealth Inc. now owns 1,680 shares of the company’s stock worth $299,000 after purchasing an additional 200 shares in the last quarter. Finally, CNB Bank increased its holdings in Palantir Technologies by 6.1% in the 4th quarter. CNB Bank now owns 2,333 shares of the company’s stock valued at $415,000 after buying an additional 134 shares during the period. 45.65% of the stock is currently owned by institutional investors.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Q4 results and guidance showed continued very strong growth (revenue and EPS beats; accelerating commercial adoption), giving bulls fresh evidence the AI/analytics flywheel is working. What’s next for Palantir after its blockbuster Q4 earnings?
• Positive Sentiment: Palantir extended/expanded a multi‑year partnership with Airbus (Skywise), demonstrating commercial traction in aviation and adding a notable enterprise customer to its roster. Palantir Extends Partnership With Airbus
• Positive Sentiment: Analysts are upgrading coverage after the quarter — Daiwa upgraded to Buy (with a ~$180 PT) and other shops issued constructive notes, lending support that the beat wasn’t a one‑off. Daiwa Capital Upgrades Palantir Stock to Buy
• Neutral Sentiment: Industry coverage is focusing on Palantir’s evolution into a broader enterprise AI player — positive long term but flagged as carrying valuation and execution risk in the near term. Can Palantir Navigate Today’s AI-Driven Enterprise Landscape?
• Neutral Sentiment: Wall Street price targets and notes are mixed — upgrades coexist with some PT cuts and reminders that PLTR’s valuation is high versus peers, leaving investor sentiment split. Wall Street sets Palantir stock price for the next 12 months
• Negative Sentiment: Insiders have sold roughly $9M of PLTR stock so far in 2026, fueling concerns about near‑term profit‑taking after the rally. Here’s how much Palantir insiders have dumped in PLTR shares in 2026
• Negative Sentiment: Prominent bearish calls surfaced — Michael Burry publicly suggested a much lower target and bearish charting, which can accelerate downside momentum among short‑term traders. Michael Burry issues ultra-bearish stock price target for Palantir
• Negative Sentiment: Despite deals and beats, broad tech/AI profit‑taking and early session weakness left PLTR trading down as investors await macro data and further earnings clarity. Tech Stocks Look Pressured Early on Wednesday

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.