Palantir Technologies (NASDAQ:PLTR) Price Target Lowered to $182.00 at The Goldman Sachs Group

Palantir Technologies (NASDAQ:PLTR) had its price target dropped by The Goldman Sachs Group from $188.00 to $182.00 in a research note issued to investors on Tuesday,MarketScreener reports. The Goldman Sachs Group’s price objective suggests a potential upside of 16.70% from the company’s current price.

Several other research firms have also recently commented on PLTR. William Blair upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating in a report on Monday. Robert W. Baird raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 price target on the stock in a research report on Tuesday. Piper Sandler reaffirmed an “overweight” rating and issued a $230.00 target price on shares of Palantir Technologies in a research report on Tuesday. Loop Capital decreased their price objective on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a report on Friday. Finally, Bank of America lifted their target price on Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Ten research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $190.45.

Palantir Technologies Stock Performance

PLTR traded up $8.20 during trading on Tuesday, reaching $155.96. The company’s stock had a trading volume of 38,383,724 shares, compared to its average volume of 40,447,809. The company’s fifty day moving average price is $175.84 and its 200-day moving average price is $173.70. The company has a market capitalization of $371.72 billion, a price-to-earnings ratio of 370.01, a price-to-earnings-growth ratio of 3.69 and a beta of 1.54. Palantir Technologies has a 52-week low of $66.12 and a 52-week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The business had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a net margin of 28.11% and a return on equity of 15.48%. The business’s revenue for the quarter was up 70.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.14 EPS. Equities analysts predict that Palantir Technologies will post 0.31 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Jeffrey Buckley sold 1,252 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $157.50, for a total transaction of $197,190.00. Following the completion of the sale, the insider directly owned 47,044 shares of the company’s stock, valued at $7,409,430. This represents a 2.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Ryan D. Taylor sold 12,000 shares of Palantir Technologies stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $181.35, for a total transaction of $2,176,200.00. Following the completion of the transaction, the insider owned 239,409 shares in the company, valued at approximately $43,416,822.15. This trade represents a 4.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,023,444 shares of company stock worth $167,394,629. Company insiders own 9.23% of the company’s stock.

Hedge Funds Weigh In On Palantir Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Revolve Wealth Partners LLC acquired a new position in Palantir Technologies during the fourth quarter valued at $450,000. Bison Wealth LLC grew its stake in Palantir Technologies by 37.4% during the 4th quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock valued at $1,296,000 after acquiring an additional 4,667 shares in the last quarter. Capstone Wealth Management Group LLC increased its holdings in shares of Palantir Technologies by 38.0% in the 1st quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after purchasing an additional 4,722 shares during the period. Grimes & Company Inc. increased its holdings in shares of Palantir Technologies by 10.4% in the 2nd quarter. Grimes & Company Inc. now owns 3,408 shares of the company’s stock valued at $465,000 after purchasing an additional 322 shares during the period. Finally, DAVENPORT & Co LLC lifted its position in shares of Palantir Technologies by 18.6% in the second quarter. DAVENPORT & Co LLC now owns 89,130 shares of the company’s stock worth $12,150,000 after purchasing an additional 13,967 shares in the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Q4 beat and eye‑catching guidance — Palantir reported $1.41B revenue (+70% YoY) and beat EPS expectations; management guided FY‑2026 revenue meaningfully higher (about +61% / ~$7.2B), signaling accelerating top‑line momentum. Read More.
• Positive Sentiment: AI + U.S. commercial demand is driving durable revenue jumps — U.S. commercial revenue rose ~137% and management said AI adoption is boosting existing-client spend, a theme investors view as sustainable growth. Read More.
• Positive Sentiment: Wall Street revising estimates — Several firms upgraded PLTR (William Blair, Robert W. Baird, Northland) and Citi set a street‑high $235 target, adding fuel to buyer interest. Read More.
• Positive Sentiment: Profitability & cash flow improvement — The quarter showed wider margins, strong operating profit and sizable operating cash generation, which supports the bullish narrative beyond pure revenue growth. Read More.
• Neutral Sentiment: Macro / market context — A partial U.S. government shutdown delayed some economic releases, meaning earnings are the market focus this week; positive PLTR results are helping lift futures and tech ETFs. Read More.
• Neutral Sentiment: Public comments and reputation risks — CEO remarks defending government work continue to draw attention; that shapes long‑term political/regulatory debate but was not the primary driver of today’s move. Read More.
• Negative Sentiment: Heavy insider selling remains a red flag — Third‑party trackers show numerous insider sales and no recent insider buys, which some investors see as a governance/lockup signal to monitor. Read More.
• Negative Sentiment: Valuation and recent volatility — PLTR still trades at a very high P/E and has seen sharp pullbacks (notably an ~18% January drop). Elevated multiples increase the risk of profit‑taking even after a strong quarter. Read More.

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.