Palantir Technologies (NASDAQ:PLTR) Raised to “Buy” at UBS Group

Palantir Technologies (NASDAQ:PLTR) was upgraded by equities research analysts at UBS Group from a “neutral” rating to a “buy” rating in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a $180.00 price objective on the stock. UBS Group’s target price indicates a potential upside of 32.41% from the company’s previous close.

Several other brokerages have also weighed in on PLTR. CICC Research lifted their target price on shares of Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a research report on Wednesday, November 12th. Weiss Ratings cut shares of Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. Phillip Securities assumed coverage on Palantir Technologies in a report on Thursday, January 22nd. They set a “buy” rating and a $208.00 price objective on the stock. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Finally, HSBC upgraded Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 target price for the company in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $191.05.

Palantir Technologies Stock Performance

Shares of NASDAQ:PLTR traded up $1.75 during trading on Thursday, hitting $135.94. 44,507,489 shares of the stock were exchanged, compared to its average volume of 50,987,926. The company has a market capitalization of $324.00 billion, a price-to-earnings ratio of 215.78, a price-to-earnings-growth ratio of 2.48 and a beta of 1.64. Palantir Technologies has a 1-year low of $66.12 and a 1-year high of $207.52. The company’s fifty day simple moving average is $161.79 and its 200-day simple moving average is $170.49.

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

Insider Buying and Selling

In related news, insider David A. Glazer sold 17,438 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the transaction, the insider owned 392,370 shares in the company, valued at $52,467,716.40. This represents a 4.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Stephen Andrew Cohen sold 327,088 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $43,738,207.36. Following the sale, the insider directly owned 592 shares in the company, valued at approximately $79,162.24. This represents a 99.82% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,054,279 shares of company stock valued at $142,212,233. Insiders own 9.23% of the company’s stock.

Institutional Trading of Palantir Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. LFA Lugano Financial Advisors SA acquired a new position in shares of Palantir Technologies during the second quarter valued at $27,000. Bare Financial Services Inc raised its holdings in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after purchasing an additional 55 shares during the last quarter. Delos Wealth Advisors LLC acquired a new position in Palantir Technologies during the 2nd quarter valued at about $29,000. Basepoint Wealth LLC bought a new position in shares of Palantir Technologies in the 4th quarter valued at about $29,000. Finally, Zeit Capital LLC bought a new position in shares of Palantir Technologies in the 2nd quarter valued at about $30,000. Institutional investors and hedge funds own 45.65% of the company’s stock.

More Palantir Technologies News

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

• Positive Sentiment: Large DoD/cloud milestone — DISA granted provisional Impact Level 6 authorization for Palantir’s PFCS Forward, enabling deployment in the most sensitive DoD cloud/edge environments; expands addressable government TAM and strengthens defense revenue durability. Read More.
• Positive Sentiment: New commercial/government partnerships — Palantir named Rackspace as a dedicated implementation partner for Foundry/AIP and tied into a GE Aerospace project to support a DLA/USAF supply‑chain contract; these deals accelerate deployments of AIP/Foundry and boost recurring pipeline. Read More. · Read More.
• Positive Sentiment: Bull notes and sector momentum — Mizuho and other boutiques have reiterated bullish views, arguing Palantir is a “category of one” with margin expansion potential; Nvidia CEO comments fueling AI-sector enthusiasm also lift sentiment toward AI infrastructure names like PLTR. Read More. · Read More.
• Neutral Sentiment: Earnings & growth support — Recent Q4 results beat revenue and EPS estimates (high-70%+ revenue growth y/y in parts of the business) and commentary highlights rapid AIP adoption; these fundamentals underpin long-term upside but haven’t removed short‑term risk. Read More.
• Neutral Sentiment: Debate over AI competitor positioning — Analyst comparisons and deep dives (Zacks, InvestorPlace) emphasize Palantir’s strong commercial momentum and AIP product but note the key question is whether pilots scale to large, repeatable contracts. Read More. · Read More.
• Negative Sentiment: Heavy insider selling — Multiple senior insiders (including founder/exec filings) sold large blocks in late Feb., a near‑term psychological and supply pressure that investors often view as negative. Read More.
• Negative Sentiment: Governance and legal scrutiny — HQ move to Miami, questions about executive reimbursements and ongoing European/legal scrutiny raise governance risk and uncertainty around institutional support. Read More.
• Negative Sentiment: Valuation & headline-driven selloffs — Public debate (including high‑profile short calls from Michael Burry) and headlines citing 30–38% pullbacks from highs have amplified technical selling; at 150–200x forward earnings in some checks, PLTR has little margin for execution misses. Read More. · 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.