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

Palantir Technologies (NASDAQ:PLTR) was upgraded by analysts at HSBC from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Tuesday, Marketbeat.com reports. The brokerage presently has a $205.00 price target on the stock. HSBC’s target price points to a potential upside of 29.46% from the stock’s current price.

Several other equities research analysts also recently issued reports on the company. Daiwa Capital Markets increased their price objective on Palantir Technologies from $178.00 to $200.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Mizuho set a $195.00 target price on Palantir Technologies in a report on Tuesday. Phillip Securities assumed coverage on Palantir Technologies in a research report on Thursday, January 22nd. They issued a “buy” rating and a $208.00 price target on the stock. Weiss Ratings lowered shares of Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 15th. Finally, Truist Financial initiated coverage on Palantir Technologies in a research report on Tuesday, January 6th. They issued a “buy” rating and a $223.00 price objective for the company. Eleven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Palantir Technologies has a consensus rating of “Hold” and an average price target of $191.95.

Palantir Technologies Stock Performance

NASDAQ:PLTR traded up $10.59 during mid-day trading on Tuesday, reaching $158.35. The stock had a trading volume of 78,783,030 shares, compared to its average volume of 42,605,063. The business has a 50 day simple moving average of $175.84 and a 200 day simple moving average of $173.70. The firm has a market capitalization of $377.41 billion, a price-to-earnings ratio of 375.59, a PEG ratio of 3.69 and a beta of 1.54. Palantir Technologies has a twelve month low of $66.12 and a twelve month high of $207.52.

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

Insider Buying and Selling at Palantir Technologies

In related news, insider Shyam Sankar sold 149,872 shares of the business’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $24,577,509.28. Following the sale, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $105,410,476.14. The trade was a 18.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Ryan D. Taylor sold 36,048 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.36, for a total transaction of $5,852,753.28. Following the transaction, the insider 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,023,444 shares of company stock worth $167,394,629 over the last quarter. Corporate insiders own 9.23% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Bare Financial Services Inc raised its stake in Palantir Technologies by 54.5% in the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares during the last quarter. Financial Consulate Inc. acquired a new position in shares of Palantir Technologies during the 3rd quarter worth approximately $30,000. Retirement Wealth Solutions LLC acquired a new position in shares of Palantir Technologies during the 3rd quarter worth about $31,000. United Financial Planning Group LLC purchased a new position in shares of Palantir Technologies in the third quarter worth about $32,000. Finally, Flagship Wealth Advisors LLC acquired a new position in shares of Palantir Technologies during the 3rd quarter valued at about $32,000. 45.65% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Blowout Q4 results and aggressive 2026 guidance: Palantir reported Q4 revenue ~ $1.41B (≈+70% Y/Y), EPS beat, and guided FY2026 revenue to roughly $7.18–7.20B (about 61% Y/Y) — numbers that materially exceeded consensus and re‑accelerated growth expectations for the company. Palantir Reports Q4 2025 — Business Wire
• Positive Sentiment: AI + defense demand is the catalyst: Investors are crediting stronger U.S. defense spending and AI-driven commercial adoption — especially a 137% jump in U.S. commercial revenue — for sustainable multi‑year growth and margin expansion. That narrative underpins the rally. Palantir rallies after bumper quarter — Reuters
• Positive Sentiment: Wall Street reaction and upgrades: Multiple firms upgraded PLTR and raised price targets after the print (William Blair, Robert W. Baird, Citi among bulls), which supports further upside via buy ratings and institutional flows. Analyst upgrades and coverage — TipRanks
• Neutral Sentiment: Analyst price‑target adjustments vary: Some shops trimmed targets modestly (Goldman Sachs, DA Davidson trimmed PTs), while others raised theirs — net effect is mixed near‑term analyst support but heightened dispersion in expectations. Goldman Sachs PT change — MarketScreener DA Davidson PT change — MarketScreener
• Negative Sentiment: Valuation and mean‑reversion risk: Critics note PLTR still trades at extremely rich multiples (high GAAP P/E and P/S ratios), warning that sustaining 60%+ growth is a high bar — that leaves the stock vulnerable to large downside if growth decelerates. Valuation critique — Seeking Alpha

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.