Palantir Technologies Inc. (NASDAQ:PLTR) Receives $195.33 Average Target Price from Analysts

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) have been assigned a consensus rating of “Moderate Buy” from the thirty-six brokerages that are covering the firm, MarketBeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, ten have given a hold recommendation, twenty-one have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 1-year price objective among brokers that have covered the stock in the last year is $195.3333.

A number of research firms recently issued reports on PLTR. Deutsche Bank Aktiengesellschaft raised Palantir Technologies from a “hold” rating to a “buy” rating and set a $200.00 target price on the stock in a research report on Tuesday, August 4th. Mizuho raised their price target on Palantir Technologies from $185.00 to $215.00 and gave the company an “outperform” rating in a research note on Tuesday, August 4th. William Blair restated an “outperform” rating on shares of Palantir Technologies in a research note on Wednesday, August 26th. Roth Capital began coverage on Palantir Technologies in a research report on Tuesday, August 4th. They set a “buy” rating on the stock. Finally, President Capital upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $25.50 to $133.00 in a research note on Monday, June 29th.

Palantir Technologies Trading Up 0.8%

Palantir Technologies stock opened at $177.64 on Wednesday. The company has a market cap of $426.88 billion, a P/E ratio of 151.83, a price-to-earnings-growth ratio of 2.49 and a beta of 1.62. Palantir Technologies has a 1-year low of $106.37 and a 1-year high of $207.52. The company has a fifty day simple moving average of $159.21 and a 200 day simple moving average of $146.24.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, topping the consensus estimate of $0.34 by $0.07. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The firm had revenue of $1.94 billion for the quarter, compared to analysts’ expectations of $1.81 billion. During the same period in the previous year, the firm posted $0.16 EPS. The company’s revenue for the quarter was up 92.8% on a year-over-year basis. On average, equities research analysts forecast that Palantir Technologies will post 1.27 EPS for the current year.

Palantir Technologies News Roundup

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

• Positive Sentiment: Commercial growth accelerated sharply. Palantir’s second-quarter 2026 commercial revenue more than doubled, rising 110% to $945 million. The segment nearly matched government revenue, with only a $45 million gap, strengthening the case that Palantir’s growth is broadening beyond public-sector contracts. PLTR’s 110% Commercial Revenue Surge Defines Its Q2 Growth
• Positive Sentiment: Customer expansion supports the growth narrative. Existing customers generated approximately 82% of the year-over-year commercial revenue increase, while revenue has been growing considerably faster than the company’s workforce. This suggests improving operating leverage and strong adoption of Palantir’s software. Forget Michael Burry’s Short Thesis. Here’s the Bull Case for Palantir He’s Not Talking About.
• Positive Sentiment: AI partnerships and government demand remain catalysts. Recent relationships involving NVIDIA, Nebius and Method Security, along with Palantir’s role in government AI modernization, are reinforcing its position in the enterprise and defense AI markets. Palantir also climbed in a recent stock-ranking survey. Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate
• Positive Sentiment: Analyst and media enthusiasm is supporting sentiment. Jim Cramer and analysts at UBS and D.A. Davidson reportedly cited a $250 price target, above Wall Street’s roughly $202 average, implying substantial upside if Palantir sustains its hypergrowth. Mad Money Jim Cramer Sees 40% Upside for Palantir Stock
• Neutral Sentiment: CEO Alex Karp intensified the AI liability debate. Karp called for “reasonable guidelines” and civil or criminal accountability for AI developers, while suggesting some frontier AI companies may seek nationalization to limit legal exposure. The comments increase Palantir’s visibility but could also draw political and regulatory scrutiny. AI needs to have reasonable guidelines, Palantir’s Karp tells CNBC
• Negative Sentiment: Valuation remains the central risk. Despite exceptional growth, Palantir trades at a very high earnings multiple, prompting debate over whether future expansion is already reflected in the stock. A reported bearish options position by Michael Burry and criticism that the Nebius deal does not resolve either company’s biggest problem add to investor caution. Veteran Analyst Doubles Down on Massive Palantir Stock Call

Insider Activity

In other Palantir Technologies news, insider Alexander Karp sold 492,348 shares of the company’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $174.79, for a total transaction of $86,057,506.92. Following the sale, the insider directly owned 6,432,258 shares of the company’s stock, valued at approximately $1,124,294,375.82. This represents a 7.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Lauren Friedman Stat sold 3,032 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $165.00, for a total transaction of $500,280.00. Following the completion of the sale, the director owned 54,107 shares of the company’s stock, valued at approximately $8,927,655. This represents a 5.31% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 720,027 shares of company stock valued at $116,879,340 in the last ninety days. Corporate insiders own 9.53% of the company’s stock.

Hedge Funds Weigh In On Palantir Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of PLTR. Wellington Altus USA Inc. increased its holdings in shares of Palantir Technologies by 453.8% in the second quarter. Wellington Altus USA Inc. now owns 7,559 shares of the company’s stock valued at $882,000 after purchasing an additional 6,194 shares during the last quarter. Anchor Investment Management LLC lifted its stake in shares of Palantir Technologies by 8.3% during the 2nd quarter. Anchor Investment Management LLC now owns 7,985 shares of the company’s stock worth $932,000 after buying an additional 611 shares during the last quarter. Bullseye Investment Management LLC acquired a new stake in shares of Palantir Technologies during the 2nd quarter worth about $65,000. Talon Private Wealth LLC bought a new stake in shares of Palantir Technologies during the 2nd quarter worth about $321,000. Finally, Core Capital Management & Research inc. bought a new stake in shares of Palantir Technologies during the 2nd quarter worth about $48,000. Institutional investors own 45.65% of the company’s stock.

About Palantir Technologies

Palantir Technologies Inc is a software company that develops data integration, analytics and artificial intelligence platforms for government agencies and commercial organizations. Its software is designed to help customers integrate information from disparate sources, analyze complex data and support operational decision-making.

The company’s principal platforms include Gotham, which is used primarily by defense, intelligence and public-sector organizations; Foundry, which helps commercial and institutional customers manage and analyze operational data; and Apollo, a platform for deploying and managing software across varied computing environments.