Palantir Technologies (NASDAQ:PLTR) Stock Rating Upgraded by Robert W. Baird

Palantir Technologies (NASDAQ:PLTR) was upgraded by stock analysts at Robert W. Baird from a “neutral” rating to an “outperform” rating in a report issued on Tuesday, Marketbeat reports. The brokerage presently has a $200.00 target price on the stock. Robert W. Baird’s price objective would suggest a potential upside of 43.33% from the stock’s previous close.

PLTR has been the topic of several other reports. Deutsche Bank Aktiengesellschaft upped their target price on shares of Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a research note on Tuesday, November 4th. UBS Group boosted their target price on Palantir Technologies from $165.00 to $205.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Bank of America upped their price target on Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Wall Street Zen cut shares of Palantir Technologies from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Finally, The Goldman Sachs Group lifted their price target on shares of Palantir Technologies from $141.00 to $188.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $191.95.

Palantir Technologies Stock Performance

NASDAQ:PLTR opened at $139.54 on Tuesday. Palantir Technologies has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The company has a 50 day moving average price of $175.20 and a 200 day moving average price of $173.49. The stock has a market capitalization of $332.59 billion, a P/E ratio of 221.50, a PEG ratio of 3.97 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the prior year, the firm earned $0.14 earnings per share. The firm’s revenue was up 70.0% compared to the same quarter last year. 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 Alexander C. Karp sold 359,325 shares of the stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $58,925,706.75. Following the transaction, the insider directly owned 6,432,258 shares of the company’s stock, valued at $1,054,825,989.42. This trade represents a 5.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Ryan D. Taylor sold 36,048 shares of Palantir Technologies 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 sale, the insider owned 251,409 shares in the company, valued at $40,818,765.24. This represents a 12.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,023,844 shares of company stock valued at $167,455,085 over the last three months. 9.23% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Palantir Technologies

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

Palantir Technologies News Summary

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

• Positive Sentiment: Blowout Q4 results and aggressive FY‑2026 guidance (revenue, EPS, margins and bookings all topped expectations), which earlier triggered the rally and underpinned bullish analyst revisions. Read More.
• Positive Sentiment: Multiple analyst upgrades and price‑target hikes (including bulls raising targets and at least one street‑high PT) that gave institutional and retail investors cover to buy after the earnings beat. Read More.
• Positive Sentiment: U.S. commercial demand surged (management cited very large deal wins and a sharp jump in U.S. commercial sales), supporting the thesis that Palantir is monetizing AI effectively. Read More.
• Neutral Sentiment: Friendly media and TV commentary (CNBC, Jim Cramer, others) reinforced the upbeat narrative but also amplified intraday volatility as viewers reacted to rapid price moves. Read More.
• Neutral Sentiment: CEO remarks flag a geographic growth split — strong U.S. adoption but what management calls slower uptake in parts of Europe/Canada, which could cap international upside. Read More.
• Negative Sentiment: Valuation worries resurfaced quickly: commentators flagged that Palantir’s rich multiples mean the bar for future execution is very high — a primary reason for profit‑taking after the rally. Read More.
• Negative Sentiment: After the huge post‑earnings pop, intraday heavy volume and profit‑taking forced a pullback — traders who bought the initial surge appear to be exiting on the first signs of a rollover. Read More.
• Negative Sentiment: Persistent micro‑risks: notable insider selling disclosures and reports of hedge‑fund activity (e.g., option bets by prominent investors) add to the narrative that some participants are hedging or booking gains. 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.