UBS Group Raises Palantir Technologies (NASDAQ:PLTR) Price Target to $200.00

Palantir Technologies (NASDAQ:PLTR) had its target price upped by stock analysts at UBS Group from $180.00 to $200.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. UBS Group’s target price suggests a potential upside of 28.47% from the company’s previous close.

PLTR has been the topic of a number of other reports. Jefferies Financial Group set a $208.00 target price on Palantir Technologies in a research note on Thursday, January 22nd. Argus raised Palantir Technologies to a “hold” rating in a research report on Monday, February 9th. DA Davidson dropped their price target on shares of Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 3rd. William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a research report on Monday, February 2nd. Finally, HSBC upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price objective for the company in a research note on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $196.32.

Palantir Technologies Stock Up 1.9%

Shares of PLTR opened at $155.68 on Wednesday. The business’s 50 day moving average price is $151.07 and its 200-day moving average price is $168.64. Palantir Technologies has a 52 week low of $66.12 and a 52 week high of $207.52. The stock has a market cap of $372.34 billion, a P/E ratio of 247.12, a P/E/G ratio of 3.03 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The firm’s revenue for the quarter was up 70.0% on a year-over-year basis. During the same quarter last year, the company earned $0.14 EPS. On average, equities analysts anticipate that Palantir Technologies will post 0.31 EPS for the current year.

Insider Activity

In other news, insider Stephen Andrew Cohen sold 327,088 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $43,738,207.36. Following the completion of the transaction, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. The trade was a 99.82% 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 Shyam Sankar sold 168,004 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the completion of the sale, the insider owned 642,786 shares in the company, valued at $85,953,343.92. This represents a 20.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,045,279 shares of company stock valued at $140,539,043 over the last three months. Corporate insiders own 9.23% of the company’s stock.

Hedge Funds Weigh In On Palantir Technologies

A number of institutional investors and hedge funds have recently modified their holdings of PLTR. Norges Bank bought a new stake in shares of Palantir Technologies during the 4th quarter valued at about $5,149,641,000. Vanguard Group Inc. lifted its stake in shares of Palantir Technologies by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock worth $39,017,133,000 after purchasing an additional 8,168,604 shares during the period. State Street Corp boosted its holdings in shares of Palantir Technologies by 7.2% in the third quarter. State Street Corp now owns 101,258,899 shares of the company’s stock worth $18,471,648,000 after buying an additional 6,777,771 shares during the last quarter. Cardano Risk Management B.V. boosted its holdings in shares of Palantir Technologies by 917.4% in the fourth quarter. Cardano Risk Management B.V. now owns 6,585,630 shares of the company’s stock worth $1,170,596,000 after buying an additional 5,938,343 shares during the last quarter. Finally, Corient Private Wealth LLC grew its position in Palantir Technologies by 1,449.7% during the fourth quarter. Corient Private Wealth LLC now owns 5,272,601 shares of the company’s stock valued at $937,205,000 after buying an additional 4,932,364 shares during the period. 45.65% of the stock is currently 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: Mizuho reiterated an Outperform and kept a $195 price target after an executive meeting, signaling continued buy-side confidence from a sell‑side check-in. Palantir Gains as Mizuho Reiterates Outperform
• Positive Sentiment: UBS raised its price target to $200 (Buy), and other firms (Wedbush) have reiterated Outperform ratings — analyst upgrades/target hikes lift sentiment and provide near‑term demand. UBS raises PLTR price target
• Positive Sentiment: NVIDIA partnership on a sovereign‑AI reference architecture positions Palantir at the center of a high‑value government/commercial AI stack and increases TAM visibility. Nvidia and Palantir Are Partnering on Sovereign AI
• Positive Sentiment: Expanded partnerships with GE Aerospace and Ondas/World View deepen defense use‑cases (sustainment, ISR) and support Palantir’s large government pipeline. GE expanded Palantir AI deal
• Positive Sentiment: Big backlog and contract wins (including the $10B+ Army-related deal and an $11.2B revenue backlog cited by analysts) bolster forward revenue visibility and justify premium multiples. Palantir Has an $11.2 Billion Revenue Backlog
• Positive Sentiment: Commercial expansion: a new strategic partnership with Moder to build an AI mortgage operations platform highlights non‑government growth avenues. Palantir and Moder Partner to Transform Mortgage Industry
• Neutral Sentiment: Market commentary notes PLTR and peers “cooling off” YTD but keeps a constructive medium‑term outlook — could be a buying opportunity or a consolidation signal. NVIDIA and Palantir Cool Off in 2026
• Neutral Sentiment: Palantir appears in thematic ETF/fund narratives (ARKK coverage) and option‑flow stories — supportive for liquidity but not a binary catalyst. PLTR in ARKK / market commentary
• Negative Sentiment: High‑profile skeptics (Michael Burry) and recurring valuation concerns keep downside risk present; negative publicity or renewed short interest can weigh on momentum. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Some analysts and pieces argue “good company, bad bet” given lofty multiples — if growth expectations slip, multiple compression could trigger a pullback. Palantir At $150: Good Company, Bad Bet

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.