Palantir Technologies Inc. (NASDAQ:PLTR) Given Consensus Recommendation of “Moderate Buy” by Analysts

Palantir Technologies Inc. (NASDAQ:PLTR) has been assigned a consensus rating of “Moderate Buy” from the thirty-one brokerages that are presently covering the firm, MarketBeat Ratings reports. Two analysts have rated the stock with a sell recommendation, ten have given a hold recommendation, seventeen have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $192.76.

Several analysts have recently issued reports on PLTR shares. Citigroup upped their price objective on Palantir Technologies from $210.00 to $225.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. DZ Bank initiated coverage on shares of Palantir Technologies in a research note on Thursday, April 23rd. They set a “buy” rating and a $175.00 price objective for the company. Phillip Securities raised their price target on shares of Palantir Technologies from $190.00 to $202.00 in a report on Monday, May 11th. Cantor Fitzgerald reissued a “neutral” rating and issued a $138.00 price objective on shares of Palantir Technologies in a research report on Friday, May 22nd. Finally, Daiwa Securities Group upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 target price for the company in a research note on Tuesday, February 10th.

Palantir Technologies News Summary

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

• Positive Sentiment: Palantir announced an expanded partnership with Google Cloud to integrate Gemini and BigQuery with Foundry and AIP, a move that could broaden enterprise adoption and deepen its AI ecosystem. Palantir Announces Availability on Google Cloud Marketplace, Including Two-Way Integrations between BigQuery and Foundry and Deep Connectivity between Gemini and AIP
• Positive Sentiment: The company also unveiled several new enterprise deals at AIPCon 10, including partnerships with Kirkland & Ellis, McCarthy Building Companies, and GNP Seguros, showing continued traction across legal, construction, and insurance customers. Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive AI-Powered Fund Enterprise Platform
• Positive Sentiment: Analysts remain constructive, with Wedbush and Rosenblatt reaffirming bullish views and price targets well above the current share price, reinforcing the view that Palantir remains a top AI name. Palantir Technologies had its “buy” rating reaffirmed by Rosenblatt Securities. They now have a $225.00 price target on the stock.
• Positive Sentiment: Momentum around Palantir’s growth story remains strong, with commentary highlighting surging revenue, improved margins, and a sharply higher Rule of 40 score, suggesting the company’s AI-driven operating leverage is still accelerating. Palantir’s Rule of 40 Explosion Indicates Strong AI Dominance
• Neutral Sentiment: Media coverage and trading chatter continue to focus on Palantir’s rich valuation and high expectations, which can support volatility even when the operational news is positive. Palantir Lags the S&P 500 in 2026. How to Play the Once-Leading AI Stock Now.
• Negative Sentiment: Some investors are still focused on Michael Burry’s renewed bearish comments and short-position warning, and on broader concerns that Palantir’s valuation may already reflect a lot of the good news. Michael Burry drops rare technical warning on Palantir stock

Insiders Place Their Bets

In other Palantir Technologies news, insider Stephen Andrew Cohen sold 319,934 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total transaction of $43,523,821.36. Following the transaction, the insider owned 592 shares of the company’s stock, valued at $80,535.68. This trade represents a 99.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Jeffrey Buckley sold 830 shares of Palantir Technologies stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $137.41, for a total transaction of $114,050.30. Following the completion of the transaction, the insider directly owned 61,707 shares of the company’s stock, valued at approximately $8,479,158.87. This represents a 1.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. In the last quarter, insiders have sold 925,789 shares of company stock valued at $126,007,032. 9.53% of the stock is owned by insiders.

Institutional Trading of Palantir Technologies

Hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Palantir Technologies by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 215,444,098 shares of the company’s stock worth $38,295,188,000 after acquiring an additional 1,557,828 shares during the period. State Street Corp lifted its holdings in shares of Palantir Technologies by 1.1% in the fourth quarter. State Street Corp now owns 102,385,317 shares of the company’s stock valued at $18,198,990,000 after buying an additional 1,126,418 shares during the period. Geode Capital Management LLC boosted its position in shares of Palantir Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 54,200,265 shares of the company’s stock valued at $9,599,882,000 after purchasing an additional 805,047 shares in the last quarter. Norges Bank acquired a new position in Palantir Technologies in the fourth quarter worth approximately $5,149,641,000. Finally, Invesco Ltd. boosted its stake in shares of Palantir Technologies by 2.8% during the 4th quarter. Invesco Ltd. now owns 22,415,082 shares of the company’s stock worth $3,984,281,000 after acquiring an additional 616,297 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies Price Performance

NASDAQ PLTR opened at $135.53 on Monday. The company has a market capitalization of $324.91 billion, a P/E ratio of 152.28, a PEG ratio of 2.15 and a beta of 1.53. Palantir Technologies has a 1-year low of $121.92 and a 1-year high of $207.52. The business has a 50 day moving average price of $140.80 and a 200 day moving average price of $154.74.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings data on Monday, May 4th. The company reported $0.33 EPS for the quarter, topping the consensus estimate of $0.28 by $0.05. Palantir Technologies had a net margin of 43.67% and a return on equity of 28.34%. The business had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.54 billion. During the same period in the previous year, the firm earned $0.13 EPS. The business’s revenue for the quarter was up 84.7% compared to the same quarter last year. On average, research analysts expect that Palantir Technologies will post 1.18 earnings per share for the current fiscal year.

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.