Northland Securities Upgrades Palantir Technologies (NASDAQ:PLTR) to “Outperform”

Palantir Technologies (NASDAQ:PLTR) was upgraded by research analysts at Northland Securities from a “market perform” rating to an “outperform” rating in a report issued on Tuesday. The brokerage currently has a $190.00 price objective on the stock. Northland Securities’ target price indicates a potential upside of 28.41% from the company’s previous close.

PLTR has been the topic of several other reports. Zacks Research lowered shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a report on Friday. Truist Financial started coverage on Palantir Technologies in a research note on Tuesday, January 6th. They set a “buy” rating and a $223.00 price target on the stock. William Blair upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating in a research report on Monday. Cantor Fitzgerald boosted their price objective on Palantir Technologies from $155.00 to $198.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a research note on Tuesday, November 4th. Ten equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Palantir Technologies currently has a consensus rating of “Hold” and a consensus price target of $193.68.

Palantir Technologies Trading Up 0.9%

Palantir Technologies stock opened at $147.96 on Tuesday. The company has a 50-day moving average price of $175.84 and a 200 day moving average price of $173.70. Palantir Technologies has a 12-month low of $66.12 and a 12-month high of $207.52. The stock has a market cap of $352.65 billion, a P/E ratio of 352.29, a PEG ratio of 3.69 and a beta of 1.54.

Palantir Technologies (NASDAQ:PLTR) last posted its earnings results 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. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The firm’s quarterly revenue was up 70.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.14 earnings per share. As a group, analysts forecast that Palantir Technologies will post 0.31 EPS for the current year.

Insider Transactions at Palantir Technologies

In other news, insider David A. Glazer sold 15,557 shares of Palantir Technologies stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $2,551,192.43. Following the completion of the transaction, the insider owned 415,612 shares in the company, valued at approximately $68,156,211.88. This trade represents a 3.61% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Ryan D. Taylor sold 36,048 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.36, for a total value of $5,852,753.28. Following the transaction, the insider directly owned 251,409 shares of the company’s stock, valued at approximately $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 1,023,444 shares of company stock valued at $167,394,629 in the last 90 days. Insiders own 9.23% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in PLTR. Revolve Wealth Partners LLC purchased a new stake in shares of Palantir Technologies in the 4th quarter valued at approximately $450,000. Bison Wealth LLC grew its stake in shares of Palantir Technologies by 37.4% during the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock worth $1,296,000 after purchasing an additional 4,667 shares in the last quarter. Capstone Wealth Management Group LLC increased its holdings in Palantir Technologies by 38.0% in the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after buying an additional 4,722 shares during the last quarter. Grimes & Company Inc. raised its stake in Palantir Technologies by 10.4% in the second quarter. Grimes & Company Inc. now owns 3,408 shares of the company’s stock valued at $465,000 after buying an additional 322 shares in the last quarter. Finally, DAVENPORT & Co LLC lifted its holdings in Palantir Technologies by 18.6% during the 2nd quarter. DAVENPORT & Co LLC now owns 89,130 shares of the company’s stock worth $12,150,000 after buying an additional 13,967 shares during the last quarter. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Q4 beat and very strong guidance — Palantir topped EPS and revenue forecasts, reported 70% YoY revenue growth and issued FY‑2026 revenue guidance that materially exceeded consensus, underpinning the post‑earnings rally. BusinessWire: Palantir Reports Q4 2025…
• Positive Sentiment: Wall Street upgrades and higher price targets — Several firms (Citi, William Blair, Baird and others) have raised ratings/targets (Citi to $235, William Blair to Outperform/$200), lending technical and sentiment support. TipRanks: Citi $235 PT
• Positive Sentiment: AI and defense demand accelerating monetization — Management says growth was driven more by existing customers spending materially more (notably U.S. commercial and government clients), amplifying revenue leverage from AI adoption. Benzinga: Existing clients spending more
• Positive Sentiment: Market reaction broadens — Palantir’s results lifted Nasdaq futures and helped equity sentiment across tech and AI names, supporting further upside in early trading. Barchart: Nasdaq Futures Climb
• Neutral Sentiment: Analyst and market split remains — Despite upgrades, broker consensus (some “Hold”s remain) and mixed views on valuation mean follow‑through depends on execution of 2026 targets. American Banking News: Consensus Hold
• Negative Sentiment: Valuation and downside warnings — PLTR still trades at a stretched multiple (high P/E) and some firms (RBC, others) have issued stark downside scenarios, flagging risk if growth/guide execution slips. TipRanks: RBC warning
• Negative Sentiment: Reputational/government scrutiny and CEO comments — CEO remarks defending certain government work keep regulatory and political risk in play, which can pressure multiples for government‑exposed names. CNBC: CEO comments on protests

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.