Palantir Technologies (NASDAQ:PLTR) Stock Price Up 6.8% After Strong Earnings

Palantir Technologies Inc. (NASDAQ:PLTR) was up 6.8% on Tuesday following a stronger than expected earnings report. The company traded as high as $165.08 and last traded at $157.88. Approximately 112,265,877 shares traded hands during trading, an increase of 153% from the average daily volume of 44,338,547 shares. The stock had previously closed at $147.76.

The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.02. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the company earned $0.14 earnings per share. Palantir Technologies’s revenue was up 70.0% compared to the same quarter last year.

Palantir Technologies News Summary

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

• Positive Sentiment: Blockbuster results — Palantir beat Q4 revenue and EPS estimates, reporting $1.41B in revenue (up 70% YoY) and strong profitability; management guided FY2026 revenue ~61% higher, which re‑accelerates the growth narrative. Read More.
• Positive Sentiment: Commercial acceleration — U.S. commercial revenue surged (reports cite ~137% YoY) and large deal wins/contract backlog signal durable upsell from existing customers. That shift reduces single‑source risk and lifts revenue visibility. Read More.
• Positive Sentiment: Analyst reaction and upgrades — Multiple firms raised ratings/targets (William Blair, Citigroup, Baird, HSBC among others), boosting demand and helping the stock rebound after recent weakness. Read More.
• Neutral Sentiment: Market/technical context — The print sparked heavy volume and strong premarket moves; commentators note a bullish technical setup but warn of stretched near‑term expectations. Traders are repositioning after recent volatility. Read More.
• Negative Sentiment: Valuation and sustainability concerns — Critics point out a very rich valuation (high P/E, P/S) and ask whether 60%+ growth is sustainable given competition from hyperscalers; that keeps upside dependent on execution. Read More.
• Negative Sentiment: Mixed analyst / target moves — A few shops trimmed targets or kept neutral ratings after the print (Goldman, DA Davidson), showing some analyst disagreement on fair risk/reward. Read More.
• Negative Sentiment: Political/reputational risk remains — CEO remarks defending government work and ongoing surveillance concerns add headline risk that can amplify volatility around contract news. Read More.

Wall Street Analysts Forecast Growth

Several brokerages have commented on PLTR. Zacks Research lowered shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a report on Friday. Loop Capital decreased their price target on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a research note on Friday. Mizuho set a $195.00 target price on shares of Palantir Technologies in a research note on Tuesday. Weiss Ratings cut shares of Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Palantir Technologies in a research note on Tuesday, November 4th. Eleven analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $191.95.

Insiders Place Their Bets

In other news, insider Alexander C. Karp sold 359,325 shares of the firm’s stock in a transaction dated 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 sale, the insider directly owned 6,432,258 shares in the company, valued at approximately $1,054,825,989.42. This trade represents a 5.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ryan D. Taylor sold 36,048 shares of the business’s stock in a transaction that occurred 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 directly owned 251,409 shares in the company, valued at approximately $40,818,765.24. This represents a 12.54% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,023,444 shares of company stock worth $167,394,629. 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 bought and sold shares of PLTR. Briaud Financial Planning Inc acquired a new position in shares of Palantir Technologies during the 2nd quarter worth $27,000. LFA Lugano Financial Advisors SA acquired a new stake in shares of Palantir Technologies during the second quarter valued at $27,000. Frazier Financial Advisors LLC acquired a new stake in shares of Palantir Technologies during the 2nd quarter worth about $28,000. Bare Financial Services Inc grew its stake in Palantir Technologies by 54.5% in the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares during the period. Finally, Delos Wealth Advisors LLC acquired a new position in Palantir Technologies in the second quarter valued at $29,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Palantir Technologies Price Performance

The company’s 50-day moving average is $175.84 and its 200-day moving average is $173.70. The firm has a market capitalization of $376.30 billion, a price-to-earnings ratio of 375.91, a PEG ratio of 3.69 and a beta of 1.54.

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.