Shares of Palantir Technologies Inc. (NASDAQ:PLTR – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the thirty-six ratings firms that are presently covering the company, Marketbeat reports. Three equities research analysts have rated the stock with a sell recommendation, ten have given a hold recommendation, twenty-one have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $195.3333.
Several analysts have recently issued reports on the stock. Mizuho boosted their price objective on shares of Palantir Technologies from $185.00 to $215.00 and gave the company an “outperform” rating in a research note on Tuesday, August 4th. Rosenblatt Securities reiterated a “buy” rating and issued a $225.00 target price on shares of Palantir Technologies in a report on Friday, September 11th. BNP Paribas Exane initiated coverage on Palantir Technologies in a research report on Tuesday, June 16th. They set an “underperform” rating for the company. Oppenheimer lowered Palantir Technologies from an “outperform” rating to a “market perform” rating in a research note on Tuesday, August 4th. Finally, Benchmark restated a “hold” rating on shares of Palantir Technologies in a report on Tuesday, August 4th.
Check Out Our Latest Research Report on PLTR
Palantir Technologies Price Performance
Palantir Technologies (NASDAQ:PLTR – Get Free Report) last released its earnings results on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.34 by $0.07. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The business had revenue of $1.94 billion for the quarter, compared to analysts’ expectations of $1.81 billion. During the same period last year, the company earned $0.16 earnings per share. The company’s quarterly revenue was up 92.8% on a year-over-year basis. As a group, equities research analysts anticipate that Palantir Technologies will post 1.27 EPS for the current year.
Key Headlines Impacting Palantir Technologies
Here are the key news stories impacting Palantir Technologies this week:
- Positive Sentiment: Commercial growth accelerated sharply. Palantir’s second-quarter 2026 commercial revenue more than doubled, rising 110% to $945 million. The segment nearly matched government revenue, with only a $45 million gap, strengthening the case that Palantir’s growth is broadening beyond public-sector contracts. PLTR’s 110% Commercial Revenue Surge Defines Its Q2 Growth
- Positive Sentiment: Customer expansion supports the growth narrative. Existing customers generated approximately 82% of the year-over-year commercial revenue increase, while revenue has been growing considerably faster than the company’s workforce. This suggests improving operating leverage and strong adoption of Palantir’s software. Forget Michael Burry’s Short Thesis. Here’s the Bull Case for Palantir He’s Not Talking About.
- Positive Sentiment: AI partnerships and government demand remain catalysts. Recent relationships involving NVIDIA, Nebius and Method Security, along with Palantir’s role in government AI modernization, are reinforcing its position in the enterprise and defense AI markets. Palantir also climbed in a recent stock-ranking survey. Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate
- Positive Sentiment: Analyst and media enthusiasm is supporting sentiment. Jim Cramer and analysts at UBS and D.A. Davidson reportedly cited a $250 price target, above Wall Street’s roughly $202 average, implying substantial upside if Palantir sustains its hypergrowth. Mad Money Jim Cramer Sees 40% Upside for Palantir Stock
- Neutral Sentiment: CEO Alex Karp intensified the AI liability debate. Karp called for “reasonable guidelines” and civil or criminal accountability for AI developers, while suggesting some frontier AI companies may seek nationalization to limit legal exposure. The comments increase Palantir’s visibility but could also draw political and regulatory scrutiny. AI needs to have reasonable guidelines, Palantir’s Karp tells CNBC
- Negative Sentiment: Valuation remains the central risk. Despite exceptional growth, Palantir trades at a very high earnings multiple, prompting debate over whether future expansion is already reflected in the stock. A reported bearish options position by Michael Burry and criticism that the Nebius deal does not resolve either company’s biggest problem add to investor caution. Veteran Analyst Doubles Down on Massive Palantir Stock Call
Insider Transactions at Palantir Technologies
In related news, insider Jeffrey Buckley sold 1,250 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $174.29, for a total transaction of $217,862.50. Following the completion of the sale, the insider owned 56,921 shares of the company’s stock, valued at approximately $9,920,761.09. This represents a 2.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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. Also, Director Lauren Friedman Stat sold 1,342 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $182.50, for a total transaction of $244,915.00. Following the completion of the transaction, the director owned 52,765 shares in the company, valued at $9,629,612.50. The trade was a 2.48% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 720,027 shares of company stock worth $116,879,340 over the last 90 days. Company insiders own 9.53% of the company’s stock.
Institutional Trading of Palantir Technologies
Institutional investors have recently added to or reduced their stakes in the business. Wellington Altus USA Inc. increased its holdings in Palantir Technologies by 453.8% in the 2nd quarter. Wellington Altus USA Inc. now owns 7,559 shares of the company’s stock valued at $882,000 after purchasing an additional 6,194 shares in the last quarter. Anchor Investment Management LLC lifted its stake in shares of Palantir Technologies by 8.3% during the second quarter. Anchor Investment Management LLC now owns 7,985 shares of the company’s stock worth $932,000 after purchasing an additional 611 shares in the last quarter. Bullseye Investment Management LLC acquired a new position in shares of Palantir Technologies during the second quarter worth about $65,000. Talon Private Wealth LLC purchased a new stake in shares of Palantir Technologies in the second quarter worth about $321,000. Finally, Core Capital Management & Research inc. acquired a new stake in shares of Palantir Technologies in the second quarter valued at about $48,000. 45.65% of the stock is owned by hedge funds and other institutional investors.
Palantir Technologies Company Profile
Palantir Technologies Inc is a software company that develops data integration, analytics and artificial intelligence platforms for government agencies and commercial organizations. Its software is designed to help customers integrate information from disparate sources, analyze complex data and support operational decision-making.
The company’s principal platforms include Gotham, which is used primarily by defense, intelligence and public-sector organizations; Foundry, which helps commercial and institutional customers manage and analyze operational data; and Apollo, a platform for deploying and managing software across varied computing environments.
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