Palantir Technologies Inc. (PLTR) - What Are Analysts Thinking About This Stock?

Key Points

• Analysts remain broadly bullish: Thirty-seven firms give Palantir a consensus “Moderate Buy” rating, with 23 buys, two strong buys, nine holds and three sells. The average 12-month price target is $198.75, while recent targets include $230 from Goldman Sachs and $265 from Barclays.
• Strong operating momentum is supporting the bull case: Palantir reported quarterly revenue of $1.94 billion, up 92.8% year over year, and exceeded both earnings and revenue expectations. Analysts point to rising commercial demand, sovereign AI opportunities and strong customer retention.
• Valuation and volatility remain key risks: The stock has rallied sharply to near its 52-week high and trades at a very elevated P/E ratio of about 179. Analysts warn that any slowdown in growth, weaker guidance or contract activity could trigger a correction, while recent insider selling adds a cautionary signal.

Palantir Technologies Inc. (NASDAQ:PLTR - Get Free Report) has been given an average recommendation of "Moderate Buy" by the thirty-seven research firms that are covering the company, MarketBeat.com reports. Three research analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation, twenty-three have given a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $198.75.

Several research analysts have issued reports on PLTR shares. UBS Group raised their price objective on shares of Palantir Technologies from $220.00 to $250.00 and gave the stock a "buy" rating in a research report on Tuesday, September 15th. Wolfe Research started coverage on Palantir Technologies in a report on Tuesday, August 4th. They set a "buy" rating on the stock. Piper Sandler reissued an "overweight" rating and set a $230.00 price target on shares of Palantir Technologies in a report on Tuesday, August 4th. Mizuho boosted their price target on Palantir Technologies from $185.00 to $215.00 and gave the company an "outperform" rating in a research report on Tuesday, August 4th. Finally, DA Davidson upped their price objective on Palantir Technologies from $200.00 to $250.00 and gave the company a "buy" rating in a research note on Friday, September 11th.

Palantir Technologies News Summary

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

• Positive Sentiment: Goldman Sachs upgraded Palantir to Buy from Neutral and set a $230 price target, citing expanding demand for sovereign AI, customized applications and specialized industry software. The firm believes Palantir’s addressable market and competitive advantages can support further outperformance into 2027. Goldman Sachs Upgrades Palantir to Buy
• Positive Sentiment: Barclays initiated coverage at Overweight with a $265 target, adding another bullish analyst signal. The recommendation suggests Palantir’s accelerating commercial adoption and government relationships may justify continued premium growth expectations. Barclays Starts Palantir Coverage
• Positive Sentiment: Investor enthusiasm is also being supported by Palantir’s reported operating momentum: revenue growth was approximately 93% year over year in the latest quarter, while 2026 guidance and U.S. commercial demand have been raised sharply. Commentary around expanding contracts, 157% net dollar retention and potential 2027 revenue well above consensus is strengthening the long-term bull case. Palantir The Next One Trillion Dollar Company
• Neutral Sentiment: Palantir’s rally has pushed the stock near its 52-week high ahead of the expected November 2 earnings report. Investors are increasingly focused on whether management can deliver another strong quarter and sustain its aggressive guidance trajectory.
• Neutral Sentiment: Analyst comparisons with ServiceNow and CrowdStrike highlight Palantir’s faster AI growth and government-driven advantages, but also emphasize that its valuation is substantially richer than many enterprise-software peers.
• Negative Sentiment: Several analysts warn that the stock is overbought after a roughly 60% rally since the August earnings release. With a very high earnings multiple, even a modest slowdown, disappointing guidance or weaker contract activity could trigger a correction. Palantir Correction Risk
• Negative Sentiment: Reported insider activity has consisted entirely of sales over the past six months, including transactions by senior executives. While these sales may be scheduled or compensation-related, they add a cautionary signal at elevated prices. Zacks also moved its stance to Hold, underscoring the valuation debate.

Insiders Place Their Bets

In other Palantir Technologies news, insider Jeffrey Buckley sold 1,250 shares of the firm's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $174.29, for a total value 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 trade represents a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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, insider Shyam Sankar sold 35,000 shares of the company's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $155.70, for a total transaction of $5,449,500.00. Following the transaction, the insider directly owned 642,786 shares in the company, valued at approximately $100,081,780.20. This trade represents a 5.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 536,364 shares of company stock valued at $93,083,303 in the last three months. 9.53% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in PLTR. Taylor & Morgan Wealth Management LLC acquired a new stake in shares of Palantir Technologies in the third quarter worth $267,000. Oak Grove Capital LLC acquired a new position in Palantir Technologies during the third quarter valued at $465,000. jvl associates llc acquired a new position in Palantir Technologies during the third quarter valued at $205,000. Friday Financial lifted its stake in Palantir Technologies by 33.3% in the 3rd quarter. Friday Financial now owns 2,192 shares of the company's stock worth $417,000 after acquiring an additional 548 shares in the last quarter. Finally, Castleview Partners LLC purchased a new stake in Palantir Technologies in the 3rd quarter worth about $297,000. 45.65% of the stock is owned by hedge funds and other institutional investors.

Palantir Technologies Trading Up 5.2%

PLTR stock opened at $209.05 on Friday. The company has a market capitalization of $502.36 billion, a P/E ratio of 178.68, a PEG ratio of 2.94 and a beta of 1.60. Palantir Technologies has a twelve month low of $106.37 and a twelve month high of $209.58. The business has a 50 day simple moving average of $178.00 and a 200-day simple moving average of $150.29.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last announced its earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, beating analysts' consensus estimates 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 in the previous year, the company posted $0.16 EPS. The company's quarterly revenue was up 92.8% on a year-over-year basis. Research analysts predict that Palantir Technologies will post 1.31 EPS for the current fiscal year.

About Palantir Technologies

Palantir Technologies Inc NASDAQ: PLTR develops software platforms that help organizations integrate, analyze and act on large and complex datasets. Its principal platforms include Gotham, which is designed primarily for government and defense applications; Foundry, which supports commercial and institutional data operations; Apollo, which helps deploy and manage software across diverse environments; and the Artificial Intelligence Platform (AIP), which connects large language models and other AI tools with an organization's data and workflows.

The company serves government agencies, defense and intelligence organizations, and commercial businesses in industries such as manufacturing, healthcare, energy and financial services.

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