UBS Group Issues Positive Forecast for Palantir Technologies (NASDAQ:PLTR) Stock Price

Key Points

• UBS raised its price target on Palantir from $180 to $200 and maintained a "buy" rating, implying about a 28% upside from the prior close.
• Palantir beat quarterly estimates with $0.25 EPS vs. $0.23 expected and $1.41B revenue (up 70% YoY), showing strong margins and ROE that support the growth thesis.
• Significant insider selling (notably Alexander Karp and others) and high valuation/multiples are near-term sentiment risks, even as analysts hold a consensus "Moderate Buy" with an average target of about $196.32.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) had its price target upped by UBS Group from $180.00 to $200.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. UBS Group's target price would indicate a potential upside of 28.21% from the company's previous close.

Several other research analysts have also recently commented on the stock. Wall Street Zen cut shares of Palantir Technologies from a "buy" rating to a "hold" rating in a report on Friday, November 28th. Daiwa Securities Group upgraded Palantir Technologies from a "neutral" rating to a "buy" rating and set a $180.00 price objective on the stock in a report on Tuesday, February 10th. HSBC raised Palantir Technologies from a "hold" rating to a "buy" rating and set a $205.00 target price on the stock in a research report on Tuesday, February 3rd. Weiss Ratings downgraded Palantir Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 15th. Finally, Truist Financial initiated coverage on shares of Palantir Technologies in a research note on Tuesday, January 6th. They issued a "buy" rating and a $223.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $196.32.

Palantir Technologies Stock Up 0.6%

Shares of PLTR stock opened at $156.00 on Wednesday. The firm has a 50 day moving average of $152.07 and a two-hundred day moving average of $168.84. The stock has a market capitalization of $373.10 billion, a PE ratio of 246.91, a P/E/G ratio of 3.03 and a beta of 1.70. Palantir Technologies has a 52 week low of $66.12 and a 52 week high of $207.52.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last issued its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.02. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.Palantir Technologies's revenue was up 70.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.14 EPS. Analysts expect that Palantir Technologies will post 0.31 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider David A. Glazer sold 17,438 shares of Palantir Technologies stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $2,331,809.36. Following the transaction, the insider directly owned 392,370 shares of the company's stock, valued at $52,467,716.40. The trade was a 4.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Alexander C. Karp sold 493,025 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the sale, the insider owned 6,432,258 shares of the company's stock, valued at approximately $860,507,475.24. This represents a 7.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,045,279 shares of company stock valued at $140,539,043 in the last 90 days. Company insiders own 12.93% of the company's stock.

Institutional Investors Weigh In On Palantir Technologies

Hedge funds have recently made changes to their positions in the business. 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 valued at $28,000 after acquiring an additional 55 shares during the last quarter. Delos Wealth Advisors LLC purchased a new stake in shares of Palantir Technologies in the second quarter valued at about $29,000. Basepoint Wealth LLC purchased a new stake in shares of Palantir Technologies in the fourth quarter valued at about $29,000. Zeit Capital LLC acquired a new stake in shares of Palantir Technologies in the second quarter valued at approximately $30,000. Finally, Financial Consulate Inc. purchased a new position in shares of Palantir Technologies during the 3rd quarter worth approximately $30,000. Institutional investors and hedge funds own 45.65% of the company's stock.

Key Palantir Technologies News

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

• Positive Sentiment: Major sovereign-AI partnership with NVIDIA boosts Palantir’s product-led story and extends its addressable market for on-premise “sovereign AI” deployments, increasing stickiness with governments and large enterprises. Palantir Gets a Boost From Nvidia AI Partnership
• Positive Sentiment: Analysts at Wedbush and others are calling Palantir’s new AI partnerships growth catalysts, supporting higher price targets and an “Outperform” view that likely underpins fresh buying. Palantir’s AI Partnerships Are ‘Growth Catalysts,’ Says Wedbush’s Dan Ives
• Positive Sentiment: Palantir’s role in the U.S. Navy’s ShipOS initiative (embedded into supply and shipbuilding workflows, with ~US$500m authorized funding) is a tangible large-government contract that supports long-term revenue visibility. Keel Joins Palantir and U.S. Navy in ShipOS Initiative to Accelerate Submarine and Broader Naval Production
• Positive Sentiment: Broader defense demand tailwinds — highlighted by commentary on the U.S. Army’s recent $20B deals and CTO remarks about munitions shortfalls — make Palantir’s defense software critical, supporting expectations of sustained government spending. The U.S. Army’s $20B Anduril Deal Points to Upside for Palantir, Lockheed Martin, and Defense Tech Stocks
• Neutral Sentiment: Partnerships with industrial customers (e.g., Centrus, GE Aerospace) and AIPCon customer showcases reinforce commercial traction but are longer‑horizon revenue proofs rather than immediate EPS drivers. Centrus Energy Just Struck a Landmark Deal with Palantir. Should You Buy the Uranium Stock Now?
• Negative Sentiment: Significant insider selling in 2026 has drawn attention; persistent insider exits can weigh on investor sentiment and are a short-term headwind for the stock’s momentum. Palantir insiders have been dumping nearly $6 million PLTR shares per day in 2026
• Negative Sentiment: Valuation concerns and high multiples have prompted bearish takes (“good company, bad bet”) and notable critics like Michael Burry, which can cap upside and increase volatility if growth disappoints. Palantir At $150: Good Company, Bad Bet

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.

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