Palantir Technologies Inc. (NASDAQ:PLTR) Stock Now Rated “Moderate Buy” by Wall Street Analysts

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) have earned an average rating of “Moderate Buy” from the thirty-seven analysts that are covering the firm, MarketBeat reports. Three equities research analysts have rated the stock with a sell recommendation, ten have given a hold recommendation, twenty-three have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among brokers that have covered the stock in the last year is $201.61.

PLTR has been the topic of several research reports. Robert W. Baird set a $250.00 target price on Palantir Technologies in a research report on Monday. Roth Capital started coverage on Palantir Technologies in a research report on Tuesday, August 4th. They set a “buy” rating for the company. Weiss Ratings raised Palantir Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th. DA Davidson upped their price target on Palantir Technologies from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Friday, September 11th. Finally, Citigroup downgraded Palantir Technologies from a “buy” rating to a “market perform” rating in a report on Tuesday, August 4th.

Insider Activity

In other Palantir Technologies news, insider Jeffrey Buckley sold 1,250 shares of Palantir Technologies 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 transaction, the insider directly owned 56,921 shares of the company’s stock, valued at $9,920,761.09. The trade was a 2.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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 5,026 shares of Palantir Technologies stock in a transaction on Thursday, October 8th. The shares were sold at an average price of $199.00, for a total transaction of $1,000,174.00. Following the transaction, the director owned 46,402 shares in the company, valued at $9,233,998. The trade was a 9.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 560,390 shares of company stock worth $97,909,177. Insiders own 9.53% of the company’s stock.

Institutional Trading of Palantir Technologies

Several large investors have recently bought and sold shares of PLTR. Patriot Investment Management Group Inc. purchased a new position in Palantir Technologies in the 3rd quarter valued at about $216,000. ACT Advisors LLC. increased its position in shares of Palantir Technologies by 18.0% during the third quarter. ACT Advisors LLC. now owns 2,299 shares of the company’s stock worth $430,000 after acquiring an additional 350 shares during the last quarter. Quattro Financial Advisors LLC acquired a new position in shares of Palantir Technologies in the third quarter worth about $323,000. Ellsworth Advisors LLC acquired a new position in shares of Palantir Technologies in the third quarter worth about $229,000. Finally, Andrews Advisory Associates LLC lifted its stake in shares of Palantir Technologies by 4.5% in the third quarter. Andrews Advisory Associates LLC now owns 2,913 shares of the company’s stock worth $545,000 after acquiring an additional 125 shares in the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Palantir Technologies News Summary

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

• Positive Sentiment: Palantir agreed to deploy its Foundry and Artificial Intelligence Platform (AIP) with Customers Bank to automate commercial-client onboarding while preserving a high-touch banking experience. The deal expands Palantir’s commercial footprint into banking and supports the company’s broader strategy of converting AI demand into recurring enterprise contracts. Palantir Customers Bank collaboration
• Positive Sentiment: Surf Air Mobility signed its fifth OperatorOS contract, with Flying Zebra, for aviation software powered by Palantir. Although the agreement is with Surf Air rather than directly with Palantir, it provides another example of AIP-related technology gaining commercial adoption. Surf Air and Flying Zebra contract
• Positive Sentiment: Goldman Sachs upgraded Palantir to Buy from Neutral, while separate valuation research lifted its fair-value estimate to approximately $205.27 from $195.57. These actions reinforce optimism about Palantir’s AI execution, commercial growth and sovereign-AI opportunities. Palantir fair value estimate
• Neutral Sentiment: Palantir cofounder Peter Thiel and Chief Technology Officer Shyam Sankar made highly controversial comments criticizing AI regulation and AI-safety advocates. The remarks may appeal to some investors but could also increase reputational or regulatory concerns; they do not directly change Palantir’s financial outlook. Palantir CTO comments
• Negative Sentiment: Valuation remains the main overhang. With Palantir trading at roughly 171 times earnings and near its 12-month high, analysts warn that substantial future growth is already priced in, leaving limited room for weaker guidance or a slowdown in AI spending. Palantir valuation concerns
• Negative Sentiment: ARK Invest, managed by Cathie Wood, sold approximately $6.3 million of Palantir shares while reallocating capital to other AI companies. Recent Rule 10b5-1 sales by Palantir directors and executives add to the perception that some insiders are monetizing the rally. ARK Invest Palantir sale
• Negative Sentiment: Investors face a high expectations bar ahead of the expected November 2 earnings report. Palantir’s strong revenue growth and repeated earnings beats support the bullish case, but they also increase the risk of profit-taking if results or forecasts fail to exceed elevated expectations. Palantir earnings expectations

Palantir Technologies Stock Down 0.2%

Shares of PLTR opened at $200.50 on Friday. The firm has a market cap of $481.81 billion, a PE ratio of 171.37, a price-to-earnings-growth ratio of 3.54 and a beta of 1.60. The company’s fifty day moving average is $182.33 and its two-hundred day moving average is $151.76. Palantir Technologies has a fifty-two week low of $106.37 and a fifty-two week high of $212.94.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.07. The company had revenue of $1.94 billion during the quarter, compared to analysts’ expectations of $1.81 billion. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The business’s quarterly revenue was up 92.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.16 EPS. As a group, equities research analysts anticipate that Palantir Technologies will post 1.31 earnings per share for the current year.

Palantir Technologies Company Profile

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.