Palantir Technologies’ (PLTR) Buy Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Palantir Technologies (NASDAQ:PLTR) in a research report sent to investors on Friday,Benzinga reports. The firm currently has a $225.00 target price on the stock.

A number of other analysts have also issued reports on the stock. Oppenheimer lowered shares of Palantir Technologies from an “outperform” rating to a “market perform” rating in a research report on Tuesday, August 4th. Roth Capital began coverage on shares of Palantir Technologies in a research note on Tuesday, August 4th. They issued a “buy” rating on the stock. Deutsche Bank Aktiengesellschaft raised shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $200.00 target price for the company in a research note on Tuesday, August 4th. President Capital raised shares of Palantir Technologies from a “neutral” rating to a “buy” rating and upped their price target for the stock from $25.50 to $133.00 in a research note on Monday, June 29th. Finally, BTIG Research cut Palantir Technologies to a “neutral” rating in a research report on Tuesday, June 16th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Palantir Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $194.04.

Palantir Technologies Stock Performance

Shares of Palantir Technologies stock opened at $167.23 on Friday. Palantir Technologies has a 52 week low of $106.37 and a 52 week high of $207.52. The company’s 50-day moving average price is $154.83 and its two-hundred day moving average price is $144.89. The stock has a market cap of $401.86 billion, a PE ratio of 142.93, a price-to-earnings-growth ratio of 2.36 and a beta of 1.62.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. The business had revenue of $1.94 billion for the quarter, compared to the consensus estimate of $1.81 billion. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The business’s revenue for the quarter was up 92.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.16 EPS. On average, equities analysts predict that Palantir Technologies will post 1.27 EPS for the current fiscal year.

Insider Transactions at Palantir Technologies

In other news, insider Shyam Sankar sold 150,000 shares of Palantir Technologies stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $130.00, for a total transaction of $19,500,000.00. Following the sale, the insider owned 599,899 shares of the company’s stock, valued at approximately $77,986,870. This trade represents a 20.00% decrease in their position. The sale 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. Also, insider Alexander C. Karp sold 492,348 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $174.79, for a total value of $86,057,506.92. Following the sale, the insider owned 6,432,258 shares in the company, valued at approximately $1,124,294,375.82. This represents a 7.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Over the last three months, insiders have sold 720,027 shares of company stock valued at $116,879,340. 9.53% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Palantir Technologies

Hedge funds and other institutional investors have recently made changes to their positions in the business. Basepoint Wealth LLC acquired a new stake in shares of Palantir Technologies during the fourth quarter worth approximately $29,000. Ballast Advisors LLC bought a new position in shares of Palantir Technologies in the first quarter valued at about $29,000. Cornerstone Financial Management LLC bought a new position in shares of Palantir Technologies in the fourth quarter worth about $31,000. Whipplewood Advisors LLC bought a new stake in shares of Palantir Technologies during the first quarter valued at approximately $32,000. Finally, Prudent Man Investment Management Inc. acquired a new stake in shares of Palantir Technologies in the fourth quarter valued at approximately $35,000. 45.65% of the stock is owned by institutional investors.

Palantir Technologies News Roundup

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

• Positive Sentiment: At AIPCon 11, Palantir showcased customers—including NVIDIA, the FAA, Cisco, L3Harris and Novartis—using its Foundry and Artificial Intelligence Platform to move AI applications into production. The demonstrations reinforce the company’s argument that it is becoming an operating layer for enterprise and government AI. Palantir Puts Its Momentum on Display
• Positive Sentiment: NVIDIA and Palantir announced a sovereign-AI supply-chain collaboration that combines NVIDIA’s models and optimization software with Palantir Foundry, AIP and Ontology. NVIDIA will initially use the system in its own operations, providing a high-profile reference customer and potential pathway to broader industrial adoption. NVIDIA and Palantir Bring Sovereign Intelligence to Critical Supply Chains
• Positive Sentiment: D.A. Davidson raised its PLTR price target from $200 to $250 and maintained a bullish view centered on “AI sovereignty.” Rosenblatt also reaffirmed a Buy rating with a $225 target, potentially supporting the stock after the AIPCon announcements. Palantir Stock Price Target Boosted to $250
• Positive Sentiment: Palantir’s growth outlook remains strong: U.S. commercial revenue grew 149% year over year in the second quarter, while full-year guidance calls for at least 134% growth in that segment and approximately 82% company-wide growth in 2026. The company also won a $127 million U.S. Army TITAN production contract, expanding its defense role. Palantir Growth Target
• Positive Sentiment: Palantir deepened commercial reach through renewed agreements with Fujitsu in Japan and a cybersecurity initiative with Method Security, broadening its ecosystem and international deployment opportunities. Palantir and Fujitsu Deepen Partnership
• Neutral Sentiment: Investor attention is elevated, but market-wide concerns about inflation, higher oil prices and interest-rate uncertainty could limit gains in high-growth technology stocks.
• Negative Sentiment: Palantir’s roughly $402 billion market capitalization and approximately 143 price-to-earnings ratio leave little room for execution mistakes. Analysts continue to debate whether the company’s rapid growth is already reflected in the stock price.
• Negative Sentiment: Michael Burry closed some bearish PLTR put positions but continues to hold longer-dated Palantir puts, signaling that concerns over stretched AI valuations remain. Michael Burry Dumps PLTR December Puts

About Palantir Technologies

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.