Palantir Technologies (NASDAQ:PLTR) Trading 1.8% Higher – Time to Buy?

Palantir Technologies Inc. (NASDAQ:PLTR)’s share price rose 1.8% during trading on Friday . The company traded as high as $133.56 and last traded at $131.41. Approximately 49,205,396 shares were traded during trading, a decline of 4% from the average daily volume of 51,208,602 shares. The stock had previously closed at $129.13.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Q4 earnings and revenue beat — Palantir posted very strong results (roughly 70% y/y revenue growth and an EPS beat) and raised expectations, which supports the growth thesis for its enterprise AI and government business. Palantir Technologies Stock (PLTR) Opinions on Earnings Beat and Michael Burry Criticism
• Positive Sentiment: DISA authorization — The Defense Information Systems Agency extended IL5/IL6 accreditation to Palantir’s PFCS Forward for on‑premises and edge deployments, easing classified/government deployments and expanding addressable market for defense contracts. Palantir Receives DISA Authorization for PFCS Forward…
• Positive Sentiment: Commercial traction — Palantir signed a multi‑year renewal with Airbus to power the Skywise platform, underscoring multi‑year commercial revenue and partnership durability in aviation. Palantir Technologies (PLTR) Signs a Multi-Year Contract Renewal With Airbus
• Neutral Sentiment: Analyst support with caveats — Some firms upgraded or reiterated positive views (e.g., Daiwa upgrade), but several analysts still flag rich multiples—so upgrades are being tempered by valuation caution. Daiwa Upgrades Palantir Stock To Buy On Shift To Bigger AI Deals
• Neutral Sentiment: Long‑term bull case remains discussed — Several outlets emphasize TAM, margin leverage and long‑term compounding as reasons bulls argue the pullback may be a buying opportunity; this is more thematic than immediate catalyst. Palantir Is Down 27%, But the Long-Term Math Still Favors Bulls
• Negative Sentiment: Retail sentiment shift and short‑term selloff — Social sentiment turned markedly negative and the stock has pulled back sharply from recent highs, fueling momentum selling and amplifying volatility. Palantir Drops 25% Despite 70% Revenue Growth as Investors Flee Sky High Valuation
• Negative Sentiment: High‑profile bearish attention — Prominent skeptics (notably Michael Burry) have issued bearish takes that appear to be amplifying investor caution and media attention. Michael ‘Big Short’ Burry’s Latest Prediction: A Bearish Call on Palantir Stock
• Negative Sentiment: Options and insider signals — Unusually large put‑option volume and sustained insider selling (reported sales by multiple executives) raise short‑term downside pressure and feed the valuation debate. Palantir Technologies Stock (PLTR) Opinions on Earnings Beat and Michael Burry Criticism

Analyst Upgrades and Downgrades

PLTR has been the subject of a number of recent research reports. Loop Capital decreased their price target on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, January 30th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $200.00 target price on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Raymond James Financial reissued a “market perform” rating on shares of Palantir Technologies in a report on Tuesday, November 4th. CICC Research lifted their price target on Palantir Technologies from $128.00 to $150.00 and gave the stock a “neutral” rating in a report on Wednesday, November 12th. Finally, Argus upgraded Palantir Technologies to a “hold” rating in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $191.05.

Palantir Technologies Stock Performance

The business has a 50-day moving average of $170.94 and a 200-day moving average of $172.59. The stock has a market capitalization of $313.09 billion, a price-to-earnings ratio of 208.51, a PEG ratio of 2.60 and a beta of 1.64.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The firm’s revenue for the quarter was up 70.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.14 earnings per share. On average, research analysts predict that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Palantir Technologies news, insider Shyam Sankar sold 19,004 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $156.25, for a total transaction of $2,969,375.00. Following the completion of the sale, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $100,435,312.50. This trade represents a 2.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David A. Glazer sold 9,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $185.91, for a total value of $1,673,190.00. Following the completion of the transaction, the insider directly owned 413,639 shares in the company, valued at approximately $76,899,626.49. The trade was a 2.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,023,844 shares of company stock valued at $167,455,085. 9.23% of the stock is owned by insiders.

Institutional Trading of Palantir Technologies

Hedge funds have recently made changes to their positions in the company. Occidental Asset Management LLC raised its stake in shares of Palantir Technologies by 2.8% during the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock worth $358,000 after buying an additional 53 shares in the last quarter. Gallacher Capital Management LLC grew its holdings in Palantir Technologies by 2.2% during the third quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock worth $447,000 after acquiring an additional 53 shares during the period. Bare Financial Services Inc raised its position in Palantir Technologies by 54.5% in the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares in the last quarter. Lionshead Wealth Management LLC lifted its holdings in Palantir Technologies by 0.4% in the third quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock valued at $2,395,000 after acquiring an additional 56 shares during the period. Finally, Ellenbecker Investment Group boosted its position in shares of Palantir Technologies by 3.6% during the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after purchasing an additional 57 shares in the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

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.