Palantir Technologies (NASDAQ:PLTR) Coverage Initiated by Analysts at Rosenblatt Securities

Rosenblatt Securities assumed coverage on shares of Palantir Technologies (NASDAQ:PLTR) in a research report sent to investors on Friday morning, Marketbeat reports. The firm issued a buy rating and a $150.00 price target on the stock.

A number of other brokerages have also recently issued reports on PLTR. Mizuho raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 target price on the stock in a report on Wednesday, February 18th. CICC Research raised 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. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $200.00 price objective on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Morgan Stanley raised their target price on Palantir Technologies from $155.00 to $205.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 4th. Finally, William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a report on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $187.96.

Palantir Technologies Price Performance

PLTR traded up $1.25 during trading hours on Friday, hitting $137.19. 59,252,092 shares of the stock were exchanged, compared to its average volume of 59,752,596. The stock has a market cap of $328.11 billion, a price-to-earnings ratio of 217.77, a price-to-earnings-growth ratio of 2.62 and a beta of 1.64. The stock has a 50-day simple moving average of $159.67 and a 200-day simple moving average of $169.94. Palantir Technologies has a 12 month low of $66.12 and a 12 month high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.02. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the firm earned $0.14 earnings per share. The firm’s revenue for the quarter was up 70.0% compared to the same quarter last year. Sell-side analysts expect that Palantir Technologies will post 0.31 EPS for the current year.

Insiders Place Their Bets

In other Palantir Technologies news, insider David A. Glazer sold 17,438 shares of the company’s stock in a transaction dated 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 completion of the sale, the insider directly owned 392,370 shares of the company’s stock, valued at approximately $52,467,716.40. This represents a 4.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Alexander C. Karp sold 493,025 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider owned 6,432,258 shares of the company’s stock, valued at approximately $860,507,475.24. This trade represents a 7.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 1,054,279 shares of company stock valued at $142,212,233. 9.23% of the stock is currently owned by insiders.

Institutional Trading of Palantir Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Decker Retirement Planning Inc. lifted its position in Palantir Technologies by 778.7% in the 3rd quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock valued at $11,187,000 after acquiring an additional 54,347 shares in the last quarter. Vanguard Group Inc. increased its holdings in Palantir Technologies by 3.6% during the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock worth $28,043,432,000 after purchasing an additional 7,194,216 shares in the last quarter. Prentice Wealth Management LLC purchased a new stake in shares of Palantir Technologies in the third quarter worth approximately $550,000. Watershed Private Wealth LLC lifted its holdings in shares of Palantir Technologies by 75.3% in the third quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock valued at $1,423,000 after purchasing an additional 3,350 shares in the last quarter. Finally, State of Michigan Retirement System boosted its position in shares of Palantir Technologies by 1.3% during the second quarter. State of Michigan Retirement System now owns 938,400 shares of the company’s stock valued at $127,923,000 after buying an additional 12,300 shares during the last quarter. 45.65% of the stock is owned by institutional investors and hedge funds.

More Palantir Technologies News

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

• Positive Sentiment: UBS upgraded PLTR to Buy (from Neutral), citing Palantir’s positioning at the intersection of AI and data spending — the upgrade and $150 price target signal renewed Wall Street conviction after the recent pullback. Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand
• Positive Sentiment: Rosenblatt initiated coverage with a Buy rating and a $150 target, joining UBS and creating two fresh buy calls that have supported the rally. Rosenblatt Coverage
• Positive Sentiment: Nvidia CEO Jensen Huang’s bullish comments about the AI cycle lifted sentiment across AI names — investors view this as validation of Palantir’s TAM and AIP opportunity (helps cohort momentum). Palantir Stock Investors Just Got Spectacular News from Nvidia CEO Jensen Huang
• Positive Sentiment: Commercial traction and partnerships — Palantir’s deal with Rackspace to speed enterprise AI deployments and customer rollouts (e.g., OneMedNet’s Foundry rollout) point to expanding go‑to‑market and recurring revenue potential. Palantir AI partnerships and Rackspace
• Neutral Sentiment: Analyst debate and comparisons — coverage from TipRanks and InvestorPlace frames PLTR versus other AI leaders (NVDA) and questions whether the new AI Platform (AIP) will scale into high‑margin, repeatable enterprise deals. These pieces fuel both buy and cautious seller arguments. NVDA vs. PLTR analysis
• Neutral Sentiment: Valuation debate persists — several writeups note Q4 outperformance (strong revenue growth) but warn PLTR trades at a premium and needs execution to justify multiples; this keeps volatility high. Can Palantir justify a premium price?
• Negative Sentiment: Large insider selling — multiple filings show insider sales totaling well over $100M recently, which investors view as a headwind and a token of caution from insiders. Insider Selling: Palantir Insider Sells $65.9M

Palantir Technologies Company Profile

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.