Rosenblatt Securities Reaffirms “Buy” Rating for Palantir Technologies (NASDAQ:PLTR)

Palantir Technologies (NASDAQ:PLTR)‘s stock had its “buy” rating reaffirmed by analysts at Rosenblatt Securities in a research note issued to investors on Friday, Benzinga reports. They currently have a $225.00 price objective on the stock. Rosenblatt Securities’ price objective would suggest a potential upside of 35.66% from the stock’s current price.

Several other research firms have also recently weighed in on PLTR. Cantor Fitzgerald began coverage on Palantir Technologies in a research report on Tuesday, August 4th. They set an “overweight” rating for the company. UBS Group set a $215.00 target price on Palantir Technologies in a research report on Tuesday, August 11th. Royal Bank Of Canada restated an “underperform” rating and issued a $90.00 target price on shares of Palantir Technologies in a research note on Friday, July 31st. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $204.00 price target on shares of Palantir Technologies in a research report on Tuesday, August 4th. Finally, Northland Securities set a $200.00 price target on shares of Palantir Technologies in a research note on Tuesday, August 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $192.19.

Palantir Technologies Stock Down 2.2%

Shares of NASDAQ:PLTR opened at $165.86 on Friday. The firm has a market cap of $398.57 billion, a price-to-earnings ratio of 141.76, a PEG ratio of 2.40 and a beta of 1.62. Palantir Technologies has a 12 month low of $106.37 and a 12 month high of $207.52. The company’s fifty day simple moving average is $154.07 and its 200 day simple moving average is $144.63.

Palantir Technologies (NASDAQ:PLTR) last announced its earnings results on Monday, August 3rd. The company reported $0.41 earnings per share for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. The firm had revenue of $1.94 billion during the quarter, compared to analyst estimates of $1.81 billion. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The company’s revenue for the quarter was up 92.8% compared to the same quarter last year. During the same period in the prior year, the business earned $0.16 EPS. Research analysts expect that Palantir Technologies will post 1.27 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Palantir Technologies news, insider Shyam Sankar sold 35,000 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $155.70, for a total transaction of $5,449,500.00. Following the transaction, the insider owned 642,786 shares of the company’s stock, valued at $100,081,780.20. The trade was a 5.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lauren Friedman Stat sold 1,342 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $182.50, for a total value of $244,915.00. Following the sale, the director owned 52,765 shares in the company, valued at approximately $9,629,612.50. This represents a 2.48% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 720,027 shares of company stock worth $116,879,340. Insiders own 9.53% of the company’s stock.

Institutional Trading of Palantir Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC acquired a new position in shares of Palantir Technologies during the 4th quarter worth about $450,000. Bison Wealth LLC raised its stake in Palantir Technologies by 37.4% in the 4th quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock valued at $1,296,000 after acquiring an additional 4,667 shares during the period. Capstone Wealth Management Group LLC increased its holdings in shares of Palantir Technologies by 38.0% in the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after purchasing an additional 4,722 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in shares of Palantir Technologies by 36.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock worth $858,000 after buying an additional 1,694 shares during the last quarter. Finally, Vivaldi Capital Management LP acquired a new position in Palantir Technologies in the 2nd quarter valued at about $315,000. 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: NVIDIA collaboration strengthens Palantir’s AI credentials. Palantir and NVIDIA unveiled a sovereign-AI supply-chain platform combining NVIDIA’s models and optimization software with Palantir Foundry, AIP and Ontology. NVIDIA will initially deploy the system in its own operations, potentially providing a high-profile reference customer and future expansion opportunity. NVIDIA and Palantir Bring Sovereign Intelligence to Critical Supply Chains
• Positive Sentiment: Growth guidance remains unusually strong. U.S. commercial revenue rose 149% year over year in the second quarter, while full-year U.S. commercial growth guidance is at least 134%. Palantir now expects approximately 82% company-wide revenue growth in 2026 after raising its outlook twice. Alex Karp Set Palantir a 134% Growth Target for the Whole Company
• Positive Sentiment: The company is broadening its ecosystem. Palantir deepened its Fujitsu partnership in Japan, named Nebius a preferred sovereign-AI infrastructure partner, expanded cybersecurity work with Method Security, and won a $127 million U.S. Army TITAN production contract. These developments support international, government and defense demand.
• Neutral Sentiment: Michael Burry closed his December 2026 PLTR put options while reducing overall portfolio risk, but reports indicate he still holds longer-dated Palantir puts. The move removes a near-term bearish position but does not represent a clear change in his negative long-term view. Michael Burry Dumps NVDA, PLTR December Puts
• Negative Sentiment: Valuation remains the central concern. With a price-to-earnings ratio above 140, analysts argue that much of Palantir’s growth is already reflected in the stock. Recent comparisons favoring cheaper AI software companies, valuation downgrades and ARK Invest’s continued trimming may be weighing on buyers.

Palantir Technologies Company Profile

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.