PLTR Palantir Technologies Inc.

Price Chart

Executive Summary

UBS lifted Palantir Technologies (PLTR) to Buy from Neutral on February 26, joining a 22-firm ratings cluster, while leaving its $180 price target unchanged. The upgrade adds to an already bullish consensus: 24 of 36 analysts rate PLTR Buy and the mean price target of $184.47 implies 32.6% upside from Friday's close of $139.11. UBS has an 80% accuracy rate on PLTR (4/5 calls) and is classified as a top-tier provider. EPS estimates have been revised upward across all periods in the last 30 days, though only marginally. The upgrade comes just days before PLTR's next earnings report on May 4, adding potential near-term volatility. However, the bullish analyst signal diverges from heavy insider selling — including $7.05M by Peter Thiel — and an elevated short interest of 46.3%, creating a high-conviction but high-risk setup. The net positive analyst momentum suggests earnings could serve as a catalyst, but insider activity and short positioning demand caution.

Impact Score

Consensus & Targets

Of 36 analysts covering PLTR, the split is 9 Strong Buy, 15 Buy, 10 Hold, 1 Sell, and 1 Strong Sell — 24 Buy (67%), 10 Hold (28%), and 2 Sell (5%). Consensus is heavily bullish, with the majority of ratings in the Buy camp.

The mean price target is $184.47, median $200, high $255, and low $70. At $139.11, PLTR trades 32.6% below the mean. UBS's $180 PT is 2.4% below the mean and 10% below the median, placing it on the conservative side of the Street consensus.

Recent Analyst Activity

In the last 30 days, there has been 1 upgrade and 0 downgrades on PLTR. EPS estimates are being revised up: the current quarter (0q) estimate rose from $0.2793 to $0.27944 in 7 days, and the one-year forward (+1y) from $1.86739 to $1.86521 (slight dip but net positive revisions: 2 up, 0 down in 30 days). All periods show 1 upward revision in the last 7 days.

Firm Track Record — UBS

UBS accuracy: 55% on 5083 calls | avg return: 4.6%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

UBS boasts an 80% accuracy rate on PLTR (4 wins out of 5 calls) with a 16.5% average return, ranking as a top-tier covering firm. Other top-tier firms include Wedbush (100% on 8 calls, +54.7% avg return), Loop Capital (100% on 6, +35.6%), and DA Davidson (88% on 8, +44.7%). The best performer by avg return is Raymond James (+110.7%) but on only 2 calls; the weakest by accuracy is Baird (67% on 3 calls).

Earnings Estimates

Next earnings: May 4, 2026

Cross-Platform Signals

Insider activity is uniformly bearish: Peter Thiel sold $7.05M on March 2, CTO Alexander Moore sold $1.07M on March 16, and other executives sold smaller amounts — no insider buys recorded. Congressman Thomas Suozzi sold up to $50k worth. Institutional flows are mixed: Norges Bank reported a new $5.1B position (plus an exit, likely a data error), FMR added 39.9%, and Wells Fargo added 27.9%, but Renaissance trimmed 36.6%. Short interest stands at 46.3% of float, a very high level that diverges from the bullish analyst consensus. The upgrade aligns with net institutional buying but conflicts with insider selling and short positioning.

Documents Analyzed

Report based on filing metadata.

US Market Status