PLTR Palantir Technologies Inc.

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 12d 14h ago SEC analyst-PLTR-ubs-20260226
22 firms acted on PLTR: Rosenblatt, UBS, Mizuho, Freedom Broker, Phillip Securities, Citigroup, Truist Securities, Deutsche Bank, Piper Sandler, William Blair, Loop Capital, Morgan Stanley, Cantor Fitzgerald, UBS, Baird, Argus Research, Jefferies, Raymond James, Northland Capital Markets, Mizuho, Monness, Crespi, Hardt, Argus Research
Final — all horizons settled through T+60d ⚠ clustered
PLTR ▼ -0.37% at T+60d
LONG call ✗ call lost -0.37% · α vs SPY -9.73% · entry $137.12 → $136.61
Currently $127.99 · -6.66% from $137.12 entry
Entry anchored
Feb 26, 04:20 PM ET
via Databento tick
T+1d
+5.85%
call +5.85% · α +5.79%
$145.14
settled 4mo ago
T+5d
+14.56%
call +14.56% · α +16.55%
$157.09
settled 3mo ago
T+20d
+4.33%
call +4.33% · α +11.89%
$143.06
settled 3mo ago
T+60d
-0.37%
call -0.37% · α -9.73%
$136.61
settled 22d ago

Price Chart

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Executive Summary

22 firms acted on PLTR: Rosenblatt, UBS, Mizuho, Freedom Broker, Phillip Securities, Citigroup, Truist Securities, Deutsche Bank, Piper Sandler, William Blair, Loop Capital, Morgan Stanley, Cantor Fitzgerald, UBS, Baird, Argus Research, Jefferies, Raymond James, Northland Capital Markets, Mizuho, Monness, Crespi, Hardt, Argus Research

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
26 (68%)
Hold
10
Sell / Strong Sell
2
Total Analysts
27
Mean PT
$183.73
Median PT
$200.00
High PT
$255.00
Low PT
$70.00
Current Price
$156.54
Implied Upside
+17.4%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-21 Rosenblatt maintain Buy $225.00
2026-05-06 Citigroup maintain Buy $225.00
2026-05-06 Argus Research upgrade Buy $190.00
2026-05-05 RBC Capital reiterate Underperform $90.00
2026-05-05 Wedbush reiterate Outperform $230.00
2026-05-05 DA Davidson maintain Neutral $165.00
2026-05-05 Rosenblatt maintain Buy $225.00
2026-05-01 HSBC downgrade Hold $151.00
2026-04-30 Oppenheimer initiate Outperform $200.00
2026-04-28 Citigroup maintain Buy $210.00

Firm Track Record — UBS

UBS accuracy: 55% on 5084 calls | avg return: 4.6%

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

FirmAccuracyCallsAvg Returnvs Average
Wedbush 100% 8/8 54.7% top tier
Loop Capital 100% 6/6 35.6% top tier
Northland Capital Markets 100% 3/3 73.2% top tier
DA Davidson 88% 7/8 44.7% top tier
Citigroup 83% 5/6 26.5% top tier
B of A Securities 83% 5/6 24.6% top tier
UBS 80% 4/5 16.5% top tier
Cantor Fitzgerald 80% 4/5 20% top tier
Morgan Stanley 80% 4/5 25.8% top tier
Baird 67% 2/3 2.4% top tier

Earnings Estimates

Next earnings: Aug 3, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $0.34 $0.32 — $0.40 $1.8B ↑9 ↓0
+1q $0.37 $0.32 — $0.44 $2.0B ↑8 ↓0
0y $1.46 $1.29 — $1.70 $7.7B ↑1 ↓0
+1y $2.07 $1.59 — $2.72 $11.2B ↑5 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 5 sells
Institutional
NORGES BANK — new
Institutional
WELLS FARGO & COMPANY/MN — add (27.9%)
Institutional
NORGES BANK — exit (-100%)
Short Interest
Short: 8,833,929 | Exempt: 45,087 | Total: 19,099,435 | Ratio: 46.3%

Documents Analyzed

Report based on filing metadata.

18 reports for PLTR
Performance horizon
86% Hit rate 6 of 7 directional calls best @ T+5▲ +14.56%May 1, 2026
Filters
Rows
Reports for PLTR — sortable, filterable
Type Now
Jun 5, 2026
7d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$133.74 $137.06▲ +2.48%▲ +2.81%$127.99 (−4.30%)
Jun 3, 2026
10d ago
Insider Cluster
NEUTRAL ★ 2/10
$142.21 $141.67▼ −0.38%▼ −0.78%$127.99 (−10.00%)
May 31, 2026
12d ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$146.05 $135.84▲ +6.99%▲ +7.79%$127.99 (+12.36%)
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$137.12 $145.14▲ +5.85%▲ +5.79%$127.99 (−6.66%)
May 30, 2026
13d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$139.08 $144.00▲ +3.54%▲ +3.32%$127.99 (−7.97%)
May 23, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$136.61 $132.49▼ −3.02%▼ −3.03%$127.99 (−6.31%)
May 23, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$136.61 $132.49▼ −3.02%▼ −3.03%$127.99 (−6.31%)
May 23, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$136.61 $132.49▼ −3.02%▼ −3.03%$127.99 (−6.31%)
May 6, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$133.74 $137.06▲ +2.48%▲ +2.81%$127.99 (−4.30%)
May 5, 2026
5w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$135.84 $133.74▼ −1.55%▼ −2.93%$127.99 (−5.78%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (50h 55m)

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