Palantir Technologies Inc.
Palantir builds software platforms that help government and commercial organizations integrate data, decisions, and operations. Its four principal platforms are Gotham, Foundry, Apollo, and its Artificial Intelligence Platform, or AIP. Gotham supports government, defense, and intelligence missions; Foundry provides tools for data management, analytics, and operational workflows; Apollo coordinates software delivery and updates across different environments; and AIP connects AI models with organizational data and processes. The platforms can be bundled together and are used by customers across industries and business functions. Palantir makes money by selling its software platforms and related implementations to customers in government and commercial segments. It also expands customer relationships by offering additional software capabilities and extending platform use across organizations. As of December 31, 2025, Palantir had 954 customers. The company’s headquarters are in Aventura, Florida.
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U.S. election results drove sector-specific stock movements. Clean energy and healthcare stocks rose, while defense, data center, and some tech stocks fell. Key movers include NextEra Energy (+4%), Molina Healthcare (+8%), Lockheed Martin (-7%), CoreWeave (-9%), and Apple (+6%).
Barclays reaffirmed its Overweight rating on Palantir Technologies and increased its price target to $273 from $265, suggesting a 55.6% upside from the Nov 3 close of $175.40. Recent analyst price targets for Palantir range from $130 to $265.
Palantir (PLTR) shares fell 4.36% to $167.75 despite doubling quarterly revenue. Q3 revenue was $2.313B, up 96% YoY. Q4 revenue guidance is $2.649B-$2.653B, requiring 14.6% sequential growth. Annual revenue forecast raised to $8.530B-$8.534B. Adjusted operating income guidance for Q4 is $1.640B-$1.644B.
Over the past 7 days, AlphAI's AI scored 211 news stories mentioning PLTR (Palantir Technologies Inc.). Coverage has skewed bullish: 98 bullish, 40 neutral, and 73 bearish.
Recent PLTR coverage spans financial news, earnings and market movers.
In the last 30 days, PLTR insiders filed 12 SEC Form 4 transactions — no purchases and 12 sales ($8.2M). The most active reporter was Moore Alexander D. with 8 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Election-driven defense spending uncertainty is weighing on defense-adjacent software.
Analyst upgrade suggests higher upside for Palantir.
Shares fell on the guidance shortfall, indicating near‑term downside pressure.
Palantir is expected to face short‑term downside as the market doubts its upside despite strong results.
Analyst upgrade with higher target may boost demand.
AlphAI scores every news story that mentions PLTR with an AI model for sentiment and relevance, and aggregates insider trades from Palantir Technologies Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
U.S. election results drove sector-specific stock movements. Clean energy and healthcare stocks rose, while defense, data center, and some tech stocks fell. Key movers include NextEra Energy (+4%), Molina Healthcare (+8%), Lockheed Martin (-7%), CoreWeave (-9%), and Apple (+6%).
Barclays reaffirmed its Overweight rating on Palantir Technologies and increased its price target to $273 from $265, suggesting a 55.6% upside from the Nov 3 close of $175.40. Recent analyst price targets for Palantir range from $130 to $265.
Palantir (PLTR) shares fell 4.36% to $167.75 despite doubling quarterly revenue. Q3 revenue was $2.313B, up 96% YoY. Q4 revenue guidance is $2.649B-$2.653B, requiring 14.6% sequential growth. Annual revenue forecast raised to $8.530B-$8.534B. Adjusted operating income guidance for Q4 is $1.640B-$1.644B.
Apple (AAPL) reported Q4 earnings of $2.10 per share, beating estimates, with strong iPhone and Mac sales but declining margins. Palantir (PLTR) exceeded expectations with $2.31B revenue and raised full-year guidance. Both stocks fell post-earnings despite positive results, with Apple at an all-time high and Palantir 17% below its peak.
Analysts from Mizuho and Stifel Nicolaus provided updates on three tech companies. Gregg Moskowitz (Mizuho) reiterated a Buy rating on Palantir (PLTR) with a $245 target. Tower (TSEM) was given a Buy rating by Sahej Singh (Stifel) with a $235 target. Tore Svanberg (Stifel) maintained a Hold on ON Semiconductor (ON) with an $80 target. Analyst consensus for PLTR, TSEM, and ON are Strong Buy, Strong Buy, and Moderate Buy respectively.
Palantir's U.S. commercial revenue surpassed government revenue for the first time in Q3, while Booz Allen, CACI, and BigBear.ai reported larger backlogs and raised full-year targets. Parsons narrowed its guidance. Federal funding deadline is Dec. 11, with budget uncertainty lingering. Palantir reported $2.313B Q3 revenue, raising FY2026 guidance to $8.530B-$8.534B. Booz Allen's Q2 revenue was $2.8B, with raised EPS guidance. CACI's Q1 revenue was $2.5B, with raised FY2027 revenue guidance.
Changshin, a global footwear manufacturer, is partnering with Palantir to integrate AI into its design and production processes. The collaboration aims to improve visibility, coordination, and issue resolution. Palantir's software platforms will be used to connect development decisions with factory planning and execution. Both companies' executives highlighted the potential benefits of this partnership.
Palantir (PLTR) shares fell 4% despite strong Q3 results and raised guidance, with total sales up 96% to $2.31 billion. ARK Invest bought $11.3 million in shares, and several analysts raised price targets. Concerns over AI sector sustainability and potential regulatory impacts weighed on the stock.
Apple shares fell 1.9% after its CEO warned of shrinking profit margins. Lufthansa and Philips shares rose 4% and 5% respectively, following strong Q3 earnings. AMD shares climbed 3.7% (7% after-hours) after beating sales expectations. Marathon Petroleum shares dipped 0.7% despite a Q3 profit surge and a $4.2B refinery sale. Palantir shares dropped 1.7% despite strong Q3 growth, amid concerns over sustaining momentum.
Ark Invest bought $11.2M in Palantir shares (PLTR) and sold $1.7M in CrowdStrike (CRWD) and $3.5M in Alphabet (GOOGL) shares. Palantir reported $2B revenue, while Alphabet missed earnings estimates.
