Palantir Technologies is upgraded to buy as insider selling slows and Q4 catalysts emerge. The pace of insider selling has slowed drastically in the past month, and the change is too large to ignore. Despite upward EPS revisions, I still see good odds for a positive surprise in Q4 due to fundamental catalysts.
In 2025, Palantir stock advanced 135%, and Sandisk shares climbed 559% as the artificial intelligence trade continued to drive the market. Palantir is a leader in artificial intelligence and machine learning platforms, but it is also one of the most expensive software stocks in history.
In the most recent trading session, Palantir Technologies Inc. (PLTR) closed at $170.97, indicating a -3.44% shift from the previous trading day.
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Palantir raises U.S. commercial revenue guidance, signals enterprise AI demand shift, and backs growth with higher revenue and cash flow outlooks.
Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.
Palantir Technologies Inc. NASDAQ: PLTR has been one of the best-performing stocks over the last few years. That's high praise, particularly in the technology sector, where many winners have emerged.
The AI trade is rotating, and most investors are still positioned for the last phase, not the next one. AI infrastructure is getting crowded; monetising AI is becoming the real bottleneck. Palantir sits at the decision layer where AI actually creates profits.
BigBear.ai looks set for outsized gains as Palantir's rich valuation and government reliance weigh on sentiment despite strong AIP-driven revenue growth.
Palantir Technologies Inc. is rated a Strong Buy, driven by robust commercial and government revenue growth and deep client integration. PLTR's high valuation multiples are mitigated by credible forward growth estimates and sustained margin expansion, supporting long-term investment conviction. U.S. Commercial segment growth, propelled by AIP Bootcamp and Ontology, reached 121% YoY in Q3 2025, highlighting accelerating adoption.
Citi upgraded Palantir (NASDAQ: PLTR) stock to ‘Buy' on January 12, raising its 2026 price target from $210 to $235, a 31.26% upside.
Shares of Palantir Technologies Inc. (NASDAQ:PLTR) sold off at the start of the new year, losing 14.05% over the first five trading sessions.