|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Analysts revamp Palantir stock rating
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
US judge blocks ex-Palantir staffers from poa...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Michael Burry's Beatdown of Palantir is Just ...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
High-flier: Palantir CEO Alex Karp spent $17....
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir And Rackspace Team Up on Enterprise ...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Has Palantir Bottomed? Probably, Based on Hug...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Stock Jumps on Analyst Upgrade -- Mi...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir, Rackspace Announce AI Partnership
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Rackspace Stock Is Soaring on a Palantir Part...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Some People Think This AI Stock Is Evil -- Bu...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Why Palantir Technologies (PLTR) Stock Is Tra...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
AVOID
|
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
"Palantir trading at 80 times sales when ANTHROPIC... [was] at a lower multiples... valuations... were stretched... missing in the software sector right now [is] long term revenue visibility." Public software valuations are disconnected from reality when compared to faster-growing private AI firms. The sector is undergoing a regime shift where traditional metrics (seat growth) are being replaced by "token consumption." Until companies can prove visibility under these new metrics, they remain in a "penalty box." AVOID high-multiple software stocks that have not yet bridged the gap to consumption-based revenue visibility. Market sentiment could ignore fundamentals and continue to bid up high-beta tech names during the bounce. |
Bloomberg Markets
Tech Stocks Bounce Back as AI Concerns Begin ...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
HappyRobot expands EMEA team, appointing Mia ...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Tax Refunds Could Spark Tech Rebound: Stocks ...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
LONG
|
Mitchell Green
Founder of Lead Edge Capital
|
Green calls Palantir an "amazing company" and owns the stock. Newman notes they are a driver in the enterprise space. Despite high valuations, PLTR is in a "category of one" for delivering actual revenue/margin expansion from AI (the "receipts"). They are successfully bridging the gap between AI hype and operational utility. LONG. A winner in the "application layer" of AI. Extremely high valuation multiples make it vulnerable to any growth deceleration. |
Bloomberg Markets
Bloomberg Surveillance 2/18/2026
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir’s Miami Move Reframes Growth, Partne...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Airbus Deepens India Ties And AI Push With Ne...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir, Workday, Crocs: Top Analyst Calls
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir And Its Real Value
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Stock Upgraded to Buy. AI Heavyweigh...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Here Are Wednesday’s Top Wall Street Analyst ...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Rackspace and Palantir Partner to Run Foundry...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir shares: ’Spectacular growth’ and val...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
High Growth Tech Stocks In The US Market Febr...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
LONG
|
Benzinga
|
Mizuho analyst Gregg Moskowitz upgraded Palantir Technologies (PLTR) from a Neutral stance to Outperform and initiated a $195 price target. The stock closed at $133.02 on Tuesday. An analyst "turning bullish" from a neutral position is a powerful signal. It suggests that previous concerns have been alleviated or that the company's growth story has become significantly more compelling. This shift in sentiment can persuade hesitant investors to buy the stock. The upgrade to Outperform, coupled with a $195 price target, indicates a potential 46% upside from the prior close. This provides a clear rationale for establishing a long position to capture the potential move as the market digests this new bullish thesis. Palantir often trades at a high valuation, which could limit upside. Increased competition in the AI and data analytics space or a slowdown in government or commercial contract wins could undermine the analyst's bullish case. |
Finnhub - CDNS
This Palantir Analyst Turns Bullish; Here Are...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
LONG
|
Benzinga (reporting on Mizuho and company news)
|
Palantir announced a partnership with Rackspace to expand its government business and was upgraded to Outperform with a $195 price target by Mizuho. This dual catalyst provides both a fundamental reason (business expansion) and a technical/sentiment reason (analyst upgrade) for the stock to move higher. The $195 price target offers a clear objective for the upward trend. The news provides a strong, multi-faceted bullish narrative. The partnership enhances Palantir's growth story in its key government market, while the Mizuho upgrade provides institutional validation, likely attracting significant capital inflows. The market could experience a broad sell-off, negating the positive company-specific news. The financial impact of the Rackspace partnership may be smaller than anticipated or take longer to materialize. The stock's pre-market gains may have already priced in the news, leading to a "sell the news" reaction. |
Finnhub - PLTR
Palantir Technologies shares are trading high...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Rackspace Technology Collaborates With Palant...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Peter Thiel Cuts Ties With ETHZilla as Treasu...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
A Glimpse Into The Expert Outlook On Palantir...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Mizuho Upgrades Palantir Technologies to Outp...
|
|
Feb 18
|
|
$135.38
$135.38
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Assessing Palantir Technologies (PLTR) Valuat...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
LONG
|
Thread Guy
Crypto influencer, independent
|
"I really like the Palantir trade... US defense that also is an AI proxy... the government is spending more money in the military and they're spending more money on AI." The host argues the AI race is a "national security risk." Consequently, the US government has "no choice" but to provide infinite funding and backstops to AI development. Palantir sits at the exact intersection of AI software and government/defense contracts, making it the primary beneficiary of this forced spending. Long as a proxy for the "AI Arms Race" and government subsidization. Valuation concerns (mentioned as trading at "200 PE"). |
Thread Guy
China is DOMINATING the US in EVERY statistic...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Is the Latest Big Tech Company to Se...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Stock Market Today: Dow, Nasdaq Eke Out Gains...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
LONG
|
Katrina Manson
Editor, Financial Times
|
Anthropic is extending contracts with the Pentagon, but they are integrating into systems like the "Maven Smart System" which is "produced by Palantir." While new AI startups (Anthropic) are entering the defense space, they are plugging into infrastructure *already built* by Palantir. PLTR remains the operating system of choice for the DoD, benefiting from increased AI defense spending. LONG (Incumbent advantage). "Safe AI" pushback limits deployment; government budget cuts. |
Bloomberg Markets
Apple Ramps Up Wearables for AI Era | Bloombe...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir moves headquarters to Miami amid tec...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Does Palantir Technologies (PLTR) Still Justi...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
The Next 2 Tech Winners Smart Investors Are E...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Swaps Denver Snow For Miami Glow In ...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Michael Burry Says Palantir Is Worth Only $46...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
LONG
|
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
Anthropic is hitting snags in Pentagon contract talks due to "guardrails" against mass surveillance and autonomous weapons. The Pentagon insists on using AI as long as it follows the law. The military prioritizes capability and speed over self-imposed ethical guardrails. If Anthropic refuses to engage on lethal/surveillance AI, the Pentagon will funnel that capital to contractors who *will* do the work, specifically Palantir (PLTR), which already specializes in this data integration. Long PLTR (as the beneficiary of competitors' ethical hesitation). Government budget cuts or PR backlash against military AI. |
Bloomberg Markets
Open Interest 2/17/2026
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Moves to Miami as Execs Eye Tax Brea...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
How Palantir Is Becoming an AI Giant
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
LONG
|
Joe Kernen
Co-Anchor, Squawk Box
|
Defense Secretary Pete Hegseth is "close to cutting business ties with [Anthropic]... the dispute is centered on how the military might deploy Anthropic's AI model... not wanting its technology to be used for mass surveillance or to develop weapons." The Pentagon has an urgent demand for AI. If Anthropic (the pacifist option) is out, the contract volume logically flows to AI firms explicitly built for defense applications (e.g., Palantir). LONG Defense-focused AI providers. Government budget delays or internal development of AI tools. |
CNBC
Squawk Pod: The Legacy of Reverend Jesse Jack...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Technologies Wins 15 Dresner Innovat...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
AVOID
|
u/Yaashicca
Reddit u/Yaashicca, r/ValueInvesting
|
Despite a significant price drop, Palantir's valuation remains too high for a value-oriented investor. Palantir is down 23% YTD but is still trading at 97x forward earnings. This high multiple, even after a decline, indicates that the stock is not "cheap" by traditional value investing metrics, especially compared to other software names. Palantir does not currently represent a value play due to its elevated valuation multiple. Missing out on potential future growth if the company's AI initiatives prove highly successful and justify a premium, or if market sentiment shifts to favor high-growth, high-multiple stocks. |
Reddit — r/ValueInvesting
The Nasdaq is down 5 weeks in a row. Software...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Investors Heavily Search Palantir Technologie...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Michael Burry Is Still Warning on Palantir. S...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir's Moat Is Just 'Obstruction of Data ...
|
|
Feb 17
|
|
$133.02
$135.38
+1.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PLTR
Palantir Moves Headquarters From Denver To Mi...
|