SeekingAlpha · Sep 15, 2026
Nebius: The AI-Pocalypse Panic Is A Buying Opportunity
Nebius stock stays a Buy on hyper-growth, higher 5GW capacity guidance, rising ACV/MW, and 41% EBITDA margin. Read here for more on NBIS stock.

NASDAQ · PLTR
Technology · Software - Infrastructure
$172.56
Down-$0.75 (-0.43%)
Updated Sep 16, 2026, 10:46 AM
SID Score
6.1/10
Composite research score
Smart Money
46/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
PLTR closed at $172.56 after 20 trading sessions, up 0.59% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $170.50 | $176.59 | $169.45 | $172.56 | 31.38M |
| Sep 14, 2026 | $169.695 | $174.3599 | $166.42 | $173.31 | 29.15M |
| Sep 11, 2026 | $168.10 | $168.61 | $165.40 | $167.23 | 15.41M |
| Sep 10, 2026 | $167.35 | $168.9999 | $164.55 | $165.86 | 21.33M |
| Sep 9, 2026 | $171.47 | $171.8599 | $168.61 | $169.53 | 20.36M |
| Sep 8, 2026 | $173.60 | $175.82 | $170.00 | $170.30 | 24.58M |
| Sep 4, 2026 | $180.01 | $182.19 | $173.67 | $174.33 | 27.96M |
| Sep 3, 2026 | $172.50 | $185.83 | $171.91 | $182.53 | 38.11M |
| Sep 2, 2026 | $176.99 | $177.57 | $165.71 | $169.46 | 39.87M |
| Sep 1, 2026 | $182.98 | $186.55 | $179.75 | $179.92 | 24.57M |
| Aug 31, 2026 | $184.495 | $187.94 | $183.79 | $186.38 | 25.94M |
| Aug 28, 2026 | $184.95 | $188.37 | $184.38 | $186.29 | 25.06M |
| Aug 27, 2026 | $178.75 | $186.86 | $178.01 | $185.93 | 40.74M |
| Aug 26, 2026 | $170.60 | $178.49 | $168.90 | $177.50 | 27.92M |
| Aug 25, 2026 | $176.63 | $179.87 | $172.2004 | $172.73 | 24.56M |
| Aug 24, 2026 | $177.39 | $178.75 | $171.31 | $175.89 | 35.12M |
| Aug 21, 2026 | $173.98 | $182.44 | $172.55 | $179.94 | 41.08M |
| Aug 20, 2026 | $175.88 | $176.46 | $172.03 | $173.96 | 27.02M |
| Aug 19, 2026 | $172.61 | $176.82 | $169.7705 | $175.19 | 36.13M |
| Aug 18, 2026 | $171.97 | $174.98 | $170.61 | $171.54 | 28.08M |
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PLTR research
Company profile and research snapshot.
Palantir is an analytical software company that focuses on leveraging data to create efficiencies in its clients' organizations. The firm serves commercial and government clients via its Foundry and Gotham platforms, respectively. Palantir works only with entities in Western-allied nations and reserves the right not to work with anyone that is antithetical to Western values. The Denver-based company was founded in 2003 and went public in 2020.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 15, 2026 | UBS | Buy | — |
| Sep 11, 2026 | Rosenblatt | Buy | — |
| Sep 11, 2026 | DA Davidson | Buy | — |
| Aug 4, 2026 | Citigroup | Buy | — |
| Aug 4, 2026 | DA Davidson | Buy | — |
Generated Sep 15, 2026, 9:25 PM
Palantir Technologies slipped 0.43% today despite a significant UBS price target increase to $250, highlighting the complex sentiment surrounding the stock. The modest decline reflects ongoing debate between bullish analyst views and concerns about AI implementation risks, with notable portfolio activity from major investors creating conflicting directional signals.
Bottom line: Palantir presents a classic divergence between institutional analyst support (UBS upgrade) and smart-money caution (Cathie Wood selling), with the stock's 0.43% decline reflecting this tension. Investors should monitor whether Palantir's CEO messaging about practical AI applications beyond model development gains traction with enterprises, as well as whether the Nebius partnership delivers tangible revenue growth—these factors will determine if the current consolidation breaks bullish or bearish.
SeekingAlpha · Sep 15, 2026
Nebius stock stays a Buy on hyper-growth, higher 5GW capacity guidance, rising ACV/MW, and 41% EBITDA margin. Read here for more on NBIS stock.
Yahoo · Sep 15, 2026
Palantir and Nvidia are teaming up on sovereign AI.
Yahoo · Sep 15, 2026
Palantir Technologies, available to view in more detail at this Simply Wall St summary page, has become a high profile AI and data software stock, and with the price recently closing at US$173.31 the key issue now is whether that level is supported by the cash flows the business can generate. Over the past 3 years the share price has climbed by a very large amount, which puts extra pressure on the valuation case to be grounded in the company’s underlying cash generation. New partnerships...
Yahoo · Sep 15, 2026
UBS sees strong AI demand and says Palantir’s valuation looks attractive compared with software peers despite investor concerns over growth.
Interpretive context generated from the platform’s current data sources.
Palantir Technologies Inc. shares traded at $172.56, reflecting a decline of 3.18% over the trailing one-month period and a broader 7.77% decrease over the past year, per SID market data. Despite near-term weakness, the stock has posted a robust 35.41% gain over the trailing three-month window, indicating significant mid-term momentum. Technically, PLTR trades above both its 50-day moving average of $154.81 and its 200-day moving average of $145.36, suggesting the longer-term uptrend remains intact. The 14-day relative strength index stands at 48.2, positioning the stock in neutral territory and neither overbought nor oversold. Average daily trading volume registers at approximately 52.1 million shares, according to Massive/Polygon data. The stock carries a beta of 1.495, indicating substantially higher volatility relative to the broader market, which aligns with its classification as a high-growth technology name with elevated price sensitivity.
Palantir Technologies commands a market capitalization of approximately $428.4 billion, per SID market data, placing it among the largest technology companies by market value. The stock's price-to-earnings ratio stands at 404.66, reflecting an extreme premium relative to both the broader market and the technology sector average, according to SEC filings. The PEG ratio of 9.54 further indicates that even when adjusting for expected earnings growth, the valuation remains substantially elevated. Additionally, the price-to-book ratio registers at 67.26, underscoring the significant premium investors are assigning to Palantir's intangible assets and growth trajectory over its tangible book value. The company does not pay a dividend, directing all capital toward reinvestment and growth initiatives. These valuation metrics collectively suggest that the current share price embeds considerable expectations for sustained revenue acceleration and margin expansion across Palantir's government and commercial AI platform segments.
Palantir Technologies registers a composite smart money score of 46 out of 100 with a neutral signal, per SID market data. The institutional component scores a maximum 25 out of 25, indicating strong and sustained interest from large asset managers and hedge funds as reflected in 13F institutional filings. However, the insider trading component scores 0 out of 25, representing the weakest possible reading. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, of which 17 were sales and only 3 were purchases, demonstrating a pronounced sell bias among company executives and directors. Dark pool activity scores a modest 9 out of 25, suggesting below-average institutional accumulation through off-exchange venues. Congressional trading activity registers at 12 out of 25, reflecting moderate engagement from lawmakers. The divergence between strong institutional ownership signals and heavy insider selling creates a notably mixed picture, with institutional conviction contrasting against persistent executive liquidation of equity positions in recent months.
Palantir Technologies has delivered three consecutive quarters of earnings beats, according to company earnings reports. In the most recent quarter reported on August 3, 2026, the company posted earnings per share of $0.41 against a consensus estimate of $0.33, representing a positive surprise of $0.08 or approximately 24.2%. The prior quarter, reported May 4, 2026, showed EPS of $0.33 versus expectations of $0.27, a $0.06 upside surprise. The February 2026 quarter similarly exceeded forecasts with actual EPS of $0.25 compared to the $0.21 estimate, per analyst estimates. The sequential earnings trajectory from $0.25 to $0.33 to $0.41 demonstrates a clear acceleration pattern, with quarter-over-quarter growth rates of 32% and 24.2% respectively. This consistent outperformance against consensus expectations reflects expanding margins and accelerating revenue growth across Palantir's AI-driven platform offerings in both government and commercial verticals.
Wall Street analyst sentiment toward Palantir Technologies remains uniformly bullish based on recent coverage updates. Per SID consensus data, all five most recent analyst actions maintained Buy ratings on the stock. On September 15, 2026, UBS reiterated its Buy rating, followed by simultaneous reiterations from Rosenblatt and DA Davidson on September 11, 2026, according to Wall Street analyst reports. Post-earnings coverage on August 4, 2026, saw both Citigroup and DA Davidson maintain their Buy recommendations, likely reflecting the company's strong $0.41 EPS print that exceeded estimates by 24.2%. Notably, none of the recent analyst actions involved upgrades from lower ratings, as all five represented reiterations of existing Buy positions. The unanimous bullish consensus across major sell-side institutions including UBS, Citigroup, Rosenblatt, and DA Davidson suggests broad institutional confidence in Palantir's growth trajectory, though the absence of any contrarian viewpoints among recent ratings warrants monitoring for potential consensus crowding risks.


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