Palantir Surges on Rare Analyst Upgrade, AI Threat Concerns Eased

Nauman Khan

Mon, February 16, 2026 at 9:30 PM GMT+9 1 min read

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  PLTR

  +1.74%

This article first appeared on GuruFocus.

Palantir Technologies (NASDAQ:PLTR) shares rose about 1.7% Friday following a rare double upgrade from Freedom Capital Markets analyst Almas Almaganbetov, who raised the rating from Sell to Buy and set a $170 price target.

The upgrade comes after Palantir reported fourth-quarter fiscal 2025 earnings of $0.25 per share, beating the $0.23 consensus. Revenue reached $1.407 billion, up roughly 70% from the prior year and ahead of analyst expectations of $1.34 billion. Commercial revenue jumped 137% to $507 million, while government contracts contributed $570 million, an increase of 66%.

Warning! GuruFocus has detected 4 Warning Signs with PLTR.

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Almaganbetov said he does not see new AI agents as a threat to Palantir’s long-term business model. He highlighted growth in the company’s Artificial Intelligence Platform (AIP) as a key driver turning pilot programs into larger contracts. He also raised 2026 and 2027 revenue forecasts, calling the recent pullback in shares unjustified.

Not all analysts agree. D.A. Davidson kept a Hold rating, citing high valuation, while other observers note volatility tied to AI hype. Overall, Palantir’s Gurufocus consensus remains a “Outperform” with upside potential above 44%.

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