Why Palantir Technologies (PLTR) Stock Is Trading Up Today

Why Palantir Technologies (PLTR) Stock Is Trading Up Today

Kayode Omotosho

Thu, February 19, 2026 at 2:25 AM GMT+9 2 min read

In this article:

  •                                       StockStory Top Pick 
    

    PLTR

    +4.81%

 RXT  

 +238.93%  

What Happened?

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 4.6% in the afternoon session after an analyst at Mizuho upgraded the stock’s rating and the company announced a strategic partnership with Rackspace Technology.

Mizuho analyst Gregg Moskowitz raised Palantir from Neutral to Outperform and set a $195 price target. The analyst cited the company’s attractive risk/reward outlook and its unique position in the software market, delivering significant growth and margin expansion. In separate news, Palantir partnered with Rackspace Technology to help companies deploy and operate its Foundry and Artificial Intelligence Platform (AIP). This collaboration aimed to speed up the use of AI solutions for businesses to achieve measurable results. The positive developments followed the company securing a $7.6 million contract with the Australian Department of Defence.

After the initial pop the shares cooled down to $138.96, up 4.4% from previous close.

Is now the time to buy Palantir Technologies? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Palantir Technologies’s shares are extremely volatile and have had 43 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 9 days ago when the stock gained 6% on the news that analysts suggested that the recent “SaaSpocalypse” sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying. While the sector had been hammered in early 2026 by fears that autonomous AI agents would replace traditional seat-based subscriptions, institutional investors began rotating back into “sticky” incumbents. This shift was fueled by a Barclays report arguing that corporate transitions away from legacy systems take years, not weeks, providing a protective moat for established providers in compliance and governance.

Palantir Technologies is down 17.2% since the beginning of the year, and at $138.96 per share, it is trading 32.9% below its 52-week high of $207.18 from November 2025. Investors who bought $1,000 worth of Palantir Technologies’s shares 5 years ago would now be looking at an investment worth $5,521.

Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began as under-the-radar growth stories riding a massive trend. We’ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking.Go here for access to our full report, it’s free.

Terms and Privacy Policy

Privacy Dashboard

More Info

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin