Palantir Stock Jumps on Analyst Upgrade -- Mizuho Calls It a 'Buying Opportunity'

Palantir Stock Jumps on Analyst Upgrade – Mizuho Calls It a ‘Buying Opportunity’

Nauman Khan

Thu, February 19, 2026 at 3:23 AM GMT+9 1 min read

In this article:

  •                                       StockStory Top Pick 
    

    PLTR

    +3.74%

 EADSF  

 +2.40%  

This article first appeared on GuruFocus.

Palantir Technologies (NASDAQ:PLTR) climbed about 4% Wednesday after Mizuho upgraded the stock to “Outperform” from Neutral and set a price target of $195.

The upgrade follows Palantir’s Q4 2025 results, which exceeded both management guidance and analyst estimates. Revenue gains in the U.S. commercial and government segments, along with momentum from the company’s Artificial Intelligence Platform, helped drive the performance.

Warning! GuruFocus has detected 4 Warning Signs with PLTR.
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Mizuho highlighted accelerating revenue growth and expanding margins, calling Palantir’s scale unique within the software sector. The firm also noted that the stock’s valuation had pulled back, improving the risk-reward profile after a year-to-date decline of about 25%.

Other analysts have also weighed in. Freedom Capital Markets lifted its rating from Sell to Buy, keeping a $170 price target. D.A. Davidson maintained Neutral, citing no new concerns despite recent volatility.

Palantir’s ongoing projects, including a multi-year extension with Airbus for the Skywise aviation platform, and awards in AI and data engineering, continue to draw industry attention. Investors will watch whether these drivers support longer-term growth.

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