PLTR Stock – Experts upgrade for Palantir Stock Following 35% Correction

New York, 27 February 2026: The US stock market is seeing a decline this morning. Concerns about inflation have increased market pressure as the Producer Price Index (PPI) rose more than expected. The Dow Jones Industrial Average opened down 715 points, or 1.5%, while the S&P 500 fell 1.1% and the Nasdaq Composite dropped 1.4%. Tech stocks sold off as Block announced a 40% reduction in staff due to AI and fears over changes in AI businesses.

The S&P 500 has been almost flat this year, and the Nasdaq is experiencing its worst month since March. Wall Street analysts are watching the potential disruption in AI businesses, and US job data next week could impact the market.

Overall situation in the market

Before the market opened this morning, S&P 500 and Nasdaq futures fell 0.4%, while Dow futures were down 0.6%. Yesterday, the Dow closed up 0.03%, while S&P 500 fell 0.5% and Nasdaq dropped 1.2%. The tech sector fell 1.8%, while the financial sector went up 1.3%. Shares like Nvidia dropped 5% due to AI-related concerns, affecting the tech sector. Markets are volatile due to US-Iran talks and mixed earnings season results. Gold prices stayed steady, while oil prices fell.

Wall Street analysts are focusing on the future impact of AI. Nvidia’s earnings met market expectations, yet the share price dropped, showing that ‘perfection is priced in.’ Next week, US job data and AI-related developments could guide the market.

Palantir Technologies (PLTR) stock: double upgrade after 35% rise

Palantir Technologies (PLTR) stock is currently trading at $136.67, down 27% since the start of the year and 35% below its all-time high. Still, Wall Street analysts have expressed a positive outlook on the stock. UBS has upgraded the stock from “Neutral” to “Buy” with a target price of $180. Rosenblatt has started a “Buy” rating with a $150 target. Mizuho upgraded it from “Neutral” to “Outperform” with a $195 target. Overall, according to 18 analysts, the stock has a “Buy” consensus with an average target of $187.33, suggesting a 37% upside. Other targets range from $195 to $191.25.

Palantir’s Q4 results showed earnings of $1.41 billion, up 70% year-on-year, with EPS beating expectations at $0.25. They guided for 2026 earnings of $7.2 billion, indicating a 61% increase. Commercial revenue rose 137% to $507 million, while government revenue increased 66%. Analysts believe that AI and data demand could drive 70% earnings growth and a 50% margin by 2026. However, the stock is trading at 97 times forward earnings, raising valuation concerns.

After this 35% rally, the stock is being seen as a ‘buying opportunity’. UBS has said that Palantir is an ‘AI winner’ and 50x 2027 FCF is attractive. There are various discussions on Twitter about PLTR stock, mentioning spot and prop trading.

Nvidia vs Palantir: Which AI stock is the smarter buy?

Nvidia (NVDA) and Palantir are two major AI stocks that had excellent earnings results. Nvidia’s stock is currently at $183, showing a 37% upside (target $250). However, it dropped 5% after earnings. Nvidia has a ‘strong buy’ consensus while Palantir has a ‘moderate buy’. In terms of valuation, Nvidia is at 38 times forward earnings, whereas Palantir is at 152 times. According to analysts, Nvidia is more reliable because it has a bigger earnings base and a strong position in AI infrastructure. Palantir’s growth is expected to be 60%, yet Nvidia’s price is more reasonable.

However, some analysts see a 51% upside in Palantir ($199 target). Nvidia met earnings expectations but still sold off as it was ‘priced for perfection’. Both stocks benefit from AI growth, but Nvidia feels safer.

Palantir stock future: Will it give good returns?

According to Wall Street analysts, Palantir’s AI-driven growth is strong, and after a 35% improvement, there is a chance to buy the stock. However, keep in mind the high valuation and market volatility. Earnings are expected to grow 70% by 2026, which could provide good returns. Investors should get independent advice.

(Source: Based on various economic reports and analyses. This is just for information, not investment advice.)