PLTR · Palantir Technologies
PLTR — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about PLTR in the last 14 days
None of the tracked publishers made PLTR the primary subject of a piece in this window.
Directional statements on PLTR, on the record
Each row is a dated fact: a named source expressed a direction on PLTR. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-22 | TMT Breakout | Citi | Bullish | Maintained Buy/High Risk rating and raised price target to $250, citing strong partner checks. |
| 2026-10-08 | TMT Breakout | Goldman Sachs | Bullish | Upgraded Palantir (PLTR) from Neutral to Buy, setting a price target of $230. |
| 2026-09-09 | Cassandra Unchained | author's own account | Bearish | Remains short Palantir, trimmed; separately closed the December 2026 Palantir put to avoid theta decay while leaving the 2027 Palantir put unchanged. |
| 2026-09-02 | TMT Breakout | TMT Breakout | Bearish | Flags an unverified Slack-relayed report that Anthropic changed its enterprise data-retention policy as a potential negative for Palantir; shares fell 6%. |
Research notes that mention PLTR
- October 22, 2026 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
- October 11, 2026 — Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals
- October 8, 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- September 9, 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- September 2, 2026 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
Attributed statements and research notes, reproduced as stated. Not investment advice.
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