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Popular stocks with increasing option volume: PLTR INTC SPCX MU ORCL SOFI SNAP NOK AVGO MRVL CRWV NFLX

Tue, 04 Aug 2026 13:40:56 -0400

Popular stocks with increasing option volume: PLTR INTC SPCX MU ORCL SOFI SNAP NOK AVGO MRVL CRWV NFLX

Benchmark Reiterates Hold Rating on Palantir (PLTR) Following 'Exceptional' Q2 Print

Tue, 04 Aug 2026 10:08:22 -0400

Benchmark analyst Yi Fun Lee reiterated a Hold rating on Palantir (NASDAQ: PLTR).

The analyst commented, "We reiterate our Hold rating on Palantir post an exceptional 2Q26, proving why it deserves top of the SaaS/software class valuation. As expected, the company easily cruised past FactSet consensus on revenue +6.8% upside, operating income/margin +10.5% beat, and free cash flow/margin +9.0% upside. The company delivered another exceptional quarter, continuing one of the strongest growth and profitability profiles across software and reinforcing Palantir's position as one of the largest beneficiaries of enterprise AI adoption. Palantir’s first class fundamentals delivering at a Rule of 155

Active options: PLTR NVDA TSLA SPCX SNAP AAPL AMZN INTC MU MRVL NOK

Tue, 04 Aug 2026 10:05:42 -0400

Active options: PLTR NVDA TSLA SPCX SNAP AAPL AMZN INTC MU MRVL NOK

Palantir (PLTR) PT Raised to $220 at UBS as 'Zero Evidence' Competition Impacting Numbers

Tue, 04 Aug 2026 09:43:05 -0400

(Updated - August 4, 2026 9:43 AM EDT)

UBS analyst Karl Keirstead raised the price target on Palantir (NASDAQ: PLTR) to $220.00 (from $200.00) while maintaining a Buy rating.

The analyst commented, "Palantir posted an outstanding 8-point acceleration to 93% total revs growth, raised its 2026 revs growth guide to 82% from 71% and posted an acceleration to 149% growth in the high-profile US Comml segment, well above the 135-140% growth bogey. There was zero evidence of increased competition (the key bear case) impacting the numbers. We are Buy-rated at a 2027 FCF multiple of 44x."

Palantir (PLTR) PT Raised to $220 at UBS as 'Zero Evidence' Competition Impacting Numbers

Tue, 04 Aug 2026 09:43:05 -0400

(Updated - August 4, 2026 9:43 AM EDT)

UBS analyst Karl Keirstead raised the price target on Palantir (NASDAQ: PLTR) to $220.00 (from $200.00) while maintaining a Buy rating.

Palantir (PLTR) PT Raised to $223 at Truist Securities

Tue, 04 Aug 2026 09:18:22 -0400

Truist Securities analyst Arvind Ramnani raised the price target on Palantir (NASDAQ: PLTR) to $223.00 while maintaining a Buy rating.

The analyst commented: "Sovereign AI Demand Reinforces Durable Growth, Expands TAM; Palantir remains our highest-conviction idea following another significant beatand-raise, with accelerating sovereign AI demand increasing our confidence in the durability of its growth profile. Palantir reported an 8% beat on revenue and 12% op. income beat despite consensus already above the high end of guidance. We believe PLTR is uniquely positioned at the intersection of AI deployment, multi-model orchestration, and rising sovereign AI adoption. Importantly, the high-touch deployment model (FDEs)

Palantir (PLTR) PT Raised to $223 at Truist Securities

Tue, 04 Aug 2026 09:18:22 -0400

Truist Securities analyst Arvind Ramnani raised the price target on Palantir (NASDAQ: PLTR) to $223.00 while maintaining a Buy rating.

Piper Sandler Reiterates Overweight Rating on Palantir (PLTR)

Tue, 04 Aug 2026 08:57:02 -0400

Piper Sandler analyst Clark Jeffries reiterated an Overweight rating and $230.00 price target on Palantir (NASDAQ: PLTR).

The analyst commented: "U.S. Commercial Reaccelerates to 149% Growth, FY26E Now Calls for 82% Growth; Total revenue growth reached 93% this quarter as U.S. Commercial reaccelerated to 149% y/y growth vs. 133% last quarter, growing $169M sequentially, the highest quarterly increase we've ever seen in any business segment. Next quarter could present the crossover point, where Commercial exceeds Government for the first time. If not by Q3, then by Q4, with U.S. Commercial revenue now expected to grow 134% in FY26E. With aggregate FY26E

Deutsche Bank lifts Palantir to Buy after "exceptional" Q2

Tue, 04 Aug 2026 08:53:28 -0400

Investing.com -- Deutsche Bank upgraded Palantir to Buy from Hold in a note on Tuesday, calling the software company's second-quarter results exceptional and arguing it is operating well ahead of the rest of the sector in turning AI demand into customer value.

Analyst Brad Zelnick said the quarter was strong "even by the company's own increasingly anomalous standard," reinforcing the view that Palantir is "operating several steps ahead of the rest of Software in converting AI demand into real customer value."

He likened the company to "a time traveler, having already arrived in the AI future

Deutsche Bank lifts Palantir to Buy after "exceptional" Q2

Tue, 04 Aug 2026 08:53:28 -0400

He likened the company to "a time traveler, having already arrived in the AI future

Palantir (PLTR) PT Raised to $156 at Cantor Fitzgerald Amid NDR Expansion

Tue, 04 Aug 2026 07:54:42 -0400

Cantor Fitzgerald analyst Thomas Blakey raised the price target on Palantir (NASDAQ: PLTR) to $156.00 (from $138.00) while maintaining a Neutral rating.

The analyst commented, "growth, driven by US Commercial, is supported by expectations for continued NDR expansion as both large and relatively smaller new customers broadly continue to expand use cases on the platform as Palantir delivers value from tokens. Provided the companies scale and accelerating growth ambitions, Palantir is set to expand opex in 3Q26 and likely 2H26 while ramping partnerships and GTM investment to drive growth, introducing incremental execution risk, in our view, against a backdrop of significant

Palantir (PLTR) PT Raised to $156 at Cantor Fitzgerald Amid NDR Expansion

Tue, 04 Aug 2026 07:54:42 -0400

Cantor Fitzgerald analyst Thomas Blakey raised the price target on Palantir (NASDAQ: PLTR) to $156.00 (from $138.00) while maintaining a Neutral rating.

Deutsche Bank Upgrades Palantir (PLTR) to Buy, 'risk/reward skews favorably'