PLTR

Palantir's stock (PLTR) has shown significant positive movement in the past six months, gaining 45% over three months leading up to October 7, 2026, and rising approximately 60% in the third quarter of 2026. A notable surge of around 29% occurred on August 3, 2026, following the company's second-quarter results, which reported a 93% year-over-year revenue increase. Analyst upgrades, including Goldman Sachs to 'Buy' and positive ratings from Barclays, UBS Group, Wolfe Research, Piper Sandler, and Mizuho, have positively impacted the stock. Strategic partnerships, such as naming Nebius its preferred sovereign AI infrastructure partner and Armada as its inaugural Certified Modular Data Center Partner, along with deepening its role in aviation, have also contributed to investor optimism.