1540 ET - Palantir Technologies has a lot of room for growth despite its stock falling in recent months, Mizuho analysts say, upgrading the stock to outperform from neutral. The analysts say Palantir's U.S. commercial momentum is surging, now making up 36% of revenue, up 10 percentage points from the year before. Its government business is also strong, with sales in that segment accelerating to 66% year-over-year in the fourth quarter. Palantir stands out because it is one of the few companies to already have a positive estimate revision this year, the analysts say. Shares rise 2%, but are still down 24% since the start of the year. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

February 18, 2026 15:40 ET (20:40 GMT)

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