By Mackenzie Tatananni

Palantir Technologies stock received a fresh vote of confidence on Wall Street as an analyst argued the artificial-intelligence and data-analytics heavyweight was "in a category of one" due to its total revenue growth and margin expansion "unlike anything else in software."

In a research note Tuesday, Mizuho Securities analyst Gregg Moskowitz upgraded Palantir to Outperform from Neutral with a $195 price target. Shares rose 2.9% to $136.88 in premarket trading.

"We had for months stated a concern that PLTR shares could suddenly be subject to meaningful multiple reversion at some point," Moskowitz wrote. Now that de-rating appears to have occurred, the risk-reward balance surrounding the stock is more attractive, he said. The analyst is particularly enthusiastic about the growth prospects for Palantir's U.S. commercial business, which has benefitted from growing urgency around internal data integration.

Following the rating change, Mizuho has become one of 17 firms tracked by FactSet that rate the stock at Buy or Overweight. Of those that remain, 11 rate Palantir shares at Hold and two at Sell.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

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February 18, 2026 07:03 ET (12:03 GMT)

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