Palantir's Retail Investors Shift Focus Back Toward Capital Return Themes, RBC Says

12:22 PM EDT, 10/28/2026 (MT Newswires) -- Palantir Technologies' (PLTR) retail investors have shifted focus back toward capital return themes, as the company's cash and marketable securities balance approaches about $9 billion, RBC Capital Markets said in a Tuesday note. RBC said its tracker showed that topics of dividends, stock splits and buybacks have surged to 46% weighted relevance, up 30 points quarter-on-quarter, suggesting a "growing frustration with the lack of concrete action on shareholder returns." RBC said its government tracker has suggested that contract value has declined on a sequential basis but remains elevated, as ongoing geopolitical conflicts continue to drive activity. RBC maintained the company's underperform rating with a $90 price target. Price: 194.68, Change: -4.05, Percent Change: -2.04