Northstar Advisory Group LLC Has $2.40 Million Stock Position in Palantir Technologies Inc. $PLTR

Northstar Advisory Group LLC grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 79.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,128 shares of the company’s stock after buying an additional 5,818 shares during the quarter. Northstar Advisory Group LLC’s holdings in Palantir Technologies were worth $2,395,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Palantir Technologies in the second quarter valued at approximately $3,307,457,000. Vanguard Group Inc. grew its holdings in Palantir Technologies by 3.6% during the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock worth $28,043,432,000 after acquiring an additional 7,194,216 shares during the last quarter. State Street Corp grew its holdings in Palantir Technologies by 6.9% during the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company’s stock worth $12,879,667,000 after acquiring an additional 6,097,629 shares during the last quarter. Invesco Ltd. increased its position in Palantir Technologies by 16.0% in the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company’s stock valued at $2,806,182,000 after acquiring an additional 2,838,300 shares during the period. Finally, Clear Street LLC bought a new position in shares of Palantir Technologies during the second quarter valued at $295,508,000. 45.65% of the stock is currently owned by institutional investors.

Palantir Technologies Price Performance

Shares of Palantir Technologies stock opened at $167.47 on Tuesday. The stock’s 50-day moving average is $176.56 and its 200 day moving average is $173.53. Palantir Technologies Inc. has a one year low of $66.12 and a one year high of $207.52. The firm has a market cap of $399.15 billion, a price-to-earnings ratio of 398.75, a PEG ratio of 4.27 and a beta of 1.54.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings results on Monday, November 3rd. The company reported $0.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.17 by $0.04. The firm had revenue of $1.18 billion for the quarter, compared to analyst estimates of $1.09 billion. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The company’s revenue was up 62.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.10 earnings per share. On average, sell-side analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal year.

Insider Activity at Palantir Technologies

In other news, insider Alexander C. Karp sold 359,325 shares of the firm’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $58,925,706.75. Following the completion of the sale, the insider directly owned 6,432,258 shares in the company, valued at $1,054,825,989.42. This trade represents a 5.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Stephen Andrew Cohen sold 308,635 shares of the business’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $50,613,053.65. Following the completion of the sale, the insider directly owned 592 shares of the company’s stock, valued at $97,082.08. The trade was a 99.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,023,444 shares of company stock worth $167,394,629 over the last ninety days. 12.93% of the stock is owned by corporate insiders.

Key Stories Impacting Palantir Technologies

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: Phillip Securities initiated coverage with a Buy and $208 price target, citing strong conviction in Palantir’s AI-driven growth, U.S. market strength and attractive forward valuation. Analyst Sees Strong AI-Led Growth in Palantir (PLTR), Starts Buy
• Positive Sentiment: Bank of America continues to list PLTR as one of its highest-conviction buy ideas for 2026, highlighting accelerating AI revenue and expanding margins as a multi-quarter catalyst. Bank of America Still Thinks Palantir Is One of the Best Stocks to Buy for 2026
• Positive Sentiment: HD Hyundai strengthened its partnership with Palantir, which should broaden adoption of Foundry and the AIP platform across industrial use cases — a tangible enterprise revenue growth driver. HD Hyundai and Palantir Technologies (PLTR) Strengthen Their Partnership
• Neutral Sentiment: Multiple previews and analyst pieces (Seeking Alpha, Motley Fool) position Palantir to “win the AI bifurcation trade” but warn of near-term volatility around the Feb. 2–3 Q4 results — traders are positioning ahead of the print. Palantir Q4 Preview: Set To Win The AI Bifurcation Trade
• Neutral Sentiment: Investor commentary (The Motley Fool, TipRanks) is mixed on buy/hold/avoid — many bullish on long-term AI thesis but flagging that the stock’s premium valuation makes short-term outcomes binary around earnings. Should You Buy Palantir Technologies Stock Before Feb. 3? Wall Street Has a Near Unanimous Answer.
• Negative Sentiment: Regulatory/reputational risk surfaced after reporting that ICE used a Palantir tool to track Medicaid data for enforcement — a headline risk that could complicate public-sector contracting and invite scrutiny. Palantir/ICE connections draw fire as questions raised about tool tracking Medicaid data to find people to arrest
• Negative Sentiment: Comparative analyses and some Wall Street notes argue other AI names may outperform and point to PLTR’s rich valuation — a reminder that positive execution is already priced in and misses could trigger sharp pullbacks. 3 AI Stocks That Will Trounce Palantir in 2026, According to Wall Street

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on PLTR shares. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a research note on Tuesday, November 4th. CICC Research upped their price target on Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a research report on Wednesday, November 12th. Morgan Stanley increased their price target on Palantir Technologies from $155.00 to $205.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 4th. Wall Street Zen lowered Palantir Technologies from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Finally, Bank of America upped their target price on Palantir Technologies from $215.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $184.07.

Palantir Technologies Company Profile

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.