Palantir Technologies Inc. $PLTR Stake Lessened by Vinva Investment Management Ltd

Vinva Investment Management Ltd cut its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 9.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 58,287 shares of the company’s stock after selling 5,820 shares during the period. Vinva Investment Management Ltd’s holdings in Palantir Technologies were worth $10,249,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Occidental Asset Management LLC increased its position in shares of Palantir Technologies by 2.8% in the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock worth $358,000 after purchasing an additional 53 shares during the last quarter. Gallacher Capital Management LLC lifted its position in shares of Palantir Technologies by 2.2% during the third quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock worth $447,000 after purchasing an additional 53 shares during the last quarter. Bare Financial Services Inc lifted its position in shares of Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after purchasing an additional 55 shares during the last quarter. Lionshead Wealth Management LLC grew its stake in Palantir Technologies by 0.4% in the third quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock worth $2,395,000 after purchasing an additional 56 shares in the last quarter. Finally, Ellenbecker Investment Group grew its stake in Palantir Technologies by 3.6% in the third quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after purchasing an additional 57 shares in the last quarter. 45.65% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on PLTR. DA Davidson lowered their price objective on Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating for the company in a report on Tuesday, February 3rd. Wall Street Zen lowered Palantir Technologies from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. HSBC upgraded Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price target for the company in a report on Tuesday, February 3rd. Piper Sandler reissued an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Finally, Jefferies Financial Group set a $208.00 price objective on Palantir Technologies in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Palantir Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $192.68.

Palantir Technologies News Summary

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

• Positive Sentiment: Geopolitical tensions (U.S. strikes on Iran) and a spike in defense demand have driven a sharp rally in Palantir shares as investors rotate into defense tech. Analysts raised price targets and buying momentum lifted the stock. Palantir Stock Rallies 15% As Iran War Drives Defense Demand
• Positive Sentiment: Coverage noting the Pentagon is increasing use of Palantir’s AI — and broader defense budget focus — supports upside expectations for contract wins and recurring revenue. Palantir Technologies Surges as Pentagon Bets on Its AI
• Positive Sentiment: Regulatory moves against Anthropic (deemed a national‑security supply‑chain risk) may indirectly benefit defense-focused AI providers like Palantir, as the Pentagon restricts some commercial AI vendors. Anthropic Deemed a ‘National Security Threat’ — Is Palantir At Risk?
• Neutral Sentiment: Minor insider/affiliate selling: Century Legend sold 2,700 Palantir shares via a subsidiary to boost liquidity and realize gains — a small block unlikely to materially affect supply/demand. Century Legend Sells Palantir Stake
• Neutral Sentiment: Inclusion in defense/war‑tech themed portfolios and lists highlights investor interest in Palantir as a strategic play on geopolitics and AI in defense. The New War Portfolio: 3 Stocks Built for a High-Tech War
• Negative Sentiment: Multiple articles highlight valuation risk: several analysts and commentary pieces argue PLTR’s premium multiple may not be justified despite strong growth, warning of downside if tech momentum reverses. Prediction: This Is How Much Further Palantir Stock Could Fall in 2026
• Negative Sentiment: “SaaSpocalypse” and software‑sector weakness have pressured Palantir recently; some Wall Street pieces explicitly list PLTR among AI/software names considered overvalued and potential sell candidates. What Is Going on With Palantir Stock Right Now?

Insider Buying and Selling at Palantir Technologies

In other Palantir Technologies news, insider Alexander C. Karp sold 493,025 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the sale, the insider directly owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. This trade represents a 7.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider David A. Glazer sold 17,438 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the transaction, the insider directly owned 392,370 shares of the company’s stock, valued at approximately $52,467,716.40. This trade represents a 4.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,054,279 shares of company stock worth $142,212,233. 9.23% of the stock is owned by company insiders.

Palantir Technologies Stock Up 2.9%

Shares of NASDAQ PLTR opened at $157.16 on Monday. The firm’s 50-day moving average price is $155.48 and its two-hundred day moving average price is $169.08. Palantir Technologies Inc. has a 52-week low of $66.12 and a 52-week high of $207.52. The stock has a market capitalization of $375.88 billion, a P/E ratio of 249.46, a P/E/G ratio of 3.12 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last posted its earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. The company had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business’s revenue was up 70.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.14 earnings per share. As a group, equities research analysts expect that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

About Palantir Technologies

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.