N10 Assets LLC Makes New $7.01 Million Investment in Palantir Technologies Inc. $PLTR

N10 Assets LLC acquired a new stake in Palantir Technologies Inc. (NASDAQ:PLTR) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 60,123 shares of the company’s stock, valued at approximately $7,015,000. Palantir Technologies accounts for about 3.0% of N10 Assets LLC’s holdings, making the stock its 14th largest position.

Other large investors also recently modified their holdings of the company. Revolve Wealth Partners LLC bought a new stake in shares of Palantir Technologies during the 4th quarter worth about $450,000. Bison Wealth LLC lifted its position in Palantir Technologies by 37.4% during the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock worth $1,296,000 after acquiring an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC lifted its position in Palantir Technologies by 38.0% during the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock worth $1,447,000 after acquiring an additional 4,722 shares during the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of Palantir Technologies by 36.8% during the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock worth $858,000 after acquiring an additional 1,694 shares during the period. Finally, Vivaldi Capital Management LP bought a new stake in shares of Palantir Technologies during the second quarter worth approximately $315,000. 45.65% of the stock is owned by institutional investors.

Palantir Technologies Trading Up 4.7%

NASDAQ PLTR opened at $185.93 on Friday. The company has a market cap of $446.80 billion, a price-to-earnings ratio of 158.91, a PEG ratio of 2.51 and a beta of 1.59. The company has a 50 day moving average of $142.60 and a 200-day moving average of $141.74. Palantir Technologies Inc. has a 1-year low of $106.37 and a 1-year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings results on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%.The business had revenue of $1.94 billion for the quarter, compared to the consensus estimate of $1.81 billion. During the same quarter in the prior year, the business posted $0.16 earnings per share. The firm’s quarterly revenue was up 92.8% compared to the same quarter last year. On average, equities research analysts forecast that Palantir Technologies Inc. will post 1.27 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Lauren Elaina Friedman Stat sold 3,032 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $165.00, for a total transaction of $500,280.00. Following the sale, the director directly owned 54,107 shares of the company’s stock, valued at approximately $8,927,655. This represents a 5.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shyam Sankar sold 35,000 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $155.70, for a total value of $5,449,500.00. Following the completion of the transaction, the insider owned 642,786 shares in the company, valued at $100,081,780.20. The trade was a 5.16% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 721,764 shares of company stock valued at $117,080,858. 9.53% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on PLTR shares. BNP Paribas Exane started coverage on Palantir Technologies in a research note on Tuesday, June 16th. They set an “underperform” rating on the stock. Royal Bank Of Canada restated an “underperform” rating and issued a $90.00 price target on shares of Palantir Technologies in a research note on Friday, July 31st. Needham & Company LLC set a $215.00 price objective on Palantir Technologies in a report on Tuesday, August 11th. Northland Securities set a $200.00 price objective on Palantir Technologies in a research report on Tuesday, August 4th. Finally, Argus raised Palantir Technologies from a “hold” rating to a “buy” rating and set a $190.00 target price for the company in a report on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $192.19.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Maven is emerging as a major growth catalyst. Palantir’s Maven Smart System is reportedly approaching a $1 billion annual revenue run rate, supported by a $244 million Pentagon funding increase through March 2027. Its designation as a program of record could provide access to as much as $2.3 billion in funding over five years. Palantir’s Pentagon AI Business Is Closing In on $1 Billion a Year
• Positive Sentiment: Operating metrics remain unusually strong. A report highlighted Palantir’s 155% second-quarter fiscal 2026 Rule of 40 score—revenue growth plus adjusted operating margin—far above the 40% benchmark commonly used for healthy software companies. This reinforces the bullish case for buying on pullbacks. This 1 Number Proves Why You Should Buy Palantir on Every Dip
• Positive Sentiment: Recent earnings and guidance upgrades continue to support sentiment. Palantir reported better-than-expected quarterly results, raised full-year revenue guidance and continues to benefit from expansion across its government and commercial platforms. How Pentagon Maven Deal And Raised Guidance Changed Palantir’s Investment Story
• Positive Sentiment: Analyst support is adding momentum. William Blair maintained a Buy rating, citing Maven’s path toward $1 billion in annual recurring revenue and favorable defense-spending trends. Palantir Earns Buy Rating as Maven Nears Billion-Dollar Status
• Neutral Sentiment: Analysts remain divided. While some see further upside from AI and defense demand, others question whether the stock’s recent rally is fully supported by new information, since many contracts and growth trends were already public. Analysts Conflicted on Palantir and Intuit
• Negative Sentiment: Insider selling remains a risk. CEO Alexander Karp sold nearly $86 million of shares, while co-founder Peter Thiel has reduced his stake over time. These sales may pressure sentiment even though Thiel remains a major shareholder. Palantir CEO Alexander Karp Sells $86 Million in Stock
• Negative Sentiment: Valuation leaves little room for disappointment. Commentators note that Palantir trades at demanding earnings and sales multiples; investor Michael Burry has reportedly added to a PLTR short position. Michael Burry Adds to Palantir Short Position

Palantir Technologies 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.