Palantir Technologies Inc. $PLTR Position Increased by National Pension Service

National Pension Service boosted its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 1.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,233,929 shares of the company’s stock after purchasing an additional 49,905 shares during the quarter. National Pension Service owned approximately 0.22% of Palantir Technologies worth $610,642,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in PLTR. BCGM Wealth Management LLC boosted its holdings in shares of Palantir Technologies by 2.0% during the second quarter. BCGM Wealth Management LLC now owns 3,202 shares of the company’s stock valued at $374,000 after acquiring an additional 64 shares during the period. CYBER HORNET ETFs LLC increased its holdings in shares of Palantir Technologies by 1.2% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 5,297 shares of the company’s stock worth $966,000 after acquiring an additional 65 shares during the period. JDM Financial Group LLC increased its holdings in shares of Palantir Technologies by 20.9% in the 2nd quarter. JDM Financial Group LLC now owns 388 shares of the company’s stock worth $45,000 after acquiring an additional 67 shares during the period. LifeSteps Financial Inc. lifted its position in Palantir Technologies by 4.9% in the 1st quarter. LifeSteps Financial Inc. now owns 1,482 shares of the company’s stock valued at $217,000 after purchasing an additional 69 shares during the last quarter. Finally, IFC & Insurance Marketing Inc. lifted its position in Palantir Technologies by 4.0% in the 1st quarter. IFC & Insurance Marketing Inc. now owns 1,806 shares of the company’s stock valued at $264,000 after purchasing an additional 70 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

PLTR has been the subject of several recent analyst reports. Deutsche Bank Aktiengesellschaft upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $200.00 target price for the company in a research report on Tuesday, August 4th. President Capital raised Palantir Technologies from a “neutral” rating to a “buy” rating and lifted their price target for the company from $25.50 to $133.00 in a report on Monday, June 29th. Needham & Company LLC set a $215.00 price objective on Palantir Technologies in a research report on Tuesday, August 11th. Oppenheimer lowered Palantir Technologies from an “outperform” rating to a “market perform” rating in a report on Tuesday, August 4th. Finally, William Blair restated an “outperform” rating on shares of Palantir Technologies in a research report on Wednesday, August 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $192.19.

Palantir Technologies Stock Down 0.5%

Shares of Palantir Technologies stock opened at $169.53 on Thursday. The business has a fifty day simple moving average of $153.34 and a 200-day simple moving average of $144.41. Palantir Technologies Inc. has a fifty-two week low of $106.37 and a fifty-two week high of $207.52. The firm has a market cap of $407.39 billion, a price-to-earnings ratio of 144.90, a price-to-earnings-growth ratio of 2.41 and a beta of 1.62.

Palantir Technologies (NASDAQ:PLTR) last released its 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 firm had revenue of $1.94 billion for the quarter, compared to analyst estimates of $1.81 billion. During the same period in the previous year, the company earned $0.16 earnings per share. Palantir Technologies’s revenue was up 92.8% compared to the same quarter last year. Analysts anticipate that Palantir Technologies Inc. will post 1.27 earnings per share for the current fiscal year.

Palantir Technologies News Roundup

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

• Positive Sentiment: Sovereign AI partnership expands Palantir’s commercial opportunity. Palantir named Nebius Group its preferred sovereign AI infrastructure partner, combining Palantir’s AIP, Foundry, and Apollo software with Nebius’ dedicated NVIDIA-powered data centers. The arrangement could help customers keep sensitive data and models within national borders while allowing Palantir to scale without making substantial investments in hardware. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
• Positive Sentiment: Growth momentum remains a key support. Recent coverage highlights Palantir’s partnerships with PwC, Nvidia, and the U.S. Army, alongside a quarterly revenue increase of 92.8% and an earnings beat. The company’s asset-light model, high margins, and growing demand for enterprise and government AI deployments continue to support the long-term growth narrative. Palantir Stock Continues to Grow on the Back of Enterprise Partnerships
• Neutral Sentiment: Jim Cramer compared PLTR with an NFL wide receiver, characterizing it as a high-growth portfolio holding. The endorsement reinforces Palantir’s appeal to growth investors but does not change the company’s fundamentals. Jim Cramer Compares Palantir to an NFL Wide Receiver
• Negative Sentiment: Valuation remains the principal overhang. With a price-to-earnings ratio near 145, analysts question whether Palantir’s exceptional growth is already reflected in the stock. Articles also compare PLTR with cheaper AI software alternatives such as Snowflake and cite rating downgrades based on limited near-term catalysts. Palantir: Why Would Anyone Pay Such A Price
• Negative Sentiment: ARK Invest reportedly sold approximately $6.5 million to $25 million of Palantir while rotating into other AI-related holdings. Michael Burry also exited December 2026 PLTR puts as part of a broader risk reduction, which removes a bearish position but signals caution toward highly valued technology stocks. Michael Burry Sells Palantir December 2026 Puts

Insider Buying and Selling at Palantir Technologies

In related news, insider Shyam Sankar sold 150,000 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $130.00, for a total transaction of $19,500,000.00. Following the completion of the sale, the insider directly owned 599,899 shares in the company, valued at approximately $77,986,870. This trade represents a 20.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lauren Friedman Stat sold 3,032 shares of Palantir Technologies stock in a transaction that occurred 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 completion of the transaction, the director owned 54,107 shares in the company, valued at approximately $8,927,655. This trade represents a 5.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 720,027 shares of company stock worth $116,879,340. 9.53% of the stock is currently owned by company insiders.

Palantir Technologies Profile

Palantir Technologies Inc is a software company that develops data integration, analytics and artificial intelligence platforms for government agencies and commercial organizations. Its software is designed to help customers integrate information from disparate sources, analyze complex data and support operational decision-making.

The company’s principal platforms include Gotham, which is used primarily by defense, intelligence and public-sector organizations; Foundry, which helps commercial and institutional customers manage and analyze operational data; and Apollo, a platform for deploying and managing software across varied computing environments.