Palantir Technologies Inc. $PLTR Stock: Integrity Alliance LLC. Raises Stake

Integrity Alliance LLC. increased its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 49.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 75,781 shares of the company’s stock after acquiring an additional 25,025 shares during the quarter. Integrity Alliance LLC.’s holdings in Palantir Technologies were worth $14,175,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in PLTR. Laurel Wealth Advisors LLC bought a new stake in Palantir Technologies during the third quarter valued at approximately $35,000. Cranbrook Wealth Management LLC increased its holdings in shares of Palantir Technologies by 40.7% in the 3rd quarter. Cranbrook Wealth Management LLC now owns 197 shares of the company’s stock worth $37,000 after buying an additional 57 shares during the last quarter. Ballast Advisors LLC bought a new position in shares of Palantir Technologies in the 1st quarter worth $29,000. Retirement Wealth Solutions LLC increased its holdings in shares of Palantir Technologies by 51.7% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 217 shares of the company’s stock worth $41,000 after buying an additional 74 shares during the last quarter. Finally, Dakota Community Bank & Trust NA increased its holdings in shares of Palantir Technologies by 219.1% in the 3rd quarter. Dakota Community Bank & Trust NA now owns 217 shares of the company’s stock worth $41,000 after buying an additional 149 shares during the last quarter. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Palantir Technologies Stock Performance

NASDAQ PLTR opened at $175.40 on Wednesday. The stock has a market cap of $421.50 billion, a P/E ratio of 122.66, a price-to-earnings-growth ratio of 3.18 and a beta of 1.65. Palantir Technologies Inc. has a fifty-two week low of $106.37 and a fifty-two week high of $212.94. The stock has a 50 day simple moving average of $186.86 and a two-hundred day simple moving average of $153.89.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, November 2nd. The company reported $0.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. The company had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.18 billion. Palantir Technologies had a net margin of 50.34% and a return on equity of 32.87%. Palantir Technologies’s revenue was up 95.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.21 earnings per share. Sell-side analysts predict that Palantir Technologies Inc. will post 1.29 earnings per share for the current year.

Key Palantir Technologies News

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

• Positive Sentiment: Palantir beat estimates, reporting third-quarter revenue of $2.31 billion, up 96% year over year, and adjusted earnings of $0.44 per share. U.S. commercial revenue grew 148% to $984 million, surpassing U.S. government revenue for the first time. Palantir reports booming U.S. commercial revenue growth
• Positive Sentiment: Management raised its 2026 revenue outlook to about $8.5 billion, above consensus, and forecast fourth-quarter revenue of $2.6 billion to $2.7 billion. The company also cited strong demand for its AI products. Palantir Q3 earnings call highlights
• Positive Sentiment: Some analysts raised price targets after the results, pointing to Palantir’s growth and raised outlook. These upgrades offer support for the bullish case, though they have not erased investor concerns. Analysts raise price targets after Q3
• Neutral Sentiment: Palantir says some customers are using shorter Sovereign AI contracts while evaluating models, which it expects could expand over time. That may explain part of the bookings slowdown, but leaves uncertainty about when current demand will convert into longer-term commitments. Palantir growth and contract trends
• Negative Sentiment: Bookings were the main near-term concern: total contract value increased just 6% year over year, versus 49% in the previous quarter, while U.S. commercial contract value growth slowed sharply. Investors worry that slower new commitments could eventually temper the exceptional revenue growth. Analysts cite slower bookings growth
• Negative Sentiment: Valuation also amplifies the risk: investors appear to expect continued rapid growth, making even a slowdown in bookings a potential trigger for selling after the earnings beat. Palantir and high earnings expectations

Insider Buying and Selling

In related news, insider Shyam Sankar sold 35,000 shares of the business’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $155.70, for a total transaction of $5,449,500.00. Following the sale, the insider owned 642,786 shares of the company’s stock, valued at $100,081,780.20. The trade was a 5.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lauren Friedman Stat sold 5,026 shares of the company’s stock in a transaction dated Thursday, October 8th. The stock was sold at an average price of $199.00, for a total transaction of $1,000,174.00. Following the completion of the sale, the director owned 46,402 shares in the company, valued at approximately $9,233,998. This trade represents a 9.77% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 557,358 shares of company stock worth $97,408,897 over the last 90 days. Corporate insiders own 9.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on PLTR shares. Piper Sandler reiterated an “overweight” rating and issued a $235.00 price objective (up from $231.00) on shares of Palantir Technologies in a report on Tuesday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $225.00 price objective on shares of Palantir Technologies in a report on Monday, October 26th. Oppenheimer restated an “outperform” rating and issued a $235.00 target price (up from $200.00) on shares of Palantir Technologies in a research report on Thursday, October 29th. Truist Financial reaffirmed a “buy” rating and issued a $250.00 target price (up from $223.00) on shares of Palantir Technologies in a research note on Tuesday. Finally, Mizuho increased their price target on shares of Palantir Technologies from $215.00 to $245.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Palantir Technologies has a consensus rating of “Moderate Buy” and an average price target of $212.86.

Palantir Technologies Company Profile

Palantir Technologies Inc develops software platforms that help government agencies and commercial organizations integrate, analyze and act on data. Its products are designed to support complex operations such as defense and intelligence, supply-chain management, manufacturing, healthcare and other data-intensive activities.

Palantir’s principal platforms include Gotham, which is primarily used by government and defense customers; Foundry, which helps commercial and institutional users build data-driven workflows; Apollo, a platform for deploying and managing software across diverse environments; and the Artificial Intelligence Platform (AIP), which connects generative artificial intelligence capabilities with an organization’s data and operational systems.

Founded in 2003, the company initially focused on software for government and national-security applications before expanding into commercial markets.