Gateway Investment Advisers LLC Grows Stock Holdings in Palantir Technologies Inc. $PLTR

Gateway Investment Advisers LLC increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 44.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 534,668 shares of the company’s stock after purchasing an additional 163,610 shares during the period. Palantir Technologies accounts for 0.9% of Gateway Investment Advisers LLC’s holdings, making the stock its 16th biggest holding. Gateway Investment Advisers LLC’s holdings in Palantir Technologies were worth $97,534,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Lionshead Wealth Management LLC lifted its stake in Palantir Technologies by 0.4% in the 3rd 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. Ellenbecker Investment Group increased its holdings in shares of 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 during the last quarter. Traveka Wealth LLC increased its holdings in shares of Palantir Technologies by 1.6% in the third quarter. Traveka Wealth LLC now owns 3,695 shares of the company’s stock worth $674,000 after purchasing an additional 57 shares during the last quarter. Market Street Wealth Management Advisors LLC lifted its position in shares of Palantir Technologies by 4.0% in the third quarter. Market Street Wealth Management Advisors LLC now owns 1,539 shares of the company’s stock worth $281,000 after buying an additional 59 shares in the last quarter. Finally, Global Wealth Strategies & Associates boosted its stake in Palantir Technologies by 36.1% during the third quarter. Global Wealth Strategies & Associates now owns 230 shares of the company’s stock valued at $42,000 after buying an additional 61 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors.

More Palantir Technologies News

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

• Positive Sentiment: Zacks added PLTR to its Rank #1 (Strong Buy) list, which can attract buying interest from momentum-focused and institutional investors. New Strong Buy Stocks for January 2nd
• Positive Sentiment: 247WallStreet argues there’s still room to run for PLTR based on recent commercial/government AI deployments and momentum — a narrative that supports buy-the-dip trading strategies. Palantir Stock Is Coming Back. 1 Reason There’s More Room to Run
• Neutral Sentiment: MarketBeat’s take frames PLTR as a maturing AI/software compounder — bullish long-term but likely to see consolidation and choppy trading as valuation now prices in high future growth. This shifts investor tactics toward buy-and-hold with tactical dip buying. Palantir Has Grown Up Fast: What Does That Mean for 2026?
• Neutral Sentiment: Sector tailwinds for AI (January-effect commentary) could help PLTR over time, but near-term flows are favoring chip names like NVDA — a mixed signal for software names. 3 AI Stocks Poised to Surge on the January Effect
• Negative Sentiment: The Motley Fool and other outlets point to profit-taking after PLTR’s 135%+ jump in 2025 and a rotation out of software into chips as the main drivers of today’s sell-off. That explains much of the short-term weakness. Why Palantir Fell Hard To Start 2026
• Negative Sentiment: Technically, PLTR has tested key support near ~$175 after the run-up, raising the risk of deeper pullbacks if selling persists. Traders will watch those levels and the 50-day moving average for sign of stabilization. Palantir Slips Friday: AI Darling Tests Key $175 Support Level After Historic 2025 Run
• Negative Sentiment: Forbes highlights recurring downside risk — PLTR has experienced several rapid >30% drawdowns historically — a reminder that elevated valuation and concentrated retail interest can amplify volatility. Risks That Palantir Stock Investors Must Know

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Wall Street Zen cut shares of Palantir Technologies from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Morgan Stanley boosted their target price on Palantir Technologies from $155.00 to $205.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 4th. CICC Research upped their target price on Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a research note on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft raised their price target on Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a research note on Tuesday, November 4th. Finally, Robert W. Baird boosted their price objective on Palantir Technologies from $170.00 to $200.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Palantir Technologies presently has a consensus rating of “Hold” and a consensus target price of $172.28.

Palantir Technologies Price Performance

PLTR stock opened at $167.86 on Friday. Palantir Technologies Inc. has a 1-year low of $63.40 and a 1-year high of $207.52. The business has a 50-day moving average price of $180.87 and a 200 day moving average price of $169.29. The company has a market capitalization of $400.08 billion, a P/E ratio of 399.68, a PEG ratio of 4.22 and a beta of 1.54.

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

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Alexander C. Karp sold 359,325 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total transaction of $58,925,706.75. Following the completion of the sale, the insider directly owned 6,432,258 shares of the company’s stock, valued at approximately $1,054,825,989.42. This represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Stephen Andrew Cohen sold 308,635 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total transaction of $50,613,053.65. Following the completion of the sale, the insider owned 592 shares in the company, valued at $97,082.08. This represents a 99.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,008,044 shares of company stock worth $164,601,839. Company insiders own 9.23% of the company’s stock.

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.