Krane Funds Advisors LLC Boosts Stock Holdings in Palantir Technologies Inc. $PLTR

Krane Funds Advisors LLC raised its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 169.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,404 shares of the company’s stock after acquiring an additional 9,065 shares during the period. Palantir Technologies makes up 0.1% of Krane Funds Advisors LLC’s portfolio, making the stock its 25th largest holding. Krane Funds Advisors LLC’s holdings in Palantir Technologies were worth $2,557,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Occidental Asset Management LLC lifted its position in shares of Palantir Technologies by 2.8% in the third quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock worth $358,000 after buying an additional 53 shares in the last quarter. Gallacher Capital Management LLC increased its stake in Palantir Technologies by 2.2% in the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock worth $447,000 after acquiring an additional 53 shares during the last quarter. Lionshead Wealth Management LLC raised its holdings in shares of Palantir Technologies by 0.4% during the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock worth $2,395,000 after acquiring an additional 56 shares in the last quarter. Ellenbecker Investment Group boosted its position in shares of Palantir Technologies by 3.6% during the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock valued at $295,000 after acquiring an additional 57 shares during the last quarter. Finally, Traveka Wealth LLC grew 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 valued at $674,000 after purchasing an additional 57 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

Insiders Place Their Bets

In other news, insider David A. Glazer sold 9,000 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $185.91, for a total transaction of $1,673,190.00. Following the transaction, the insider directly owned 413,639 shares of the company’s stock, valued at approximately $76,899,626.49. This trade represents a 2.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Lauren Elaina Friedman Stat sold 3,400 shares of Palantir Technologies stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $181.35, for a total transaction of $616,590.00. Following the sale, the director directly owned 58,687 shares of the company’s stock, valued at $10,642,887.45. This represents a 5.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 24,800 shares of company stock worth $4,526,436 in the last three months. Corporate insiders own 12.93% of the company’s stock.

Palantir Technologies Stock Performance

Shares of NASDAQ PLTR opened at $130.60 on Tuesday. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The company has a market cap of $311.28 billion, a price-to-earnings ratio of 207.30, a PEG ratio of 2.60 and a beta of 1.64. The business’s 50 day moving average price is $163.83 and its 200-day moving average price is $171.16.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the company posted $0.14 EPS. Palantir Technologies’s quarterly revenue was up 70.0% on a year-over-year basis. Sell-side analysts predict that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

More Palantir Technologies News

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

• Positive Sentiment: DISA granted Palantir’s PFCS Forward Impact Level 6 provisional authorization — opens the DoD’s highest-security deployments (on‑premises and edge), expanding Palantir’s addressable market in mission‑critical defense workloads. Palantir Just Opened a New DoD Door—What Changes Now?
• Positive Sentiment: Large federal and commercial traction: Palantir signed a reported ~$1B software agreement with DHS and announced a Rackspace partnership to accelerate Foundry and AIP deployments for regulated industries — both support near‑term revenue visibility and commercial distribution. Palantir’s DHS Deal And Rackspace Tie Up Contrast With European Pushback
• Positive Sentiment: Some analysts and firms are turning more positive after the pullback — upgrades and re‑ratings (and bullish analyst commentary) argue the stock is de‑risked relative to recent multiples, supporting a constructive mid‑term view. Palantir (PLTR) Called a “Category of One” as Analysts Upgrade the Stock
• Neutral Sentiment: Options/hedging activity shows traders are positioning for volatility — pieces highlighting put strategies or married‑put spreads reflect investor caution but also provide tactical trade ideas. Play the ‘SaaS Apocalypse’ Selloff in Palantir Stock With This 1 Winning, Protective Options Trade
• Neutral Sentiment: Broader tech/AI selloff and upcoming AI earnings cadence are pressuring AI‑levered names — sector dynamics (Nvidia, Snowflake, Salesforce earnings) are amplifying PLTR moves independent of company‑specific news. AI Stocks Hit Reset. Will Nvidia, Snowflake, CoreWeave, Salesforce Earnings Decide What’s Next?
• Negative Sentiment: Governance and public criticism are weighing on sentiment — coverage calling out governance questions and investor criticisms (including high‑profile skeptics) is amplifying downside pressure amid the market pullback. Stock Market Today, Feb. 23: Palantir Falls as Market Pullback and Governance Questions Weigh
• Negative Sentiment: High‑profile bearish commentary (Michael Burry) and skeptical research pieces keep headline risk elevated — criticism of leadership spending and public legal fights in Europe can sustain volatility. Michael Burry Sounds Alarm On Palantir, Flags CEO Alex Karp’s ‘Elevated’ $17.2 Million Private Jet Tab
• Negative Sentiment: Price action: PLTR has pulled back sharply from late‑2025 highs and several bearish commentaries argue valuation and momentum remain concerns, which encourages further selling on weak market days. Why is Palantir stock down 37% from its peak: is worst over for PLTR?

Analyst Upgrades and Downgrades

A number of equities analysts have commented on PLTR shares. Zacks Research cut shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $200.00 price target on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Citigroup upped their price objective on Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. Loop Capital dropped their target price on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a report on Friday, January 30th. Finally, Royal Bank Of Canada boosted their target price on Palantir Technologies from $45.00 to $50.00 and gave the company an “underperform” rating in a research report on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $191.05.

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.