Palantir Technologies Inc. $PLTR Shares Bought by Franklin Resources Inc.

Franklin Resources Inc. raised its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 19.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,815,547 shares of the company’s stock after buying an additional 618,116 shares during the quarter. Franklin Resources Inc. owned about 0.16% of Palantir Technologies worth $696,032,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Bare Financial Services Inc boosted its holdings in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after purchasing an additional 55 shares during the last quarter. Delos Wealth Advisors LLC acquired a new stake in shares of Palantir Technologies in the second quarter valued at approximately $29,000. Zeit Capital LLC purchased a new position in Palantir Technologies during the second quarter worth approximately $30,000. Financial Consulate Inc. acquired a new position in Palantir Technologies during the third quarter worth $30,000. Finally, MTM Investment Management LLC acquired a new position in Palantir Technologies during the second quarter worth $31,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Alexander C. Karp sold 493,025 shares of Palantir Technologies stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the completion of the transaction, the insider directly owned 6,432,258 shares of the company’s stock, valued at $860,507,475.24. The trade was a 7.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Shyam Sankar sold 168,004 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the sale, the insider owned 642,786 shares in the company, valued at $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,054,279 shares of company stock worth $142,212,233. 9.23% of the stock is owned by corporate insiders.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Company guidance points to rapid growth and margin expansion — Palantir guided to roughly $7.19B in 2026 sales (about 61% YoY) with improving free cash flow and surging margins, reinforcing its enterprise-AI leadership and giving investors a fundamentals-driven reason to bid the stock up. Palantir’s Profitability Edge Strengthens Its AI Leadership
• Positive Sentiment: Defense authorization expands addressable market — DISA approved Palantir Federal Cloud Service (PFCS) Forward for on‑premises and edge deployments, broadening Palantir’s ability to win secure, high-value DoD contracts. Palantir (PLTR) Secures DISA Authorization for PFCS Forward Cloud Service
• Positive Sentiment: New commercial vertical deal — A partnership with Polymarket and TWG AI to build a sports‑integrity platform showcases Palantir’s ability to monetize its Vergence AI/compliance stack beyond government customers. This supports the narrative of diversified revenue growth. Polymarket Partners With Palantir and TWG AI
• Neutral Sentiment: Analyst momentum and price targets are supportive but mixed — Multiple firms remain bullish with median targets around $200, giving upside for investors who buy on strength; coverage is driving sentiment but also creates target-driven volatility. QuiverQuant: Opinions on Q4 Revenue Growth
• Neutral Sentiment: Sector earnings/valuation debate still matters — Strong AI/security peers (e.g., CrowdStrike) are stirring debate about how much valuation premium is justified; that discussion can amplify intraday moves in PLTR. CrowdStrike Delivered a Blowout Quarter—and the Stock Yawned
• Negative Sentiment: Large insider selling raises liquidity/comfort questions — Recent reports highlight major insider share sales (part of a broader $9.6B combined Nvidia/Palantir disclosure), which can pressure sentiment and be cited as a reason for profit‑taking. Nvidia and Palantir Insiders Dump $9.6 Billion Worth Shares
• Negative Sentiment: High valuation and short‑term pullbacks remain risks — PLTR trades at a rich P/E and has shown volatile swings (recent intraday declines were noted), so strong guidance and wins are priced alongside execution and macro/geopolitical risk. Palantir Declines More Than Market

Wall Street Analyst Weigh In

PLTR has been the subject of a number of recent research reports. Daiwa Securities Group raised Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 target price for the company in a research note on Tuesday, February 10th. CICC Research boosted their price target on shares of Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a research report on Wednesday, November 12th. Citigroup upped their price objective on shares of Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. DA Davidson cut their price objective on shares of Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating for the company in a research report on Tuesday, February 3rd. Finally, Wall Street Zen downgraded shares of Palantir Technologies from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Palantir Technologies has an average rating of “Moderate Buy” and an average target price of $192.68.

Palantir Technologies Stock Performance

Palantir Technologies stock opened at $151.60 on Thursday. The company has a market capitalization of $362.58 billion, a PE ratio of 240.64, a price-to-earnings-growth ratio of 3.00 and a beta of 1.70. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The firm has a 50 day moving average price of $153.81 and a 200 day moving average price of $168.90.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $1.34 billion. During the same period in the prior year, the firm earned $0.14 earnings per share. The firm’s revenue was up 70.0% compared to the same quarter last year. As a group, equities research analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

About Palantir Technologies

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.