Bokf Na Raises Stock Position in Palantir Technologies Inc. $PLTR

Bokf Na increased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 31.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,703 shares of the company’s stock after purchasing an additional 15,098 shares during the period. Bokf Na’s holdings in Palantir Technologies were worth $11,145,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in PLTR. Vanguard Group Inc. raised its holdings in shares of Palantir Technologies by 4.0% during the third quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock worth $39,017,133,000 after purchasing an additional 8,168,604 shares during the last quarter. State Street Corp raised its holdings in shares of Palantir Technologies by 7.2% during the third quarter. State Street Corp now owns 101,258,899 shares of the company’s stock worth $18,471,648,000 after purchasing an additional 6,777,771 shares during the last quarter. Amundi raised its holdings in shares of Palantir Technologies by 38.7% during the third quarter. Amundi now owns 15,679,158 shares of the company’s stock worth $2,814,879,000 after purchasing an additional 4,373,201 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of Palantir Technologies by 228.0% during the third quarter. Wellington Management Group LLP now owns 5,182,560 shares of the company’s stock worth $945,403,000 after purchasing an additional 3,602,471 shares during the last quarter. Finally, Clear Street Group Inc. purchased a new position in shares of Palantir Technologies during the third quarter worth $408,763,000. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a report on Monday, February 2nd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Northland Securities raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price objective for the company in a report on Tuesday, February 3rd. DA Davidson cut their price objective on shares of Palantir Technologies from $180.00 to $165.00 and set a “neutral” rating for the company in a report on Tuesday. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $230.00 price objective on shares of Palantir Technologies in a report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Palantir Technologies has an average rating of “Moderate Buy” and a consensus target price of $194.25.

Key Palantir Technologies News

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

• Positive Sentiment: Blowout Q1 results and higher guidance — revenue jumped ~85% and Palantir raised FY guidance after the quarter, demonstrating strong demand (especially U.S.). Palantir Reports Q1 2026 — Business Wire
• Positive Sentiment: Margins, cash flow and Rule of 40 look excellent — analysts note accelerating profitability and a very strong Rule of 40 score, which supports a longer‑term growth + efficiency narrative. Palantir Tops Q1 Estimates — Benzinga
• Positive Sentiment: Bullish analyst actions — several firms raised targets or reiterated conviction (Rosenblatt raised its PT to $225; Wedbush and Oppenheimer remain constructive). Rosenblatt Raises PT to $225 — 247WallSt
• Neutral Sentiment: Wall Street is split — coverage shows a wide dispersion of views and targets, so near‑term headline moves may be driven more by positioning than fundamentals. Analysts Split After Q1 — TipRanks
• Neutral Sentiment: Options and traders priced for a big swing around earnings — elevated implied volatility suggests traders expected a larger immediate move than what materialized. Options Data Ahead Of Earnings — Barchart
• Negative Sentiment: Shares fell despite the beat — investors cited an extreme valuation multiple and concerns that parts of commercial revenue lagged expectations, leaving little room for disappointment. Stock Tumbles Despite Beats — Yahoo Finance
• Negative Sentiment: Analyst downgrades and target trims — some firms (e.g., HSBC/other shops) trimmed targets or moved to Hold, citing valuation and moat concerns. Is Palantir Losing Its Moat? — Yahoo Finance
• Negative Sentiment: Notable short interest and high‑profile critics — Michael Burry publicly opened a short position on PLTR, which adds selling pressure and headlines. Michael Burry Shorts Palantir — Business Insider

Palantir Technologies Stock Performance

PLTR opened at $135.91 on Wednesday. Palantir Technologies Inc. has a fifty-two week low of $105.32 and a fifty-two week high of $207.52. The company has a fifty day moving average of $145.29 and a two-hundred day moving average of $162.19. The stock has a market capitalization of $325.06 billion, a price-to-earnings ratio of 152.71, a PEG ratio of 2.73 and a beta of 1.52.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings data on Monday, May 4th. The company reported $0.33 earnings per share for the quarter, beating analysts’ consensus estimates of $0.28 by $0.05. The company had revenue of $1.63 billion during the quarter, compared to analysts’ expectations of $1.54 billion. Palantir Technologies had a net margin of 43.67% and a return on equity of 30.26%. The firm’s revenue for the quarter was up 84.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.13 earnings per share. On average, equities research analysts forecast that Palantir Technologies Inc. will post 1.05 earnings per share for the current year.

Insider Buying and Selling at Palantir Technologies

In other news, insider David A. Glazer sold 17,438 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the completion of the sale, the insider owned 392,370 shares of the company’s stock, valued at $52,467,716.40. The trade was a 4.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Stephen Andrew Cohen sold 327,088 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 $43,738,207.36. Following the sale, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. This represents a 99.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,029,479 shares of company stock valued at $137,685,797. Corporate insiders own 9.53% of the company’s stock.

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.