Palantir Technologies Inc. $PLTR Shares Acquired by Quadrature Capital Ltd

Quadrature Capital Ltd lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 117.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,687,875 shares of the company’s stock after acquiring an additional 911,361 shares during the period. Palantir Technologies accounts for approximately 3.6% of Quadrature Capital Ltd’s investment portfolio, making the stock its biggest holding. Quadrature Capital Ltd owned about 0.07% of Palantir Technologies worth $307,902,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bare Financial Services Inc grew its stake in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after purchasing an additional 55 shares during the last quarter. Delos Wealth Advisors LLC acquired a new position in shares of Palantir Technologies in the second quarter valued at about $29,000. Zeit Capital LLC purchased a new position in shares of Palantir Technologies in the second quarter worth about $30,000. Financial Consulate Inc. purchased a new position in shares of Palantir Technologies in the third quarter worth about $30,000. Finally, MTM Investment Management LLC acquired a new stake in shares of Palantir Technologies during the second quarter worth about $31,000. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Analyst Ratings Changes

PLTR has been the topic of a number of recent research reports. Citigroup upped their target price on Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. Jefferies Financial Group set a $208.00 price objective on shares of Palantir Technologies in a research note on Thursday, January 22nd. HSBC raised shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price objective on the stock in a report on Tuesday, February 3rd. William Blair upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a research note on Monday, February 2nd. Finally, The Goldman Sachs Group reduced their target price on shares of Palantir Technologies from $188.00 to $182.00 in a report on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Palantir Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $192.68.

Insider Activity

In other Palantir Technologies news, insider Shyam Sankar sold 168,004 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the transaction, the insider owned 642,786 shares in the company, valued at approximately $85,953,343.92. This represents a 20.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Stephen Andrew Cohen sold 327,088 shares of the 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 in the company, valued at approximately $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,045,279 shares of company stock valued at $140,539,043 in the last three months. Corporate insiders own 9.23% of the company’s stock.

Palantir Technologies Trading Up 1.3%

Shares of NASDAQ:PLTR opened at $153.50 on Friday. Palantir Technologies Inc. has a 12-month low of $66.12 and a 12-month high of $207.52. The business has a 50 day moving average of $153.32 and a two-hundred day moving average of $168.80. The company has a market capitalization of $367.12 billion, a PE ratio of 243.65, a PEG ratio of 3.00 and a beta of 1.70.

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

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Nvidia partnership announced a sovereign-AI OS reference architecture that pairs Palantir software with Nvidia hardware — a potentially large TAM (sovereign AI/datacenter) and catalyst cited by analysts raising estimates. Palantir and NVIDIA Team to Deliver Sovereign AI Operating System Reference Architecture
• Positive Sentiment: Expanded defense/industrial partnerships: GE Aerospace broadened its multi-year Palantir deal to deploy AI across Air Force sustainment and engine production, boosting addressable revenue in defense manufacturing. GE Aerospace Deepens Palantir AI Use In Defense And Factory Operations
• Positive Sentiment: Centrus (uranium enrichment) partnership highlights material near-term cost-savings (~$300M identified) and expands Palantir exposure to critical infrastructure projects. Centrus Partners with Palantir
• Positive Sentiment: DISA authorized Palantir’s PFCS Forward (on‑premises/edge), removing a procurement obstacle for federal/defense deployments and supporting recurring revenue expectations. Palantir Secures DISA Authorization
• Positive Sentiment: Strong fundamentals: recent quarterly results and 2026 outlook (high revenue growth and margin expansion) plus Wall Street support (Truist reiteration, multiple analysts lifting estimates) underpin investor optimism. Palantir’s Profitability Edge Strengthens Its AI Leadership
• Neutral Sentiment: Partnerships with Ondas and World View and other commercial deals (LG CNS, Polymarket) expand industry footprint but are smaller-scale near-term revenue drivers compared with large defense deals. Palantir Partners with Ondas and World View
• Neutral Sentiment: AIPCon customer demonstrations and industry press are raising visibility — useful for sales momentum but incremental until contract awards convert to bookings. Palantir’s AIPCon 9
• Negative Sentiment: Geopolitical/reputational risk: CEO Alex Karp confirmed Palantir tech is being used in the Middle East conflict; this raises political/regulatory scrutiny and potential contract or public backlash. Palantir’s technology gives the West a critical edge in Middle East, CEO Alex Karp says
• Negative Sentiment: Security supply-chain concern: Palantir confirmed continued use of Anthropic’s Claude even after the Pentagon labeled Anthropic a supply‑chain risk — a point of regulatory and customer concern. Palantir is still using Anthropic’s Claude as Pentagon blacklist plays out
• Negative Sentiment: Investor/activist pressure: Michael Burry publicly reiterated bearish views, arguing Palantir may be overpromising on military AI — adds downside risk if it influences other large holders. Michael Burry Says Palantir Has ‘No Real AI Software’ Of Its Own

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.