Palantir Technologies Inc. $PLTR Holdings Lifted by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 28.4% in the 3rd quarter, Holdings Channel reports. The fund owned 664,777 shares of the company’s stock after acquiring an additional 147,067 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Palantir Technologies were worth $124,347,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in PLTR. Guardian Wealth Advisors LLC NC grew its stake in shares of Palantir Technologies by 67.5% during the 2nd quarter. Guardian Wealth Advisors LLC NC now owns 10,627 shares of the company’s stock worth $1,240,000 after acquiring an additional 4,283 shares in the last quarter. Counterpoint Mutual Funds LLC acquired a new stake in shares of Palantir Technologies in the third quarter valued at approximately $1,255,000. Independent Financial Group LLC raised its holdings in shares of Palantir Technologies by 20.8% in the second quarter. Independent Financial Group LLC now owns 188,200 shares of the company’s stock valued at $21,957,000 after purchasing an additional 32,427 shares during the last quarter. World Equity Group Inc. raised its holdings in shares of Palantir Technologies by 7.2% in the second quarter. World Equity Group Inc. now owns 43,627 shares of the company’s stock valued at $5,090,000 after purchasing an additional 2,948 shares during the last quarter. Finally, Sage Capital Advisors llc lifted its position in shares of Palantir Technologies by 63.5% in the second quarter. Sage Capital Advisors llc now owns 66,944 shares of the company’s stock worth $7,810,000 after purchasing an additional 25,995 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

More Palantir Technologies News

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

• Positive Sentiment: Expanded sovereign-AI deployments: Palantir said it has delivered sovereign-AI capabilities to a new group of flagship customers, including L3Harris, McCarthy Building Companies, NVIDIA and Ondas. The announcement reinforces demand for Palantir’s Foundry, Ontology and Artificial Intelligence Platform (AIP), particularly among organizations requiring secure control of data and AI infrastructure. Palantir Accelerates Delivery of Sovereign AI to New Wave of Customers
• Positive Sentiment: Secure government-cloud partnership: Palantir’s agreement with Knox Systems is designed to expand deployments in FedRAMP and Impact Level 5 government-cloud environments. Investors viewed the deal as another potential catalyst for federal demand, contributing to the stock’s rebound ahead of its next earnings test. Palantir Technologies Signs Knox Partnership
• Positive Sentiment: AI-sector momentum: Buyers rotated into AI platform companies, helping Palantir outperform several software peers. Analyst Dan Ives also argues that the AI infrastructure and software spending cycle is still in its early stages, with sovereign AI providing Palantir an additional long-term growth opportunity. The AI Buildout Is Only 15% Complete
• Neutral Sentiment: Analysts raised targets: Mizuho and Baird reportedly lifted their Palantir price targets to $245 and $250, respectively, reflecting confidence in strong revenue growth and AI demand. These targets may support sentiment, but they do not remove execution risk or guarantee further upside. Palantir Stock Bounces Back Ahead of November Earnings Test
• Negative Sentiment: Extreme valuation and selling pressure: Palantir trades at a very high earnings multiple, leading analysts to warn that its price already discounts years of exceptional execution. ARK Invest also continued selling PLTR shares, while reported insider and ETF selling add potential overhead. PLTR Stock’s Biggest Risk Is Its Price

Insiders Place Their Bets

In related news, insider Alexander Karp sold 492,348 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $174.79, for a total transaction of $86,057,506.92. Following the transaction, the insider directly owned 6,432,258 shares in the company, valued at approximately $1,124,294,375.82. The trade was a 7.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shyam Sankar sold 35,000 shares of the business’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $155.70, for a total transaction of $5,449,500.00. Following the transaction, the insider owned 642,786 shares in the company, valued at approximately $100,081,780.20. The trade was a 5.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 560,390 shares of company stock valued at $97,909,177 in the last ninety days. 9.53% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several brokerages recently commented on PLTR. Cantor Fitzgerald assumed coverage on shares of Palantir Technologies in a report on Tuesday, August 4th. They set an “overweight” rating for the company. Phillip Securities downgraded shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 12th. Oppenheimer lowered shares of Palantir Technologies from an “outperform” rating to a “market perform” rating in a research note on Tuesday, August 4th. Robert W. Baird set a $250.00 price target on shares of Palantir Technologies in a research report on Monday, October 12th. Finally, William Blair restated an “outperform” rating on shares of Palantir Technologies in a research note on Wednesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Palantir Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $203.28.

Palantir Technologies Stock Up 4.7%

NASDAQ:PLTR opened at $201.72 on Thursday. The firm has a market capitalization of $484.75 billion, a price-to-earnings ratio of 172.41, a price-to-earnings-growth ratio of 3.39 and a beta of 1.60. Palantir Technologies Inc. has a twelve month low of $106.37 and a twelve month high of $212.94. The stock’s 50 day moving average price is $183.96 and its two-hundred day moving average price is $153.14.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. The company had revenue of $1.94 billion for the quarter, compared to analysts’ expectations of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%. The business’s revenue was up 92.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.16 EPS. As a group, analysts anticipate that Palantir Technologies Inc. will post 1.31 earnings per share for the current year.

Palantir Technologies Company Profile

Palantir Technologies Inc develops software platforms that help government agencies and commercial organizations integrate, analyze and act on data. Its products are designed to support complex operations such as defense and intelligence, supply-chain management, manufacturing, healthcare and other data-intensive activities.

Palantir’s principal platforms include Gotham, which is primarily used by government and defense customers; Foundry, which helps commercial and institutional users build data-driven workflows; Apollo, a platform for deploying and managing software across diverse environments; and the Artificial Intelligence Platform (AIP), which connects generative artificial intelligence capabilities with an organization’s data and operational systems.

Founded in 2003, the company initially focused on software for government and national-security applications before expanding into commercial markets.