Clarity Financial LLC Has $31.40 Million Position in Palantir Technologies Inc. $PLTR

Clarity Financial LLC trimmed its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 22.5% during the third quarter, HoldingsChannel reports. The institutional investor owned 172,119 shares of the company’s stock after selling 49,900 shares during the period. Palantir Technologies accounts for approximately 3.1% of Clarity Financial LLC’s portfolio, making the stock its 9th largest holding. Clarity Financial LLC’s holdings in Palantir Technologies were worth $31,398,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new position in Palantir Technologies in the second quarter valued at approximately $3,307,457,000. Kingstone Capital Partners Texas LLC acquired a new stake in shares of Palantir Technologies in the 2nd quarter valued at $2,543,888,000. Vanguard Group Inc. increased its stake in shares of Palantir Technologies by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock valued at $28,043,432,000 after purchasing an additional 7,194,216 shares during the last quarter. State Street Corp increased its stake in shares of Palantir Technologies by 6.9% in the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company’s stock valued at $12,879,667,000 after purchasing an additional 6,097,629 shares during the last quarter. Finally, Amundi raised its holdings in shares of Palantir Technologies by 56.1% during the 1st quarter. Amundi now owns 10,620,301 shares of the company’s stock worth $887,857,000 after buying an additional 3,815,386 shares in the last quarter. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Stephen Andrew Cohen sold 39,136 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $156.25, for a total value of $6,115,000.00. Following the sale, the insider directly owned 592 shares in the company, valued at $92,500. This represents a 98.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Shyam Sankar sold 19,004 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $156.25, for a total transaction of $2,969,375.00. Following the transaction, the insider owned 642,786 shares of the company’s stock, valued at approximately $100,435,312.50. The trade was a 2.87% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,008,844 shares of company stock valued at $164,750,951. Corporate insiders own 9.23% of the company’s stock.

Key Stores Impacting Palantir Technologies

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

• Positive Sentiment: Palantir announced a strategic commercial push — launching the new “Chain Reaction” platform in partnership with NVIDIA and CenterPoint Energy, a visible enterprise/government product tie-up that could accelerate large AI deployments and revenue upside into 2026. How Much You’d Have If You Bet $10,000 on Palantir Stock in January and 1 Key PLTR Catalyst to Watch in 2026
• Positive Sentiment: Analyst commentary highlights Palantir as one of the top AI winners of 2025 with continued revenue and profit momentum, supporting further upside expectations from growth-focused investors. 2 Best AI Stocks Up 100%+ in 2025 and Still a Buy for 2026
• Neutral Sentiment: Media pieces weighing whether the AI boom is a bubble note Palantir’s dominant market narrative but stress the high multiples — this signals investor debate rather than a definitive sell signal. Is the AI Boom a Bubble? These 2 Dividend Stocks Say No (PLTR)
• Negative Sentiment: Insider selling reported (~$1.67M) and follow-up stories tying a short-term stock pullback to those sales raise near-term selling pressure / sentiment risk among momentum traders. Insider Selling: Palantir Technologies (NASDAQ:PLTR) Insider Sells $1,673,190.00 in Stock
• Negative Sentiment: Unusually active put-option volume suggests some investors are hedging or speculating on downside after the big 2025 run — a technical headwind that can amplify short-term volatility. Nike, Tilray, and Palantir: Their Unusually Active Put Options Will Boost Your Wallet After Christmas
• Negative Sentiment: Several pieces (analyst take/gauges) call out Palantir’s lofty valuation and lay out a bear case for 2026 — these arguments increase the risk of multiple compression if growth disappoints. Palantir Stock’s Valuation: Overstretched or Rightfully Earned? The Palantir Bear Case for 2026

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Robert W. Baird lifted their target price on Palantir Technologies from $170.00 to $200.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. Jefferies Financial Group restated an “underperform” rating on shares of Palantir Technologies in a research note on Tuesday, November 4th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a research report on Tuesday, November 4th. Citigroup raised their target price on shares of Palantir Technologies from $190.00 to $210.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Finally, HSBC upped their price target on shares of Palantir Technologies from $181.00 to $197.00 and gave the stock a “hold” rating in a report on Wednesday, November 5th. Five investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $172.28.

Palantir Technologies Stock Performance

Shares of NASDAQ PLTR opened at $193.38 on Friday. The firm has a 50 day moving average price of $179.74 and a two-hundred day moving average price of $165.64. The stock has a market cap of $460.91 billion, a P/E ratio of 460.44, a price-to-earnings-growth ratio of 7.50 and a beta of 1.49. Palantir Technologies Inc. has a 52-week low of $63.40 and a 52-week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings data on Monday, November 3rd. The company reported $0.21 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.04. The company had revenue of $1.18 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Palantir Technologies had a net margin of 28.11% and a return on equity of 15.48%. Palantir Technologies’s revenue for the quarter was up 62.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.10 earnings per share. Analysts predict that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

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.