Palantir Technologies Inc. $PLTR Stake Increased by ASR Vermogensbeheer N.V.

ASR Vermogensbeheer N.V. boosted its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 2.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 214,635 shares of the company’s stock after acquiring an additional 5,550 shares during the period. ASR Vermogensbeheer N.V.’s holdings in Palantir Technologies were worth $39,153,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the stock. Financial Consulate Inc. acquired a new stake in shares of Palantir Technologies in the 3rd quarter valued at about $30,000. Retirement Wealth Solutions LLC bought a new stake in Palantir Technologies in the third quarter valued at about $31,000. Signature Resources Capital Management LLC bought a new stake in Palantir Technologies in the second quarter valued at about $25,000. Marquette Asset Management LLC acquired a new stake in Palantir Technologies during the third quarter valued at approximately $34,000. Finally, Briaud Financial Planning Inc bought a new position in Palantir Technologies during the 2nd quarter worth approximately $27,000. 45.65% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: JPMorgan CEO Jamie Dimon visited Palantir’s D.C. offices — a high‑profile meeting that signals potential deeper engagement from a major bank and underscores demand for Palantir’s enterprise/financial use cases. JPMorgan CEO Jamie Dimon Visits Palantir — Wall Street Meets The War Room
• Positive Sentiment: Analyst coverage and guidance: Truist initiated a Buy with a $223 target and Palantir has raised U.S. commercial revenue guidance, highlighting strong enterprise AI demand and better revenue/cash‑flow visibility. These support the bull case that growth can justify premium multiples. Where is Palantir Technologies Inc. (PLTR) Headed According to Analysts?
• Positive Sentiment: Zacks and other outlets highlight Palantir’s commercial surge and raised outlooks, reinforcing the company’s ability to convert AI demand into revenue growth — a key fundamental support for the stock. Can Palantir’s Commercial Surge Sustain PLTR’s Next Leg of Growth?
• Neutral Sentiment: Deep‑dive pieces (The Motley Fool, MarketBeat) reiterate Palantir’s strong execution and unique AI positioning but stress the valuation risk; these balanced takes can slow momentum by encouraging profit‑taking or selective new buying. Is Palantir Stock a Buy in 2026?
• Neutral Sentiment: Market commentary this week grouped Palantir with other high‑growth names under extra scrutiny as investors reassess valuations even while macro data remains supportive—expect volatility around earnings and guidance cycles. How Concerned Should Investors Be About Palantir Stock?
• Negative Sentiment: Reputational/regulatory risk: reporting on Palantir’s ELITE app (used in real‑time ICE operations) is generating negative headlines that can spur political and customer sensitivity, increasing the risk of contract scrutiny or loss in certain verticals. Palantir’s Tool Powering Real-Time ICE Raids: ELITE
• Negative Sentiment: Large‑holder activity: ARK (Cathie Wood) has trimmed PLTR exposure again this month — selling by a well‑known, concentrated holder can amplify down‑days and encourage short‑term liquidity pressure. Cathie Wood Is Trimming Her Palantir Stake Again. How Should You Play PLTR in January 2026?
• Negative Sentiment: Short‑term price action: coverage noting an early‑January pullback and warnings that the stock trades at a very high P/E create headwinds for new entrants and can trigger rotation out of high‑multiple names. Palantir Stock Falls Hard to Start 2026. Here’s What Investors Need to Know

Palantir Technologies Trading Down 3.5%

Shares of NASDAQ:PLTR opened at $170.96 on Friday. The firm’s 50 day moving average is $178.13 and its two-hundred day moving average is $171.73. The firm has a market capitalization of $407.47 billion, a P/E ratio of 407.06, a PEG ratio of 4.45 and a beta of 1.54. Palantir Technologies Inc. has a 52 week low of $66.12 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 (EPS) for the quarter, topping the consensus estimate of $0.17 by $0.04. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The business had revenue of $1.18 billion during the quarter, compared to the consensus estimate of $1.09 billion. During the same period in the previous year, the firm posted $0.10 earnings per share. The business’s revenue was up 62.8% on a year-over-year basis. Analysts predict that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on PLTR shares. Zacks Research upgraded Palantir Technologies from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. CICC Research lifted their price objective on shares of Palantir Technologies from $128.00 to $150.00 and gave the stock a “neutral” rating in a report on Wednesday, November 12th. UBS Group boosted their target price on shares of Palantir Technologies from $165.00 to $205.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Robert W. Baird increased their target price on shares of Palantir Technologies from $170.00 to $200.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Finally, HSBC lifted their price target on shares of Palantir Technologies from $181.00 to $197.00 and gave the company a “hold” rating in a report on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Palantir Technologies has a consensus rating of “Hold” and a consensus target price of $175.88.

Insider Activity at Palantir Technologies

In related news, insider Alexander C. Karp sold 359,325 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $58,925,706.75. Following the completion of the sale, the insider owned 6,432,258 shares of the company’s stock, valued at $1,054,825,989.42. This represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Stephen Andrew Cohen sold 308,635 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total transaction of $50,613,053.65. Following the completion of the transaction, the insider owned 592 shares of the company’s stock, valued at $97,082.08. This represents a 99.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,023,444 shares of company stock worth $167,394,629 in the last ninety days. 9.23% of the stock is currently owned by corporate insiders.

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.