13,899 Shares in Palantir Technologies Inc. $PLTR Bought by CSM Advisors LLC

CSM Advisors LLC bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,899 shares of the company’s stock, valued at approximately $2,536,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of PLTR. Bare Financial Services Inc boosted its position in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares in the last quarter. Financial Consulate Inc. acquired a new stake in shares of Palantir Technologies during the 3rd quarter worth about $30,000. Retirement Wealth Solutions LLC purchased a new stake in Palantir Technologies during the third quarter worth approximately $31,000. United Financial Planning Group LLC purchased a new stake in Palantir Technologies during the third quarter worth approximately $32,000. Finally, Flagship Wealth Advisors LLC acquired a new position in Palantir Technologies in the third quarter valued at approximately $32,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have weighed in 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. Robert W. Baird upgraded shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 price target on the stock in a research note on Tuesday, February 3rd. Zacks Research lowered shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Argus raised shares of Palantir Technologies to a “hold” rating in a research report on Monday, February 9th. Finally, Freedom Capital raised Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $194.05.

Palantir Technologies Trading Up 1.2%

Shares of PLTR opened at $152.72 on Tuesday. The company’s 50 day simple moving average is $152.56 and its 200-day simple moving average is $168.86. The firm has a market cap of $365.26 billion, a PE ratio of 242.42, a price-to-earnings-growth ratio of 2.99 and a beta of 1.70. Palantir Technologies Inc. has a 12-month low of $66.12 and a 12-month high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. Palantir Technologies’s revenue for the quarter was up 70.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.14 EPS. As a group, equities research analysts forecast that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal year.

Key Headlines Impacting Palantir Technologies

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

• Positive Sentiment: Wedbush reaffirmed an “Outperform” rating and kept a $230 12‑month price target, arguing recent AI partnership news strengthens Palantir’s positioning with enterprise and government customers. Palantir Technologies maintains growth momentum with new AI partnerships
• Positive Sentiment: NVIDIA and Palantir were highlighted together at NVIDIA GTC for a sovereign AI reference architecture (NVIDIA hardware + Palantir software). That deal targets governments and regulated enterprises that pay premium, multi‑year contracts and could widen Palantir’s moat. NVIDIA GTC 2026 AI Platforms And Partnerships Reshape Investor Expectations
• Positive Sentiment: Customer showcases at AIPCon (examples cited: GE Aerospace, Centrus Energy, LG CNS) provide concrete use cases — predictive maintenance, classified/unclassified integration, and large enterprise adoption — supporting recurring, sticky revenue expectations. Palantir coverage and AIPCon summary
• Positive Sentiment: Analyst upgrades continue to show institutional interest (e.g., UBS upgraded PLTR to Buy with a higher target), signaling additional buy-side conviction that AI revenue growth can justify higher multiples if execution stays strong. Palantir Technologies (PLTR) is One of the Best AI Stocks, Here is Why
• Neutral Sentiment: Palantir is expanding into new commercial verticals — including work with Polymarket to police prediction markets and sports betting — which diversifies revenue but is early-stage and not yet a major revenue driver. Palantir’s Next Big Growth Opportunity
• Negative Sentiment: Short‑seller/critic activity re‑heated after media attention — Michael Burry publicly renewed criticisms of Palantir, keeping downside narratives (overvaluation, governance) alive and potentially attracting volatility. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Some recent intraday weakness was attributed to profit‑taking after March’s rally and persistent valuation concerns (very high P/E), which can limit upside until growth visibility sustainably outpaces the rich multiple. Palantir Closes Lower Amid Profit‑Taking

Insider Buying and Selling

In other news, insider Stephen Andrew Cohen sold 327,088 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 $43,738,207.36. Following the completion of the sale, the insider directly owned 592 shares of the company’s stock, valued at approximately $79,162.24. This represents a 99.82% 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. Also, insider David A. Glazer sold 17,438 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 $2,331,809.36. Following the sale, the insider owned 392,370 shares of the company’s stock, valued at $52,467,716.40. This trade represents a 4.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,045,279 shares of company stock valued at $140,539,043 in the last quarter. Corporate insiders own 12.93% 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.