BDF Gestion Buys 3,749 Shares of Palantir Technologies Inc. $PLTR

BDF Gestion grew its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 8.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 48,378 shares of the company’s stock after buying an additional 3,749 shares during the period. Palantir Technologies makes up approximately 1.1% of BDF Gestion’s holdings, making the stock its 13th biggest position. BDF Gestion’s holdings in Palantir Technologies were worth $8,599,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in PLTR. Decker Retirement Planning Inc. lifted its holdings in shares of Palantir Technologies by 778.7% during the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock worth $11,187,000 after buying an additional 54,347 shares during the last quarter. Prentice Wealth Management LLC bought a new stake in shares of Palantir Technologies in the third quarter valued at approximately $550,000. Watershed Private Wealth LLC grew its stake in shares of Palantir Technologies by 75.3% in the third quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock worth $1,423,000 after acquiring an additional 3,350 shares during the last quarter. GAM Holding AG grew its stake in shares of Palantir Technologies by 39.0% in the third quarter. GAM Holding AG now owns 13,788 shares of the company’s stock worth $2,515,000 after acquiring an additional 3,868 shares during the last quarter. Finally, Pinkerton Wealth LLC bought a new position in Palantir Technologies during the second quarter worth $3,394,000. Institutional investors own 45.65% of the company’s stock.

Insider Buying and Selling at Palantir Technologies

In related news, insider Stephen Andrew Cohen sold 327,088 shares of the 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 transaction, the insider owned 592 shares of the company’s stock, valued at $79,162.24. This represents a 99.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Alexander C. Karp sold 493,025 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider owned 6,432,258 shares of the company’s stock, valued at approximately $860,507,475.24. This represents a 7.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,045,279 shares of company stock worth $140,539,043 in the last 90 days. 9.23% of the stock is currently owned by insiders.

Palantir Technologies Price Performance

Shares of PLTR stock opened at $160.88 on Tuesday. Palantir Technologies Inc. has a one year low of $66.12 and a one year high of $207.52. The stock has a fifty day moving average price of $150.16 and a 200 day moving average price of $168.81. The stock has a market cap of $384.78 billion, a P/E ratio of 255.37, a price-to-earnings-growth ratio of 2.99 and a beta of 1.70.

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

Palantir Technologies News Summary

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

• Positive Sentiment: The Pentagon designated Palantir’s Maven Smart System a program of record, moving the platform from pilot status to a budget‑backed, long‑term military capability — a direct revenue and visibility catalyst for PLTR. Palantir’s Maven AI system designated Pentagon program of record: report
• Positive Sentiment: A short‑term UK Financial Conduct Authority trial using Palantir’s Foundry to analyze fraud and enforcement datasets reinforces the company’s government footprint outside the U.S., supporting cross‑border contract momentum. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative
• Positive Sentiment: Wall Street bullishness is adding upside pressure—notably Wedbush and other firms raising/sticking to optimistic targets (Dan Ives cited a $230 target), which can lift sentiment and momentum buying. Palantir stock surges over 5% today: Why Wedbush analyst Dan Ives predicts PLTR stock could hit $230 this year
• Positive Sentiment: Fundamentals remain supportive: Palantir reported strong FY revenue and cash flow (reported ~$4.48B revenue with large growth and healthy free cash flow), which underpins longer‑term growth expectations and analyst models. Palantir: Why I Stay Bullish Despite The Risks
• Neutral Sentiment: Broad market tailwinds (U.S. equity gains tied to geopolitical calm and energy price moves) helped tech names broadly today and likely amplified PLTR’s move. US Equity Markets Rise as Crude Oil Slumps After Trump Delays Iran Strike Plans
• Negative Sentiment: Valuation remains a risk: several analysts and commentary outlets continue to flag Palantir’s high multiple and the potential for large drawdowns if growth slows or model‑switching costs rise. That keeps downside risk despite positive contract news. Palantir’s Stock Valuation Still Looks Absurd. Here’s Why Investors Keep Buying It Anyway.
• Negative Sentiment: Insider selling and past institutional reshuffling are visible in tracking data; heavy insider sales and large portfolio moves by some institutions can weigh on sentiment if they continue. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative

Analysts Set New Price Targets

Several research firms recently commented on PLTR. Mizuho upgraded shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 target price for the company in a research note on Wednesday, February 18th. Citigroup raised their price target on shares of Palantir Technologies from $235.00 to $260.00 and gave the stock a “buy” rating in a research report on Tuesday, February 3rd. Freedom Capital upgraded shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 13th. Zacks Research lowered shares of Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Loop Capital reduced their target price on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, January 30th. Two investment 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 given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $196.32.

Palantir Technologies 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.