Palantir Technologies Inc. $PLTR Shares Acquired by CFM Wealth Partners LLC

CFM Wealth Partners LLC boosted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 252.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,046 shares of the company’s stock after buying an additional 4,331 shares during the quarter. CFM Wealth Partners LLC’s holdings in Palantir Technologies were worth $1,103,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of PLTR. Norges Bank acquired a new position in shares of Palantir Technologies in the 2nd quarter worth $3,307,457,000. Vanguard Group Inc. boosted its position 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 period. State Street Corp increased its stake in Palantir Technologies by 6.9% in the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company’s stock worth $12,879,667,000 after purchasing an additional 6,097,629 shares in the last quarter. Invesco Ltd. raised its holdings in Palantir Technologies by 16.0% during the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company’s stock worth $2,806,182,000 after buying an additional 2,838,300 shares during the period. Finally, Clear Street LLC purchased a new stake in Palantir Technologies during the second quarter valued at about $295,508,000. Institutional investors own 45.65% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Northland Securities lifted their target price on shares of Palantir Technologies from $14.00 to $18.50 in a research report on Tuesday, November 4th. Citigroup raised shares of Palantir Technologies from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $210.00 to $235.00 in a research note on Monday, January 12th. Phillip Securities started coverage on shares of Palantir Technologies in a research note on Thursday, January 22nd. They set a “buy” rating and a $208.00 target price on the stock. Robert W. Baird raised their target price on Palantir Technologies from $170.00 to $200.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. Finally, Morgan Stanley upped their price target on Palantir Technologies from $155.00 to $205.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $184.07.

Insider Buying and Selling at Palantir Technologies

In related news, insider Shyam Sankar sold 19,004 shares of the business’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 $2,969,375.00. Following the completion of the sale, 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 sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Ryan D. Taylor sold 12,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $181.35, for a total value of $2,176,200.00. Following the completion of the transaction, the insider owned 239,409 shares in the company, valued at $43,416,822.15. This represents a 4.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,023,444 shares of company stock worth $167,394,629 over the last quarter. Insiders own 12.93% of the company’s stock.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Bank of America reiterates Palantir as a top conviction buy for 2026, citing accelerating AI-driven revenue growth and expanding margins that support a long-term platform thesis. Read More.
• Positive Sentiment: HD Hyundai expanded its partnership with Palantir, which should increase adoption of Foundry and AIP in industrial and manufacturing use cases — a revenue-growth/enterprise-adoption positive. Read More.
• Positive Sentiment: High-profile bullish commentary (e.g., Jim Cramer) and multiple bullish takes reinforce investor confidence in Palantir’s AI positioning and long-run upside. Read More.
• Neutral Sentiment: Analysts and media continue to debate valuation and near-term catalysts; some call it a buy, others urge caution — this creates heterogeneous expectations ahead of upcoming earnings. Read More.
• Neutral Sentiment: Mixed analyst notes (e.g., “It’s not an easy call”) and head-to-head comparisons with other AI names keep volatility high around earnings. Read More.
• Negative Sentiment: A Fortune report alleges ICE has used Palantir tools to track Medicaid data to locate people for arrests — a reputational and regulatory risk that could invite scrutiny, contract reviews, or political backlash. Read More.
• Negative Sentiment: Several pieces argue other AI stocks may outperform Palantir and highlight its premium valuation; such narratives pressure sentiment if growth expectations slip. Read More.
• Negative Sentiment: Commentary warning about Palantir’s high valuation and the risk that a valuation reset could undo recent gains — a key downside risk for momentum-driven investors. Read More.

Palantir Technologies Stock Down 1.3%

Palantir Technologies stock opened at $167.47 on Tuesday. Palantir Technologies Inc. has a 12 month low of $66.12 and a 12 month high of $207.52. The stock has a market cap of $399.15 billion, a P/E ratio of 398.75, a P/E/G ratio of 4.27 and a beta of 1.54. The company’s fifty day simple moving average is $176.56 and its 200-day simple moving average is $173.53.

Palantir Technologies (NASDAQ:PLTR) last announced 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 analyst estimates of $1.09 billion. During the same period last year, the company earned $0.10 earnings per share. Palantir Technologies’s quarterly revenue was up 62.8% compared to the same quarter last year. On average, equities research analysts expect 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.