Bokf Na Grows Stake in Palantir Technologies Inc. $PLTR

Bokf Na boosted its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 40.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 47,605 shares of the company’s stock after purchasing an additional 13,799 shares during the quarter. Bokf Na’s holdings in Palantir Technologies were worth $8,684,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of PLTR. Bare Financial Services Inc raised its stake 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 buying an additional 55 shares during the last quarter. Financial Consulate Inc. purchased a new stake in shares of Palantir Technologies in the 3rd quarter worth about $30,000. Retirement Wealth Solutions LLC acquired a new stake in Palantir Technologies in the 3rd quarter valued at about $31,000. Flagship Wealth Advisors LLC purchased a new position in Palantir Technologies during the 3rd quarter valued at about $32,000. Finally, Marquette Asset Management LLC purchased a new position in Palantir Technologies during the 3rd quarter valued at about $34,000. Institutional investors and hedge funds own 45.65% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on PLTR shares. DA Davidson reduced their price target on shares of Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating on the stock in a report on Tuesday, February 3rd. Freedom Capital upgraded Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. HSBC raised Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 target price on the stock in a research note on Tuesday, February 3rd. Zacks Research downgraded Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, The Goldman Sachs Group cut their price target on Palantir Technologies from $188.00 to $182.00 in a report on Tuesday, February 3rd. 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. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $192.68.

Insider Activity at Palantir Technologies

In other news, insider Alexander C. Karp sold 493,025 shares of the firm’s stock in a transaction on 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 sale, the insider owned 6,432,258 shares in the company, valued at $860,507,475.24. This trade represents a 7.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Shyam Sankar sold 168,004 shares of Palantir Technologies stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the sale, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. This represents a 20.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,045,279 shares of company stock worth $140,539,043. Company insiders own 9.23% of the company’s stock.

Palantir Technologies Price Performance

NASDAQ:PLTR opened at $153.50 on Friday. The firm has a market cap of $367.12 billion, a PE ratio of 243.65, a P/E/G ratio of 3.00 and a beta of 1.70. The firm has a 50 day simple moving average of $153.32 and a 200-day simple moving average of $168.80. Palantir Technologies Inc. has a 1-year low of $66.12 and a 1-year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last announced its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates 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 was up 70.0% compared to the same quarter last year. During the same quarter last year, the business earned $0.14 earnings per share. As a group, sell-side analysts expect that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Nvidia partnership announced a sovereign-AI OS reference architecture that pairs Palantir software with Nvidia hardware — a potentially large TAM (sovereign AI/datacenter) and catalyst cited by analysts raising estimates. Palantir and NVIDIA Team to Deliver Sovereign AI Operating System Reference Architecture
• Positive Sentiment: Expanded defense/industrial partnerships: GE Aerospace broadened its multi-year Palantir deal to deploy AI across Air Force sustainment and engine production, boosting addressable revenue in defense manufacturing. GE Aerospace Deepens Palantir AI Use In Defense And Factory Operations
• Positive Sentiment: Centrus (uranium enrichment) partnership highlights material near-term cost-savings (~$300M identified) and expands Palantir exposure to critical infrastructure projects. Centrus Partners with Palantir
• Positive Sentiment: DISA authorized Palantir’s PFCS Forward (on‑premises/edge), removing a procurement obstacle for federal/defense deployments and supporting recurring revenue expectations. Palantir Secures DISA Authorization
• Positive Sentiment: Strong fundamentals: recent quarterly results and 2026 outlook (high revenue growth and margin expansion) plus Wall Street support (Truist reiteration, multiple analysts lifting estimates) underpin investor optimism. Palantir’s Profitability Edge Strengthens Its AI Leadership
• Neutral Sentiment: Partnerships with Ondas and World View and other commercial deals (LG CNS, Polymarket) expand industry footprint but are smaller-scale near-term revenue drivers compared with large defense deals. Palantir Partners with Ondas and World View
• Neutral Sentiment: AIPCon customer demonstrations and industry press are raising visibility — useful for sales momentum but incremental until contract awards convert to bookings. Palantir’s AIPCon 9
• Negative Sentiment: Geopolitical/reputational risk: CEO Alex Karp confirmed Palantir tech is being used in the Middle East conflict; this raises political/regulatory scrutiny and potential contract or public backlash. Palantir’s technology gives the West a critical edge in Middle East, CEO Alex Karp says
• Negative Sentiment: Security supply-chain concern: Palantir confirmed continued use of Anthropic’s Claude even after the Pentagon labeled Anthropic a supply‑chain risk — a point of regulatory and customer concern. Palantir is still using Anthropic’s Claude as Pentagon blacklist plays out
• Negative Sentiment: Investor/activist pressure: Michael Burry publicly reiterated bearish views, arguing Palantir may be overpromising on military AI — adds downside risk if it influences other large holders. Michael Burry Says Palantir Has ‘No Real AI Software’ Of Its Own

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.