Yarbrough Capital LLC Sells 10,337 Shares of Palantir Technologies Inc. $PLTR

Yarbrough Capital LLC reduced its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 14.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,806 shares of the company’s stock after selling 10,337 shares during the period. Yarbrough Capital LLC’s holdings in Palantir Technologies were worth $10,986,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of PLTR. Clarius Group LLC raised its holdings in Palantir Technologies by 18.4% during the fourth quarter. Clarius Group LLC now owns 5,353 shares of the company’s stock worth $951,000 after buying an additional 831 shares during the last quarter. Sjbenen Advisory LLC bought a new position in Palantir Technologies in the 4th quarter valued at about $5,230,000. Centennial Wealth Advisory LLC lifted its position in Palantir Technologies by 33.7% in the 4th quarter. Centennial Wealth Advisory LLC now owns 3,078 shares of the company’s stock valued at $547,000 after acquiring an additional 775 shares in the last quarter. AA Financial Advisors LLC acquired a new position in Palantir Technologies during the 4th quarter valued at about $357,000. Finally, Northwest Wealth Management LLC increased its holdings in Palantir Technologies by 11.4% during the 4th quarter. Northwest Wealth Management LLC now owns 5,175 shares of the company’s stock worth $920,000 after purchasing an additional 528 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on PLTR shares. UBS Group raised their target price on Palantir Technologies from $180.00 to $200.00 and gave the company a “buy” rating in a report on Wednesday, March 18th. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Palantir Technologies in a report 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. Wedbush reiterated an “outperform” rating and issued a $230.00 target price on shares of Palantir Technologies in a report on Monday, March 16th. Finally, Piper Sandler reissued an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $198.59.

Insider Activity at Palantir Technologies

In related news, insider Shyam Sankar sold 168,004 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the completion of the sale, the insider owned 642,786 shares in the company, valued at approximately $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Ryan D. Taylor sold 19,988 shares of Palantir Technologies stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $2,672,795.36. Following the completion of the sale, the insider directly owned 219,421 shares in the company, valued at approximately $29,340,976.12. This represents a 8.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,045,279 shares of company stock valued at $140,539,043 in the last 90 days. 9.23% of the stock is currently owned by company insiders.

Palantir Technologies Stock Performance

PLTR stock opened at $143.06 on Monday. The stock’s fifty day simple moving average is $148.06 and its two-hundred day simple moving average is $168.54. Palantir Technologies Inc. has a 1-year low of $66.12 and a 1-year high of $207.52. The stock has a market cap of $342.15 billion, a P/E ratio of 227.08, a P/E/G ratio of 2.84 and a beta of 1.70.

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, beating the consensus estimate of $0.23 by $0.02. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business’s revenue was up 70.0% compared to the same quarter last year. During the same period last year, the firm posted $0.14 EPS. As a group, analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Palantir Technologies News Roundup

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

• Positive Sentiment: Palantir renewed and expanded its long‑standing partnership with Stellantis for an additional five years, broadening use of Palantir Foundry and deploying its Palantir Artificial Intelligence P—a major commercial renewal that supports revenue visibility and long‑term adoption. Palantir Technologies Announces the Renewal and Expansion of Its Partnership With Stellantis for an Additional Five Years
• Positive Sentiment: Palantir expanded its commercial reach via a deeper partnership with Bain & Company to accelerate enterprise AI deployments—this aims to broaden Palantir’s TAM beyond government contracts into global consulting engagements. Palantir And Bain Partnership Aims To Expand Enterprise AI Deployments
• Positive Sentiment: Defense and regulatory pilot wins: Palantir’s Maven Smart System earned a U.S. DoD program‑of‑record designation and the U.K. FCA is piloting its system—both strengthen government backlog prospects and recurring revenue. Palantir Technologies Just Banked a Blockbuster Week. 3 Important Developments Every Shareholder Should Know.
• Neutral Sentiment: Analyst support: Rosenblatt reiterated a Buy on PLTR with a $200 price target, signaling bullish analyst conviction that could underpin further investor interest. Rosenblatt Reiterates Palantir (PLTR) Rating After Golden Dome Win
• Neutral Sentiment: Market context: U.S. futures regained ground after last week’s correction and Palantir was among names in focus, which can amplify intraday moves regardless of company‑specific news. Stock Market Today: S&P 500, Dow Futures Gain As Trump Calls Iran’s New Leaders ‘Very Reasonable’—Palantir, Rezolve AI, Entera Bio In Focus
• Negative Sentiment: Regulatory/government risk: UK ministers are reported to be exploring a break clause in Palantir’s NHS contract—this political scrutiny poses reputational and contract‑retention risk in a meaningful public sector customer. Ministers explore triggering break clause in Palantir’s NHS contract
• Negative Sentiment: Valuation and sell‑side caution: Several opinion pieces argue PLTR is richly valued relative to peers and suggest alternatives, which can pressure sentiment given Palantir’s high forward P/E and recent rapid run‑up. Should You Forget Palantir and Buy These 2 Under-the-Radar AI Stocks Instead?

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.