Palantir Technologies Inc. $PLTR Position Boosted by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. grew its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 28.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 244,759 shares of the company’s stock after purchasing an additional 53,987 shares during the period. Palantir Technologies comprises approximately 1.8% of Cookson Peirce & Co. Inc.’s portfolio, making the stock its 12th biggest holding. Cookson Peirce & Co. Inc.’s holdings in Palantir Technologies were worth $43,506,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in 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 valued at $28,000 after purchasing an additional 55 shares in the last quarter. Basepoint Wealth LLC bought a new position in shares of Palantir Technologies during the 4th quarter valued at about $29,000. Morton Brown Family Wealth LLC boosted its position in shares of Palantir Technologies by 250.0% during the 4th quarter. Morton Brown Family Wealth LLC now owns 175 shares of the company’s stock valued at $31,000 after purchasing an additional 125 shares in the last quarter. United Financial Planning Group LLC bought a new position in shares of Palantir Technologies during the 3rd quarter valued at about $32,000. Finally, Clayton Financial Group LLC boosted its position in shares of Palantir Technologies by 500.0% during the 4th quarter. Clayton Financial Group LLC now owns 180 shares of the company’s stock valued at $32,000 after purchasing an additional 150 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies News Summary

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

• Positive Sentiment: Palantir announced an expanded partnership with Google Cloud to integrate Gemini and BigQuery with Foundry and AIP, a move that could broaden enterprise adoption and deepen its AI ecosystem. Palantir Announces Availability on Google Cloud Marketplace, Including Two-Way Integrations between BigQuery and Foundry and Deep Connectivity between Gemini and AIP
• Positive Sentiment: The company also unveiled several new enterprise deals at AIPCon 10, including partnerships with Kirkland & Ellis, McCarthy Building Companies, and GNP Seguros, showing continued traction across legal, construction, and insurance customers. Palantir and Kirkland & Ellis Partner to Transform Private Equity Fundraising with Exclusive AI-Powered Fund Enterprise Platform
• Positive Sentiment: Analysts remain constructive, with Wedbush and Rosenblatt reaffirming bullish views and price targets well above the current share price, reinforcing the view that Palantir remains a top AI name. Palantir Technologies had its “buy” rating reaffirmed by Rosenblatt Securities. They now have a $225.00 price target on the stock.
• Positive Sentiment: Momentum around Palantir’s growth story remains strong, with commentary highlighting surging revenue, improved margins, and a sharply higher Rule of 40 score, suggesting the company’s AI-driven operating leverage is still accelerating. Palantir’s Rule of 40 Explosion Indicates Strong AI Dominance
• Neutral Sentiment: Media coverage and trading chatter continue to focus on Palantir’s rich valuation and high expectations, which can support volatility even when the operational news is positive. Palantir Lags the S&P 500 in 2026. How to Play the Once-Leading AI Stock Now.
• Negative Sentiment: Some investors are still focused on Michael Burry’s renewed bearish comments and short-position warning, and on broader concerns that Palantir’s valuation may already reflect a lot of the good news. Michael Burry drops rare technical warning on Palantir stock

Palantir Technologies Trading Down 4.4%

PLTR stock opened at $135.53 on Friday. Palantir Technologies Inc. has a one year low of $121.92 and a one year high of $207.52. The firm has a market capitalization of $324.91 billion, a PE ratio of 152.28, a P/E/G ratio of 2.15 and a beta of 1.53. The firm has a 50-day moving average of $140.80 and a two-hundred day moving average of $154.85.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, May 4th. The company reported $0.33 EPS for the quarter, beating analysts’ consensus estimates of $0.28 by $0.05. Palantir Technologies had a net margin of 43.67% and a return on equity of 28.34%. The company had revenue of $1.63 billion during the quarter, compared to analyst estimates of $1.54 billion. During the same period in the prior year, the firm earned $0.13 earnings per share. The business’s quarterly revenue was up 84.7% on a year-over-year basis. On average, equities research analysts anticipate that Palantir Technologies Inc. will post 1.18 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on PLTR shares. UBS Group raised their price objective on shares of Palantir Technologies from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Wednesday, March 18th. Oppenheimer started coverage on shares of Palantir Technologies in a research report on Thursday, April 30th. They set an “outperform” rating and a $200.00 price objective for the company. Royal Bank Of Canada restated an “underperform” rating and set a $90.00 price objective on shares of Palantir Technologies in a research report on Tuesday, May 5th. Rosenblatt Securities reaffirmed a “buy” rating and set a $225.00 price objective on shares of Palantir Technologies in a research note on Friday. Finally, Freedom Capital raised shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $192.76.

Insiders Place Their Bets

In other news, insider Jeffrey Buckley sold 830 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $137.41, for a total value of $114,050.30. Following the completion of the sale, the insider directly owned 61,707 shares of the company’s stock, valued at $8,479,158.87. This represents a 1.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Stephen Andrew Cohen sold 319,934 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total transaction of $43,523,821.36. Following the completion of the sale, the insider directly owned 592 shares of the company’s stock, valued at $80,535.68. This trade represents a 99.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 925,789 shares of company stock valued at $126,007,032 over the last ninety days. Insiders own 9.53% of the company’s stock.

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.