Fielder Capital Group LLC Increases Stake in Palantir Technologies Inc. $PLTR

Fielder Capital Group LLC grew its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 18.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,201 shares of the company’s stock after buying an additional 4,005 shares during the period. Fielder Capital Group LLC’s holdings in Palantir Technologies were worth $2,940,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Concentrum Wealth Management raised its stake in Palantir Technologies by 20.2% in the 2nd quarter. Concentrum Wealth Management now owns 2,601 shares of the company’s stock worth $304,000 after acquiring an additional 437 shares during the last quarter. Prospect Hill Management LLC grew its stake in Palantir Technologies by 123.6% during the 2nd quarter. Prospect Hill Management LLC now owns 9,950 shares of the company’s stock valued at $1,161,000 after purchasing an additional 5,500 shares during the last quarter. ABN AMRO Bank N.V. grew its stake in Palantir Technologies by 1,590.7% during the 2nd quarter. ABN AMRO Bank N.V. now owns 658,389 shares of the company’s stock valued at $76,752,000 after purchasing an additional 619,447 shares during the last quarter. Kelleher Financial Advisors increased its holdings in shares of Palantir Technologies by 111.0% in the second quarter. Kelleher Financial Advisors now owns 4,726 shares of the company’s stock valued at $551,000 after purchasing an additional 2,486 shares during the period. Finally, Sutton Place Investors LLC increased its holdings in shares of Palantir Technologies by 3.5% in the second quarter. Sutton Place Investors LLC now owns 2,310 shares of the company’s stock valued at $270,000 after purchasing an additional 78 shares during the period. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Palantir Technologies Trading Down 0.7%

NASDAQ PLTR opened at $173.96 on Friday. The stock has a market capitalization of $418.04 billion, a price-to-earnings ratio of 148.68, a PEG ratio of 2.48 and a beta of 1.59. The stock has a 50-day moving average of $137.87 and a 200 day moving average of $140.47. Palantir Technologies Inc. has a twelve month low of $106.37 and a twelve month high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, August 3rd. The company reported $0.41 EPS for the quarter, beating analysts’ consensus estimates of $0.34 by $0.07. The business had revenue of $1.94 billion during the quarter, compared to analysts’ expectations of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%.The business’s revenue was up 92.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.16 earnings per share. Equities analysts predict that Palantir Technologies Inc. will post 1.27 EPS for the current fiscal year.

Palantir Technologies News Roundup

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

• Positive Sentiment: Strong growth and margins support the bull case: Palantir’s latest quarter featured approximately 93% year-over-year revenue growth, an earnings beat, and expanding margins. Analysts and commentators argue that its rising Rule of 40 score and efficient AI-driven growth could represent a durable structural advantage. Palantir’s Margin Expansion Signals a Structural Growth Advantage
• Positive Sentiment: Enterprise and sovereign AI demand remains a key catalyst: CEO Alex Karp said Palantir could sustain its current growth and margin profile over the next 18 months, while the company’s Sovereignty Bootcamps have attracted nearly 200 organizations. The strong participation suggests growing demand for localized and secure AI deployments. Palantir’s Sovereignty Bootcamps Draw Nearly 200 Organizations in <30 Days
• Positive Sentiment: Momentum and analyst optimism continue: Recent coverage describes improving software-stock outlooks, potential technical breakout conditions, and continued post-earnings momentum. Zacks also added PLTR to its Rank #1 Strong Buy list. Is Palantir Stock About to Breakout?
• Neutral Sentiment: Short-covering may be amplifying the rally: Reports estimate roughly $12 billion in short interest and about $5 billion in short-seller losses, potentially adding technical buying pressure. This can support the stock near term but does not necessarily change the company’s underlying value. Short Sellers Are Losing Big on Palantir — Here’s the Data
• Negative Sentiment: Valuation is the principal risk: With the stock trading at a very high earnings multiple after its sharp advance, skeptics question whether extraordinary growth is already priced in. Some bearish commentary argues that even strong execution may not justify current expectations. Is Palantir Still a Buy After Its 33% Rally Over the Past Month?
• Negative Sentiment: Insider selling adds caution: A Palantir director reportedly sold approximately $2.79 million of shares, reinforcing concerns about valuation and profit-taking after the rally. Palantir Director Offloads $2.79M

Analyst Ratings Changes

Several analysts have commented on the stock. Deutsche Bank Aktiengesellschaft upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $200.00 price objective for the company in a research note on Tuesday, August 4th. Argus upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $190.00 price objective on the stock in a research note on Wednesday, May 6th. Roth Capital began coverage on shares of Palantir Technologies in a report on Tuesday, August 4th. They set a “buy” rating for the company. The Goldman Sachs Group reissued a “neutral” rating and set a $204.00 target price on shares of Palantir Technologies in a report on Tuesday, August 4th. Finally, DA Davidson upped their price target on shares of Palantir Technologies from $175.00 to $200.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $192.19.

Insiders Place Their Bets

In other Palantir Technologies news, insider Shyam Sankar sold 35,000 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $155.70, for a total transaction of $5,449,500.00. Following the completion of the transaction, the insider owned 642,786 shares of the company’s stock, valued at $100,081,780.20. This represents a 5.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeffrey Buckley sold 1,481 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $128.80, for a total value of $190,752.80. Following the completion of the transaction, the insider directly owned 60,226 shares of the company’s stock, valued at approximately $7,757,108.80. This represents a 2.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 227,778 shares of company stock worth $30,696,263. Corporate 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.