CSM Advisors LLC Invests $2.54 Million in Palantir Technologies Inc. $PLTR

CSM Advisors LLC purchased a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) in the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 13,899 shares of the company’s stock, valued at approximately $2,536,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of PLTR. Decker Retirement Planning Inc. lifted its holdings in Palantir Technologies by 778.7% in the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock valued at $11,187,000 after acquiring an additional 54,347 shares during the period. Vanguard Group Inc. increased its holdings 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 in the last quarter. Prentice Wealth Management LLC purchased a new position in shares of Palantir Technologies in the 3rd quarter valued at about $550,000. Watershed Private Wealth LLC increased its holdings in shares of Palantir Technologies by 75.3% in the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock valued at $1,423,000 after purchasing an additional 3,350 shares in the last quarter. Finally, GAM Holding AG lifted its stake in shares of Palantir Technologies by 39.0% in the third quarter. GAM Holding AG now owns 13,788 shares of the company’s stock valued at $2,515,000 after purchasing an additional 3,868 shares during the period. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on the stock. Jefferies Financial Group set a $208.00 price objective on shares of Palantir Technologies in a report on Thursday, January 22nd. Northland Securities upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price target for the company in a research report on Tuesday, February 3rd. Piper Sandler reissued an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Phillip Securities initiated coverage on Palantir Technologies in a report on Thursday, January 22nd. They issued a “buy” rating and a $208.00 price target on the stock. Finally, Mizuho raised Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 price objective for the company in a research note on Wednesday, February 18th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Palantir Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $194.05.

Palantir Technologies News Summary

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

• Positive Sentiment: Wedbush reaffirmed an “Outperform” rating and kept a $230 12‑month price target, arguing recent AI partnership news strengthens Palantir’s positioning with enterprise and government customers. Palantir Technologies maintains growth momentum with new AI partnerships
• Positive Sentiment: NVIDIA and Palantir were highlighted together at NVIDIA GTC for a sovereign AI reference architecture (NVIDIA hardware + Palantir software). That deal targets governments and regulated enterprises that pay premium, multi‑year contracts and could widen Palantir’s moat. NVIDIA GTC 2026 AI Platforms And Partnerships Reshape Investor Expectations
• Positive Sentiment: Customer showcases at AIPCon (examples cited: GE Aerospace, Centrus Energy, LG CNS) provide concrete use cases — predictive maintenance, classified/unclassified integration, and large enterprise adoption — supporting recurring, sticky revenue expectations. Palantir coverage and AIPCon summary
• Positive Sentiment: Analyst upgrades continue to show institutional interest (e.g., UBS upgraded PLTR to Buy with a higher target), signaling additional buy-side conviction that AI revenue growth can justify higher multiples if execution stays strong. Palantir Technologies (PLTR) is One of the Best AI Stocks, Here is Why
• Neutral Sentiment: Palantir is expanding into new commercial verticals — including work with Polymarket to police prediction markets and sports betting — which diversifies revenue but is early-stage and not yet a major revenue driver. Palantir’s Next Big Growth Opportunity
• Negative Sentiment: Short‑seller/critic activity re‑heated after media attention — Michael Burry publicly renewed criticisms of Palantir, keeping downside narratives (overvaluation, governance) alive and potentially attracting volatility. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Some recent intraday weakness was attributed to profit‑taking after March’s rally and persistent valuation concerns (very high P/E), which can limit upside until growth visibility sustainably outpaces the rich multiple. Palantir Closes Lower Amid Profit‑Taking

Insider Buying and Selling at Palantir Technologies

In related news, insider David A. Glazer sold 17,438 shares of Palantir Technologies stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the completion of the transaction, the insider directly owned 392,370 shares in the company, valued at $52,467,716.40. The trade was a 4.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Stephen Andrew Cohen sold 327,088 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $43,738,207.36. Following the completion of the sale, the insider directly owned 592 shares in the company, valued at approximately $79,162.24. The trade was a 99.82% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 1,045,279 shares of company stock worth $140,539,043. 12.93% of the stock is currently owned by insiders.

Palantir Technologies Trading Up 1.2%

Shares of NASDAQ PLTR opened at $152.72 on Tuesday. The company’s 50-day moving average price is $152.56 and its 200 day moving average price is $168.86. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. The stock has a market cap of $365.26 billion, a price-to-earnings ratio of 242.42, a PEG ratio of 2.99 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, topping analysts’ consensus estimates of $0.23 by $0.02. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the business posted $0.14 earnings per share. The firm’s quarterly revenue was up 70.0% compared to the same quarter last year. As a group, research analysts expect that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

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.