Nissay Asset Management Corp Japan Purchases 27,728 Shares of Palantir Technologies Inc. $PLTR

Nissay Asset Management Corp Japan lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 4.4% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 663,483 shares of the company’s stock after buying an additional 27,728 shares during the period. Nissay Asset Management Corp Japan’s holdings in Palantir Technologies were worth $77,409,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. BlackRock Inc. grew its holdings in Palantir Technologies by 0.4% in the second quarter. BlackRock Inc. now owns 189,817,693 shares of the company’s stock worth $22,146,030,000 after purchasing an additional 757,322 shares during the last quarter. State Street Corp increased its position in shares of Palantir Technologies by 1.1% during the fourth quarter. State Street Corp now owns 102,385,317 shares of the company’s stock worth $18,198,990,000 after purchasing an additional 1,126,418 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Palantir Technologies by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 54,200,265 shares of the company’s stock valued at $9,599,882,000 after purchasing an additional 805,047 shares during the last quarter. Norges Bank purchased a new stake in shares of Palantir Technologies during the 4th quarter valued at $5,149,641,000. Finally, Invesco Ltd. boosted its position in shares of Palantir Technologies by 2.8% in the 4th quarter. Invesco Ltd. now owns 22,415,082 shares of the company’s stock worth $3,984,281,000 after purchasing an additional 616,297 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Exceptional growth and profitability: Palantir’s Rule of 40 score reportedly reached 155%, supported by approximately 93% revenue growth and a 62% adjusted operating margin. The figures reinforce the bullish view that the company is converting AI demand into both rapid sales expansion and strong cash generation. Palantir’s Rule of 40 Surge Signals Strong AI-Driven Performance
• Positive Sentiment: Defense AI momentum: Palantir’s Maven Smart System is approaching a $1 billion annual revenue run rate, while Pentagon funding and its designation as a program of record could support as much as $2.30 billion over five years. This gives investors greater visibility into a potentially significant government growth engine. Palantir’s Pentagon AI Business Is Closing In on $1 Billion a Year
• Positive Sentiment: Strong technical and investor interest: PLTR recently broke out to a new high and was added to prominent best-stock and watch lists. Analysts and bullish commentators argue that the sovereign-AI opportunity and Palantir’s execution could justify price targets above current Wall Street estimates. Palantir, Nvidia Among 17 Stocks Rising Onto Best Stock Lists
• Neutral Sentiment: Covered-call strategies are being discussed after the recent rally, reflecting strong demand for PLTR exposure but also investor interest in generating income and potentially limiting downside.
• Negative Sentiment: Valuation remains a major risk: With Palantir trading at roughly 159 times earnings, some value investors view the stock as attractive only at a substantially lower price. Analysts also remain divided over whether its growth can justify the premium valuation. Value Investor Admits Palantir Cheaper Than Expected
• Negative Sentiment: Insider selling and AI concentration concerns: CEO Alexander Karp has sold nearly $86 million of stock, and co-founder Peter Thiel has reduced his stake over time. Separately, investor Steve Eisman warned that AI revenue at major cloud companies is heavily concentrated among OpenAI and Anthropic, raising questions about the durability of AI-related spending and valuations. NVIDIA, Palantir Technologies, and the AI Achilles’ Heel

Palantir Technologies Trading Up 0.2%

PLTR stock opened at $186.29 on Friday. The company has a market capitalization of $447.67 billion, a PE ratio of 159.22, a P/E/G ratio of 2.63 and a beta of 1.59. Palantir Technologies Inc. has a 12-month low of $106.37 and a 12-month high of $207.52. The business’s fifty day moving average price is $143.76 and its 200 day moving average price is $142.05.

Palantir Technologies (NASDAQ:PLTR) last announced its earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, beating analysts’ consensus estimates of $0.34 by $0.07. The company 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%.Palantir Technologies’s revenue for the quarter was up 92.8% on a year-over-year basis. During the same period last year, the business posted $0.16 EPS. Research analysts predict that Palantir Technologies Inc. will post 1.27 EPS for the current fiscal year.

Insider Buying and Selling at Palantir Technologies

In related news, Director Lauren Elaina Friedman Stat sold 3,032 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $165.00, for a total transaction of $500,280.00. Following the sale, the director directly owned 54,107 shares of the company’s stock, valued at $8,927,655. This represents a 5.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeffrey Buckley sold 1,250 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $174.29, for a total transaction of $217,862.50. Following the sale, the insider owned 56,921 shares in the company, valued at approximately $9,920,761.09. This trade represents a 2.15% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 721,764 shares of company stock worth $117,080,858 over the last ninety days. Company insiders own 9.53% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on PLTR. Argus upgraded Palantir Technologies from a “hold” rating to a “buy” rating and set a $190.00 target price on the stock in a research note on Wednesday, May 6th. Mizuho increased their price objective on shares of Palantir Technologies from $185.00 to $215.00 and gave the company an “outperform” rating in a research report on Tuesday, August 4th. Jefferies Financial Group reissued an “underperform” rating and set a $80.00 target price on shares of Palantir Technologies in a research report on Tuesday, August 4th. William Blair restated an “outperform” rating on shares of Palantir Technologies in a research note on Wednesday. Finally, HSBC downgraded shares of Palantir Technologies from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $205.00 to $151.00 in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Palantir Technologies has a consensus rating of “Moderate Buy” and an average price target of $192.19.

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.