Palogic Value Management L.P. Invests $583,000 in Palantir Technologies Inc. $PLTR

Palogic Value Management L.P. acquired a new position in Palantir Technologies Inc. (NASDAQ:PLTR) during the second quarter, Holdings Channel reports. The firm acquired 5,000 shares of the company’s stock, valued at approximately $583,000.

Several other large investors also recently added to or reduced their stakes in the business. Tortoise Investment Management LLC boosted its position in shares of Palantir Technologies by 3.8% during the 2nd quarter. Tortoise Investment Management LLC now owns 2,181 shares of the company’s stock valued at $254,000 after acquiring an additional 80 shares during the last quarter. MCF Advisors LLC increased its position in shares of Palantir Technologies by 349.6% in the second quarter. MCF Advisors LLC now owns 14,280 shares of the company’s stock worth $1,666,000 after purchasing an additional 11,104 shares during the last quarter. Bienville Capital Management LLC purchased a new stake in Palantir Technologies in the second quarter valued at approximately $14,982,000. Archford Capital Strategies LLC raised its stake in Palantir Technologies by 3.1% in the second quarter. Archford Capital Strategies LLC now owns 19,308 shares of the company’s stock valued at $2,253,000 after purchasing an additional 587 shares in the last quarter. Finally, National Pension Service lifted its position in Palantir Technologies by 1.0% during the second quarter. National Pension Service now owns 5,233,929 shares of the company’s stock valued at $610,642,000 after purchasing an additional 49,905 shares during the last quarter. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies News Roundup

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

• Positive Sentiment: Sovereign AI partnership expands Palantir’s commercial opportunity. Palantir named Nebius Group its preferred sovereign AI infrastructure partner, combining Palantir’s AIP, Foundry, and Apollo software with Nebius’ dedicated NVIDIA-powered data centers. The arrangement could help customers keep sensitive data and models within national borders while allowing Palantir to scale without making substantial investments in hardware. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
• Positive Sentiment: Growth momentum remains a key support. Recent coverage highlights Palantir’s partnerships with PwC, Nvidia, and the U.S. Army, alongside a quarterly revenue increase of 92.8% and an earnings beat. The company’s asset-light model, high margins, and growing demand for enterprise and government AI deployments continue to support the long-term growth narrative. Palantir Stock Continues to Grow on the Back of Enterprise Partnerships
• Neutral Sentiment: Jim Cramer compared PLTR with an NFL wide receiver, characterizing it as a high-growth portfolio holding. The endorsement reinforces Palantir’s appeal to growth investors but does not change the company’s fundamentals. Jim Cramer Compares Palantir to an NFL Wide Receiver
• Negative Sentiment: Valuation remains the principal overhang. With a price-to-earnings ratio near 145, analysts question whether Palantir’s exceptional growth is already reflected in the stock. Articles also compare PLTR with cheaper AI software alternatives such as Snowflake and cite rating downgrades based on limited near-term catalysts. Palantir: Why Would Anyone Pay Such A Price
• Negative Sentiment: ARK Invest reportedly sold approximately $6.5 million to $25 million of Palantir while rotating into other AI-related holdings. Michael Burry also exited December 2026 PLTR puts as part of a broader risk reduction, which removes a bearish position but signals caution toward highly valued technology stocks. Michael Burry Sells Palantir December 2026 Puts

Palantir Technologies Price Performance

Shares of PLTR opened at $169.53 on Thursday. Palantir Technologies Inc. has a 1 year low of $106.37 and a 1 year high of $207.52. The stock has a 50 day simple moving average of $153.34 and a two-hundred day simple moving average of $144.41. The firm has a market cap of $407.39 billion, a P/E ratio of 144.90, a P/E/G ratio of 2.41 and a beta of 1.62.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings results on Monday, August 3rd. The company reported $0.41 EPS for the quarter, topping the consensus estimate of $0.34 by $0.07. The firm had revenue of $1.94 billion for the quarter, compared to the consensus estimate of $1.81 billion. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The business’s revenue was up 92.8% compared to the same quarter last year. During the same period last year, the firm posted $0.16 earnings per share. On average, equities analysts anticipate that Palantir Technologies Inc. will post 1.27 earnings per share for the current year.

Insider Buying and Selling at Palantir Technologies

In related news, insider Shyam Sankar sold 150,000 shares of Palantir Technologies stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $130.00, for a total value of $19,500,000.00. Following the transaction, the insider owned 599,899 shares in the company, valued at $77,986,870. This trade represents a 20.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeffrey Buckley sold 2,055 shares of the business’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $174.83, for a total transaction of $359,275.65. Following the completion of the sale, the insider directly owned 58,171 shares of the company’s stock, valued at $10,170,035.93. This represents a 3.41% 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 720,027 shares of company stock worth $116,879,340 in the last quarter. 9.53% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

PLTR has been the subject of a number of research reports. Piper Sandler reissued an “overweight” rating and issued a $230.00 price target on shares of Palantir Technologies in a research note on Tuesday, August 4th. Northland Securities set a $200.00 price objective on shares of Palantir Technologies in a report on Tuesday, August 4th. President Capital upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and upped their target price for the stock from $25.50 to $133.00 in a research report on Monday, June 29th. Deutsche Bank Aktiengesellschaft upgraded shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $200.00 target price for the company in a research report on Tuesday, August 4th. Finally, Rosenblatt Securities restated a “buy” rating and set a $225.00 price target on shares of Palantir Technologies in a research report on Thursday, July 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $192.19.

Palantir Technologies Company Profile

Palantir Technologies Inc is a software company that develops data integration, analytics and artificial intelligence platforms for government agencies and commercial organizations. Its software is designed to help customers integrate information from disparate sources, analyze complex data and support operational decision-making.

The company’s principal platforms include Gotham, which is used primarily by defense, intelligence and public-sector organizations; Foundry, which helps commercial and institutional customers manage and analyze operational data; and Apollo, a platform for deploying and managing software across varied computing environments.