Palantir Technologies Inc. $PLTR Shares Purchased by Ewa LLC

Ewa LLC boosted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 45.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 12,401 shares of the company’s stock after acquiring an additional 3,862 shares during the period. Ewa LLC’s holdings in Palantir Technologies were worth $2,204,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its stake in Palantir Technologies by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 215,444,098 shares of the company’s stock valued at $38,295,188,000 after acquiring an additional 1,557,828 shares during the last quarter. State Street Corp grew its stake in Palantir Technologies by 7.2% in the 3rd quarter. State Street Corp now owns 101,258,899 shares of the company’s stock valued at $18,471,648,000 after acquiring an additional 6,777,771 shares during the last quarter. Invesco Ltd. grew its stake in Palantir Technologies by 5.9% in the 3rd quarter. Invesco Ltd. now owns 21,798,785 shares of the company’s stock valued at $3,976,534,000 after acquiring an additional 1,213,529 shares during the last quarter. Northern Trust Corp grew its stake in Palantir Technologies by 3.8% in the 3rd quarter. Northern Trust Corp now owns 21,088,462 shares of the company’s stock valued at $3,846,957,000 after acquiring an additional 769,238 shares during the last quarter. Finally, Amundi grew its stake in Palantir Technologies by 38.7% in the 3rd quarter. Amundi now owns 15,679,158 shares of the company’s stock valued at $2,814,879,000 after acquiring an additional 4,373,201 shares during the last quarter. 45.65% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

PLTR has been the topic of a number of research reports. Wedbush reissued an “outperform” rating and issued a $230.00 price objective on shares of Palantir Technologies in a research note on Tuesday, May 5th. Zacks Research upgraded shares of Palantir Technologies from a “hold” rating to a “strong-buy” rating in a report on Thursday. Citigroup upped their target price on shares of Palantir Technologies from $210.00 to $225.00 and gave the company a “buy” rating in a report on Wednesday. Oppenheimer initiated coverage on shares of Palantir Technologies in a report on Thursday, April 30th. They issued an “outperform” rating and a $200.00 target price on the stock. Finally, DA Davidson reduced their target price on shares of Palantir Technologies from $180.00 to $165.00 and set a “neutral” rating on the stock in a report on Tuesday, May 5th. Two equities research 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $194.68.

Insider Buying and Selling at Palantir Technologies

In other news, insider Stephen Andrew Cohen sold 327,088 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $43,738,207.36. Following the transaction, the insider directly owned 592 shares in the company, valued at $79,162.24. This represents a 99.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Alexander C. Karp sold 493,025 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. The trade was a 7.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,029,479 shares of company stock worth $137,685,797. 9.53% of the stock is currently owned by insiders.

Palantir Technologies Trading Up 0.5%

NASDAQ:PLTR opened at $137.80 on Friday. The firm has a market cap of $329.57 billion, a price-to-earnings ratio of 154.83, a price-to-earnings-growth ratio of 2.39 and a beta of 1.52. The company’s 50-day moving average is $145.51 and its two-hundred day moving average is $161.59. Palantir Technologies Inc. has a 12-month low of $114.90 and a 12-month high of $207.52.

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

Key Palantir Technologies News

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

• Positive Sentiment: Palantir delivered record AI-driven revenue growth, with strong demand from both U.S. commercial customers and government clients, reinforcing the company’s AI growth story. Palantir Delivers Record AI-Driven Growth
• Positive Sentiment: Analysts continue to raise earnings estimates and some have reiterated or upgraded their ratings, suggesting Wall Street still sees upside in Palantir’s long-term growth trajectory. Wall Street Analysts Predict a 40.09% Upside in Palantir Technologies (PLTR): Here’s What You Should Know
• Positive Sentiment: Palantir’s new U.S. Army interoperability hackathon partnership adds another credibility boost for its defense business and may support future government revenue. Palantir Joins U.S. Army and Industry Partners for “Right to Integrate” Hackathon Sprint for Defense-wide Interoperability
• Neutral Sentiment: Some commentary argues the stock’s post-earnings pullback is mainly a valuation reset rather than a deterioration in business quality, with investors weighing whether the AI growth rate justifies the premium. Palantir Just Crushed Earnings. So Why Is the Stock Down?
• Neutral Sentiment: Bearish takes from analysts and short-seller-style commentary are adding caution, but these arguments center on valuation and AI hype rather than any sign that Palantir’s business is weakening. Jefferies issues a stark warning for Palantir stock investors
• Negative Sentiment: Several reports say the stock is falling because Palantir’s valuation looks stretched after its huge run, and even strong results may not be enough to keep momentum going near term. Palantir Stock Shudders as Record 85% Growth Hits a Valuation Wall and Michael Burry Bets on a Total Collapse

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.