Krane Funds Advisors LLC Grows Position in Palantir Technologies Inc. $PLTR

Krane Funds Advisors LLC boosted its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 169.8% during the 3rd quarter, Holdings Channel reports. The fund owned 14,404 shares of the company’s stock after buying an additional 9,065 shares during the period. Palantir Technologies comprises about 0.1% of Krane Funds Advisors LLC’s portfolio, making the stock its 25th largest position. Krane Funds Advisors LLC’s holdings in Palantir Technologies were worth $2,557,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Decker Retirement Planning Inc. boosted its stake 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 in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Palantir Technologies by 3.6% during 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 during the last quarter. Prentice Wealth Management LLC acquired a new stake in shares of Palantir Technologies in the 3rd quarter worth $550,000. Watershed Private Wealth LLC grew its stake in Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock worth $1,423,000 after buying an additional 3,350 shares during the last quarter. Finally, State of Michigan Retirement System increased its position in Palantir Technologies by 1.3% during the 2nd quarter. State of Michigan Retirement System now owns 938,400 shares of the company’s stock valued at $127,923,000 after buying an additional 12,300 shares in the last quarter. Institutional investors own 45.65% of the company’s stock.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: DISA granted Palantir’s PFCS Forward Impact Level 6 provisional authorization — opens the DoD’s highest-security deployments (on?premises and edge), expanding Palantir’s addressable market in mission?critical defense workloads. Palantir Just Opened a New DoD Door—What Changes Now?
• Positive Sentiment: Large federal and commercial traction: Palantir signed a reported ~$1B software agreement with DHS and announced a Rackspace partnership to accelerate Foundry and AIP deployments for regulated industries — both support near?term revenue visibility and commercial distribution. Palantir’s DHS Deal And Rackspace Tie Up Contrast With European Pushback
• Positive Sentiment: Some analysts and firms are turning more positive after the pullback — upgrades and re?ratings (and bullish analyst commentary) argue the stock is de?risked relative to recent multiples, supporting a constructive mid?term view. Palantir (PLTR) Called a “Category of One” as Analysts Upgrade the Stock
• Neutral Sentiment: Options/hedging activity shows traders are positioning for volatility — pieces highlighting put strategies or married?put spreads reflect investor caution but also provide tactical trade ideas. Play the ‘SaaS Apocalypse’ Selloff in Palantir Stock With This 1 Winning, Protective Options Trade
• Neutral Sentiment: Broader tech/AI selloff and upcoming AI earnings cadence are pressuring AI?levered names — sector dynamics (Nvidia, Snowflake, Salesforce earnings) are amplifying PLTR moves independent of company?specific news. AI Stocks Hit Reset. Will Nvidia, Snowflake, CoreWeave, Salesforce Earnings Decide What’s Next?
• Negative Sentiment: Governance and public criticism are weighing on sentiment — coverage calling out governance questions and investor criticisms (including high?profile skeptics) is amplifying downside pressure amid the market pullback. Stock Market Today, Feb. 23: Palantir Falls as Market Pullback and Governance Questions Weigh
• Negative Sentiment: High?profile bearish commentary (Michael Burry) and skeptical research pieces keep headline risk elevated — criticism of leadership spending and public legal fights in Europe can sustain volatility. Michael Burry Sounds Alarm On Palantir, Flags CEO Alex Karp’s ‘Elevated’ $17.2 Million Private Jet Tab
• Negative Sentiment: Price action: PLTR has pulled back sharply from late?2025 highs and several bearish commentaries argue valuation and momentum remain concerns, which encourages further selling on weak market days. Why is Palantir stock down 37% from its peak: is worst over for PLTR?

Palantir Technologies Stock Performance

Shares of PLTR opened at $130.60 on Tuesday. The business’s 50-day moving average is $163.83 and its two-hundred day moving average is $171.16. The company has a market capitalization of $311.28 billion, a P/E ratio of 207.30, a P/E/G ratio of 2.60 and a beta of 1.64. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last issued its earnings results on Monday, February 2nd. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The company’s revenue was up 70.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.14 earnings per share. Analysts forecast that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Insider Buying and Selling at Palantir Technologies

In other Palantir Technologies news, insider Ryan D. Taylor sold 12,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $181.35, for a total value of $2,176,200.00. Following the sale, the insider owned 239,409 shares in the company, valued at approximately $43,416,822.15. This represents a 4.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Lauren Elaina Friedman Stat sold 3,400 shares of Palantir Technologies stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $181.35, for a total transaction of $616,590.00. Following the transaction, the director directly owned 58,687 shares of the company’s stock, valued at approximately $10,642,887.45. This trade represents a 5.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 24,800 shares of company stock valued at $4,526,436. 12.93% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

PLTR has been the subject of several recent analyst reports. Morgan Stanley raised their price target on Palantir Technologies from $155.00 to $205.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 4th. Argus upgraded shares of Palantir Technologies to a “hold” rating in a research note on Monday, February 9th. Jefferies Financial Group set a $208.00 target price on shares of Palantir Technologies in a research report on Thursday, January 22nd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Finally, The Goldman Sachs Group dropped their price objective on shares of Palantir Technologies from $188.00 to $182.00 in a report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $191.05.

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.