Palantir Technologies Inc. $PLTR Shares Bought by Vise Technologies Inc.

Vise Technologies Inc. lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 27.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 106,132 shares of the company’s stock after buying an additional 22,575 shares during the quarter. Vise Technologies Inc.’s holdings in Palantir Technologies were worth $19,852,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Jennison Associates LLC purchased a new stake in Palantir Technologies during the 1st quarter worth about $1,574,111,000. Arrowstreet Capital Limited Partnership grew its position in shares of Palantir Technologies by 277.4% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 10,446,959 shares of the company’s stock worth $1,528,143,000 after buying an additional 7,678,747 shares in the last quarter. Bank of America Corp DE raised its position in Palantir Technologies by 28.7% in the first quarter. Bank of America Corp DE now owns 18,839,779 shares of the company’s stock valued at $2,755,883,000 after purchasing an additional 4,201,852 shares during the period. Janus Henderson Group PLC lifted its position in shares of Palantir Technologies by 795.6% in the first quarter. Janus Henderson Group PLC now owns 3,323,141 shares of the company’s stock valued at $480,247,000 after acquiring an additional 2,952,079 shares in the last quarter. Finally, State Street Corp lifted its position in Palantir Technologies by 2.8% during the 2nd quarter. State Street Corp now owns 104,490,468 shares of the company’s stock worth $12,190,903,000 after acquiring an additional 2,863,874 shares in the last quarter. 45.65% of the stock is owned by institutional investors.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: AI demand and earnings expectations remain strong. Analysts expect third-quarter revenue to increase about 84%, supported by demand for Palantir’s Artificial Intelligence Platform (AIP) across government and commercial customers. Investors are also looking for another revenue beat and a potential increase to full-year guidance. Will Top-Line Improvement Benefit Palantir in Q3 Earnings?
• Positive Sentiment: Several analysts see additional upside. JPMorgan initiated coverage with an Overweight rating, placed Palantir on its Analyst Focus List and set a December 2027 price target of $262. Oppenheimer also raised its target to $235 from $200 and maintained an Outperform rating, citing the potential for continued revenue beats. JPMorgan starts Palantir at Overweight
• Neutral Sentiment: Earnings are the immediate catalyst. Wall Street expects exceptional revenue and profit growth, but the stock’s roughly 60% rally since its previous report has raised the bar. Investors will focus on revenue growth, commercial customer momentum and guidance when Palantir reports. Should Palantir Stock Be in Your Portfolio Before Q3 Earnings?
• Negative Sentiment: Valuation and chart weakness are limiting enthusiasm. With a market capitalization above $440 billion and a price-to-earnings ratio near 157, Palantir has substantial growth already priced in. Shares are testing their 50-day moving average near $186.70; technical analysts identify stronger support around $160–$166 if the earnings reaction disappoints. Palantir Price Forecast: Earnings Loom as Downside Risks Build
• Negative Sentiment: Market conditions are adding pressure. A broader technology sell-off and concerns about excessive AI spending have encouraged investors to adopt a more defensive stance. Morgan Stanley has retained a Hold rating, citing Palantir’s rich valuation, while a negative earnings-surprise indicator adds near-term risk. Ahead of Palantir Earnings, Here’s What Barchart Data Says

Palantir Technologies Price Performance

NASDAQ PLTR opened at $184.11 on Friday. The company’s 50 day simple moving average is $186.90 and its 200 day simple moving average is $153.90. The firm has a market capitalization of $442.43 billion, a PE ratio of 157.36, a P/E/G ratio of 3.28 and a beta of 1.60. Palantir Technologies Inc. has a 12 month low of $106.37 and a 12 month high of $212.94.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, August 3rd. The company reported $0.41 EPS for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. The company had revenue of $1.94 billion during the quarter, compared to the consensus estimate of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%. The company’s quarterly revenue was up 92.8% on a year-over-year basis. During the same quarter last year, the company earned $0.16 EPS. Sell-side analysts anticipate that Palantir Technologies Inc. will post 1.29 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on PLTR. Piper Sandler increased their target price on Palantir Technologies from $230.00 to $231.00 and gave the company an “overweight” rating in a research note on Friday, October 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $225.00 price target on shares of Palantir Technologies in a research note on Monday, October 26th. Wolfe Research initiated coverage on Palantir Technologies in a research note on Tuesday, August 4th. They set a “buy” rating for the company. Cantor Fitzgerald began coverage on Palantir Technologies in a research report on Tuesday, August 4th. They set an “overweight” rating for the company. Finally, Robert W. Baird set a $250.00 price target on shares of Palantir Technologies in a research report on Monday, October 12th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $208.60.

Insiders Place Their Bets

In related news, insider Jeffrey Buckley sold 2,055 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $174.83, for a total value of $359,275.65. Following the transaction, the insider owned 58,171 shares in the company, valued at approximately $10,170,035.93. This represents a 3.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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. Also, insider Alexander Karp sold 492,348 shares of Palantir Technologies stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $174.79, for a total transaction of $86,057,506.92. Following the completion of the transaction, the insider directly owned 6,432,258 shares in the company, valued at approximately $1,124,294,375.82. The trade was a 7.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 have sold 560,390 shares of company stock worth $97,909,177 in the last 90 days. Company insiders own 9.53% of the company’s stock.

About Palantir Technologies

Palantir Technologies Inc develops software platforms that help government agencies and commercial organizations integrate, analyze and act on data. Its products are designed to support complex operations such as defense and intelligence, supply-chain management, manufacturing, healthcare and other data-intensive activities.

Palantir’s principal platforms include Gotham, which is primarily used by government and defense customers; Foundry, which helps commercial and institutional users build data-driven workflows; Apollo, a platform for deploying and managing software across diverse environments; and the Artificial Intelligence Platform (AIP), which connects generative artificial intelligence capabilities with an organization’s data and operational systems.

Founded in 2003, the company initially focused on software for government and national-security applications before expanding into commercial markets.