PKO Investment Management Joint Stock Co Grows Stake in Palantir Technologies Inc. $PLTR

PKO Investment Management Joint Stock Co lifted its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 28.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 67,000 shares of the company’s stock after purchasing an additional 15,000 shares during the quarter. Palantir Technologies accounts for approximately 1.0% of PKO Investment Management Joint Stock Co’s holdings, making the stock its 19th biggest position. PKO Investment Management Joint Stock Co’s holdings in Palantir Technologies were worth $12,222,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of PLTR. Vanguard Group Inc. grew its holdings in shares of Palantir Technologies by 3.6% during the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock valued at $28,043,432,000 after buying an additional 7,194,216 shares during the last quarter. State Street Corp raised its holdings in Palantir Technologies by 6.9% in the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company’s stock worth $12,879,667,000 after acquiring an additional 6,097,629 shares during the last quarter. Norges Bank bought a new position in Palantir Technologies in the 2nd quarter valued at approximately $3,307,457,000. Invesco Ltd. lifted its position in Palantir Technologies by 16.0% in the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company’s stock valued at $2,806,182,000 after acquiring an additional 2,838,300 shares in the last quarter. Finally, Kingstone Capital Partners Texas LLC purchased a new stake in Palantir Technologies during the 2nd quarter valued at $2,543,888,000. 45.65% of the stock is owned by hedge funds and other institutional investors.

Palantir Technologies Trading Up 1.1%

Shares of NASDAQ PLTR opened at $179.41 on Tuesday. Palantir Technologies Inc. has a 12-month low of $63.40 and a 12-month high of $207.52. The firm has a market capitalization of $427.61 billion, a price-to-earnings ratio of 427.18, a price-to-earnings-growth ratio of 4.47 and a beta of 1.54. The firm has a 50 day moving average of $178.66 and a 200 day moving average of $171.06.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, November 3rd. The company reported $0.21 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.04. Palantir Technologies had a net margin of 28.11% and a return on equity of 15.48%. The business had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.09 billion. During the same period last year, the firm earned $0.10 earnings per share. The company’s quarterly revenue was up 62.8% on a year-over-year basis. Sell-side analysts predict that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Wall Street Analyst Weigh In

PLTR has been the subject of several recent analyst reports. Raymond James Financial restated a “market perform” rating on shares of Palantir Technologies in a research note on Tuesday, November 4th. Piper Sandler boosted their target price on Palantir Technologies from $201.00 to $225.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 4th. Weiss Ratings restated a “buy (b-)” rating on shares of Palantir Technologies in a research note on Monday, December 29th. HSBC lifted their price target on shares of Palantir Technologies from $181.00 to $197.00 and gave the stock a “hold” rating in a research note on Wednesday, November 5th. Finally, Citigroup upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and increased their price objective for the company from $210.00 to $235.00 in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $175.88.

Palantir Technologies News Summary

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

• Positive Sentiment: Citi Research upgraded PLTR from Neutral/Hold to Buy and raised its 2026 price target to $235, citing expectations for strong enterprise AI adoption, AI agents, and defense spending that could drive ~80% revenue growth assumptions — this upgrade is the primary driver of today’s upside. Citi Upgrades Palantir Stock (PLTR) to Buy, Sees Explosive 80% Revenue Growth
• Positive Sentiment: Multiple outlets highlight a potential AI “supercycle” (commercial + government) that could reaccelerate Palantir’s U.S. commercial sales and margins — narrative-supporting coverage is reinforcing investor confidence in continued growth. Palantir’s stock could benefit from this ‘supercycle’ that turbocharges growth
• Positive Sentiment: Broader AI-themed stock lists and buy-side commentary (agentic AI themes, favorable 2026 forecasts) are keeping demand elevated for PLTR as investors position for continued AI-driven revenue and margin expansion. The 3 Best Agentic AI Stocks To Buy In 2026
• Neutral Sentiment: Palantir set its Q4 2025 and fiscal-year results release and webcast for Feb. 2, 2026 — an upcoming event that could add volatility and serve as the next data-driven catalyst. Earnings release and webcast announcement
• Neutral Sentiment: Reported short-interest data for mid-January appears to contain errors (shows 0 shares / NaN change) — no reliable signal from short interest today. (Data anomaly cited in listings.)
• Neutral Sentiment: Several outlets updated 2026 price targets and forecasts; the consensus media narrative is bullish but sensitive to execution and estimate revisions. Analysts update Palantir stock price target for 2026
• Negative Sentiment: Some analysts and commentators warn valuation risk — Seeking Alpha highlights a technical/price-level risk around $150 that could trigger a larger pullback if breached, suggesting heightened downside if sentiment reverses. Palantir: $150 Price Key For Bulls – Risk Of Major Bear Slide Rising
• Negative Sentiment: Prominent skeptics (e.g., Michael Burry coverage) reiterate concerns that AI winners may not sustain leadership and that aggressive AI spending could disappoint, which could cap PLTR’s valuation multiple if conviction weakens. Michael Burry AI skepticism piece

Insider Activity at Palantir Technologies

In related news, insider David A. Glazer sold 15,557 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $2,551,192.43. Following the transaction, the insider directly owned 415,612 shares of the company’s stock, valued at approximately $68,156,211.88. The trade was a 3.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Stephen Andrew Cohen sold 308,635 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $163.99, for a total value of $50,613,053.65. Following the completion of the transaction, the insider owned 592 shares of the company’s stock, valued at $97,082.08. The trade was a 99.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,023,444 shares of company stock worth $167,394,629 in the last 90 days. Company insiders own 12.93% of the company’s stock.

About Palantir Technologies

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.