Palantir Technologies Inc. $PLTR Shares Acquired by NFSG Corp

NFSG Corp increased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 11.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 97,634 shares of the company’s stock after acquiring an additional 9,692 shares during the quarter. Palantir Technologies comprises approximately 1.9% of NFSG Corp’s investment portfolio, making the stock its 11th largest holding. NFSG Corp’s holdings in Palantir Technologies were worth $18,263,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Monetary Solutions Ltd purchased a new position in Palantir Technologies in the fourth quarter valued at approximately $36,000. Reflection Asset Management purchased a new stake in shares of Palantir Technologies during the 4th quarter worth approximately $35,000. Ballast Advisors LLC purchased a new stake in shares of Palantir Technologies during the 1st quarter worth approximately $29,000. Retirement Wealth Solutions LLC lifted its position in shares of Palantir Technologies by 51.7% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 217 shares of the company’s stock worth $41,000 after buying an additional 74 shares during the last quarter. Finally, Dakota Community Bank & Trust NA lifted its position in shares of Palantir Technologies by 219.1% during the 3rd quarter. Dakota Community Bank & Trust NA now owns 217 shares of the company’s stock worth $41,000 after buying an additional 149 shares during the last quarter. 45.65% of the stock is owned by institutional investors and hedge funds.

Key Palantir Technologies News

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

• Positive Sentiment: Palantir agreed to deploy its Foundry and Artificial Intelligence Platform (AIP) with Customers Bank to automate commercial-client onboarding while preserving a high-touch banking experience. The deal expands Palantir’s commercial footprint into banking and supports the company’s broader strategy of converting AI demand into recurring enterprise contracts. Palantir Customers Bank collaboration
• Positive Sentiment: Surf Air Mobility signed its fifth OperatorOS contract, with Flying Zebra, for aviation software powered by Palantir. Although the agreement is with Surf Air rather than directly with Palantir, it provides another example of AIP-related technology gaining commercial adoption. Surf Air and Flying Zebra contract
• Positive Sentiment: Goldman Sachs upgraded Palantir to Buy from Neutral, while separate valuation research lifted its fair-value estimate to approximately $205.27 from $195.57. These actions reinforce optimism about Palantir’s AI execution, commercial growth and sovereign-AI opportunities. Palantir fair value estimate
• Neutral Sentiment: Palantir cofounder Peter Thiel and Chief Technology Officer Shyam Sankar made highly controversial comments criticizing AI regulation and AI-safety advocates. The remarks may appeal to some investors but could also increase reputational or regulatory concerns; they do not directly change Palantir’s financial outlook. Palantir CTO comments
• Negative Sentiment: Valuation remains the main overhang. With Palantir trading at roughly 171 times earnings and near its 12-month high, analysts warn that substantial future growth is already priced in, leaving limited room for weaker guidance or a slowdown in AI spending. Palantir valuation concerns
• Negative Sentiment: ARK Invest, managed by Cathie Wood, sold approximately $6.3 million of Palantir shares while reallocating capital to other AI companies. Recent Rule 10b5-1 sales by Palantir directors and executives add to the perception that some insiders are monetizing the rally. ARK Invest Palantir sale
• Negative Sentiment: Investors face a high expectations bar ahead of the expected November 2 earnings report. Palantir’s strong revenue growth and repeated earnings beats support the bullish case, but they also increase the risk of profit-taking if results or forecasts fail to exceed elevated expectations. Palantir earnings expectations

Insider Buying and Selling at Palantir Technologies

In other news, Director Lauren Friedman Stat sold 5,026 shares of Palantir Technologies stock in a transaction on Thursday, October 8th. The shares were sold at an average price of $199.00, for a total value of $1,000,174.00. Following the transaction, the director directly owned 46,402 shares of the company’s stock, valued at $9,233,998. The trade was a 9.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shyam Sankar sold 35,000 shares of the company’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $155.70, for a total transaction of $5,449,500.00. Following the completion of the sale, the insider owned 642,786 shares of the company’s stock, valued at approximately $100,081,780.20. This trade represents a 5.16% decrease in their position. 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. In the last quarter, insiders sold 560,390 shares of company stock valued at $97,909,177. 9.53% of the stock is owned by company insiders.

Palantir Technologies Stock Down 0.2%

PLTR opened at $200.50 on Friday. The firm has a market cap of $481.81 billion, a price-to-earnings ratio of 171.37, a price-to-earnings-growth ratio of 3.54 and a beta of 1.60. Palantir Technologies Inc. has a 52 week low of $106.37 and a 52 week high of $212.94. The business’s 50 day moving average is $182.33 and its two-hundred day moving average is $151.76.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings data on Monday, August 3rd. The company reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.34 by $0.07. The company had revenue of $1.94 billion during the quarter, compared to analysts’ expectations of $1.81 billion. Palantir Technologies had a return on equity of 30.57% and a net margin of 49.01%. The firm’s revenue for the quarter was up 92.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.16 earnings per share. Equities analysts expect that Palantir Technologies Inc. will post 1.31 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. President Capital upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and upped their target price for the company from $25.50 to $133.00 in a report on Monday, June 29th. Wolfe Research initiated coverage on shares of Palantir Technologies in a research note on Tuesday, August 4th. They set a “buy” rating on the stock. UBS Group boosted their price target on shares of Palantir Technologies from $220.00 to $250.00 and gave the company a “buy” rating in a research report on Tuesday, September 15th. Deutsche Bank Aktiengesellschaft raised shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $200.00 price target for the company in a research report on Tuesday, August 4th. Finally, Northland Securities set a $200.00 price objective on shares of Palantir Technologies in a research note on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, Palantir Technologies has an average rating of “Moderate Buy” and a consensus target price of $201.61.

About Palantir Technologies

Palantir Technologies Inc (NASDAQ: PLTR) develops software platforms that help organizations integrate, analyze and act on large and complex datasets. Its principal platforms include Gotham, which is designed primarily for government and defense applications; Foundry, which supports commercial and institutional data operations; Apollo, which helps deploy and manage software across diverse environments; and the Artificial Intelligence Platform (AIP), which connects large language models and other AI tools with an organization’s data and workflows.

The company serves government agencies, defense and intelligence organizations, and commercial businesses in industries such as manufacturing, healthcare, energy and financial services.