Palantir Technologies Inc. $PLTR Stock Position Raised by iA Global Asset Management Inc.

iA Global Asset Management Inc. grew its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 25.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 349,524 shares of the company’s stock after buying an additional 70,862 shares during the quarter. Palantir Technologies makes up about 0.9% of iA Global Asset Management Inc.’s investment portfolio, making the stock its 27th largest holding. iA Global Asset Management Inc.’s holdings in Palantir Technologies were worth $63,760,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Millstone Evans Group LLC grew its position in Palantir Technologies by 98.0% in the third quarter. Millstone Evans Group LLC now owns 198 shares of the company’s stock worth $36,000 after acquiring an additional 98 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new stake in shares of Palantir Technologies in the 3rd quarter valued at $226,000. Quadrant Private Wealth Management LLC boosted its holdings in Palantir Technologies by 2.4% in the third quarter. Quadrant Private Wealth Management LLC now owns 10,295 shares of the company’s stock worth $1,878,000 after purchasing an additional 243 shares in the last quarter. FWG Holdings LLC increased its position in Palantir Technologies by 9.0% during the third quarter. FWG Holdings LLC now owns 10,399 shares of the company’s stock worth $2,067,000 after buying an additional 862 shares during the last quarter. Finally, Leelyn Smith LLC increased its position in Palantir Technologies by 13.1% during the third quarter. Leelyn Smith LLC now owns 6,182 shares of the company’s stock worth $1,128,000 after buying an additional 717 shares during the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Palantir Technologies News Roundup

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

• Positive Sentiment: Phillip Securities initiated coverage with a Buy and a $208 price target, giving the stock a clear catalyst for upside from investors who follow brokerage initiations. Palantir Stock (PLTR) Is Trading Higher Today — Here’s What This Analyst Sees Next
• Positive Sentiment: Coverage and commentary are being reinforced by big commercial wins — reporting around a “hundreds of millions” deal with Hyundai — which underpins revenue growth expectations and helps justify PLTR’s premium multiple. Palantir Stock Won a Huge Upgrade. Can an AI Supercycle Power Shares Higher?
• Positive Sentiment: Palantir was named as a partner in a major EMEA AI data‑center buildout (with Accenture, Dell and Nvidia), which could deepen enterprise footprint and create multi-year infrastructure/customer opportunities. UK’s Sovereign AI Taps Accenture, Palantir For Massive AI Buildout
• Positive Sentiment: High-profile bullish commentary (e.g., Wedbush/Daniel Ives at Davos) is reinforcing the narrative that Palantir is an AI infrastructure/analytics winner, boosting investor sentiment beyond pure fundamentals. NVDA, PLTR: Daniel Ives Hails Nvidia and Palantir as AI Powerhouses at Davos
• Positive Sentiment: Institutional buying and “earnings momentum” coverage are being cited as the key metric bulls watch heading into results, suggesting expectations for continued revenue/earnings strength are supporting the rally. The One Metric Bulls Watch in Palantir Before Earnings
• Neutral Sentiment: Wall Street views remain mixed: Mizuho reiterated a Hold while keeping a relatively high $205 12‑month target, signaling bullish targets but also caution about near‑term returns. Wall Street sets Palantir stock price for the next 12 months
• Neutral Sentiment: CEO Alex Karp publicly downplayed an AI “bubble,” a message intended to reassure investors but one that doesn’t materially change near‑term financials. Palantir CEO Alex Karp Dismisses AI Bubble Concerns, Says ‘A Lot Of AI Just Doesn’t Work’
• Neutral Sentiment: Analysts and analysts’ pieces (e.g., Seeking Alpha) argue valuation debates may miss nuance in Palantir’s growth profile — useful context but not an immediate price driver. Palantir: The Valuation Debate Misses A Critical Signal
• Negative Sentiment: Valuation remains a principal risk — several outlets warn PLTR’s premium P/E requires continued near‑perfect execution to avoid a sharp correction. That keeps downside risk if growth slows. Assessing Palantir Technologies (PLTR) Valuation After Strong Long Term Returns And Recent Share Price Weakness
• Negative Sentiment: Some Wall Street analysts have flagged potential large drawdowns for popular AI names if execution or macro conditions deteriorate — a reminder that sentiment can reverse quickly. 2 Popular AI Stocks to Sell Before They Drop 70% and 60% in 2026, According to Wall Street Analysts

Palantir Technologies Trading Up 0.3%

PLTR opened at $165.90 on Friday. The business has a 50 day moving average of $176.73 and a 200-day moving average of $172.70. The stock has a market capitalization of $395.41 billion, a price-to-earnings ratio of 395.01, a P/E/G ratio of 4.16 and a beta of 1.54. Palantir Technologies Inc. has a 1-year low of $66.12 and a 1-year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, November 3rd. The company reported $0.21 EPS for the quarter, beating 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 firm had revenue of $1.18 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same period in the prior year, the company earned $0.10 EPS. The business’s quarterly revenue was up 62.8% compared to the same quarter last year. Equities analysts predict that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Analyst Ratings Changes

PLTR has been the subject of a number of analyst reports. Bank of America boosted their price target on Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Weiss Ratings lowered Palantir Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. Royal Bank Of Canada increased their price target on Palantir Technologies from $45.00 to $50.00 and gave the company an “underperform” rating in a report on Tuesday, November 4th. Robert W. Baird lifted their price target on shares of Palantir Technologies from $170.00 to $200.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. Finally, The Goldman Sachs Group upped their price objective on shares of Palantir Technologies from $141.00 to $188.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. 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 issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $184.07.

Insider Buying and Selling at Palantir Technologies

In other Palantir Technologies news, insider Shyam Sankar sold 149,872 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 $24,577,509.28. Following the completion of the transaction, the insider owned 642,786 shares of the company’s stock, valued at $105,410,476.14. This represents a 18.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider David A. Glazer sold 15,557 shares of the firm’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 completion of the sale, the insider owned 415,612 shares of the company’s stock, valued at $68,156,211.88. This represents a 3.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,023,444 shares of company stock valued at $167,394,629 in the last three months. Company insiders own 9.23% of the company’s stock.

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.