Palantir Technologies Inc. $PLTR Shares Purchased by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc grew its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 7.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 152,255 shares of the company’s stock after buying an additional 10,240 shares during the quarter. AEGON ASSET MANAGEMENT UK Plc’s holdings in Palantir Technologies were worth $27,767,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Briaud Financial Planning Inc bought a new stake in shares of Palantir Technologies in the 2nd quarter worth about $27,000. LFA Lugano Financial Advisors SA acquired a new stake in Palantir Technologies during the second quarter valued at approximately $27,000. Frazier Financial Advisors LLC bought a new position in Palantir Technologies during the 2nd quarter worth approximately $28,000. Delos Wealth Advisors LLC bought a new position in Palantir Technologies during the 2nd quarter worth approximately $29,000. Finally, Zeit Capital LLC acquired a new position in shares of Palantir Technologies in the 2nd quarter worth approximately $30,000. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies Price Performance

Shares of Palantir Technologies stock opened at $169.60 on Monday. The company has a market capitalization of $404.23 billion, a P/E ratio of 403.82, a PEG ratio of 4.27 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. The business’s fifty day moving average price is $176.64 and its two-hundred day moving average price is $173.35.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data 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. The business had revenue of $1.18 billion during the quarter, compared to the consensus estimate of $1.09 billion. Palantir Technologies had a net margin of 28.11% and a return on equity of 15.48%. The company’s quarterly revenue was up 62.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.10 earnings per share. On average, research analysts expect that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

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 $208 price target, highlighting multi‑year revenue and margin upside that supports further upside from here. Palantir (PLTR) Stock: Why This Analyst Sees 25% Upside in 2025
• Positive Sentiment: Top sell‑side voices continue to call Palantir an AI “powerhouse” after Davos discussions and large commercial wins (e.g., Hyundai), which supports momentum into earnings. NVDA, PLTR: Daniel Ives Hails Nvidia and Palantir as AI Powerhouses at Davos
• Positive Sentiment: MarketBeat highlights an institutional‑buying metric bulls watch into earnings — suggesting “smart money” positioning could amplify a beat/guidance upgrade. The One Metric Bulls Watch in Palantir Before Earnings
• Neutral Sentiment: Mizuho reaffirmed a $205 12‑month target while keeping a cautious stance (Hold) — a sign that targets are elevated but some analysts are dialing back conviction. Palantir Stock Targeted at $205 by Mizuho as Growth Slows in 2026
• Neutral Sentiment: CEO comments on the AI cycle (“We’re in a lag right now.”) temper overheated expectations — useful context but not a hard directional signal ahead of earnings. Palantir CEO on the AI bubble: “We’re in a lag right now.”
• Neutral Sentiment: Investors should note the company reports Q4 on Feb. 2 — results and forward guidance will likely be the primary short‑term driver. Should You Buy Palantir Stock Before Feb. 2?
• Negative Sentiment: Valuation critics warn the stock trades at very rich multiples; some analysts (e.g., Jefferies commentary cited in media) see material downside if growth slows — raises risk of sharp pullbacks if guidance disappoints. 2 Ultra-Popular AI Stocks to Sell Before They Drop 53% and 57%, According to Wall Street Analysts
• Negative Sentiment: Near‑term price action shows a recent pullback (down modestly over the past week/month), signaling profit‑taking after a large 12‑month rally — makes Palantir more vulnerable to negative news ahead of earnings. Palantir Technologies Trending as Analysts Weigh Upside

Insider Buying and Selling

In other news, insider David A. Glazer sold 9,000 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $185.91, for a total value of $1,673,190.00. Following the completion of the transaction, the insider directly owned 413,639 shares in the company, valued at $76,899,626.49. This trade represents a 2.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jeffrey Buckley sold 1,252 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $157.50, for a total value of $197,190.00. Following the sale, the insider directly owned 47,044 shares in the company, valued at approximately $7,409,430. The trade was a 2.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,023,444 shares of company stock worth $167,394,629. Company insiders own 12.93% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on PLTR. Phillip Securities assumed coverage on shares of Palantir Technologies in a report on Thursday. They issued a “buy” rating and a $208.00 price objective for the company. Truist Financial started coverage on shares of Palantir Technologies in a research report on Tuesday, January 6th. They issued a “buy” rating and a $223.00 price target on the stock. Piper Sandler boosted their price objective on shares of Palantir Technologies from $201.00 to $225.00 and gave the company an “overweight” rating in a research report on Tuesday, November 4th. DA Davidson lifted their target price on Palantir Technologies from $170.00 to $215.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Finally, UBS Group increased their price target on Palantir Technologies from $165.00 to $205.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $184.07.

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.