Palantir Technologies Inc. $PLTR Stock Position Raised by BDF Gestion

BDF Gestion increased its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 8.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 48,378 shares of the company’s stock after purchasing an additional 3,749 shares during the period. Palantir Technologies comprises about 1.1% of BDF Gestion’s investment portfolio, making the stock its 13th biggest holding. BDF Gestion’s holdings in Palantir Technologies were worth $8,599,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Assenagon Asset Management S.A. grew its holdings in shares of Palantir Technologies by 0.6% during the fourth quarter. Assenagon Asset Management S.A. now owns 60,012 shares of the company’s stock valued at $10,667,000 after buying an additional 340 shares in the last quarter. Affinity Capital Advisors LLC raised its position in Palantir Technologies by 10.3% during the fourth quarter. Affinity Capital Advisors LLC now owns 5,162 shares of the company’s stock valued at $918,000 after buying an additional 480 shares during the period. 180 Wealth Advisors LLC lifted its stake in Palantir Technologies by 7.1% in the 4th quarter. 180 Wealth Advisors LLC now owns 8,256 shares of the company’s stock worth $1,468,000 after acquiring an additional 545 shares in the last quarter. Hardin Capital Partners LLC purchased a new stake in Palantir Technologies in the 4th quarter worth about $218,000. Finally, Elevation Wealth Partners LLC boosted its position in Palantir Technologies by 27.0% during the 4th quarter. Elevation Wealth Partners LLC now owns 2,135 shares of the company’s stock worth $379,000 after acquiring an additional 454 shares during the period. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on PLTR. The Goldman Sachs Group lowered their target price on Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Robert W. Baird raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 price target for the company in a research report on Tuesday, February 3rd. Rosenblatt Securities began coverage on shares of Palantir Technologies in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price objective on the stock. Northland Securities upgraded shares of Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price objective on the stock in a research note on Tuesday, February 3rd. Finally, Jefferies Financial Group set a $208.00 price objective on shares of Palantir Technologies in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $196.32.

Insider Activity

In other Palantir Technologies news, insider Stephen Andrew Cohen sold 327,088 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $43,738,207.36. Following the completion of the sale, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Shyam Sankar sold 168,004 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the transaction, the insider owned 642,786 shares in the company, valued at approximately $85,953,343.92. This trade represents a 20.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,045,279 shares of company stock valued at $140,539,043. 9.23% of the stock is currently owned by company insiders.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: The Pentagon designated Palantir’s Maven Smart System a program of record, moving the platform from pilot status to a budget‑backed, long‑term military capability — a direct revenue and visibility catalyst for PLTR. Palantir’s Maven AI system designated Pentagon program of record: report
• Positive Sentiment: A short‑term UK Financial Conduct Authority trial using Palantir’s Foundry to analyze fraud and enforcement datasets reinforces the company’s government footprint outside the U.S., supporting cross‑border contract momentum. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative
• Positive Sentiment: Wall Street bullishness is adding upside pressure—notably Wedbush and other firms raising/sticking to optimistic targets (Dan Ives cited a $230 target), which can lift sentiment and momentum buying. Palantir stock surges over 5% today: Why Wedbush analyst Dan Ives predicts PLTR stock could hit $230 this year
• Positive Sentiment: Fundamentals remain supportive: Palantir reported strong FY revenue and cash flow (reported ~$4.48B revenue with large growth and healthy free cash flow), which underpins longer‑term growth expectations and analyst models. Palantir: Why I Stay Bullish Despite The Risks
• Neutral Sentiment: Broad market tailwinds (U.S. equity gains tied to geopolitical calm and energy price moves) helped tech names broadly today and likely amplified PLTR’s move. US Equity Markets Rise as Crude Oil Slumps After Trump Delays Iran Strike Plans
• Negative Sentiment: Valuation remains a risk: several analysts and commentary outlets continue to flag Palantir’s high multiple and the potential for large drawdowns if growth slows or model‑switching costs rise. That keeps downside risk despite positive contract news. Palantir’s Stock Valuation Still Looks Absurd. Here’s Why Investors Keep Buying It Anyway.
• Negative Sentiment: Insider selling and past institutional reshuffling are visible in tracking data; heavy insider sales and large portfolio moves by some institutions can weigh on sentiment if they continue. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative

Palantir Technologies Price Performance

Shares of PLTR stock opened at $160.88 on Tuesday. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The stock’s 50-day moving average is $150.16 and its two-hundred day moving average is $168.81. The firm has a market cap of $384.78 billion, a P/E ratio of 255.37, a PEG ratio of 2.99 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.02. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The firm’s revenue was up 70.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.14 EPS. As a group, research analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current year.

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.