Ellerson Group Inc. ADV Sells 11,024 Shares of Palantir Technologies Inc. $PLTR

Ellerson Group Inc. ADV lowered its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 10.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,578 shares of the company’s stock after selling 11,024 shares during the period. Palantir Technologies accounts for approximately 11.1% of Ellerson Group Inc. ADV’s investment portfolio, making the stock its 2nd biggest holding. Ellerson Group Inc. ADV’s holdings in Palantir Technologies were worth $17,800,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in PLTR. LFA Lugano Financial Advisors SA acquired a new stake in shares of Palantir Technologies during the second quarter worth $27,000. Delos Wealth Advisors LLC bought a new position in Palantir Technologies during the second quarter worth about $29,000. Zeit Capital LLC acquired a new stake in Palantir Technologies in the 2nd quarter worth about $30,000. Financial Consulate Inc. acquired a new stake in Palantir Technologies in the 3rd quarter worth about $30,000. Finally, GS Investments Inc. bought a new stake in Palantir Technologies in the 2nd quarter valued at about $31,000. 45.65% of the stock is currently owned by institutional investors.

Insider Activity at Palantir Technologies

In related news, insider David A. Glazer sold 9,000 shares of Palantir Technologies stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $185.91, for a total transaction of $1,673,190.00. Following the sale, the insider directly owned 413,639 shares of the company’s stock, valued at approximately $76,899,626.49. The trade was a 2.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Lauren Elaina Friedman Stat sold 400 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $151.14, for a total transaction of $60,456.00. Following the completion of the transaction, the director directly owned 58,287 shares of the company’s stock, valued at approximately $8,809,497.18. The trade was a 0.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 62,100 shares of company stock valued at $10,576,379. 9.23% of the stock is currently owned by company insiders.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Mizuho and other analysts upgraded PLTR, citing stronger AI growth prospects and better near-term visibility; that analyst lift is supporting buying interest. Palantir Technologies (NASDAQ:PLTR) Stock Price Up 1.8% Following Analyst Upgrade
• Positive Sentiment: Palantir announced a new ~ $1 billion government deal and its Palantir Federal Cloud Service (PFCS) Forward received a DoD authorization that streamlines deployment for defense customers — both boost visibility into large, recurring government revenue. Palantir Landed Its Next $1 Billion Deal
• Positive Sentiment: A U.S. judge temporarily blocked former Palantir staffers from poaching employees for a rival AI firm, protecting Palantir’s human capital and reducing near-term competitive risk. US judge blocks ex-Palantir staffers from poaching workers for new AI firm
• Neutral Sentiment: ISG launched a study of Palantir ecosystem partners (consulting, implementation and AI analytics) — this highlights partner traction but is an indirect catalyst for PLTR revenue. ISG to Assess Palantir Ecosystem Partners
• Neutral Sentiment: Partner headlines (Rackspace’s huge rally after an AI tie-up with Palantir) are driving wider attention to PLTR but the move mainly benefits the partner’s stock and may not immediately change Palantir fundamentals. Rackspace Surges Another 50% Higher on Palantir AI Partnership Hype
• Negative Sentiment: High-profile criticism from Michael Burry and media attention on CEO Alex Karp’s disclosed ~$17M private-jet bill have raised corporate-governance concerns and sparked negative headlines that can pressure the stock multiple. Palantir’s stock has dropped a third from its peak. Michael Burry has a new line of attack.
• Negative Sentiment: Short-term pressure from a legal dispute with Percepta and continued media scrutiny about executive expenses are keeping volatility elevated and could weigh on sentiment while headlines persist. What’s Going On With Palantir Stock Friday?
• Negative Sentiment: Broader software/AI rotation and a pullback in high-growth names have pushed PLTR lower year-to-date; even with improving fundamentals, elevated valuation and sector sentiment remain risk factors. Down 24% in 2026, Where Is Palantir Stock Headed Next and Should You Buy PLTR Here?

Palantir Technologies Stock Performance

Palantir Technologies stock opened at $135.24 on Friday. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. The stock has a market capitalization of $322.34 billion, a P/E ratio of 214.67, a price-to-earnings-growth ratio of 2.60 and a beta of 1.64. The stock has a fifty day moving average of $164.88 and a 200-day moving average of $171.58.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.02. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same period last year, the firm posted $0.14 earnings per share. Palantir Technologies’s revenue was up 70.0% compared to the same quarter last year. On average, research analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on PLTR shares. Truist Financial initiated 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 for the company. Jefferies Financial Group set a $208.00 price objective on Palantir Technologies in a report on Thursday, January 22nd. Wall Street Zen downgraded Palantir Technologies from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Freedom Capital upgraded Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. Finally, CICC Research boosted their price target on Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a research note on Wednesday, November 12th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $191.05.

Palantir Technologies 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.