Palantir Technologies Inc. $PLTR Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB reduced its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 8.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,260,519 shares of the company’s stock after selling 209,610 shares during the quarter. Nordea Investment Management AB’s holdings in Palantir Technologies were worth $409,516,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in PLTR. Vanguard Group Inc. raised its holdings in Palantir Technologies by 3.6% in the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company’s stock valued at $28,043,432,000 after buying an additional 7,194,216 shares during the period. State Street Corp increased its stake in shares of Palantir Technologies by 6.9% in the second quarter. State Street Corp now owns 94,481,128 shares of the company’s stock valued at $12,879,667,000 after purchasing an additional 6,097,629 shares during the period. Norges Bank acquired a new position in Palantir Technologies during the 2nd quarter valued at about $3,307,457,000. Invesco Ltd. grew its holdings in Palantir Technologies by 16.0% during the second quarter. Invesco Ltd. now owns 20,585,256 shares of the company’s stock worth $2,806,182,000 after acquiring an additional 2,838,300 shares during the period. Finally, Kingstone Capital Partners Texas LLC acquired a new position in shares of Palantir Technologies in the 2nd quarter worth approximately $2,543,888,000. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. DA Davidson lifted their price target on Palantir Technologies from $170.00 to $215.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. Daiwa Capital Markets raised their price target on shares of Palantir Technologies from $178.00 to $200.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Bank of America upped their price objective on shares of Palantir Technologies from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Piper Sandler boosted their price target on Palantir Technologies from $201.00 to $225.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 4th. Finally, HSBC lifted their target price on shares of Palantir Technologies from $181.00 to $197.00 and gave the stock a “hold” rating in a report on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $175.88.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Citi Research upgraded PLTR from Neutral/Hold to Buy and raised its 2026 price target to $235, citing expectations for strong enterprise AI adoption, AI agents, and defense spending that could drive ~80% revenue growth assumptions — this upgrade is the primary driver of today’s upside. Citi Upgrades Palantir Stock (PLTR) to Buy, Sees Explosive 80% Revenue Growth
• Positive Sentiment: Multiple outlets highlight a potential AI “supercycle” (commercial + government) that could reaccelerate Palantir’s U.S. commercial sales and margins — narrative-supporting coverage is reinforcing investor confidence in continued growth. Palantir’s stock could benefit from this ‘supercycle’ that turbocharges growth
• Positive Sentiment: Broader AI-themed stock lists and buy-side commentary (agentic AI themes, favorable 2026 forecasts) are keeping demand elevated for PLTR as investors position for continued AI-driven revenue and margin expansion. The 3 Best Agentic AI Stocks To Buy In 2026
• Neutral Sentiment: Palantir set its Q4 2025 and fiscal-year results release and webcast for Feb. 2, 2026 — an upcoming event that could add volatility and serve as the next data-driven catalyst. Earnings release and webcast announcement
• Neutral Sentiment: Reported short-interest data for mid-January appears to contain errors (shows 0 shares / NaN change) — no reliable signal from short interest today. (Data anomaly cited in listings.)
• Neutral Sentiment: Several outlets updated 2026 price targets and forecasts; the consensus media narrative is bullish but sensitive to execution and estimate revisions. Analysts update Palantir stock price target for 2026
• Negative Sentiment: Some analysts and commentators warn valuation risk — Seeking Alpha highlights a technical/price-level risk around $150 that could trigger a larger pullback if breached, suggesting heightened downside if sentiment reverses. Palantir: $150 Price Key For Bulls – Risk Of Major Bear Slide Rising
• Negative Sentiment: Prominent skeptics (e.g., Michael Burry coverage) reiterate concerns that AI winners may not sustain leadership and that aggressive AI spending could disappoint, which could cap PLTR’s valuation multiple if conviction weakens. Michael Burry AI skepticism piece

Palantir Technologies Price Performance

PLTR stock opened at $179.41 on Tuesday. The business has a fifty day moving average price of $178.66 and a 200 day moving average price of $171.06. Palantir Technologies Inc. has a fifty-two week low of $63.40 and a fifty-two week high of $207.52. The stock has a market capitalization of $427.61 billion, a price-to-earnings ratio of 427.18, a P/E/G ratio of 4.47 and a beta of 1.54.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, November 3rd. The company reported $0.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.17 by $0.04. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The firm had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.09 billion. During the same quarter in the prior year, the business earned $0.10 EPS. The business’s revenue for the quarter was up 62.8% compared to the same quarter last year. On average, equities analysts expect that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Palantir Technologies news, insider David A. Glazer sold 9,000 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $185.91, for a total value of $1,673,190.00. Following the transaction, the insider owned 413,639 shares of the company’s stock, valued at approximately $76,899,626.49. This represents a 2.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Shyam Sankar sold 19,004 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $156.25, for a total transaction of $2,969,375.00. Following the completion of the sale, the insider directly owned 642,786 shares of the company’s stock, valued at $100,435,312.50. The trade was a 2.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,023,444 shares of company stock valued at $167,394,629 in the last ninety days. 12.93% of the stock is currently owned by insiders.

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.