Rakuten Investment Management Inc. Buys Shares of 31,477 Palantir Technologies Inc. $PLTR

Rakuten Investment Management Inc. purchased a new position in Palantir Technologies Inc. (NASDAQ:PLTR) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 31,477 shares of the company’s stock, valued at approximately $5,742,000.

Several other large investors have also recently made changes to their positions in PLTR. Financial Consulate Inc. purchased a new stake in shares of Palantir Technologies during the third quarter worth $30,000. Retirement Wealth Solutions LLC acquired a new position in Palantir Technologies during the third quarter worth about $31,000. Signature Resources Capital Management LLC purchased a new stake in Palantir Technologies during the 2nd quarter valued at about $25,000. Marquette Asset Management LLC acquired a new stake in Palantir Technologies in the 3rd quarter valued at about $34,000. Finally, Briaud Financial Planning Inc purchased a new position in Palantir Technologies in the 2nd quarter worth approximately $27,000. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. Northland Securities upped their price target on Palantir Technologies from $14.00 to $18.50 in a research report on Tuesday, November 4th. Truist Financial began coverage on Palantir Technologies in a report on Tuesday, January 6th. They issued a “buy” rating and a $223.00 target price for the company. UBS Group raised their target price on Palantir Technologies from $165.00 to $205.00 and gave the stock a “neutral” rating in a research note 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. Finally, DA Davidson upped their price objective on shares of Palantir Technologies from $170.00 to $215.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $184.07.

Insider Transactions at Palantir Technologies

In related news, insider Shyam Sankar sold 149,872 shares of Palantir Technologies stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $24,577,509.28. Following the completion of the sale, the insider owned 642,786 shares in the company, valued at approximately $105,410,476.14. This trade represents a 18.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Stephen Andrew Cohen sold 308,635 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $50,613,053.65. Following the completion of the sale, the insider directly owned 592 shares in the company, valued at approximately $97,082.08. The trade was a 99.81% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,023,444 shares of company stock worth $167,394,629. 9.23% of the stock is owned by company insiders.

Palantir Technologies Stock Up 0.3%

Shares of Palantir Technologies stock opened at $165.90 on Friday. The firm has a market cap of $395.41 billion, a PE ratio of 395.01, a price-to-earnings-growth ratio of 4.16 and a beta of 1.54. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. The business’s fifty day simple moving average is $176.73 and its 200-day simple moving average is $172.70.

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

Key Stories Impacting Palantir Technologies

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

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.