Swiss Life Asset Management Ltd Boosts Stock Position in Palantir Technologies Inc. $PLTR

Swiss Life Asset Management Ltd boosted its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 5.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 858,292 shares of the company’s stock after acquiring an additional 45,814 shares during the quarter. Palantir Technologies accounts for about 0.8% of Swiss Life Asset Management Ltd’s portfolio, making the stock its 19th biggest holding. Swiss Life Asset Management Ltd’s holdings in Palantir Technologies were worth $156,570,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PLTR. Bare Financial Services Inc lifted its holdings in Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after purchasing an additional 55 shares in the last quarter. Delos Wealth Advisors LLC acquired a new position in shares of Palantir Technologies during the 2nd quarter worth about $29,000. Zeit Capital LLC acquired a new position in shares of Palantir Technologies during the 2nd quarter worth about $30,000. Financial Consulate Inc. purchased a new position in Palantir Technologies in the 3rd quarter valued at about $30,000. Finally, Retirement Wealth Solutions LLC acquired a new stake in Palantir Technologies in the 3rd quarter worth about $31,000. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Palantir Technologies Trading Down 1.5%

PLTR stock opened at $152.77 on Thursday. The firm has a 50-day moving average of $151.49 and a two-hundred day moving average of $168.73. Palantir Technologies Inc. has a 12 month low of $66.12 and a 12 month high of $207.52. The company has a market cap of $365.38 billion, a price-to-earnings ratio of 242.50, a PEG ratio of 3.07 and a beta of 1.70.

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

Key Headlines Impacting Palantir Technologies

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

• Positive Sentiment: NVIDIA partnership: Palantir and NVIDIA announced a sovereign AI reference architecture (Palantir software + NVIDIA hardware). Investors see this as a major distribution and credibility boost for Palantir’s AIP in government and regulated enterprise use cases. Nvidia and Palantir Are Partnering on Sovereign AI
• Positive Sentiment: U.S. Navy ShipOS / Keel collaboration: Palantir’s role in the ShipOS initiative and a new Keel partnership embed its software into naval shipbuilding and supply chains — a large, multi‑year defense revenue opportunity. Keel Joins Palantir and U.S. Navy in ShipOS Initiative
• Positive Sentiment: Large backlog and major defense deals: Analysts and press point to an ~$11.2B revenue backlog and a reported ~$10B Army deal as evidence of durable, sticky revenue that can justify premium multiples if execution continues. Palantir Has an $11.2 Billion Revenue Backlog
• Positive Sentiment: Analyst upgrades / bullish takeaways: UBS raised its price target to $200 and Wedbush maintained an Outperform; Dan Ives and other bulls are framing Palantir’s AI partnerships as meaningful growth catalysts. Those signals are driving buying interest. Why Is Palantir Stock Gaining Today?
• Neutral Sentiment: Positive media/features: Multiple bullish op‑eds (The Motley Fool, Seeking Alpha converts) stress productization and commercial growth — supportive for sentiment but not immediate earnings events. Where Could Palantir Be in 3 Years? The Base Case
• Neutral Sentiment: Options and technical momentum: Elevated call/put activity and bullish technical notes are amplifying intraday moves; useful for traders but not a fundamental change. Option Plays in Palantir Stock Are Doing Well
• Negative Sentiment: Valuation concerns persist: Critics (Seeking Alpha, Zacks) warn PLTR’s high multiple and AI hype could leave returns vulnerable if growth slows — a common reason some investors sell into rallies. Can Palantir Technologies Sustain Its Growth? Narrative vs. Reality
• Negative Sentiment: Insider selling and public shorts: Reports of heavy insider stock sales and high‑profile short commentary (Michael Burry) keep a bid under volatility and can pressure sentiment during any weakness. Palantir insiders have been dumping nearly $6 million PLTR shares per day in 2026 Michael Burry Rails Against the Media Over Palantir Coverage

Insider Activity

In other Palantir Technologies news, insider David A. Glazer sold 17,438 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $2,331,809.36. Following the completion of the sale, the insider directly owned 392,370 shares of the company’s stock, valued at $52,467,716.40. This trade represents a 4.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Alexander C. Karp sold 493,025 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider directly owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. The trade was a 7.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,045,279 shares of company stock valued at $140,539,043 in the last 90 days. 9.23% of the stock is owned by insiders.

Wall Street Analyst Weigh In

PLTR has been the subject of several research reports. Rosenblatt Securities began coverage on Palantir Technologies in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 price objective for the company. Citigroup raised their target price on Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. DA Davidson lowered their price target on Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 3rd. UBS Group boosted their price target on Palantir Technologies from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, The Goldman Sachs Group reduced their price objective on Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $196.32.

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.