Cwm LLC Buys 111,388 Shares of Palantir Technologies Inc. $PLTR

Cwm LLC raised its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 32.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 458,063 shares of the company’s stock after acquiring an additional 111,388 shares during the quarter. Cwm LLC’s holdings in Palantir Technologies were worth $83,560,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in PLTR. Signature Resources Capital Management LLC bought a new stake in Palantir Technologies in the 2nd quarter valued at about $25,000. Wealth Preservation Advisors LLC bought a new position in Palantir Technologies during the first quarter worth about $27,000. 1248 Management LLC purchased a new position in shares of Palantir Technologies in the first quarter worth about $27,000. Briaud Financial Planning Inc bought a new stake in shares of Palantir Technologies in the second quarter valued at approximately $27,000. Finally, LFA Lugano Financial Advisors SA purchased a new stake in shares of Palantir Technologies during the 2nd quarter valued at approximately $27,000. 45.65% of the stock is currently owned by institutional investors.

Insider Transactions at Palantir Technologies

In other news, insider Shyam Sankar sold 19,004 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $156.25, for a total transaction of $2,969,375.00. Following the transaction, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $100,435,312.50. The trade was a 2.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Glazer sold 9,000 shares of the firm’s stock in a transaction on 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 completion of the sale, the insider directly owned 413,639 shares of the company’s stock, valued at $76,899,626.49. The trade was a 2.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,008,844 shares of company stock worth $164,750,951. Corporate insiders own 9.23% of the company’s stock.

Key Stores Impacting Palantir Technologies

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

• Positive Sentiment: Wedbush upgraded commentary and a widely circulated note calling Palantir’s AI platform a potential game?changer lifted momentum and retail interest, supporting near?term buying. PLTR: Palantir Surges on Wedbush Call, AI Platform Seen as Game-Changer
• Positive Sentiment: CNBC reports heavy retail inflows this year—billions from individual investors per VandaTrack—indicating a strong, persistent buyer base that can prop up the stock even when some institutions step back. Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough
• Positive Sentiment: Sector outlook pieces expect renewed AI infrastructure spending in early 2026; if AI capex ramps as forecast, Palantir could benefit meaningfully from increased enterprise spending on analytics and models. Could January Spark the Next Big Rally in AI Stocks?
• Positive Sentiment: Multiple bullish write?ups and price?target commentary (MSN, 24/7 Wall St., Benzinga) highlight Palantir’s strong YTD performance, revenue beats and momentum, reinforcing investor sentiment among growth and momentum traders. Palantir Technologies (PLTR): 3 reasons we love this stock
• Neutral Sentiment: Reports show anomalous/zero short?interest data for December (no meaningful short?interest signal from the latest report), so short squeeze dynamics appear unlikely to be a current driver. (data entry)
• Neutral Sentiment: General market commentaries and sell/hold lists (Fool, Benzinga summaries) add background noise; they matter more if macro momentum shifts but are not unique catalysts for PLTR today. Billionaire Stanley Druckenmiller Sold Nvidia and Palantir
• Negative Sentiment: High?profile manager Stanley Druckenmiller trimmed or sold his Palantir stake and rotated into another sector—news that can trigger headline selling, pressure institutional sentiment, and prompt re?weighting by other funds. Billionaire Stanley Druckenmiller Sold Nvidia and Palantir and Piled Into One of Wall Street’s Hottest Drug Stocks Ahead of 2026
• Neutral Sentiment: Coverage mentioning Michael Burry and other macro warnings creates narrative risk but lacks a direct, confirmed catalyst specific to Palantir today. This Michael Burry Warning Could Be Bigger Than His Short Call on Palantir

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Deutsche Bank Aktiengesellschaft raised their target price on Palantir Technologies from $160.00 to $200.00 and gave the stock a “hold” rating in a research note on Tuesday, November 4th. CICC Research raised their price objective on shares of Palantir Technologies from $128.00 to $150.00 and gave the company a “neutral” rating in a research report on Wednesday, November 12th. HSBC upped 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. Citigroup raised their price target on shares of Palantir Technologies from $190.00 to $210.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Finally, Northland Securities upped their target price on Palantir Technologies from $14.00 to $18.50 in a research note on Tuesday, November 4th. Five investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Palantir Technologies presently has an average rating of “Hold” and a consensus price target of $172.28.

Palantir Technologies Trading Down 0.1%

NASDAQ PLTR opened at $193.95 on Friday. The firm has a market cap of $462.27 billion, a PE ratio of 461.80, a price-to-earnings-growth ratio of 7.53 and a beta of 1.49. Palantir Technologies Inc. has a 1-year low of $63.40 and a 1-year high of $207.52. The stock has a 50-day moving average of $180.96 and a 200-day moving average of $167.26.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, November 3rd. The company reported $0.21 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $1.09 billion. During the same quarter in the previous year, the company posted $0.10 earnings per share. The business’s revenue was up 62.8% on a year-over-year basis. As a group, equities research analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

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.