National Pension Service Has $610.64 Million Stock Position in Palantir Technologies Inc. $PLTR

National Pension Service increased its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 1.0% during the second quarter, HoldingsChannel reports. The firm owned 5,233,929 shares of the company’s stock after acquiring an additional 49,905 shares during the period. National Pension Service’s holdings in Palantir Technologies were worth $610,642,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. California State Teachers Retirement System boosted its holdings in shares of Palantir Technologies by 11,040.0% in the second quarter. California State Teachers Retirement System now owns 383,800,665 shares of the company’s stock worth $44,778,024,000 after buying an additional 380,355,408 shares during the period. Norges Bank purchased a new position in shares of Palantir Technologies in the fourth quarter worth approximately $5,149,641,000. Jennison Associates LLC acquired a new stake in shares of Palantir Technologies during the first quarter valued at approximately $1,574,111,000. Arrowstreet Capital Limited Partnership lifted its position in shares of Palantir Technologies by 277.4% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 10,446,959 shares of the company’s stock valued at $1,528,143,000 after acquiring an additional 7,678,747 shares in the last quarter. Finally, State Street Corp lifted its position in shares of Palantir Technologies by 7.2% in the 3rd quarter. State Street Corp now owns 101,258,899 shares of the company’s stock valued at $18,471,648,000 after acquiring an additional 6,777,771 shares in the last quarter. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on PLTR. Oppenheimer cut shares of Palantir Technologies from an “outperform” rating to a “market perform” rating in a research report on Tuesday, August 4th. Northland Securities set a $200.00 target price on Palantir Technologies in a report on Tuesday, August 4th. Benchmark reaffirmed a “hold” rating on shares of Palantir Technologies in a research report on Tuesday, August 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of Palantir Technologies in a report on Friday, July 24th. Finally, Wedbush began coverage on Palantir Technologies in a research report on Tuesday, June 16th. They set an “outperform” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Palantir Technologies presently has an average rating of “Moderate Buy” and an average price target of $192.19.

Palantir Technologies News Roundup

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

• Positive Sentiment: Sovereign AI partnership expands Palantir’s commercial opportunity. Palantir named Nebius Group its preferred sovereign AI infrastructure partner, combining Palantir’s AIP, Foundry, and Apollo software with Nebius’ dedicated NVIDIA-powered data centers. The arrangement could help customers keep sensitive data and models within national borders while allowing Palantir to scale without making substantial investments in hardware. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
• Positive Sentiment: Growth momentum remains a key support. Recent coverage highlights Palantir’s partnerships with PwC, Nvidia, and the U.S. Army, alongside a quarterly revenue increase of 92.8% and an earnings beat. The company’s asset-light model, high margins, and growing demand for enterprise and government AI deployments continue to support the long-term growth narrative. Palantir Stock Continues to Grow on the Back of Enterprise Partnerships
• Neutral Sentiment: Jim Cramer compared PLTR with an NFL wide receiver, characterizing it as a high-growth portfolio holding. The endorsement reinforces Palantir’s appeal to growth investors but does not change the company’s fundamentals. Jim Cramer Compares Palantir to an NFL Wide Receiver
• Negative Sentiment: Valuation remains the principal overhang. With a price-to-earnings ratio near 145, analysts question whether Palantir’s exceptional growth is already reflected in the stock. Articles also compare PLTR with cheaper AI software alternatives such as Snowflake and cite rating downgrades based on limited near-term catalysts. Palantir: Why Would Anyone Pay Such A Price
• Negative Sentiment: ARK Invest reportedly sold approximately $6.5 million to $25 million of Palantir while rotating into other AI-related holdings. Michael Burry also exited December 2026 PLTR puts as part of a broader risk reduction, which removes a bearish position but signals caution toward highly valued technology stocks. Michael Burry Sells Palantir December 2026 Puts

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Shyam Sankar sold 35,000 shares of the business’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $155.70, for a total value of $5,449,500.00. Following the transaction, the insider owned 642,786 shares in the company, valued at $100,081,780.20. The trade was a 5.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeffrey Buckley sold 1,250 shares of the company’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $174.29, for a total value of $217,862.50. Following the completion of the transaction, the insider directly owned 56,921 shares in the company, valued at approximately $9,920,761.09. The trade was a 2.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 720,027 shares of company stock valued at $116,879,340 in the last three months. 9.53% of the stock is currently owned by insiders.

Palantir Technologies Stock Performance

Shares of PLTR opened at $169.53 on Thursday. The company has a market capitalization of $407.39 billion, a PE ratio of 144.90, a PEG ratio of 2.41 and a beta of 1.62. The company’s 50 day moving average price is $153.34 and its 200 day moving average price is $144.41. Palantir Technologies Inc. has a 52 week low of $106.37 and a 52 week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The company had revenue of $1.94 billion during the quarter, compared to the consensus estimate of $1.81 billion. During the same quarter in the prior year, the firm earned $0.16 EPS. The company’s revenue was up 92.8% compared to the same quarter last year. On average, equities analysts forecast that Palantir Technologies Inc. will post 1.27 earnings per share for the current fiscal year.

About Palantir Technologies

Palantir Technologies Inc is a software company that develops data integration, analytics and artificial intelligence platforms for government agencies and commercial organizations. Its software is designed to help customers integrate information from disparate sources, analyze complex data and support operational decision-making.

The company’s principal platforms include Gotham, which is used primarily by defense, intelligence and public-sector organizations; Foundry, which helps commercial and institutional customers manage and analyze operational data; and Apollo, a platform for deploying and managing software across varied computing environments.