Insigneo Advisory Services LLC Has $8.23 Million Stock Position in Palantir Technologies Inc. $PLTR

Insigneo Advisory Services LLC lifted its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 14.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,105 shares of the company’s stock after purchasing an additional 5,741 shares during the period. Palantir Technologies accounts for approximately 0.6% of Insigneo Advisory Services LLC’s holdings, making the stock its 24th largest holding. Insigneo Advisory Services LLC’s holdings in Palantir Technologies were worth $8,228,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Norges Bank bought a new position in Palantir Technologies during the second quarter worth about $3,307,457,000. Vanguard Group Inc. boosted its stake in Palantir Technologies by 4.0% during the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company’s stock worth $39,017,133,000 after acquiring an additional 8,168,604 shares during the last quarter. State Street Corp grew its holdings in Palantir Technologies by 6.9% during 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. Invesco Ltd. increased its stake in Palantir Technologies by 16.0% in the second quarter. Invesco Ltd. now owns 20,585,256 shares of the company’s stock valued at $2,806,182,000 after purchasing an additional 2,838,300 shares in the last quarter. Finally, Clear Street LLC acquired a new stake in Palantir Technologies in the second quarter worth $295,508,000. 45.65% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Palantir Technologies news, insider Shyam Sankar sold 168,004 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the sale, the insider owned 642,786 shares in the company, valued at $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Alexander C. Karp sold 493,025 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider owned 6,432,258 shares in the company, valued at $860,507,475.24. This represents a 7.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,054,279 shares of company stock valued at $142,212,233. 12.93% of the stock is owned by corporate insiders.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Geopolitical shock is boosting defense-AI demand and analyst bullishness — several firms have raised targets and highlighted Palantir as a prime beneficiary of increased defense spending. Analyst Praises Palantir’s Growth Prospects, Sees Stock Headed To $400 Over Next 5 Years
• Positive Sentiment: Strong fundamentals: Palantir reported ~70% YoY revenue growth and record profitability in Q4, a key anchor for investor confidence that the company can scale commercial AI alongside government contracts. Palantir Technologies Stock (PLTR) Opinions on Government AI Vendor Shifts
• Positive Sentiment: Contract and product wins: a recently publicized DoD/GE Aerospace partnership and continued traction for Foundry/Gotham strengthen Palantir’s revenue visibility and cross‑sell potential into commercial aviation and defense logistics. Palantir Stock Rises on Iran Conflict—But Here’s the Real Story (PLTR)
• Neutral Sentiment: Product adoption narrative persists — coverage notes Foundry and Gotham are accelerating enterprise AI uptake (helps long-term thesis but is already partly priced into the rally). PLTR’s Foundry and Gotham Accelerate Enterprise AI Expansion
• Neutral Sentiment: Cultural/HR note — outlets report Palantir is trying to bring former staff back, a signal about talent-management priorities but not an immediate stock mover. Palantir wants its old employees back: ‘The shire is calling’ – Business Insider
• Negative Sentiment: Significant insider selling: multiple filings and reports show large insider/insider-affiliated sales (including high-profile exits), which can pressure sentiment and raise governance questions for some investors. Palantir insiders just dumped $400 million PLTR stock in two weeks
• Negative Sentiment: Minor reputational/ESG flag: reporting that Palantir and other tech firms have stocked offices with tobacco products draws health/ESG scrutiny; likely a limited near-term financial impact but worth monitoring for brand/regulatory risk. Palantir and other tech companies are stocking offices with tobacco products to increase worker productivity

Palantir Technologies Price Performance

Shares of NASDAQ:PLTR opened at $147.24 on Wednesday. The company’s 50-day moving average price is $157.75 and its two-hundred day moving average price is $169.25. Palantir Technologies Inc. has a one year low of $66.12 and a one year high of $207.52. The stock has a market capitalization of $352.15 billion, a PE ratio of 233.72, a price-to-earnings-growth ratio of 2.79 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the business earned $0.14 earnings per share. Palantir Technologies’s quarterly revenue was up 70.0% on a year-over-year basis. On average, analysts anticipate that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. CICC Research upped 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. Argus raised Palantir Technologies to a “hold” rating in a research report on Monday, February 9th. William Blair upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating in a research report on Monday, February 2nd. Jefferies Financial Group set a $208.00 target price on shares of Palantir Technologies in a report on Thursday, January 22nd. Finally, Northland Securities raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price objective for the company in a research report on Tuesday, February 3rd. Two equities 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $187.96.

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.