Rakuten Securities Inc. Buys 3,893 Shares of Palantir Technologies Inc. $PLTR

Rakuten Securities Inc. grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 3.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,878 shares of the company’s stock after acquiring an additional 3,893 shares during the quarter. Palantir Technologies comprises approximately 6.0% of Rakuten Securities Inc.’s investment portfolio, making the stock its 3rd largest holding. Rakuten Securities Inc.’s holdings in Palantir Technologies were worth $18,464,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Decker Retirement Planning Inc. increased its stake in Palantir Technologies by 778.7% during the 3rd quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company’s stock worth $11,187,000 after buying an additional 54,347 shares during the period. Watershed Private Wealth LLC increased its holdings in Palantir Technologies by 75.3% in the third quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock valued at $1,423,000 after buying an additional 3,350 shares during the last quarter. GAM Holding AG raised its position in shares of Palantir Technologies by 39.0% during the 3rd quarter. GAM Holding AG now owns 13,788 shares of the company’s stock worth $2,515,000 after acquiring an additional 3,868 shares in the last quarter. GPS Wealth Strategies Group LLC raised its holdings in Palantir Technologies by 26.4% during the third quarter. GPS Wealth Strategies Group LLC now owns 58,548 shares of the company’s stock worth $10,680,000 after purchasing an additional 12,229 shares in the last quarter. Finally, Los Angeles Capital Management LLC raised its stake in Palantir Technologies by 153.8% during the 3rd quarter. Los Angeles Capital Management LLC now owns 1,397,606 shares of the company’s stock worth $254,951,000 after acquiring an additional 847,036 shares in the last quarter. 45.65% of the stock is owned by hedge funds and other institutional investors.

Key Palantir Technologies News

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

• Positive Sentiment: Palantir locked in a Pentagon “program of record” and gave 2026 revenue guidance ($7.18–$7.20B) well ahead of Street expectations; management also reported record 70% YoY revenue growth and accelerating US commercial growth — a signal of more predictable, long-cycle government revenue. Why Palantir’s Story Just Entered A New Phase
• Positive Sentiment: Palantir announced a $300M Blanket Purchase Agreement with the U.S. Department of Agriculture to modernize farm services — a large, visible government win that expands Palantir’s addressable government footprint. USDA and Palantir sign $300 million software purchase agreement
• Positive Sentiment: Reports that the Department of Defense is seeking major funding for Palantir-linked Maven systems, plus fresh buy-side support (DZ Bank initiated coverage with a $175 target), underscore institutional interest tied to defense programs. Palantir Stock: DOD Seeks ‘Massive’ $2.3 Billion Funding For Maven System
• Neutral Sentiment: Wall Street is refreshing targets and ratings — analysts are generally bullish on growth but some firms trimmed price targets; expect continued divergence among research views. Analysts update Palantir stock price target
• Neutral Sentiment: New ecosystem players (e.g., Vanyar) launching to support Palantir Foundry/AIP could boost implementation velocity but are early-stage positives that may take time to move revenue. Palantir and AIP Specialist Firm, Vanyar, Launches
• Negative Sentiment: Despite government deals, PLTR fell amid a sectorwide risk-off move — software names weakened as investors rotated into defensives (oil rebound, broader market flows), which pressured sentiment and pulled the stock down. Here’s Why Palantir Stock Is Dropping 8 Despite A $300 Million Contract Win
• Negative Sentiment: Valuation remains a focal risk — high P/E and lofty expectations leave the stock vulnerable to multiple compression; some analysts and commentators warn the rally may have outpaced fundamentals. Wall Street May Be Too Optimistic About Palantir — 2 Red Flags Investors Shouldn’t Ignore
• Negative Sentiment: Bearish takes and extreme downside scenarios (some commentators model much larger drawdowns) amplify fear in a selloff, increasing short-term volatility even if fundamentals remain strong. Prediction: Palantir Stock Could Fall 80% Further

Palantir Technologies Stock Performance

PLTR stock opened at $141.57 on Friday. The stock has a market capitalization of $338.59 billion, a PE ratio of 224.72, a price-to-earnings-growth ratio of 2.94 and a beta of 1.68. The company has a fifty day moving average of $144.50 and a 200-day moving average of $164.12. Palantir Technologies Inc. has a one year low of $100.91 and a one year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last issued its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.02. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. 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 firm earned $0.14 earnings per share. The business’s quarterly revenue was up 70.0% compared to the same quarter last year. Equities analysts forecast that Palantir Technologies Inc. will post 1.05 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

PLTR has been the subject of several research analyst reports. Argus upgraded shares of Palantir Technologies to a “hold” rating in a research note on Monday, February 9th. Robert W. Baird upgraded Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 target price on the stock in a research report on Tuesday, February 3rd. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. DA Davidson restated a “neutral” rating and set a $180.00 price target on shares of Palantir Technologies in a research note on Thursday, April 16th. Finally, DZ Bank assumed coverage on Palantir Technologies in a research note on Thursday. They issued a “buy” rating and a $175.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $196.35.

Insider Buying and Selling

In other news, insider Stephen Andrew Cohen sold 327,088 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $43,738,207.36. Following the completion of the sale, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. This trade represents a 99.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Jeffrey Buckley sold 1,232 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $129.08, for a total value of $159,026.56. Following the completion of the transaction, the insider owned 43,108 shares of the company’s stock, valued at $5,564,380.64. The trade was a 2.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,029,879 shares of company stock worth $137,746,253 in the last three months. Company insiders own 9.23% of the company’s stock.

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.