Verus Capital Partners LLC Boosts Position in Palantir Technologies Inc. $PLTR

Posted by Stanley Muller on Aug 1st, 2026

Verus Capital Partners LLC raised its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 4.2% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 104,010 shares of the company’s stock after purchasing an additional 4,209 shares during the period. Palantir Technologies comprises approximately 1.0% of Verus Capital Partners LLC’s portfolio, making the stock its 18th biggest holding. Verus Capital Partners LLC’s holdings in Palantir Technologies were worth $15,215,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Basepoint Wealth LLC purchased a new stake in shares of Palantir Technologies in the 4th quarter worth about $29,000. Morton Brown Family Wealth LLC increased its holdings in Palantir Technologies by 250.0% during the 4th quarter. Morton Brown Family Wealth LLC now owns 175 shares of the company’s stock valued at $31,000 after acquiring an additional 125 shares in the last quarter. Cornerstone Financial Management LLC purchased a new position in Palantir Technologies during the 4th quarter valued at about $31,000. Clayton Financial Group LLC increased its holdings in Palantir Technologies by 500.0% during the 4th quarter. Clayton Financial Group LLC now owns 180 shares of the company’s stock valued at $32,000 after acquiring an additional 150 shares in the last quarter. Finally, Whipplewood Advisors LLC acquired a new position in Palantir Technologies during the first quarter worth about $32,000. Hedge funds and other institutional investors own 45.65% of the company’s stock.

Key Stories Impacting Palantir Technologies

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

Positive Sentiment: Analysts expect second-quarter revenue to rise approximately 80% year over year to about $1.8 billion, with adjusted EPS near $0.35. Investors are looking for another strong beat and possible guidance increase, supported by AI-driven demand across Palantir’s government and commercial businesses. Palantir Technologies next earnings report
Positive Sentiment: Continued defense contracts, strong government demand and potential acceleration in U.S. commercial revenue could reinforce Palantir’s AI growth narrative. The company has also beaten earnings estimates for eight consecutive quarters. Palantir Q2 earnings preview
Positive Sentiment: Rosenblatt reaffirmed a Buy rating and assigned a $225 price target, implying substantial upside from recent levels. Broader optimism about AI monetization and strong hyperscaler spending is also providing sector support. Rosenblatt Palantir rating
Neutral Sentiment: Options traders expect an unusually large post-earnings move, making the upcoming report the immediate catalyst for PLTR. Investors will focus on revenue acceleration, U.S. commercial growth, international performance, margins and forward guidance—not merely whether Palantir beats estimates. Expected Palantir post-earnings move
Negative Sentiment: Despite strong operating growth, PLTR has declined roughly 40% from its 2026 high and trades at an elevated earnings multiple. RBC warned investors not to chase the stock ahead of results, while technical indicators reportedly signal a strong sell. RBC warning on Palantir
Negative Sentiment: Bears argue that another earnings beat may not be enough to support the shares because expectations and valuation remain high. Concerns include an uncertain commercial segment, the risk that AI customers develop competing capabilities, and Palantir’s history of post-earnings declines. Palantir earnings downside warning

Palantir Technologies Price Performance

Palantir Technologies stock opened at $123.06 on Friday. Palantir Technologies Inc. has a 12-month low of $106.37 and a 12-month high of $207.52. The stock has a market capitalization of $295.01 billion, a P/E ratio of 138.27, a P/E/G ratio of 1.95 and a beta of 1.56. The firm’s 50-day moving average is $130.38 and its two-hundred day moving average is $140.69.

Palantir Technologies (NASDAQ:PLTR – Get Free Report) last issued its quarterly earnings results on Monday, May 4th. The company reported $0.33 EPS for the quarter, topping analysts’ consensus estimates of $0.28 by $0.05. The business had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.54 billion. Palantir Technologies had a net margin of 43.67% and a return on equity of 28.34%. The company’s quarterly revenue was up 84.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.13 earnings per share. As a group, analysts forecast that Palantir Technologies Inc. will post 1.17 EPS for the current year.

Insider Activity

In other Palantir Technologies news, insider Alexander C. Karp sold 397,744 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total transaction of $54,109,093.76. Following the transaction, the insider owned 6,432,258 shares of the company’s stock, valued at $875,044,378.32. This represents a 5.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shyam Sankar sold 150,000 shares of the firm’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $130.00, for a total value of $19,500,000.00. Following the sale, the insider owned 599,899 shares in the company, valued at $77,986,870. This trade represents a 20.00% decrease in their position. 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. Insiders have sold 1,112,270 shares of company stock valued at $150,247,785 in the last 90 days. Insiders own 9.53% of the company’s stock.

Wall Street Analyst Weigh In

PLTR has been the topic of several recent research reports. UBS Group raised shares of Palantir Technologies from a “buy” rating to a “buy” rating in a report on Tuesday, June 16th. Phillip Securities raised their price objective on shares of Palantir Technologies from $190.00 to $202.00 in a research note on Monday, May 11th. DA Davidson restated a “buy” rating and set a $175.00 price objective on shares of Palantir Technologies in a research report on Friday, July 17th. BNP Paribas Exane began coverage on Palantir Technologies in a research note on Tuesday, June 16th. They issued an “underperform” rating on the stock. Finally, Zacks Research upgraded Palantir Technologies from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Palantir Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $189.88.

View Our Latest Stock Analysis on PLTR

Palantir Technologies Profile

(Free Report)

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.