Yarbrough Capital LLC Sells 10,337 Shares of Palantir Technologies Inc. $PLTR

Yarbrough Capital LLC reduced its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 14.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,806 shares of the company’s stock after selling 10,337 shares during the period. Yarbrough Capital LLC’s holdings in Palantir Technologies were worth $10,986,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Decker Retirement Planning Inc. grew its stake in shares of Palantir Technologies by 778.7% during the third 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 last quarter. Prentice Wealth Management LLC bought a new stake in Palantir Technologies during the 3rd quarter worth $550,000. Watershed Private Wealth LLC grew its position in Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company’s stock worth $1,423,000 after acquiring an additional 3,350 shares during the last quarter. GAM Holding AG increased its holdings in Palantir Technologies by 39.0% in the 3rd quarter. GAM Holding AG now owns 13,788 shares of the company’s stock worth $2,515,000 after purchasing an additional 3,868 shares in the last quarter. Finally, Pinkerton Wealth LLC bought a new position in Palantir Technologies in the second quarter valued at about $3,394,000. Institutional investors own 45.65% of the company’s stock.

Palantir Technologies News Summary

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

• Positive Sentiment: Palantir renewed and expanded its long‑standing partnership with Stellantis for an additional five years, broadening use of Palantir Foundry and deploying its Palantir Artificial Intelligence P—a major commercial renewal that supports revenue visibility and long‑term adoption. Palantir Technologies Announces the Renewal and Expansion of Its Partnership With Stellantis for an Additional Five Years
• Positive Sentiment: Palantir expanded its commercial reach via a deeper partnership with Bain & Company to accelerate enterprise AI deployments—this aims to broaden Palantir’s TAM beyond government contracts into global consulting engagements. Palantir And Bain Partnership Aims To Expand Enterprise AI Deployments
• Positive Sentiment: Defense and regulatory pilot wins: Palantir’s Maven Smart System earned a U.S. DoD program‑of‑record designation and the U.K. FCA is piloting its system—both strengthen government backlog prospects and recurring revenue. Palantir Technologies Just Banked a Blockbuster Week. 3 Important Developments Every Shareholder Should Know.
• Neutral Sentiment: Analyst support: Rosenblatt reiterated a Buy on PLTR with a $200 price target, signaling bullish analyst conviction that could underpin further investor interest. Rosenblatt Reiterates Palantir (PLTR) Rating After Golden Dome Win
• Neutral Sentiment: Market context: U.S. futures regained ground after last week’s correction and Palantir was among names in focus, which can amplify intraday moves regardless of company‑specific news. Stock Market Today: S&P 500, Dow Futures Gain As Trump Calls Iran’s New Leaders ‘Very Reasonable’—Palantir, Rezolve AI, Entera Bio In Focus
• Negative Sentiment: Regulatory/government risk: UK ministers are reported to be exploring a break clause in Palantir’s NHS contract—this political scrutiny poses reputational and contract‑retention risk in a meaningful public sector customer. Ministers explore triggering break clause in Palantir’s NHS contract
• Negative Sentiment: Valuation and sell‑side caution: Several opinion pieces argue PLTR is richly valued relative to peers and suggest alternatives, which can pressure sentiment given Palantir’s high forward P/E and recent rapid run‑up. Should You Forget Palantir and Buy These 2 Under-the-Radar AI Stocks Instead?

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Alexander C. Karp sold 493,025 shares of the stock in a transaction that occurred on 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 directly owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. This represents a 7.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider David A. Glazer sold 17,438 shares of Palantir Technologies stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the completion of the sale, the insider owned 392,370 shares of the company’s stock, valued at $52,467,716.40. This represents a 4.26% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,045,279 shares of company stock valued at $140,539,043. 9.23% of the stock is owned by insiders.

Palantir Technologies Price Performance

Shares of NASDAQ PLTR opened at $143.06 on Monday. The company has a market capitalization of $342.15 billion, a PE ratio of 227.08, a P/E/G ratio of 2.84 and a beta of 1.70. Palantir Technologies Inc. has a twelve month low of $66.12 and a twelve month high of $207.52. The firm has a fifty day simple moving average of $148.06 and a 200 day simple moving average of $168.54.

Palantir Technologies (NASDAQ:PLTR) last issued its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The business’s revenue was up 70.0% compared to the same quarter last year. During the same period last year, the business posted $0.14 EPS. As a group, equities analysts expect that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently issued reports on PLTR shares. Northland Securities upgraded 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 report on Tuesday, February 3rd. Jefferies Financial Group set a $208.00 price target on shares of Palantir Technologies in a research note on Thursday, January 22nd. Argus upgraded shares of Palantir Technologies to a “hold” rating in a report on Monday, February 9th. Wedbush restated an “outperform” rating and issued a $230.00 price objective on shares of Palantir Technologies in a report on Monday, March 16th. Finally, Truist Financial started coverage on Palantir Technologies in a research report on Tuesday, January 6th. They issued a “buy” rating and a $223.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Palantir Technologies has a consensus rating of “Moderate Buy” and an average target price of $198.59.

Palantir Technologies Company 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.