Strategic Planning Group LLC Increases Stock Holdings in Palantir Technologies Inc. $PLTR

08 Jan 2026, 09:44 by Jessica Moore · The Cerbat Gem

Strategic Planning Group LLC boosted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 13.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,207 shares of the company’s stock after purchasing an additional 5,198 shares during the quarter. Strategic Planning Group LLC’s holdings in Palantir Technologies were worth $8,247,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in PLTR. Signature Resources Capital Management LLC acquired a new position in shares of Palantir Technologies during the 2nd quarter valued at about $25,000. Briaud Financial Planning Inc acquired a new stake in shares of Palantir Technologies in the second quarter worth approximately $27,000. LFA Lugano Financial Advisors SA purchased a new stake in Palantir Technologies in the second quarter valued at approximately $27,000. Frazier Financial Advisors LLC acquired a new position in Palantir Technologies during the second quarter worth approximately $28,000. Finally, Delos Wealth Advisors LLC purchased a new position in Palantir Technologies during the second quarter worth approximately $29,000. 45.65% of the stock is owned by institutional investors and hedge funds.

Palantir Technologies Price Performance

Shares of NASDAQ PLTR opened at $181.68 on Thursday. Palantir Technologies Inc. has a 1-year low of $63.40 and a 1-year high of $207.52. The company has a market capitalization of $433.02 billion, a price-to-earnings ratio of 432.58, a PEG ratio of 4.52 and a beta of 1.54. The business has a 50-day moving average of $180.03 and a 200-day moving average of $170.12.

Palantir Technologies (NASDAQ:PLTR – Get Free Report) last announced its earnings results on Monday, November 3rd. The company reported $0.21 EPS for the quarter, beating the consensus estimate of $0.17 by $0.04. The business had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.09 billion. Palantir Technologies had a return on equity of 15.48% and a net margin of 28.11%.The company’s revenue was up 62.8% on a year-over-year basis. During the same period last year, the business posted $0.10 EPS. Research analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal year.

Insider Buying and Selling at Palantir Technologies

In related news, insider Alexander C. Karp sold 359,325 shares of Palantir Technologies stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $163.99, for a total transaction of $58,925,706.75. Following the sale, the insider owned 6,432,258 shares of the company’s stock, valued at $1,054,825,989.42. The trade was a 5.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Shyam Sankar sold 149,872 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total transaction of $24,577,509.28. Following the completion of the transaction, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $105,410,476.14. The trade was a 18.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,023,444 shares of company stock valued at $167,394,629. 9.23% of the stock is owned by company insiders.

Palantir Technologies News Summary

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

Positive Sentiment: Truist/other analysts initiated or upgraded coverage (strong‑buy / buy calls), providing fresh institutional validation and a higher price target that supports momentum and inflows. Read More.
Positive Sentiment: BofA and other sell‑side bulls have reiterated Buy views and sizable price targets, citing an expanding AI backlog and management engagement (CFO meetings in Asia) — a direct growth catalyst for enterprise/commercial AI revenue. Read More.
Positive Sentiment: Speculation that Palantir tech played a role in recent U.S. activity related to Venezuela has driven retail and institutional attention, lifting demand for shares as investors price in potential government contracts and relevance to national‑security use cases. Read More.
Neutral Sentiment: Options volume and search interest have spiked, indicating greater short‑term trading and positioning; this can amplify moves in either direction and increases intraday volatility. Read More.
Negative Sentiment: A veteran analyst publicly warned about the stock after the Venezuela raid linkage, raising regulatory/ethical and reputational uncertainties that could pressure shares if investigations or political scrutiny follow. Read More.
Negative Sentiment: Insider selling (recent Form 4 disclosures) and profit‑taking after an outsized 2025 run add to near‑term downside risk and remind investors of possible sentiment reversals. Read More.
Negative Sentiment: Valuation remains elevated (high P/E and stretched multiples); several commentators caution the rally has baked in strong growth — making PLTR vulnerable to any earnings/guidance miss or a rotation away from high‑growth AI names. Read More.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on PLTR. Bank of America boosted their price objective on shares of Palantir Technologies from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Deutsche Bank Aktiengesellschaft boosted their price target on Palantir Technologies from $160.00 to $200.00 and gave the company a “hold” rating in a research report on Tuesday, November 4th. Daiwa Capital Markets lifted their price objective on Palantir Technologies from $178.00 to $200.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Raymond James Financial reiterated a “market perform” rating on shares of Palantir Technologies in a report on Tuesday, November 4th. Finally, Cantor Fitzgerald increased their target price on shares of Palantir Technologies from $155.00 to $198.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Palantir Technologies presently has an average rating of “Hold” and a consensus target price of $174.69.

View Our Latest Report on PLTR

About Palantir Technologies

(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.