ASR Vermogensbeheer N.V. Acquires 17,348 Shares of Palantir Technologies Inc. $PLTR

Key Points

• ASR Vermogensbeheer N.V. boosted its Palantir stake by 8.1%, acquiring 17,348 shares to hold 231,983 shares valued at about $41.24 million at the end of the quarter.
• Palantir delivered a blowout Q1 — revenue jumped ~84.7% to $1.63 billion and EPS beat estimates ($0.33 vs. $0.28) with raised guidance, but the stock trades at a rich P/E (~154) amid significant insider selling and a mixed analyst backdrop (consensus "Moderate Buy", $194.68 target).

ASR Vermogensbeheer N.V. raised its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 8.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 231,983 shares of the company's stock after acquiring an additional 17,348 shares during the quarter. ASR Vermogensbeheer N.V.'s holdings in Palantir Technologies were worth $41,235,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in PLTR. Cassaday & Co Wealth Management LLC boosted its holdings in shares of Palantir Technologies by 1.4% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 19,491 shares of the company's stock valued at $3,465,000 after buying an additional 262 shares during the last quarter. Crestwood Advisors Group LLC boosted its holdings in shares of Palantir Technologies by 16.2% in the 4th quarter. Crestwood Advisors Group LLC now owns 23,773 shares of the company's stock valued at $4,226,000 after buying an additional 3,307 shares during the last quarter. Credit Capital Investments LLC boosted its holdings in shares of Palantir Technologies by 30.0% in the 4th quarter. Credit Capital Investments LLC now owns 1,950 shares of the company's stock valued at $347,000 after buying an additional 450 shares during the last quarter. Allegiance Financial Group Advisory Services LLC boosted its holdings in shares of Palantir Technologies by 104.7% in the 4th quarter. Allegiance Financial Group Advisory Services LLC now owns 7,448 shares of the company's stock valued at $1,324,000 after buying an additional 3,809 shares during the last quarter. Finally, Bluebird Wealth Management LLC acquired a new stake in shares of Palantir Technologies in the 4th quarter valued at approximately $2,058,000. 45.65% of the stock is owned by institutional investors.

Palantir Technologies Stock Performance

PLTR opened at $137.09 on Friday. Palantir Technologies Inc. has a fifty-two week low of $112.07 and a fifty-two week high of $207.52. The company has a market capitalization of $327.88 billion, a P/E ratio of 154.04, a P/E/G ratio of 2.32 and a beta of 1.52. The stock has a fifty day moving average of $145.51 and a 200-day moving average of $161.59.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its earnings results on Monday, May 4th. The company reported $0.33 earnings per share for the quarter, topping analysts' consensus estimates of $0.28 by $0.05. Palantir Technologies had a return on equity of 28.34% and a net margin of 43.67%.The company had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter last year, the firm earned $0.13 earnings per share. The company's revenue was up 84.7% on a year-over-year basis. On average, equities research analysts predict that Palantir Technologies Inc. will post 1.08 earnings per share for the current fiscal year.

Insider Activity at Palantir Technologies

In other news, insider Jeffrey Buckley sold 1,232 shares of Palantir Technologies stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $129.08, for a total transaction of $159,026.56. Following the completion of the sale, the insider owned 43,108 shares of the company's stock, valued at approximately $5,564,380.64. This trade represents a 2.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David A. Glazer sold 17,438 shares of Palantir Technologies stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $2,331,809.36. Following the sale, the insider directly 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 ninety days, insiders have sold 1,029,479 shares of company stock valued at $137,685,797. 9.53% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

PLTR has been the subject of several research reports. Wedbush reaffirmed an "outperform" rating and set a $230.00 price target on shares of Palantir Technologies in a report on Tuesday. HSBC downgraded Palantir Technologies from a "buy" rating to a "hold" rating and cut their price target for the company from $205.00 to $151.00 in a report on Friday, May 1st. Daiwa Securities Group raised Palantir Technologies from a "neutral" rating to a "buy" rating and set a $180.00 price target for the company in a report on Tuesday, February 10th. Citigroup raised their price target on Palantir Technologies from $210.00 to $225.00 and gave the company a "buy" rating in a report on Wednesday. Finally, Jefferies Financial Group set a $208.00 price target on Palantir Technologies in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $194.68.

Key Palantir Technologies News

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

• Positive Sentiment: Blowout Q1 and raised guidance — Palantir reported ~85% YoY revenue growth to $1.63B, strong margins and lifted full‑year outlook, underpinning the AI growth narrative and giving bulls a concrete operational story to justify higher multiples. Palantir: AI Bargain With A Moat
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple firms (Argus, Citi and others) moved more bullish or raised targets after Q1, providing fresh buy-side cover that supports today’s upside. Veteran analyst upgrades Palantir stock following steller Q1 earnings
• Positive Sentiment: Defense and integration wins — Palantir joining the U.S. Army “Right to Integrate” hackathon and other government engagements reinforce its defense pipeline, a durable revenue source that investors view as de‑risking growth. Palantir Joins U.S. Army and Industry Partners for "Right to Integrate" Hackathon Sprint
• Neutral Sentiment: Sector/peer context — Coverage comparing Palantir to other AI names (e.g., Nvidia) and listings among big‑data plays keep PLTR in the AI conversation, but comparisons highlight differences in scale, margin profile and valuation that can swing sentiment both ways. Nvidia vs. Palantir: The Better AI Stock to Own in 2026
• Neutral Sentiment: Rule of 40 / software metrics attract growth investors — Reports highlighting Palantir’s exceptional Rule of 40 and margin expansion explain why some investors are willing to tolerate high multiples, but these metrics are already priced in for many. Palantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI
• Negative Sentiment: “Earnings paradox” / profit‑taking — Despite the stellar quarter, PLTR fell earlier as investors debated valuation, small segment misses and rotated profits, producing the familiar beat‑and‑drop pattern. Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next
• Negative Sentiment: Valuation and downside risk analysis — Several pieces flag rich multiples, concentrated leadership/insider selling and execution risk as reasons returns now depend heavily on multiple expansion rather than only operations. The Growing Downside Risks For Palantir Investors
• Negative Sentiment: Insider selling and social chatter — Data summaries note heavy insider sales and mixed retail/hedge‑fund positioning, which can amplify volatility on headline days. Palantir Technologies Stock (PLTR) Opinions on Q1 Earnings Beat

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.

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