Fideuram Asset Management Ireland dac Invests $26.02 Million in Palantir Technologies Inc. $PLTR

Key Points

• Fideuram Asset Management Ireland dac opened a new position in Palantir, buying 146,355 shares worth about $26.0 million. The stake makes PLTR its 7th largest holding and roughly 1.9% of its portfolio.
• Palantir’s latest earnings beat Wall Street expectations, with EPS of $0.33 versus $0.28 expected and revenue of $1.63 billion versus $1.54 billion expected. Revenue jumped 84.7% year over year, highlighting strong growth momentum.
• Despite strong fundamentals, the stock still faces valuation scrutiny: shares trade at a high P/E of about 161, and insider selling totaled 922,524 shares in the last quarter. Analysts remain cautiously positive overall, with a Moderate Buy consensus and an average price target of $192.76.

Fideuram Asset Management Ireland dac acquired a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) 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 acquired 146,355 shares of the company's stock, valued at approximately $26,015,000. Palantir Technologies makes up about 1.9% of Fideuram Asset Management Ireland dac's portfolio, making the stock its 7th largest holding.

Several other large investors also recently made changes to their positions in PLTR. Bare Financial Services Inc increased its position in shares of Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company's stock worth $28,000 after acquiring an additional 55 shares in the last quarter. Basepoint Wealth LLC bought a new position in Palantir Technologies in the fourth quarter valued at $29,000. Morton Brown Family Wealth LLC grew its position in Palantir Technologies by 250.0% in the fourth quarter. Morton Brown Family Wealth LLC now owns 175 shares of the company's stock valued at $31,000 after purchasing an additional 125 shares in the last quarter. United Financial Planning Group LLC bought a new position in Palantir Technologies in the third quarter valued at $32,000. Finally, Clayton Financial Group LLC grew its position in Palantir Technologies by 500.0% in the fourth quarter. Clayton Financial Group LLC now owns 180 shares of the company's stock valued at $32,000 after purchasing an additional 150 shares in the last quarter. Institutional investors own 45.65% of the company's stock.

Trending Headlines about Palantir Technologies

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

• Positive Sentiment: Multiple bullish articles argue Palantir remains one of the best high-growth software names, citing strong revenue growth, a powerful Rule of 40 profile, and continued momentum in AI-driven demand. Article: Here's Why Palantir Technologies Inc. (PLTR) is a Strong Growth Stock
• Positive Sentiment: One article says Palantir could be poised for a stronger rebound, with writers pointing to the stock’s pullback this year as a potential buying opportunity rather than a sign of weakening fundamentals. Article: Why Palantir Stock Is Soaring Today
• Positive Sentiment: Thomas Cavanagh Construction extended its partnership with Palantir through 2035, reinforcing the company’s ability to lock in recurring commercial revenue and expand non-government use of its Foundry platform. Article: Thomas Cavanagh Construction Limited Extends Strategic Partnership with Palantir Technologies Through December 31, 2035
• Neutral Sentiment: Several valuation-focused pieces compare PLTR with other software stocks and ETFs, showing that investors are still debating whether Palantir’s premium valuation is justified. Article: Palantir vs. Oracle in 2026. Which One Is the Better Buy Right Now?
• Negative Sentiment: Some commentary warns that AI expectations may be getting too stretched and that Palantir’s rich valuation leaves less room for error, which could cap further upside if growth slows. Article: Nvidia and Palantir Have a $120 Billion Warning for Wall Street That Investors Simply Can't Ignore
• Negative Sentiment: One Seeking Alpha piece argues OpenAI and Anthropic may be becoming a bigger competitive threat, suggesting Palantir could face tougher AI competition over time. Article: Palantir: OpenAI And Anthropic Just Became The Biggest Problem

Palantir Technologies Price Performance

Shares of PLTR opened at $143.34 on Friday. The firm has a 50-day moving average of $141.62 and a 200-day moving average of $156.13. Palantir Technologies Inc. has a one year low of $118.93 and a one year high of $207.52. The company has a market cap of $343.63 billion, a PE ratio of 161.06, a price-to-earnings-growth ratio of 2.10 and a beta of 1.52.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its earnings results on Monday, May 4th. The company reported $0.33 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.28 by $0.05. The company had revenue of $1.63 billion during the quarter, compared to analysts' expectations of $1.54 billion. Palantir Technologies had a net margin of 43.67% and a return on equity of 28.34%. Palantir Technologies's quarterly revenue was up 84.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.13 EPS. Analysts expect that Palantir Technologies Inc. will post 1.18 earnings per share for the current year.

Wall Street Analysts Forecast Growth

PLTR has been the subject of a number of analyst reports. Zacks Research raised shares of Palantir Technologies from a "hold" rating to a "strong-buy" rating in a research report on Thursday, May 7th. Wedbush reaffirmed an "outperform" rating and issued a $230.00 target price on shares of Palantir Technologies in a research report on Tuesday, May 5th. The Goldman Sachs Group decreased their target price on shares of Palantir Technologies from $188.00 to $182.00 in a research report on Tuesday, February 3rd. Loop Capital decreased their target price on shares of Palantir Technologies from $230.00 to $220.00 and set a "buy" rating for the company in a research report on Friday, January 30th. Finally, Rosenblatt Securities reaffirmed a "buy" rating and issued a $225.00 target price on shares of Palantir Technologies in a research report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have issued a Hold rating and two 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 an average price target of $192.76.

Insider Activity at Palantir Technologies

In other news, insider Stephen Andrew Cohen sold 319,934 shares of the firm's stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $136.04, for a total transaction of $43,523,821.36. Following the completion of the sale, the insider owned 592 shares in the company, valued at approximately $80,535.68. This trade represents a 99.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shyam Sankar sold 165,514 shares of the firm's stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total transaction of $22,516,524.56. Following the sale, the insider owned 642,786 shares of the company's stock, valued at approximately $87,444,607.44. This represents a 20.48% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 922,524 shares of company stock worth $125,501,302 in the last quarter. 9.53% of the stock is owned by corporate insiders.

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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