Mirae Asset Global Investments Co. Ltd. Raises Stock Position in Palantir Technologies Inc. $PLTR

Key Points

• Mirae Asset raised its Palantir stake by 27.5% in Q3 to 1,209,185 shares (about $220.6M), making PLTR its 18th-largest holding and 0.7% of the fund's portfolio.
• Insiders sold 1,023,444 shares worth $167.4M over the last three months (insiders still own 12.93% of the company), a material share disposition that could amplify downside risk.
• Palantir reported strong results (Q3 revenue up 62.8% to $1.18B and EPS beat), faces mixed analyst views and partnerships driving commercial momentum, and has an upcoming Q4 earnings report (Feb. 2) as a key near‑term catalyst.

Mirae Asset Global Investments Co. Ltd. lifted its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 27.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,209,185 shares of the company's stock after buying an additional 260,709 shares during the period. Palantir Technologies makes up 0.7% of Mirae Asset Global Investments Co. Ltd.'s investment portfolio, making the stock its 18th largest holding. Mirae Asset Global Investments Co. Ltd. owned about 0.05% of Palantir Technologies worth $220,580,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of PLTR. Briaud Financial Planning Inc acquired a new stake in shares of Palantir Technologies in the 2nd quarter valued at about $27,000. LFA Lugano Financial Advisors SA acquired a new position in Palantir Technologies during the second quarter worth approximately $27,000. Frazier Financial Advisors LLC purchased a new stake in Palantir Technologies in the second quarter valued at approximately $28,000. Delos Wealth Advisors LLC purchased a new stake in Palantir Technologies in the second quarter valued at approximately $29,000. Finally, Zeit Capital LLC acquired a new stake in shares of Palantir Technologies in the second quarter valued at approximately $30,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Palantir Technologies News Roundup

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

• Positive Sentiment: Bank of America reiterates Palantir as a high‑conviction buy on accelerating AI‑driven growth and expanding margins, supporting a bullish long‑term thesis. Bank of America Still Thinks Palantir Is One of the Best Stocks to Buy for 2026
• Positive Sentiment: An analyst initiation (Phillip Securities) started coverage with a Buy and a $208 target, citing strong AI‑led growth and US market strength — a near‑term support for sentiment ahead of earnings. Analyst Sees Strong AI-Led Growth in Palantir (PLTR), Starts Buy
• Positive Sentiment: HD Hyundai expanded its partnership with Palantir to broaden adoption of Foundry and AIP, a commercial win that supports revenue diversification outside government contracts. HD Hyundai and Palantir Technologies (PLTR) Strengthen Their Partnership
• Neutral Sentiment: Investors are focused on the upcoming Q4 2025 earnings report (Feb. 2); expectations are high and the print will likely be a major near‑term price catalyst either way. Palantir Stock (PLTR): Can Q4 Earnings Support Its 100%+ Rally?
• Neutral Sentiment: A former Palantir engineer founded Outtake, a cyber startup that raised $40M with high‑profile backers; it signals talent mobility and new AI security entrants but isn’t yet a direct revenue threat. Ex-Palantir engineer raises $40 million for cyber startup Outtake, with backing from Microsoft CEO Nadella
• Negative Sentiment: RBC Capital reiterated a bearish stance and warned PLTR could fall as low as $50, citing valuation and insider selling — a headline that can amplify downside risk and trigger short‑term selling. This Analyst Warns Palantir Stock Could Plunge to $50. Should You Sell Shares Now?
• Negative Sentiment: Reports that ICE used Palantir tools to track Medicaid data have reignited privacy and reputational concerns that could pressure government/commercial deal momentum and invite scrutiny. Palantir/ICE connections draw fire as questions raised about tool tracking Medicaid data to find people to arrest

Insider Transactions at Palantir Technologies

In other news, insider David A. Glazer sold 15,557 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $163.99, for a total value of $2,551,192.43. Following the completion of the transaction, the insider owned 415,612 shares in the company, valued at $68,156,211.88. This trade represents a 3.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Ryan D. Taylor sold 36,048 shares of the firm's stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.36, for a total transaction of $5,852,753.28. Following the completion of the sale, the insider owned 251,409 shares of the company's stock, valued at $40,818,765.24. This trade represents a 12.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,023,444 shares of company stock valued at $167,394,629 in the last three months. Insiders own 12.93% of the company's stock.

Palantir Technologies Stock Down 2.1%

Shares of NASDAQ:PLTR opened at $162.19 on Wednesday. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. The company has a 50-day moving average price of $176.53 and a 200 day moving average price of $173.69. The company has a market cap of $386.57 billion, a P/E ratio of 387.53, a PEG ratio of 4.21 and a beta of 1.54.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last issued its earnings results on Monday, November 3rd. The company reported $0.21 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.17 by $0.04. The business had revenue of $1.18 billion during 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 for the quarter was up 62.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.10 EPS. Analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on PLTR shares. CICC Research lifted their target price on shares of Palantir Technologies from $128.00 to $150.00 and gave the company a "neutral" rating in a report on Wednesday, November 12th. Royal Bank Of Canada lifted their price objective on shares of Palantir Technologies from $45.00 to $50.00 and gave the company an "underperform" rating in a research note on Tuesday, November 4th. Truist Financial started coverage on shares of Palantir Technologies in a report on Tuesday, January 6th. They issued a "buy" rating and a $223.00 target price for the company. Citigroup raised Palantir Technologies from a "neutral" rating to a "buy" rating and raised their price target for the stock from $210.00 to $235.00 in a report on Monday, January 12th. Finally, Robert W. Baird upped their price objective on Palantir Technologies from $170.00 to $200.00 and gave the company a "neutral" rating in a research note on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $184.07.

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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