Palantir Technologies Inc. $PLTR Stock Holdings Raised by MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

Key Points

• MIRAE ASSET GLOBAL ETFS increased its Palantir stake by 18.6% in Q3 to 5,168,409 shares, joining other large institutional buyers (Vanguard, Norges Bank, State Street, Amundi, Wellington), with institutions owning roughly 45.65% of the stock.
• Palantir reported strong results (Q EPS $0.25 beat; revenue $1.41B, +70% YoY) and is seeing analyst upgrades and AI partnership momentum (including NVIDIA), but the stock trades at a rich valuation (PE ~242) and faces insider selling plus renewed criticism that could add volatility.

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 18.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,168,409 shares of the company's stock after acquiring an additional 812,016 shares during the quarter. Palantir Technologies accounts for approximately 1.5% of MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.'s holdings, making the stock its 8th largest position. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. owned approximately 0.22% of Palantir Technologies worth $942,702,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Norges Bank purchased a new position in shares of Palantir Technologies in the second quarter worth $3,307,457,000. Vanguard Group Inc. raised its position in Palantir Technologies by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company's stock worth $39,017,133,000 after buying an additional 8,168,604 shares during the last quarter. State Street Corp lifted its stake in Palantir Technologies by 6.9% during the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company's stock valued at $12,879,667,000 after acquiring an additional 6,097,629 shares during the period. Amundi lifted its stake in Palantir Technologies by 38.7% during the 3rd quarter. Amundi now owns 15,679,158 shares of the company's stock valued at $2,814,879,000 after acquiring an additional 4,373,201 shares during the period. Finally, Wellington Management Group LLP boosted its holdings in shares of Palantir Technologies by 228.0% during the 3rd quarter. Wellington Management Group LLP now owns 5,182,560 shares of the company's stock valued at $945,403,000 after acquiring an additional 3,602,471 shares during the last quarter. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Palantir Technologies

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

• Positive Sentiment: Wedbush reaffirmed an “Outperform” rating and kept a $230 12‑month price target, arguing recent AI partnership news strengthens Palantir’s positioning with enterprise and government customers. Palantir Technologies maintains growth momentum with new AI partnerships
• Positive Sentiment: NVIDIA and Palantir were highlighted together at NVIDIA GTC for a sovereign AI reference architecture (NVIDIA hardware + Palantir software). That deal targets governments and regulated enterprises that pay premium, multi‑year contracts and could widen Palantir’s moat. NVIDIA GTC 2026 AI Platforms And Partnerships Reshape Investor Expectations
• Positive Sentiment: Customer showcases at AIPCon (examples cited: GE Aerospace, Centrus Energy, LG CNS) provide concrete use cases — predictive maintenance, classified/unclassified integration, and large enterprise adoption — supporting recurring, sticky revenue expectations. Palantir coverage and AIPCon summary
• Positive Sentiment: Analyst upgrades continue to show institutional interest (e.g., UBS upgraded PLTR to Buy with a higher target), signaling additional buy-side conviction that AI revenue growth can justify higher multiples if execution stays strong. Palantir Technologies (PLTR) is One of the Best AI Stocks, Here is Why
• Neutral Sentiment: Palantir is expanding into new commercial verticals — including work with Polymarket to police prediction markets and sports betting — which diversifies revenue but is early-stage and not yet a major revenue driver. Palantir's Next Big Growth Opportunity
• Negative Sentiment: Short‑seller/critic activity re‑heated after media attention — Michael Burry publicly renewed criticisms of Palantir, keeping downside narratives (overvaluation, governance) alive and potentially attracting volatility. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Some recent intraday weakness was attributed to profit‑taking after March’s rally and persistent valuation concerns (very high P/E), which can limit upside until growth visibility sustainably outpaces the rich multiple. Palantir Closes Lower Amid Profit‑Taking

Palantir Technologies Stock Up 1.2%

Shares of NASDAQ:PLTR opened at $152.72 on Tuesday. The firm's 50 day moving average price is $152.56 and its 200-day moving average price is $168.86. Palantir Technologies Inc. has a twelve month low of $66.12 and a twelve month high of $207.52. The stock has a market capitalization of $365.26 billion, a PE ratio of 242.42, a price-to-earnings-growth ratio of 2.99 and a beta of 1.70.

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

Insider Buying and Selling at Palantir Technologies

In other news, insider Ryan D. Taylor sold 19,988 shares of the business's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,672,795.36. Following the completion of the sale, the insider owned 219,421 shares of the company's stock, valued at $29,340,976.12. The trade was a 8.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Shyam Sankar sold 168,004 shares of the company's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the sale, the insider owned 642,786 shares of the company's stock, valued at $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,045,279 shares of company stock worth $140,539,043. Insiders own 12.93% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on PLTR. UBS Group upgraded shares of Palantir Technologies from a "neutral" rating to a "buy" rating and reduced their price target for the stock from $180.00 to $150.00 in a research note on Thursday, February 26th. Phillip Securities started coverage on shares of Palantir Technologies in a report on Thursday, January 22nd. They issued a "buy" rating and a $208.00 target price on the stock. DA Davidson cut their target price on shares of Palantir Technologies from $215.00 to $180.00 and set a "neutral" rating for the company in a research report on Tuesday, February 3rd. Mizuho upgraded shares of Palantir Technologies from a "neutral" rating to an "outperform" rating and set a $195.00 target price for the company in a research note on Wednesday, February 18th. Finally, Citigroup increased their price target on Palantir Technologies from $235.00 to $260.00 and gave the company a "buy" rating in a report on Tuesday, February 3rd. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $194.05.

About Palantir Technologies

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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