Harel Insurance Investments & Financial Services Ltd. cut its position in Palantir by 19.9% during the third quarter, disposing of 7,076 shares and retaining 28,490 shares valued at approximately $5.19 million. This move contrasts with several other institutional investors: Decker Retirement Planning increased its stake by 778.7% to over 61,000 shares, while Vanguard added more than 7 million shares and Truist Financial lifted its holdings by 4.2%. Overall, institutional ownership of Palantir stands at just under half of the outstanding float.

Company insiders have been net sellers over the past quarter, with co-founder David Glazer unloading 15,557 shares and board member Ryan Taylor selling 36,048 shares in late November. In total, insiders have divested over one million shares valued at roughly $167 million in the last 90 days, reducing their combined ownership from 12.84% to 9.23%. This spike in insider sales may signal caution among the management team despite the company’s rapid growth trajectory.

In its latest quarterly report, Palantir delivered revenue of $1.18 billion, a 62.8% increase year-over-year, driven by expanded government contracts and new commercial deployments. Earnings per share came in at $0.21, surpassing consensus estimates by $0.04, while the company achieved a net margin of 28.11% and return on equity of 15.48%. Management reaffirmed full-year guidance, projecting year-end earnings per share of $0.31 and continued double-digit top-line growth as enterprise customers ramp up data-analytics initiatives.

Wall Street sentiment remains balanced, with sixteen firms maintaining a Hold rating on Palantir, six recommending Buy, and two advising Sell. Morgan Stanley recently adjusted its outlook to an Equal Weight rating, while Citigroup upgraded the stock to Buy. The consensus among analysts reflects cautious optimism: most expect further revenue acceleration but warn that valuation multiples may face pressure if growth slows or macroeconomic headwinds intensify.