Magnolia Capital Advisors LLC Has $369,000 Holdings in Palantir Technologies Inc. $PLTR

Magnolia Capital Advisors LLC trimmed its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 81.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,022 shares of the company’s stock after selling 8,739 shares during the quarter. Magnolia Capital Advisors LLC’s holdings in Palantir Technologies were worth $369,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Occidental Asset Management LLC grew its position in Palantir Technologies by 2.8% in the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock worth $358,000 after purchasing an additional 53 shares during the last quarter. Gallacher Capital Management LLC raised its position in shares of Palantir Technologies by 2.2% during the third quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock valued at $447,000 after buying an additional 53 shares during the last quarter. Bare Financial Services Inc raised 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 valued at $28,000 after buying an additional 55 shares during the last quarter. Lionshead Wealth Management LLC lifted its stake in shares of Palantir Technologies by 0.4% in the third quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock valued at $2,395,000 after buying an additional 56 shares during the period. Finally, Ellenbecker Investment Group lifted its stake in shares of Palantir Technologies by 3.6% in the third quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock valued at $295,000 after buying an additional 57 shares during the period. Institutional investors own 45.65% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on PLTR. Citigroup boosted their price target on Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. HSBC upgraded Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price objective for the company in a research report on Tuesday, February 3rd. Truist Financial initiated coverage on Palantir Technologies in a report on Tuesday, January 6th. They set a “buy” rating and a $223.00 price objective on the stock. Daiwa Securities Group upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price objective on the stock in a research report on Tuesday, February 10th. Finally, The Goldman Sachs Group cut their target price on Palantir Technologies from $188.00 to $182.00 in a research note on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Palantir Technologies has an average rating of “Moderate Buy” and a consensus target price of $192.68.

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider Shyam Sankar sold 168,004 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the completion of the transaction, the insider directly owned 642,786 shares in the company, valued at $85,953,343.92. This represents a 20.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Stephen Andrew Cohen sold 327,088 shares of Palantir Technologies stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $43,738,207.36. Following the transaction, the insider directly owned 592 shares of the company’s stock, valued at approximately $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,045,279 shares of company stock valued at $140,539,043. 9.23% of the stock is owned by insiders.

Palantir Technologies News Summary

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

• Positive Sentiment: Nvidia partnership announced a sovereign-AI OS reference architecture that pairs Palantir software with Nvidia hardware — a potentially large TAM (sovereign AI/datacenter) and catalyst cited by analysts raising estimates. Palantir and NVIDIA Team to Deliver Sovereign AI Operating System Reference Architecture
• Positive Sentiment: Expanded defense/industrial partnerships: GE Aerospace broadened its multi-year Palantir deal to deploy AI across Air Force sustainment and engine production, boosting addressable revenue in defense manufacturing. GE Aerospace Deepens Palantir AI Use In Defense And Factory Operations
• Positive Sentiment: Centrus (uranium enrichment) partnership highlights material near-term cost-savings (~$300M identified) and expands Palantir exposure to critical infrastructure projects. Centrus Partners with Palantir
• Positive Sentiment: DISA authorized Palantir’s PFCS Forward (on‑premises/edge), removing a procurement obstacle for federal/defense deployments and supporting recurring revenue expectations. Palantir Secures DISA Authorization
• Positive Sentiment: Strong fundamentals: recent quarterly results and 2026 outlook (high revenue growth and margin expansion) plus Wall Street support (Truist reiteration, multiple analysts lifting estimates) underpin investor optimism. Palantir’s Profitability Edge Strengthens Its AI Leadership
• Neutral Sentiment: Partnerships with Ondas and World View and other commercial deals (LG CNS, Polymarket) expand industry footprint but are smaller-scale near-term revenue drivers compared with large defense deals. Palantir Partners with Ondas and World View
• Neutral Sentiment: AIPCon customer demonstrations and industry press are raising visibility — useful for sales momentum but incremental until contract awards convert to bookings. Palantir’s AIPCon 9
• Negative Sentiment: Geopolitical/reputational risk: CEO Alex Karp confirmed Palantir tech is being used in the Middle East conflict; this raises political/regulatory scrutiny and potential contract or public backlash. Palantir’s technology gives the West a critical edge in Middle East, CEO Alex Karp says
• Negative Sentiment: Security supply-chain concern: Palantir confirmed continued use of Anthropic’s Claude even after the Pentagon labeled Anthropic a supply‑chain risk — a point of regulatory and customer concern. Palantir is still using Anthropic’s Claude as Pentagon blacklist plays out
• Negative Sentiment: Investor/activist pressure: Michael Burry publicly reiterated bearish views, arguing Palantir may be overpromising on military AI — adds downside risk if it influences other large holders. Michael Burry Says Palantir Has ‘No Real AI Software’ Of Its Own

Palantir Technologies Trading Up 1.3%

NASDAQ PLTR opened at $153.50 on Friday. The stock’s 50 day moving average is $153.32 and its two-hundred day moving average is $168.80. The company has a market capitalization of $367.12 billion, a price-to-earnings ratio of 243.65, a PEG ratio of 3.00 and a beta of 1.70. Palantir Technologies Inc. has a 1-year low of $66.12 and a 1-year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last issued its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.Palantir Technologies’s quarterly revenue was up 70.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.14 EPS. On average, analysts predict that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

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.