Palantir Technologies Inc. $PLTR Position Increased by Silvant Capital Management LLC

Silvant Capital Management LLC grew its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 143.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 273,689 shares of the company’s stock after purchasing an additional 161,125 shares during the period. Palantir Technologies comprises approximately 1.7% of Silvant Capital Management LLC’s holdings, making the stock its 15th largest holding. Silvant Capital Management LLC’s holdings in Palantir Technologies were worth $49,926,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC purchased a new position in Palantir Technologies during the 4th quarter worth approximately $450,000. Bison Wealth LLC boosted its position in shares of Palantir Technologies by 37.4% in the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock worth $1,296,000 after buying an additional 4,667 shares during the period. Capstone Wealth Management Group LLC boosted its position in shares of Palantir Technologies by 38.0% in the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock worth $1,447,000 after buying an additional 4,722 shares during the period. Schnieders Capital Management LLC. grew its holdings in shares of Palantir Technologies by 36.8% during the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock valued at $858,000 after buying an additional 1,694 shares in the last quarter. Finally, Alberta Investment Management Corp purchased a new position in shares of Palantir Technologies during the second quarter valued at $382,000. Institutional investors and hedge funds own 45.65% of the company’s stock.

Insider Transactions at Palantir Technologies

In other news, insider Shyam Sankar sold 168,004 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the transaction, the insider owned 642,786 shares in the company, valued at $85,953,343.92. This represents a 20.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Alexander C. Karp sold 493,025 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the transaction, the insider owned 6,432,258 shares in the company, valued at $860,507,475.24. This represents a 7.12% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,045,279 shares of company stock valued at $140,539,043. Insiders own 12.93% of the company’s stock.

Palantir Technologies News Summary

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

• Positive Sentiment: Major U.S. Navy ShipOS win — Palantir will embed Foundry and its AI Platform across Navy shipbuilding and supplier workflows as part of the ShipOS initiative, a program with authorized funding approaching $500M that could create multiyear, sticky defense revenue streams. Keel Joins Palantir and U.S. Navy in ShipOS Initiative
• Positive Sentiment: Strategic sovereign-AI partnership with NVIDIA — the collaboration packages Palantir software with NVIDIA hardware to deliver “sovereign AI” stacks for governments and enterprises, increasing Palantir’s addressable market in regulated, high‑security use cases. This strengthens its competitive moat for large institutional customers. Palantir’s New Partnership Continues Separating Fact From Fiction
• Positive Sentiment: Execution and customer traction — AIPCon customer showcases (GE Aerospace, Centrus, LG CNS) and recent earnings beat (revenue up ~70% y/y; EPS beat) reinforce the narrative that Palantir is shifting toward high-margin, product-led enterprise software with growing commercial/defense backlogs. Analysts (e.g., Wedbush) are keeping bullish coverage and higher targets. Palantir Maintains Growth Momentum, Analysts Say
• Neutral Sentiment: Short-term market dynamics — positive technical momentum, option flows and coverage in market roundups are amplifying intraday buying and enabling option strategies, but these are trading drivers rather than long-term fundamentals. Option Plays in Palantir Stock
• Neutral Sentiment: Broad defense spending theme — large defense deals (e.g., Army/Anduril contract context) lift sentiment for defense‑tech peers including Palantir, but upside depends on contract ramps and integration execution. U.S. Army Deal Points to Upside for Palantir
• Negative Sentiment: Insider selling and notable share disposals — reports of heavy insider selling in 2026 and a recent filing from co‑founder Peter Thiel have raised governance/flow concerns that can pressure sentiment despite strong top‑line momentum. Palantir insiders have been dumping nearly $6 million PLTR shares per day
• Negative Sentiment: Valuation and bear case remain active — several analysts and commentators flag a steep multiple and argue much growth is already priced in; that makes the stock sensitive to execution slips, slowing commercial adoption, or any negative macro headlines. Palantir Stock Surges 460% in Five Years. Why I’m Bearish

Palantir Technologies Price Performance

Shares of PLTR stock opened at $155.08 on Wednesday. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The stock’s 50-day moving average is $152.07 and its two-hundred day moving average is $168.84. The firm has a market cap of $370.90 billion, a P/E ratio of 246.16, a PEG ratio of 3.03 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly 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 return on equity of 23.81% and a net margin of 36.31%.The business 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 company earned $0.14 EPS. The firm’s revenue was up 70.0% on a year-over-year basis. As a group, research analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Analyst Ratings Changes

Several brokerages recently issued reports on PLTR. Rosenblatt Securities started coverage on Palantir Technologies in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 price objective for the company. Freedom Capital upgraded Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 13th. Mizuho raised shares of Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $195.00 price target for the company in a research report on Wednesday, February 18th. Argus raised shares of Palantir Technologies to a “hold” rating in a research report on Monday, February 9th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $230.00 price objective on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Two research 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 company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $194.05.

Palantir Technologies 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.