Silvant Capital Management LLC Increases Position in Palantir Technologies Inc. $PLTR

Silvant Capital Management LLC grew its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 138.2% during the third quarter, HoldingsChannel reports. The firm owned 268,164 shares of the company’s stock after acquiring an additional 155,600 shares during the period. Palantir Technologies comprises about 1.7% of Silvant Capital Management LLC’s investment portfolio, making the stock its 15th biggest holding. Silvant Capital Management LLC’s holdings in Palantir Technologies were worth $48,918,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in PLTR. Revolve Wealth Partners LLC acquired a new stake in shares of Palantir Technologies in the fourth quarter valued at approximately $450,000. Bison Wealth LLC boosted its stake in Palantir Technologies by 37.4% during 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 last quarter. Capstone Wealth Management Group LLC grew its holdings in Palantir Technologies by 38.0% in the 1st quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after buying an additional 4,722 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Palantir Technologies by 36.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock worth $858,000 after acquiring an additional 1,694 shares during the last quarter. Finally, Fox Run Management L.L.C. acquired a new stake in shares of Palantir Technologies in the 2nd quarter worth $232,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Polymarket partnership expands Palantir’s commercial footprint — Palantir and TWG AI will build a sports‑integrity platform to monitor betting markets using Palantir’s Vergence AI, signaling a new revenue stream outside government and reinforcing its risk/compliance credentials. Polymarket Partners With Palantir and TWG AI to Build Next-generation Sports Integrity Platform
• Positive Sentiment: Strong Q4 and defense tailwinds keep fundamentals supportive — Investors are focused on Palantir’s Q4 beat (revenue +70% y/y and profit), growing commercial revenue and increased demand from defense programs tied to recent geopolitical events, which underpin longer‑term growth narratives. Palantir Technologies Stock (PLTR) Opinions on Q4 Revenue Growth
• Neutral Sentiment: Analysts remain mixed but generally constructive — Several firms have reiterated buy/outperform views and price targets center around $200, and some strategists flag a “buy the dip” view even as valuation questions persist. This supports demand but leaves room for volatility. Why Palantir Stock (PLTR) Is Down Today and Why UBS Says to Buy the Dip
• Negative Sentiment: Heavy insider selling raises concern about near‑term supply — Recent reports show large insider dispositions across executives and early investors, which can pressure the stock, feed headlines and spur short‑term selling despite company performance. Nvidia and Palantir Insiders Dump $9.6 Billion Worth Shares Amid AI Boom
• Negative Sentiment: Valuation and profit‑taking after a run-up — PLTR’s rally (large YTD/1‑yr gains) and high P/E raise sensitivity to rotation out of richly valued AI names; some recent declines look driven by macro/geopolitical volatility rather than company‑specific weakness. The Biggest Bet in Tech Isn’t on Polymarket. It’s This AI Stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Freedom Capital raised shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. HSBC raised shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 target price on the stock in a research note on Tuesday, February 3rd. Citigroup increased their price target on shares of Palantir Technologies from $235.00 to $260.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. UBS Group raised shares of Palantir Technologies from a “neutral” rating to a “buy” rating and reduced their price target for the company from $180.00 to $150.00 in a research report on Thursday, February 26th. Finally, Robert W. Baird upgraded Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 price objective for the company in a research report 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 assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $192.68.

Insiders Place Their Bets

In other news, insider Alexander C. Karp sold 493,025 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the sale, the insider directly owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. This trade represents a 7.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jeffrey Buckley sold 1,232 shares of Palantir Technologies stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $129.08, for a total value of $159,026.56. Following the completion of the transaction, the insider owned 43,108 shares of the company’s stock, valued at approximately $5,564,380.64. This trade represents a 2.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,054,279 shares of company stock valued at $142,212,233. 12.93% of the stock is owned by company insiders.

Palantir Technologies Stock Performance

Shares of PLTR stock opened at $151.14 on Wednesday. Palantir Technologies Inc. has a fifty-two week low of $66.12 and a fifty-two week high of $207.52. The company has a 50 day moving average price of $154.33 and a 200 day moving average price of $169.03. The stock has a market capitalization of $361.48 billion, a P/E ratio of 239.91, a price-to-earnings-growth ratio of 3.10 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last released 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. 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 for the quarter, compared to analyst estimates of $1.34 billion. During the same period in the prior year, the business earned $0.14 EPS. The firm’s quarterly revenue was up 70.0% on a year-over-year basis. On average, research analysts forecast that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal year.

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.