Westwind Capital Purchases Shares of 53,371 Palantir Technologies Inc. $PLTR

Westwind Capital acquired a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 53,371 shares of the company’s stock, valued at approximately $9,487,000. Palantir Technologies accounts for about 1.9% of Westwind Capital’s portfolio, making the stock its 20th largest holding.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Occidental Asset Management LLC grew its stake in shares of Palantir Technologies by 2.8% in the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock valued at $358,000 after purchasing an additional 53 shares during the period. Gallacher Capital Management LLC lifted its position in shares of Palantir Technologies by 2.2% during the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock worth $447,000 after buying an additional 53 shares during the period. Bare Financial Services Inc boosted its stake in Palantir Technologies by 54.5% in the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after buying an additional 55 shares in the last quarter. Lionshead Wealth Management LLC grew its position in 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 acquiring an additional 56 shares during the period. Finally, Ellenbecker Investment Group grew its position in 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 acquiring an additional 57 shares during the period. Institutional investors own 45.65% of the company’s stock.

More Palantir Technologies News

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

• Positive Sentiment: US Department of Defense formally designated Palantir’s Maven Smart System as a program of record, turning a pilot into a budget-backed, long-term military capability — a credible, recurring revenue catalyst for government AI spending. Palantir’s Maven AI system designated Pentagon program of record: report
• Positive Sentiment: The UK Financial Conduct Authority awarded a short-term trial to apply Palantir’s Foundry to sensitive fraud and enforcement datasets — an endorsement that supports expansion into regulated commercial customers outside the U.S. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative
• Positive Sentiment: Recent results and commentary show strong growth: revenue accelerated ~70% year/year and U.S. commercial revenue surged ~137% — fundamentals that justify investor enthusiasm for PLTR’s AI/take-rate story. Palantir Stock Is Up About 23% in 1 Month. Time to Buy?
• Positive Sentiment: Wall Street bullishness and raised price targets (e.g., Wedbush) have supported momentum and upgraded technical outlooks. Palantir stock surges over 5% today: Why Wedbush analyst Dan Ives predicts PLTR stock could hit $230 this year
• Neutral Sentiment: Macro market moves (risk-on after a pause in Middle East escalation) have lifted tech names broadly, providing a tailwind to PLTR alongside sector rotation into AI and defense. US Equity Markets Rise as Crude Oil Slumps After Trump Delays Iran Strike Plans
• Neutral Sentiment: Technical/valuation debate: some commentators highlight momentum and improved technicals around the 200-day average, while others warn the stock still carries a premium relative to fundamentals. Can Palantir Break Through Its 200-Day Moving Average on New Maven Win?
• Negative Sentiment: Political and campaign risk: reporting suggests ties to Palantir (and its backers) are becoming politically sensitive for some candidates, which could complicate U.S. federal and state-level engagements or public perception. Palantir turns poisonous on the campaign trail
• Negative Sentiment: CEO comments and optics: Alex Karp’s public comments about AI and voter blocs, and media coverage of his luxury property purchases, create reputational noise that can amplify regulatory or customer concerns. AI’s disruption is a choice, not a forecast Palantir CEO Alex Karp bought a $46 million Miami mansion just before buying $120 million Colorado monastery
• Negative Sentiment: Insider selling and valuation risks: heavy insider sales and a high PE/price multiple leave the stock exposed if growth slows or government contract timelines slip. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative

Analysts Set New Price Targets

PLTR has been the subject of a number of analyst reports. Robert W. Baird raised Palantir Technologies from a “neutral” rating to an “outperform” rating and set a $200.00 price objective for the company in a report on Tuesday, February 3rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $200.00 price target on shares of Palantir Technologies in a report on Tuesday, February 3rd. Freedom Capital upgraded shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Rosenblatt Securities began coverage on shares of Palantir Technologies in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Palantir Technologies has a consensus rating of “Moderate Buy” and an average target price of $196.32.

Insider Transactions at Palantir Technologies

In other news, insider Jeffrey Buckley sold 1,232 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $129.08, for a total transaction of $159,026.56. Following the transaction, the insider directly owned 43,108 shares in the company, valued at approximately $5,564,380.64. This represents a 2.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Alexander C. Karp sold 493,025 shares of the stock in a transaction that occurred 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 sale, the insider directly owned 6,432,258 shares in the company, valued at $860,507,475.24. This trade represents a 7.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,045,279 shares of company stock worth $140,539,043. Corporate insiders own 9.23% of the company’s stock.

Palantir Technologies Stock Performance

Palantir Technologies stock opened at $160.88 on Tuesday. The business’s fifty day moving average is $150.16 and its two-hundred day moving average is $168.81. The firm has a market cap of $384.78 billion, a P/E ratio of 255.37, a P/E/G ratio of 2.99 and a beta of 1.70. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52.

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