Mezzasalma Advisors LLC Has $3.25 Million Holdings in Palantir Technologies Inc. $PLTR

Mezzasalma Advisors LLC grew its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 42.8% during the 4th quarter, Holdings Channel reports. The firm owned 19,346 shares of the company’s stock after purchasing an additional 5,797 shares during the period. Mezzasalma Advisors LLC’s holdings in Palantir Technologies were worth $3,247,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Occidental Asset Management LLC lifted its holdings in Palantir Technologies by 2.8% in the third quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock valued at $358,000 after buying an additional 53 shares during the period. Gallacher Capital Management LLC grew its holdings in 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 acquiring an additional 53 shares during the period. Bare Financial Services Inc grew its holdings in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after acquiring an additional 55 shares during the period. Lionshead Wealth Management LLC raised its position in shares of Palantir Technologies by 0.4% during the 3rd 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 last quarter. Finally, Ellenbecker Investment Group raised its position in shares of Palantir Technologies by 3.6% during the 3rd 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 last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Insider Activity at Palantir Technologies

In other news, insider Ryan D. Taylor sold 19,988 shares of Palantir Technologies stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $2,672,795.36. Following the sale, the insider directly owned 219,421 shares in the company, valued at $29,340,976.12. This trade represents a 8.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Alexander C. Karp sold 493,025 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.78, for a total transaction of $65,956,884.50. Following the completion of the sale, the insider directly owned 6,432,258 shares in the company, valued at approximately $860,507,475.24. This represents a 7.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,029,879 shares of company stock worth $137,746,253. 9.23% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

PLTR has been the topic of several recent research reports. HSBC upgraded Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price target on the stock in a research report on Tuesday, February 3rd. 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 report on Tuesday, February 3rd. Piper Sandler reissued an “overweight” rating and issued a $230.00 target price on shares of Palantir Technologies in a research note on Tuesday, February 3rd. Loop Capital reduced their target price on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Finally, Zacks Research lowered Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $197.77.

Palantir Technologies Stock Performance

PLTR stock opened at $148.46 on Monday. The stock has a 50-day moving average price of $145.80 and a two-hundred day moving average price of $167.71. Palantir Technologies Inc. has a 1 year low of $66.12 and a 1 year high of $207.52. The stock has a market cap of $355.07 billion, a PE ratio of 235.65, a price-to-earnings-growth ratio of 2.94 and a beta of 1.68.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.02. The company 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 revenue for the quarter was up 70.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.14 earnings per share. On average, analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Key Palantir Technologies News

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

• Positive Sentiment: Five‑year renewal and expansion with Stellantis reinforces multi‑year commercial revenue and broader Foundry/AIP deployment across an auto giant — a concrete, recurring‑revenue catalyst. Palantir (PLTR) Announces 5‑Year Partnership Expansion with Stellantis
• Positive Sentiment: Defense tailwind: the Pentagon formalizing Maven as a program of record boosts contract visibility and stickiness in the government segment. That underpins revenue durability and margins for PLTR. Assessing Palantir Technologies (PLTR) Valuation After Stellantis Renewal And Pentagon Maven Milestone
• Positive Sentiment: Wall Street momentum: multiple analysts have raised targets (UBS, Piper Sandler, Wedbush among others) and the median 6‑month target sits well above current levels — supporting upside expectations. Palantir Technologies Stock (PLTR) Opinions on Golden Dome Missile Shield
• Positive Sentiment: Strong fundamentals: recent quarterly beats, ~70% y/y revenue growth and large contract bookings (multi‑billion TCV) keep the growth narrative intact. Palantir Stock Soared Last Year. This Year It’s Down Sharply.
• Neutral Sentiment: Valuation debate: metrics diverge — sky‑high P/E vs a PEG near 1 in some analyses, leaving investors split on whether current prices already reflect future growth. Is Palantir (PLTR) Stock Undervalued? The PEG Ratio Reveals a Surprising Answer
• Neutral Sentiment: Market reset vs secular story: commentators and some analysts characterize the recent pullback as a rotation/reset rather than a change in fundamentals — this frames short‑term weakness as a potential buying opportunity for long‑term holders. Palantir’s (PLTR) Selloff Appears More Like a Reset than a Warning
• Negative Sentiment: Large insider selling: extensive reported insider sales (multiple executives and founders) are a red flag for some traders and can sap confidence despite company performance. Palantir Technologies Stock (PLTR) Opinions on Golden Dome Missile Shield
• Negative Sentiment: Geopolitical/security risk: reports that Iran identified Palantir as a possible target raise operational and reputational risk concerns for investors. Iran Identifies Palantir as a ‘Legitimate Target’ for Threatened Attacks
• Negative Sentiment: Ethics and public backlash: NHS staff boycott and similar controversies keep regulatory and reputational risks on the table, which can limit public‑sector expansion in sensitive markets. NHS staff boycott Palantir’s data platform over ethical concerns

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.