Palantir Technologies Inc. $PLTR Shares Bought by Silvant Capital Management LLC

Silvant Capital Management LLC grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 143.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 273,689 shares of the company’s stock after purchasing an additional 161,125 shares during the quarter. Palantir Technologies makes up 1.7% of Silvant Capital Management LLC’s portfolio, making the stock its 15th largest holding. Silvant Capital Management LLC’s holdings in Palantir Technologies were worth $49,926,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Revolve Wealth Partners LLC acquired a new stake in Palantir Technologies in the 4th quarter valued at approximately $450,000. Bison Wealth LLC boosted its position in Palantir Technologies by 37.4% during the 4th quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock worth $1,296,000 after acquiring an additional 4,667 shares during the period. Capstone Wealth Management Group LLC grew its stake 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 purchasing an additional 4,722 shares in the last quarter. Schnieders Capital Management LLC. increased 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 purchasing an additional 1,694 shares during the period. Finally, Alberta Investment Management Corp acquired a new position in shares of Palantir Technologies during the second quarter valued at $382,000. 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: 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

Analyst Upgrades and Downgrades

Several research firms recently weighed in on PLTR. Citigroup upped their price objective on shares of Palantir Technologies from $235.00 to $260.00 and gave the stock a “buy” rating in a report on Tuesday, February 3rd. Jefferies Financial Group set a $208.00 price target on shares of Palantir Technologies in a research report on Thursday, January 22nd. Truist Financial began coverage on shares of Palantir Technologies in a research note on Tuesday, January 6th. They issued a “buy” rating and a $223.00 price target for the company. Freedom Capital upgraded shares of Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 13th. Finally, Rosenblatt Securities started coverage on Palantir Technologies in a report on Friday, February 27th. They set a “buy” rating and a $150.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Palantir Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $194.05.

Insider Transactions at Palantir Technologies

In other Palantir Technologies news, insider David A. Glazer sold 17,438 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $2,331,809.36. Following the transaction, the insider owned 392,370 shares of the company’s stock, valued at approximately $52,467,716.40. This represents a 4.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Stephen Andrew Cohen sold 327,088 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 value of $43,738,207.36. Following the sale, the insider owned 592 shares of the company’s stock, valued at $79,162.24. This trade represents a 99.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,045,279 shares of company stock valued at $140,539,043 in the last 90 days. 12.93% of the stock is owned by corporate insiders.

Palantir Technologies Trading Up 1.5%

Shares of Palantir Technologies stock opened at $155.08 on Wednesday. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. The stock has a market cap of $370.90 billion, a PE ratio of 246.16, a price-to-earnings-growth ratio of 3.03 and a beta of 1.70. The company’s 50-day moving average price is $152.07 and its two-hundred day moving average price is $168.84.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the company posted $0.14 EPS. The business’s revenue was up 70.0% compared to the same quarter last year. On average, equities analysts predict that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal year.

About Palantir Technologies

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.