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

Silvant Capital Management LLC raised its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 138.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 268,164 shares of the company’s stock after buying an additional 155,600 shares during the quarter. Palantir Technologies comprises 1.7% of Silvant Capital Management LLC’s holdings, making the stock its 15th largest position. Silvant Capital Management LLC’s holdings in Palantir Technologies were worth $48,918,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in PLTR. Quadrant Capital Group LLC grew its stake in shares of Palantir Technologies by 6.6% during the third quarter. Quadrant Capital Group LLC now owns 42,022 shares of the company’s stock worth $7,666,000 after acquiring an additional 2,612 shares during the last quarter. FourThought Financial Partners LLC raised its position in shares of Palantir Technologies by 10.2% in the 3rd quarter. FourThought Financial Partners LLC now owns 8,143 shares of the company’s stock valued at $1,485,000 after purchasing an additional 754 shares during the last quarter. PFC Capital Group Inc. raised its position in shares of Palantir Technologies by 18.9% in the 3rd quarter. PFC Capital Group Inc. now owns 3,013 shares of the company’s stock valued at $549,000 after purchasing an additional 479 shares during the last quarter. Legal & General Group Plc boosted its stake in Palantir Technologies by 6.6% in the 3rd quarter. Legal & General Group Plc now owns 13,704,938 shares of the company’s stock worth $2,500,055,000 after purchasing an additional 847,144 shares in the last quarter. Finally, Vestcor Inc boosted its stake in Palantir Technologies by 33.3% in the 3rd quarter. Vestcor Inc now owns 68,339 shares of the company’s stock worth $12,466,000 after purchasing an additional 17,088 shares in the last quarter. Institutional investors and hedge funds 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: 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.

Analysts Set New Price Targets

A number of brokerages have issued reports on PLTR. 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. Rosenblatt Securities started 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 for the company. UBS Group raised shares of Palantir Technologies from a “neutral” rating to a “buy” rating and dropped their price objective for the company from $180.00 to $150.00 in a report on Thursday, February 26th. HSBC raised Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 target price on the stock in a research report on Tuesday, February 3rd. Finally, Truist Financial started coverage on Palantir Technologies in a research report on Tuesday, January 6th. They set a “buy” rating and a $223.00 price target for the company. Two investment 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 stock. According to MarketBeat.com, Palantir Technologies has an average rating of “Moderate Buy” and an average target price of $192.68.

Palantir Technologies Stock Performance

Shares of NASDAQ PLTR opened at $151.14 on Wednesday. Palantir Technologies Inc. has a 1 year low of $66.12 and a 1 year high of $207.52. The company has a market capitalization of $361.48 billion, a PE ratio of 239.91, a price-to-earnings-growth ratio of 3.10 and a beta of 1.70. The company’s fifty day moving average price is $154.33 and its 200 day moving average price is $169.03.

Palantir Technologies (NASDAQ:PLTR) last released its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates 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 quarterly revenue was up 70.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.14 EPS. On average, equities analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Insiders Place Their Bets

In other news, insider Stephen Andrew Cohen sold 327,088 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $43,738,207.36. Following the completion of the sale, the insider owned 592 shares of the company’s stock, valued at $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Shyam Sankar sold 168,004 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $133.72, for a total value of $22,465,494.88. Following the sale, the insider owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have 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 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.