Mirabella Financial Services LLP Raises Stock Holdings in Palantir Technologies Inc. $PLTR

Mirabella Financial Services LLP raised its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 123.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 21,255 shares of the company’s stock after purchasing an additional 11,728 shares during the quarter. Mirabella Financial Services LLP’s holdings in Palantir Technologies were worth $3,870,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in PLTR. Bare Financial Services Inc lifted its holdings in shares of Palantir Technologies by 54.5% in 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 last quarter. Delos Wealth Advisors LLC acquired a new stake in Palantir Technologies in the 2nd quarter valued at approximately $29,000. Zeit Capital LLC purchased a new stake in Palantir Technologies in the second quarter valued at approximately $30,000. Financial Consulate Inc. purchased a new stake in Palantir Technologies in the third quarter valued at approximately $30,000. Finally, MTM Investment Management LLC acquired a new position in Palantir Technologies during the second quarter worth $31,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Palantir Technologies Stock Up 1.2%

NASDAQ:PLTR opened at $152.72 on Tuesday. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. The company has a fifty day simple moving average of $152.56 and a two-hundred day simple moving average of $168.86. The company has a market cap of $365.26 billion, a price-to-earnings ratio of 242.42, a price-to-earnings-growth ratio of 2.99 and a beta of 1.70.

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, beating the consensus estimate of $0.23 by $0.02. The business had revenue of $1.41 billion for 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%.The company’s revenue for the quarter was up 70.0% compared to the same quarter last year. During the same period last year, the firm earned $0.14 earnings per share. On average, analysts expect that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Insider Activity at Palantir Technologies

In other news, insider Shyam Sankar sold 168,004 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the completion of the transaction, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. The trade was a 20.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Stephen Andrew Cohen sold 327,088 shares of the company’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 transaction of $43,738,207.36. Following the sale, the insider owned 592 shares in the company, valued at $79,162.24. The trade was a 99.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,045,279 shares of company stock worth $140,539,043 over the last quarter. 12.93% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Northland Securities upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price target for the company in a research report on Tuesday, February 3rd. Wall Street Zen downgraded Palantir Technologies from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Wedbush restated an “outperform” rating and set a $230.00 target price on shares of Palantir Technologies in a report on Monday. Truist Financial initiated coverage on Palantir Technologies in a research report on Tuesday, January 6th. They issued a “buy” rating and a $223.00 target price for the company. Finally, Daiwa Securities Group upgraded shares of Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price target on the stock in a research note on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Palantir Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $194.05.

More Palantir Technologies News

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

• Positive Sentiment: Wedbush reaffirmed an “Outperform” rating and kept a $230 12‑month price target, arguing recent AI partnership news strengthens Palantir’s positioning with enterprise and government customers. Palantir Technologies maintains growth momentum with new AI partnerships
• Positive Sentiment: NVIDIA and Palantir were highlighted together at NVIDIA GTC for a sovereign AI reference architecture (NVIDIA hardware + Palantir software). That deal targets governments and regulated enterprises that pay premium, multi‑year contracts and could widen Palantir’s moat. NVIDIA GTC 2026 AI Platforms And Partnerships Reshape Investor Expectations
• Positive Sentiment: Customer showcases at AIPCon (examples cited: GE Aerospace, Centrus Energy, LG CNS) provide concrete use cases — predictive maintenance, classified/unclassified integration, and large enterprise adoption — supporting recurring, sticky revenue expectations. Palantir coverage and AIPCon summary
• Positive Sentiment: Analyst upgrades continue to show institutional interest (e.g., UBS upgraded PLTR to Buy with a higher target), signaling additional buy-side conviction that AI revenue growth can justify higher multiples if execution stays strong. Palantir Technologies (PLTR) is One of the Best AI Stocks, Here is Why
• Neutral Sentiment: Palantir is expanding into new commercial verticals — including work with Polymarket to police prediction markets and sports betting — which diversifies revenue but is early-stage and not yet a major revenue driver. Palantir’s Next Big Growth Opportunity
• Negative Sentiment: Short‑seller/critic activity re‑heated after media attention — Michael Burry publicly renewed criticisms of Palantir, keeping downside narratives (overvaluation, governance) alive and potentially attracting volatility. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Some recent intraday weakness was attributed to profit‑taking after March’s rally and persistent valuation concerns (very high P/E), which can limit upside until growth visibility sustainably outpaces the rich multiple. Palantir Closes Lower Amid Profit‑Taking

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.