Centaurus Financial Inc. increased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 26.6% during the third quarter, HoldingsChannel.com reports. The fund owned 50,053 shares of the company’s stock after buying an additional 10,515 shares during the period. Centaurus Financial Inc.’s holdings in Palantir Technologies were worth $9,131,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. Bare Financial Services Inc lifted 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 worth $28,000 after purchasing an additional 55 shares in the last quarter. Financial Consulate Inc. purchased a new stake in shares of Palantir Technologies in the third quarter valued at approximately $30,000. Retirement Wealth Solutions LLC purchased a new stake in shares of Palantir Technologies in the third quarter valued at approximately $31,000. United Financial Planning Group LLC acquired a new stake in shares of Palantir Technologies in the third quarter valued at approximately $32,000. Finally, Flagship Wealth Advisors LLC acquired a new stake in shares of Palantir Technologies in the third quarter valued at approximately $32,000. Hedge funds and other institutional investors own 45.65% of the company’s stock.
Trending Headlines about Palantir Technologies
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
Insider Buying and Selling
Analyst Ratings Changes
A number of research firms have weighed in on PLTR. Truist Financial began coverage on Palantir Technologies in a research note on Tuesday, January 6th. They set a “buy” rating and a $223.00 price objective on the stock. Argus upgraded Palantir Technologies to a “hold” rating in a report on Monday, February 9th. Loop Capital lowered their price target on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. Wedbush reissued an “outperform” rating and issued a $230.00 price objective on shares of Palantir Technologies in a report on Monday. Finally, Phillip Securities began coverage on shares of Palantir Technologies in a research report on Thursday, January 22nd. They set a “buy” rating and a $208.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Palantir Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $194.05.
View Our Latest Research Report on Palantir Technologies
Palantir Technologies Stock Up 1.5%
PLTR 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 price-to-earnings ratio of 246.16, a price-to-earnings-growth ratio of 3.03 and a beta of 1.70. The business has a fifty day moving average of $152.07 and a two-hundred day moving average of $168.84.
Palantir Technologies (NASDAQ:PLTR – Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The company reported $0.25 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 analyst estimates of $1.34 billion. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The company’s quarterly revenue was up 70.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.14 EPS. As a group, sell-side analysts anticipate that Palantir Technologies Inc. will post 0.31 EPS for the current year.
Palantir Technologies Company 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.
See Also
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