Westwind Capital Makes New $9.49 Million Investment in Palantir Technologies Inc. $PLTR

Westwind Capital bought a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 53,371 shares of the company’s stock, valued at approximately $9,487,000. Palantir Technologies makes up approximately 1.9% of Westwind Capital’s holdings, making the stock its 20th largest holding.

Other large investors also recently made changes to their positions in the company. Revolve Wealth Partners LLC bought a new position in shares of Palantir Technologies in the 4th quarter valued at approximately $450,000. Bison Wealth LLC grew its holdings in Palantir Technologies by 37.4% during the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock valued at $1,296,000 after purchasing an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC raised its position 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 valued at $1,447,000 after purchasing an additional 4,722 shares during the period. Schnieders Capital Management LLC. lifted its stake in shares of Palantir Technologies by 36.8% in the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock worth $858,000 after buying an additional 1,694 shares during the last quarter. Finally, Magnetar Financial LLC bought a new stake in shares of Palantir Technologies during the 2nd quarter worth $1,262,000. Institutional investors own 45.65% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on PLTR shares. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $200.00 target price on shares of Palantir Technologies in a report on Tuesday, February 3rd. Piper Sandler restated an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a report on Tuesday, February 3rd. Loop Capital lowered their price target on Palantir Technologies from $230.00 to $220.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. UBS Group lifted their price objective on Palantir Technologies from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, March 18th. Finally, Zacks Research cut Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $196.32.

Insiders Place Their Bets

In related news, insider Shyam Sankar sold 168,004 shares of Palantir Technologies 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 sale, the insider directly owned 642,786 shares of the company’s stock, valued at $85,953,343.92. This trade represents a 20.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider David A. Glazer sold 17,438 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 value of $2,331,809.36. Following the transaction, the insider owned 392,370 shares in the company, valued at $52,467,716.40. This represents a 4.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,045,279 shares of company stock valued at $140,539,043 in the last quarter. 9.23% of the stock is currently owned by insiders.

Palantir Technologies News Summary

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

• Positive Sentiment: US Department of Defense formally designated Palantir’s Maven Smart System as a program of record, turning a pilot into a budget-backed, long-term military capability — a credible, recurring revenue catalyst for government AI spending. Palantir’s Maven AI system designated Pentagon program of record: report
• Positive Sentiment: The UK Financial Conduct Authority awarded a short-term trial to apply Palantir’s Foundry to sensitive fraud and enforcement datasets — an endorsement that supports expansion into regulated commercial customers outside the U.S. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative
• Positive Sentiment: Recent results and commentary show strong growth: revenue accelerated ~70% year/year and U.S. commercial revenue surged ~137% — fundamentals that justify investor enthusiasm for PLTR’s AI/take-rate story. Palantir Stock Is Up About 23% in 1 Month. Time to Buy?
• Positive Sentiment: Wall Street bullishness and raised price targets (e.g., Wedbush) have supported momentum and upgraded technical outlooks. Palantir stock surges over 5% today: Why Wedbush analyst Dan Ives predicts PLTR stock could hit $230 this year
• Neutral Sentiment: Macro market moves (risk-on after a pause in Middle East escalation) have lifted tech names broadly, providing a tailwind to PLTR alongside sector rotation into AI and defense. US Equity Markets Rise as Crude Oil Slumps After Trump Delays Iran Strike Plans
• Neutral Sentiment: Technical/valuation debate: some commentators highlight momentum and improved technicals around the 200-day average, while others warn the stock still carries a premium relative to fundamentals. Can Palantir Break Through Its 200-Day Moving Average on New Maven Win?
• Negative Sentiment: Political and campaign risk: reporting suggests ties to Palantir (and its backers) are becoming politically sensitive for some candidates, which could complicate U.S. federal and state-level engagements or public perception. Palantir turns poisonous on the campaign trail
• Negative Sentiment: CEO comments and optics: Alex Karp’s public comments about AI and voter blocs, and media coverage of his luxury property purchases, create reputational noise that can amplify regulatory or customer concerns. AI’s disruption is a choice, not a forecast Palantir CEO Alex Karp bought a $46 million Miami mansion just before buying $120 million Colorado monastery
• Negative Sentiment: Insider selling and valuation risks: heavy insider sales and a high PE/price multiple leave the stock exposed if growth slows or government contract timelines slip. Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative

Palantir Technologies Price Performance

NASDAQ:PLTR opened at $160.88 on Tuesday. Palantir Technologies Inc. has a one year low of $66.12 and a one year high of $207.52. The company has a fifty day moving average price of $150.16 and a 200 day moving average price of $168.81. The stock has a market cap of $384.78 billion, a P/E ratio of 255.37, a PEG ratio of 2.99 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings results 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 analyst estimates of $1.34 billion. During the same period last year, the business posted $0.14 EPS. The business’s quarterly revenue was up 70.0% on a year-over-year basis. As a group, equities research analysts anticipate that Palantir Technologies Inc. will post 0.31 EPS for the current 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.