Mariner LLC Has $203.69 Million Stock Position in Palantir Technologies Inc. $PLTR

Mariner LLC increased its stake in Palantir Technologies Inc. (NASDAQ:PLTR) by 21.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,116,617 shares of the company’s stock after purchasing an additional 196,410 shares during the period. Mariner LLC’s holdings in Palantir Technologies were worth $203,686,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of PLTR. Bare Financial Services Inc raised its position 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 valued at $28,000 after buying an additional 55 shares in the last quarter. Financial Consulate Inc. bought a new stake in shares of Palantir Technologies during the 3rd quarter worth approximately $30,000. Retirement Wealth Solutions LLC bought a new position in Palantir Technologies in the third quarter valued at approximately $31,000. United Financial Planning Group LLC bought a new position in Palantir Technologies in the third quarter valued at approximately $32,000. Finally, Flagship Wealth Advisors LLC acquired a new position in Palantir Technologies during the third quarter valued at approximately $32,000. Institutional investors and hedge funds own 45.65% of the company’s stock.

Key Palantir Technologies News

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

• Positive Sentiment: NVIDIA partnership: Palantir and NVIDIA are rolling out a sovereign AI OS reference architecture — turnkey hardware + Palantir software — that targets government and regulated customers, strengthens Palantir’s “sticky” contract profile and could accelerate large, long‑duration deals. Palantir’s New Partnership Continues Separating Fact From Fiction
• Positive Sentiment: Analyst backing: Wedbush reaffirmed an Outperform rating and a $230 12‑month price target, implying substantial upside from current levels — a tangible bullish catalyst for institutional buyers. Palantir Technologies maintains growth momentum with new AI partnerships, analysts say
• Positive Sentiment: AIPCon and customer wins: Recent AIPCon presentations and customer examples (GE Aerospace, Centrus Energy, LG CNS) reinforce enterprise and government adoption of Palantir’s AIP platform — supporting revenue growth and cross‑sell potential. Palantir’s New Partnership Continues Separating Fact From Fiction
• Neutral Sentiment: Sector tailwinds: Coverage notes that Palantir sits in IT/AI megatrend baskets (Vanguard ETF and other AI/tech ETF narratives) — helpful for passive inflows but less decisive than company‑level execution. Prediction: This Unstoppable Vanguard ETF Will Crush the S&P 500 Again in 2026
• Negative Sentiment: Valuation and insider selling: Critical coverage highlights an elevated forward multiple (Yahoo notes ~114x forward earnings) and reports that co‑founder Peter Thiel filed to sell roughly $280M of shares — a material negative that can pressure the stock and amplify volatility. Palantir Stock (PLTR) Surges 460% in Five Years. Why I’m Bearish
• Negative Sentiment: Short‑seller and media scrutiny: Michael Burry and other skeptics continue to vocalize fundamental concerns (overhype, classification as an AI/defense story), which can drive headlines, short interest and episodic selling. Michael Burry Rails Against the Media Over Palantir Coverage
• Negative Sentiment: Near‑term volatility/profit‑taking: Commentaries point to recent rallies followed by profit‑taking and volatile swings; with a high multiple, execution misses or negative headlines could produce sharp declines. Palantir Technologies (PLTR) Closes Lower Amid Profit‑Taking

Palantir Technologies Price Performance

Palantir Technologies stock opened at $152.72 on Tuesday. The business has a 50 day moving average of $152.56 and a 200-day moving average of $168.86. The company has a market capitalization of $365.26 billion, a P/E ratio of 242.42, a P/E/G ratio of 2.99 and a beta of 1.70. Palantir Technologies Inc. has a 1 year low of $66.12 and a 1 year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last posted its earnings results on Monday, February 2nd. The company reported $0.25 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 business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same period last year, the company earned $0.14 EPS. The firm’s revenue was up 70.0% compared to the same quarter last year. Equities analysts anticipate that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have weighed in on PLTR shares. Freedom Capital upgraded Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 13th. UBS Group upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and decreased their price target for the company from $180.00 to $150.00 in a research note on Thursday, February 26th. Piper Sandler reissued an “overweight” rating and set a $230.00 price target on shares of Palantir Technologies in a report on Tuesday, February 3rd. Zacks Research downgraded Palantir Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $230.00 price objective on shares of Palantir Technologies in a research note on Monday. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $194.05.

Insider Activity at Palantir Technologies

In related news, insider Shyam Sankar sold 168,004 shares of the firm’s stock in a transaction on 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 $85,953,343.92. This trade represents a 20.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider David A. Glazer sold 17,438 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 value of $2,331,809.36. Following the transaction, the insider directly owned 392,370 shares in the company, valued at $52,467,716.40. The trade was a 4.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,045,279 shares of company stock valued at $140,539,043 in the last quarter. Insiders own 12.93% of the company’s stock.

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.