Palantir Technologies Inc. $PLTR Stock Position Lifted by Weaver Capital Management LLC

Weaver Capital Management LLC lifted its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 152.1% during the fourth quarter, Holdings Channel reports. The firm owned 18,373 shares of the company’s stock after buying an additional 11,085 shares during the period. Weaver Capital Management LLC’s holdings in Palantir Technologies were worth $3,266,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Sutton Place Investors LLC raised its position in shares of Palantir Technologies by 5.9% during the 4th quarter. Sutton Place Investors LLC now owns 2,191 shares of the company’s stock worth $389,000 after purchasing an additional 122 shares during the period. Westfuller Advisors LLC acquired a new stake in shares of Palantir Technologies during the 4th quarter worth approximately $85,000. West Paces Advisors Inc. raised its position in shares of Palantir Technologies by 9.0% during the 4th quarter. West Paces Advisors Inc. now owns 1,741 shares of the company’s stock worth $309,000 after purchasing an additional 144 shares during the period. Hartford Financial Management Inc. raised its position in shares of Palantir Technologies by 14.3% during the 4th quarter. Hartford Financial Management Inc. now owns 1,200 shares of the company’s stock worth $213,000 after purchasing an additional 150 shares during the period. Finally, Mainstream Capital Management LLC acquired a new stake in shares of Palantir Technologies during the 4th quarter worth approximately $278,000. 45.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Palantir Technologies

In other news, insider David A. Glazer sold 17,438 shares of Palantir Technologies stock in a transaction on Friday, February 20th. The stock was sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the transaction, the insider directly owned 392,370 shares in the company, valued at approximately $52,467,716.40. This trade represents a 4.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jeffrey Buckley sold 1,232 shares of Palantir Technologies stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $129.08, for a total value of $159,026.56. Following the transaction, the insider owned 43,108 shares in the company, valued at approximately $5,564,380.64. This trade represents a 2.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,029,879 shares of company stock worth $137,746,253 over the last quarter. Insiders own 9.23% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on PLTR shares. DA Davidson dropped their price target on Palantir Technologies from $215.00 to $180.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 3rd. Citigroup increased their price target on Palantir Technologies from $235.00 to $260.00 and gave the stock a “buy” rating in a research report on Tuesday, February 3rd. Cantor Fitzgerald reiterated a “neutral” rating on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Daiwa Securities Group upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price target on the stock in a research report on Tuesday, February 10th. Finally, Northland Securities upgraded Palantir Technologies from a “market perform” rating to an “outperform” rating and set a $190.00 price target on the stock in a research report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $197.77.

Palantir Technologies News Roundup

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

• Positive Sentiment: Large commercial deal expansion — Stellantis renewed and expanded its partnership to deploy Palantir’s data and AI across auto operations, a meaningful commercial win that supports recurring revenue and enterprise adoption. Stellantis Balances US Model Refreshes With Expanded Palantir AI Push
• Positive Sentiment: Bullish price targets and analyst optimism — multiple pieces highlight upside scenarios (including $225–$230 targets) and upgrades that reflect expectations for Palantir to convert AI demand into sustained revenue growth. These can underpin momentum if results keep beating estimates. Prediction: This Will Be Palantir’s Stock Price in 1 Year
• Positive Sentiment: Product/market traction — conference coverage (DevCon5) and recent commentary note rising customer counts, larger contract values and strong revenue growth — fundamental drivers that support longer‑term upside. Palantir: DevCon5 Shows A Disruptor, Not The Disrupted
• Neutral Sentiment: UK/NHS developments are mixed — an NHS data chief publicly praises Palantir’s results and pushes for wider rollout, which could mean larger public contracts, but the story remains politically and ethically charged. Policymaker and staff pushback creates execution and PR risk. NHS data chief pushes for deeper rollout of Palantir technology despite outcry
• Negative Sentiment: High‑profile criticism from Michael Burry — public warnings that Palantir is overvalued and that competitors like Anthropic are taking enterprise AI share triggered a sharp investor reaction and a ~6% intraday decline in coverage reports. That criticism amplifies valuation scrutiny for a richly priced stock. Palantir (PLTR) Stock Tumbles 6% Following Burry’s Anthropic Competition Warning
• Negative Sentiment: Regulatory and ethical scrutiny — continued UK pressure, calls for boycotts, and broader questions about government/healthcare contracts increase political and contractual risk that could slow public sector deal growth or add costs. Palantir Faces Burry Critique And UK Scrutiny As Anthropic Competition Grows

Palantir Technologies Price Performance

PLTR opened at $140.76 on Thursday. Palantir Technologies Inc. has a 12 month low of $77.27 and a 12 month high of $207.52. The stock has a market cap of $336.65 billion, a P/E ratio of 223.43, a P/E/G ratio of 2.94 and a beta of 1.68. The stock’s 50 day moving average price is $144.76 and its 200 day moving average price is $167.09.

Palantir Technologies (NASDAQ:PLTR) last posted its 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. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period last year, the firm 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.

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.