Marble Wealth LLC acquired a new position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 15,176 shares of the company’s stock, valued at approximately $2,697,000.
Several other institutional investors and hedge funds also recently bought and sold shares of the business. Revolve Wealth Partners LLC bought a new position in Palantir Technologies in the 4th quarter valued at $450,000. Bison Wealth LLC boosted its holdings in Palantir Technologies by 37.4% in the 4th 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 period. Capstone Wealth Management Group LLC boosted its holdings in Palantir Technologies by 38.0% in the 1st 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. boosted its holdings in Palantir Technologies by 36.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company’s stock valued at $858,000 after purchasing an additional 1,694 shares during the period. Finally, Vivaldi Capital Management LP bought a new stake in shares of Palantir Technologies during the 2nd quarter worth $315,000. 45.65% of the stock is owned by institutional investors.
Palantir Technologies News Roundup
Here are the key news stories impacting Palantir Technologies this week:
- Positive Sentiment: Several recent pieces point to continued bullish momentum, including strong AI infrastructure positioning, expanding customer relationships, and improving earnings revisions across software stocks. Investors are also focused on Palantir’s role in defense and public-sector AI, which remains a major long-term growth driver. Palantir’s AI Infrastructure Momentum: Is PLTR Stock Still a Buy?
- Positive Sentiment: News that Cavanagh extended its Foundry partnership through 2035 and is now channeling Palantir’s technology into broader construction deployments supports the idea that PLTR can keep expanding commercially beyond government contracts. Why Palantir Technologies (PLTR) Is Up 17.4% After Cavanagh Extends Foundry And Becomes Channel Partner
- Positive Sentiment: Analysts and commentators continue to highlight Palantir as a key beneficiary of the broader AI and defense-tech surge, with investors still rotating into software names tied to enterprise AI adoption. Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors
- Neutral Sentiment: Several articles simply note that Palantir remains heavily watched after its recent rally, with traders debating whether the stock still has room to run after a big move higher. Palantir Seen Ready for Next Move Higher
- Negative Sentiment: Valuation-focused coverage is pressuring the stock, with multiple pieces arguing Palantir’s premium multiple already prices in aggressive growth and may require exceptionally large federal market share to justify today’s market value. Palantir’s $369 Billion Valuation Requires Unprecedented Federal Market Share
- Negative Sentiment: Reuters reported that UK lawmakers called Palantir’s role in the public sector an “unacceptable point of weakness,” highlighting political and procurement risk around its government business. UK lawmakers call Palantir’s role public sector an unacceptable weakness
- Negative Sentiment: Another recent report said President Trump’s latest AI executive order is weighing on PLTR shares, adding to near-term pressure despite the company’s strong growth profile. Why Palantir Stock Is Sinking Today
Analysts Set New Price Targets
Check Out Our Latest Stock Analysis on PLTR
Palantir Technologies Trading Down 5.3%
PLTR stock opened at $152.17 on Wednesday. The firm’s 50-day moving average price is $141.80 and its two-hundred day moving average price is $155.65. Palantir Technologies Inc. has a 12-month low of $118.93 and a 12-month high of $207.52. The stock has a market capitalization of $364.80 billion, a price-to-earnings ratio of 170.98, a PEG ratio of 2.55 and a beta of 1.53.
Palantir Technologies (NASDAQ:PLTR – Get Free Report) last released its quarterly earnings data on Monday, May 4th. The company reported $0.33 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.28 by $0.05. Palantir Technologies had a net margin of 43.67% and a return on equity of 28.34%. The firm had revenue of $1.63 billion for the quarter, compared to analysts’ expectations of $1.54 billion. During the same quarter in the previous year, the company earned $0.13 earnings per share. The company’s revenue for the quarter was up 84.7% compared to the same quarter last year. Equities analysts predict that Palantir Technologies Inc. will post 1.18 EPS for the current year.
Insider Transactions at Palantir Technologies
In other Palantir Technologies news, insider Shyam Sankar sold 165,514 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $136.04, for a total value of $22,516,524.56. Following the transaction, the insider owned 642,786 shares in the company, valued at approximately $87,444,607.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider David A. Glazer sold 17,128 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $136.04, for a total transaction of $2,330,093.12. Following the completion of the transaction, the insider owned 375,242 shares in the company, valued at $51,047,921.68. The trade was a 4.37% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 925,789 shares of company stock valued at $126,007,032. Company insiders own 9.53% of the company’s stock.
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.
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