Sullivan Wood Capital Management LLC Has $1.38 Million Stake in Palantir Technologies Inc. $PLTR

Sullivan Wood Capital Management LLC trimmed its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 50.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,581 shares of the company’s stock after selling 7,572 shares during the quarter. Palantir Technologies makes up 2.0% of Sullivan Wood Capital Management LLC’s portfolio, making the stock its 9th biggest position. Sullivan Wood Capital Management LLC’s holdings in Palantir Technologies were worth $1,383,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in PLTR. Revolve Wealth Partners LLC acquired a new stake in shares of Palantir Technologies in the 4th quarter valued at about $450,000. Bison Wealth LLC increased its holdings in Palantir Technologies by 37.4% in the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company’s stock valued at $1,296,000 after buying an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC raised its stake in Palantir Technologies by 38.0% during the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company’s stock valued at $1,447,000 after buying an additional 4,722 shares in the last quarter. First Manhattan CO. LLC. raised its stake in Palantir Technologies by 81.8% during the first quarter. First Manhattan CO. LLC. now owns 4,999 shares of the company’s stock valued at $422,000 after buying an additional 2,249 shares in the last quarter. Finally, Aprio Wealth Management LLC lifted its holdings in Palantir Technologies by 14.6% during the 1st quarter. Aprio Wealth Management LLC now owns 4,916 shares of the company’s stock worth $415,000 after buying an additional 625 shares during the last quarter. 45.65% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Palantir Technologies news, insider Jeffrey Buckley sold 1,252 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $157.50, for a total transaction of $197,190.00. Following the completion of the transaction, the insider owned 47,044 shares in the company, valued at approximately $7,409,430. The trade was a 2.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Shyam Sankar sold 19,004 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $156.25, for a total value of $2,969,375.00. Following the completion of the transaction, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $100,435,312.50. The trade was a 2.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,008,044 shares of company stock worth $164,601,839 over the last ninety days. 9.23% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on PLTR. Daiwa Capital Markets boosted their price target on Palantir Technologies from $178.00 to $200.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. UBS Group boosted their target price on shares of Palantir Technologies from $165.00 to $205.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Cantor Fitzgerald raised their price target on shares of Palantir Technologies from $155.00 to $198.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. Bank of America boosted their price objective on shares of Palantir Technologies from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Finally, Piper Sandler increased their price objective on shares of Palantir Technologies from $201.00 to $225.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 4th. Five analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $172.28.

Key Palantir Technologies News

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

• Positive Sentiment: Accenture partnership could accelerate enterprise AI deployments and widen Palantir’s commercial channel, improving sales cadence and credibility with large customers. Accenture and Palantir Form Business Group
• Positive Sentiment: Market narratives highlight Palantir’s transformation into a market leader in enterprise AI after strong 2025 adoption of its AIP platform — the company was a major contributor to tech and S&P sector gains last year. Palantir: From Meme Stock To Market Leader
• Positive Sentiment: Positive fundamental assessment: some analysts/investors point to Palantir’s strong Rule of 40 and fast growth vs. the AI software market as justification for a premium multiple. Is Palantir Technologies Stock a Buy?
• Neutral Sentiment: High-profile CEO real‑estate purchase (Alex Karp buying an Aspen‑area ranch) is newsworthy but likely immaterial to operating performance; may attract attention to insider activity. Palantir CEO Alex Karp nabs Aspen-area ranch
• Neutral Sentiment: Market commentary and trade ideas note low volatility and options setups around PLTR, reflecting that some traders see structured ways to express views without large directional exposure. Low Volatility In Palantir Stock Sets Up This Options Strangle
• Negative Sentiment: Valuation warnings: several analysts and commentators argue Palantir’s premium multiple is extreme relative to near‑term upside, flagging risk if growth slows — a direct headline criticizes an “exorbitant valuation” despite strong fundamentals. Palantir: Brilliant Fundamentals Offset By Exorbitant Valuation
• Negative Sentiment: Bearish views and downside scenarios: some Wall Street voices and investors warn of large potential declines for AI high‑flyers in 2026 and notable short positions/hedges (including press on Michael Burry), creating selling pressure risk. 2 AI Stocks to Sell Before They Drop
• Negative Sentiment: Analyst caution on near‑term upside: some pieces conclude that while Palantir’s long‑term story is compelling, analysts see limited upside in the coming year, which can cap the stock absent fresh catalysts. Is Palantir Technologies Stock a Buy?

Palantir Technologies Stock Down 1.7%

Shares of NASDAQ:PLTR opened at $177.75 on Friday. The company’s 50-day moving average price is $181.20 and its 200 day moving average price is $168.89. The company has a market cap of $423.66 billion, a PE ratio of 423.22, a P/E/G ratio of 6.89 and a beta of 1.54. Palantir Technologies Inc. has a fifty-two week low of $63.40 and a fifty-two week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last announced its quarterly earnings results on Monday, November 3rd. The company reported $0.21 EPS for the quarter, beating the consensus estimate of $0.17 by $0.04. The company had revenue of $1.18 billion for the quarter, compared to analyst estimates of $1.09 billion. Palantir Technologies had a net margin of 28.11% and a return on equity of 15.48%. Palantir Technologies’s revenue was up 62.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.10 earnings per share. As a group, equities analysts anticipate that Palantir Technologies Inc. will post 0.31 EPS for the current year.

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.