Savant Capital LLC Raises Stake in Palantir Technologies Inc. $PLTR

Savant Capital LLC grew its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR) by 19.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 43,034 shares of the company’s stock after acquiring an additional 6,958 shares during the quarter. Savant Capital LLC’s holdings in Palantir Technologies were worth $7,850,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Briaud Financial Planning Inc purchased a new stake in Palantir Technologies during the second quarter valued at about $27,000. LFA Lugano Financial Advisors SA purchased a new position in shares of Palantir Technologies in the second quarter worth about $27,000. Frazier Financial Advisors LLC purchased a new stake in Palantir Technologies during the 2nd quarter valued at about $28,000. Delos Wealth Advisors LLC bought a new position in Palantir Technologies during the 2nd quarter worth approximately $29,000. Finally, Zeit Capital LLC purchased a new position in Palantir Technologies in the 2nd quarter worth approximately $30,000. 45.65% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Palantir Technologies news, insider Ryan D. Taylor sold 12,000 shares of Palantir Technologies stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $181.35, for a total transaction of $2,176,200.00. Following the completion of the transaction, the insider owned 239,409 shares in the company, valued at approximately $43,416,822.15. The trade was a 4.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Shyam Sankar sold 19,004 shares of the business’s 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 sale, the insider directly owned 642,786 shares in the company, valued at $100,435,312.50. This trade represents a 2.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,023,844 shares of company stock valued at $167,455,085. Insiders own 9.23% of the company’s stock.

Key Stories Impacting Palantir Technologies

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

• Positive Sentiment: Blowout Q4 results and upbeat guidance — Palantir reported ~ $1.4B revenue (≈70% YoY) and raised forward guidance, which triggered the initial rally as investors cheered accelerating U.S. commercial sales and large deal wins. Read More.
• Positive Sentiment: Multiple broker upgrades and higher targets — Firms including HSBC, Deutsche Bank and others tightened coverage and raised price targets, supporting near‑term buy momentum. Read More.
• Positive Sentiment: New commercial partnerships and enterprise traction — Palantir announced strategic partnerships (e.g., Cognizant) and management highlighted outsized U.S. commercial growth, reinforcing revenue durability. Read More.
• Neutral Sentiment: Analysts raising near‑term estimates — Northland Securities boosted quarterly and multi‑year EPS/earnings models and set an Outperform/$190 target; useful for modeling but not a consensus buy signal. Read More.
• Neutral Sentiment: Minor director insider sale disclosed — A director sold 400 shares (small holding change) — worth noting for ownership trends but not a major red flag by itself. Read More.
• Negative Sentiment: CEO/insider selling headlines — Coverage flagged that CEO Alex Karp sold large amounts of stock over recent years (~$2.2B noted in reports), which rekindled concerns about insider liquidity and investor sentiment. Read More.
• Negative Sentiment: Profit‑taking and broader AI/tech pullback — After the big Q4 move, momentum investors rotated out of high‑beta AI winners into cheaper names, causing short‑term selling pressure. Read More.
• Negative Sentiment: Some sell‑side trimming — A few firms trimmed targets or expressed caution (DA Davidson, others), which amplified the pullback despite the strong quarter. Read More.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on PLTR shares. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $200.00 price objective on shares of Palantir Technologies in a research note on Tuesday. Loop Capital lowered their price target on shares of Palantir Technologies from $230.00 to $220.00 and set a “buy” rating for the company in a report on Friday, January 30th. Bank of America increased their price target 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. HSBC raised shares of Palantir Technologies from a “hold” rating to a “buy” rating and set a $205.00 price target on the stock in a report on Tuesday. Finally, Hsbc Global Res raised shares of Palantir Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Palantir Technologies presently has an average rating of “Hold” and an average target price of $191.95.

Palantir Technologies Stock Performance

Shares of NASDAQ:PLTR opened at $130.01 on Friday. The stock has a 50 day moving average price of $174.49 and a 200-day moving average price of $173.19. The firm has a market capitalization of $309.87 billion, a P/E ratio of 206.37, a P/E/G ratio of 3.35 and a beta of 1.64. Palantir Technologies Inc. has a 52-week low of $66.12 and a 52-week high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last released its earnings results on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The company’s revenue was up 70.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.14 EPS. On average, equities analysts forecast that Palantir Technologies Inc. will post 0.31 EPS for the current fiscal 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.