BXM Wealth LLC Has $2.43 Million Stock Position in Palantir Technologies Inc. $PLTR

BXM Wealth LLC raised its position in Palantir Technologies Inc. (NASDAQ:PLTR) by 145.1% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 13,678 shares of the company’s stock after acquiring an additional 8,098 shares during the period. BXM Wealth LLC’s holdings in Palantir Technologies were worth $2,431,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of PLTR. Occidental Asset Management LLC lifted its holdings in shares of Palantir Technologies by 2.8% in the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company’s stock worth $358,000 after purchasing an additional 53 shares in the last quarter. Gallacher Capital Management LLC grew its position in Palantir Technologies by 2.2% in the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company’s stock valued at $447,000 after purchasing an additional 53 shares during the period. Bare Financial Services Inc increased its stake in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock valued at $28,000 after purchasing an additional 55 shares in the last quarter. Lionshead Wealth Management LLC increased its stake in Palantir Technologies by 0.4% during the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company’s stock valued at $2,395,000 after purchasing an additional 56 shares in the last quarter. Finally, Ellenbecker Investment Group raised its holdings in Palantir Technologies by 3.6% during the third quarter. Ellenbecker Investment Group now owns 1,619 shares of the company’s stock worth $295,000 after buying an additional 57 shares during the last quarter. Institutional investors own 45.65% of the company’s stock.

Key Headlines Impacting Palantir Technologies

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

• Positive Sentiment: Five‑year renewal and expansion with Stellantis reinforces multi‑year commercial revenue and broader Foundry/AIP deployment across an auto giant — a concrete, recurring‑revenue catalyst. Palantir (PLTR) Announces 5‑Year Partnership Expansion with Stellantis
• Positive Sentiment: Defense tailwind: the Pentagon formalizing Maven as a program of record boosts contract visibility and stickiness in the government segment. That underpins revenue durability and margins for PLTR. Assessing Palantir Technologies (PLTR) Valuation After Stellantis Renewal And Pentagon Maven Milestone
• Positive Sentiment: Wall Street momentum: multiple analysts have raised targets (UBS, Piper Sandler, Wedbush among others) and the median 6‑month target sits well above current levels — supporting upside expectations. Palantir Technologies Stock (PLTR) Opinions on Golden Dome Missile Shield
• Positive Sentiment: Strong fundamentals: recent quarterly beats, ~70% y/y revenue growth and large contract bookings (multi‑billion TCV) keep the growth narrative intact. Palantir Stock Soared Last Year. This Year It’s Down Sharply.
• Neutral Sentiment: Valuation debate: metrics diverge — sky‑high P/E vs a PEG near 1 in some analyses, leaving investors split on whether current prices already reflect future growth. Is Palantir (PLTR) Stock Undervalued? The PEG Ratio Reveals a Surprising Answer
• Neutral Sentiment: Market reset vs secular story: commentators and some analysts characterize the recent pullback as a rotation/reset rather than a change in fundamentals — this frames short‑term weakness as a potential buying opportunity for long‑term holders. Palantir’s (PLTR) Selloff Appears More Like a Reset than a Warning
• Negative Sentiment: Large insider selling: extensive reported insider sales (multiple executives and founders) are a red flag for some traders and can sap confidence despite company performance. Palantir Technologies Stock (PLTR) Opinions on Golden Dome Missile Shield
• Negative Sentiment: Geopolitical/security risk: reports that Iran identified Palantir as a possible target raise operational and reputational risk concerns for investors. Iran Identifies Palantir as a ‘Legitimate Target’ for Threatened Attacks
• Negative Sentiment: Ethics and public backlash: NHS staff boycott and similar controversies keep regulatory and reputational risks on the table, which can limit public‑sector expansion in sensitive markets. NHS staff boycott Palantir’s data platform over ethical concerns

Palantir Technologies Stock Performance

Shares of NASDAQ:PLTR opened at $148.46 on Monday. The stock has a market cap of $355.07 billion, a PE ratio of 235.65, a price-to-earnings-growth ratio of 2.94 and a beta of 1.68. The stock’s fifty day simple moving average is $145.80 and its two-hundred day simple moving average is $167.71. 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.02. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.34 billion. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The business’s revenue was up 70.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.14 EPS. On average, sell-side analysts forecast that Palantir Technologies Inc. will post 0.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Palantir Technologies news, insider Shyam Sankar sold 168,004 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total value of $22,465,494.88. Following the completion of the sale, the insider directly owned 642,786 shares of the company’s stock, valued at approximately $85,953,343.92. This represents a 20.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider David A. Glazer sold 17,438 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $2,331,809.36. Following the completion of the sale, the insider owned 392,370 shares of the company’s stock, valued at approximately $52,467,716.40. This trade represents a 4.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,029,879 shares of company stock worth $137,746,253 in the last ninety days. 9.23% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Piper Sandler reaffirmed an “overweight” rating and issued a $230.00 price objective on shares of Palantir Technologies in a research note on Tuesday, February 3rd. The Goldman Sachs Group lowered their target price on shares of Palantir Technologies from $188.00 to $182.00 in a report on Tuesday, February 3rd. Northland Securities raised shares of 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. William Blair raised shares of Palantir Technologies from a “market perform” rating to an “outperform” rating in a research report on Monday, February 2nd. Finally, UBS Group lifted their price target on Palantir Technologies from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $197.77.

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.