Bienville Capital Management LLC Acquires Shares of 128,416 Palantir Technologies Inc. $PLTR

Key Points

• Bienville Capital Management acquired 128,416 Palantir shares worth approximately $14.98 million, making PLTR 2% of its portfolio and its 14th-largest holding. Institutional investors and hedge funds collectively own 45.65% of the stock.
• Palantir insiders sold 720,027 shares valued at $116.9 million over the past 90 days, including CEO Alexander Karp’s $86.1 million sale under a pre-arranged Rule 10b5-1 plan. Insiders currently own 9.53% of the company.
• Palantir reported strong momentum, with quarterly revenue rising 92.8% to $1.94 billion and EPS of $0.41 beating estimates, but its elevated valuation—a P/E ratio near 145—remains a key concern. Analysts maintain a “Moderate Buy” consensus with a $192.19 average price target.

Bienville Capital Management LLC bought a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm bought 128,416 shares of the company's stock, valued at approximately $14,982,000. Palantir Technologies comprises 2.0% of Bienville Capital Management LLC's holdings, making the stock its 14th largest holding.

Several other hedge funds also recently made changes to their positions in PLTR. Guardian Wealth Advisors LLC NC raised its holdings in shares of Palantir Technologies by 67.5% during the second quarter. Guardian Wealth Advisors LLC NC now owns 10,627 shares of the company's stock valued at $1,240,000 after buying an additional 4,283 shares during the last quarter. Global Retirement Partners LLC increased its position in Palantir Technologies by 6.8% in the 4th quarter. Global Retirement Partners LLC now owns 79,282 shares of the company's stock valued at $14,092,000 after acquiring an additional 5,070 shares during the period. Schnieders Capital Management LLC. raised its stake in Palantir Technologies by 36.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company's stock valued at $858,000 after acquiring an additional 1,694 shares in the last quarter. Pacific Heights Asset Management LLC raised its stake in Palantir Technologies by 4.9% during the 4th quarter. Pacific Heights Asset Management LLC now owns 1,175,000 shares of the company's stock valued at $208,856,000 after acquiring an additional 55,000 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management UK Ltd. acquired a new position in Palantir Technologies during the 4th quarter worth $1,511,000. Institutional investors and hedge funds own 45.65% of the company's stock.

Insider Buying and Selling

In related news, insider Alexander C. Karp sold 492,348 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $174.79, for a total value of $86,057,506.92. Following the completion of the transaction, the insider owned 6,432,258 shares in the company, valued at $1,124,294,375.82. This trade represents a 7.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shyam Sankar sold 35,000 shares of Palantir Technologies stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $155.70, for a total value of $5,449,500.00. Following the completion of the transaction, the insider directly owned 642,786 shares in the company, valued at $100,081,780.20. This represents a 5.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 720,027 shares of company stock valued at $116,879,340 over the last ninety days. 9.53% of the stock is currently owned by company insiders.

Key Headlines Impacting Palantir Technologies

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

• Positive Sentiment: Sovereign AI partnership expands Palantir’s commercial opportunity. Palantir named Nebius Group its preferred sovereign AI infrastructure partner, combining Palantir’s AIP, Foundry, and Apollo software with Nebius’ dedicated NVIDIA-powered data centers. The arrangement could help customers keep sensitive data and models within national borders while allowing Palantir to scale without making substantial investments in hardware. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
• Positive Sentiment: Growth momentum remains a key support. Recent coverage highlights Palantir’s partnerships with PwC, Nvidia, and the U.S. Army, alongside a quarterly revenue increase of 92.8% and an earnings beat. The company’s asset-light model, high margins, and growing demand for enterprise and government AI deployments continue to support the long-term growth narrative. Palantir Stock Continues to Grow on the Back of Enterprise Partnerships
• Neutral Sentiment: Jim Cramer compared PLTR with an NFL wide receiver, characterizing it as a high-growth portfolio holding. The endorsement reinforces Palantir’s appeal to growth investors but does not change the company’s fundamentals. Jim Cramer Compares Palantir to an NFL Wide Receiver
• Negative Sentiment: Valuation remains the principal overhang. With a price-to-earnings ratio near 145, analysts question whether Palantir’s exceptional growth is already reflected in the stock. Articles also compare PLTR with cheaper AI software alternatives such as Snowflake and cite rating downgrades based on limited near-term catalysts. Palantir: Why Would Anyone Pay Such A Price
• Negative Sentiment: ARK Invest reportedly sold approximately $6.5 million to $25 million of Palantir while rotating into other AI-related holdings. Michael Burry also exited December 2026 PLTR puts as part of a broader risk reduction, which removes a bearish position but signals caution toward highly valued technology stocks. Michael Burry Sells Palantir December 2026 Puts

Analyst Ratings Changes

A number of research analysts have recently commented on the company. DA Davidson raised their price target on Palantir Technologies from $175.00 to $200.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. Needham & Company LLC set a $215.00 target price on shares of Palantir Technologies in a research report on Tuesday, August 11th. Cantor Fitzgerald started coverage on shares of Palantir Technologies in a research note on Tuesday, August 4th. They set an "overweight" rating on the stock. Benchmark restated a "hold" rating on shares of Palantir Technologies in a research report on Tuesday, August 4th. Finally, Citigroup lowered shares of Palantir Technologies from a "buy" rating to a "market perform" rating in a research note on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $192.19.

Palantir Technologies Price Performance

PLTR stock opened at $169.53 on Thursday. Palantir Technologies Inc. has a 12 month low of $106.37 and a 12 month high of $207.52. The firm has a market cap of $407.39 billion, a PE ratio of 144.90, a P/E/G ratio of 2.41 and a beta of 1.62. The firm has a 50 day simple moving average of $153.34 and a 200 day simple moving average of $144.41.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its quarterly earnings results on Monday, August 3rd. The company reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.34 by $0.07. Palantir Technologies had a net margin of 49.01% and a return on equity of 30.57%. The firm had revenue of $1.94 billion for the quarter, compared to analyst estimates of $1.81 billion. During the same quarter in the previous year, the business posted $0.16 earnings per share. The firm's quarterly revenue was up 92.8% compared to the same quarter last year. As a group, sell-side analysts expect that Palantir Technologies Inc. will post 1.27 earnings per share for the current year.

Palantir Technologies Profile

Palantir Technologies Inc is a software company that develops data integration, analytics and artificial intelligence platforms for government agencies and commercial organizations. Its software is designed to help customers integrate information from disparate sources, analyze complex data and support operational decision-making.

The company's principal platforms include Gotham, which is used primarily by defense, intelligence and public-sector organizations; Foundry, which helps commercial and institutional customers manage and analyze operational data; and Apollo, a platform for deploying and managing software across varied computing environments.

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