Mirabella Financial Services LLP Increases Stock Position in Palantir Technologies Inc. $PLTR

Key Points

• Mirabella Financial Services LLP boosted its Palantir stake by 123.1% in Q3, owning 21,255 shares after buying 11,728 more, valued at about $3.87 million at the end of the period.
• Palantir posted a strong quarter—$1.41B revenue (up 70% YoY) and $0.25 EPS beat—and has large backlog and strategic wins (reported ~$11.2B backlog, NVIDIA partnership, Navy ShipOS involvement) that give multi‑year revenue visibility.
• Offsetting positives, insiders have sold heavily (over 1,045,279 shares, ~$140.5M, in the past three months) and the stock trades at a premium valuation (P/E ~242.5), posing sentiment and valuation risks.

Mirabella Financial Services LLP boosted its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 123.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,255 shares of the company's stock after buying an additional 11,728 shares during the quarter. Mirabella Financial Services LLP's holdings in Palantir Technologies were worth $3,870,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Occidental Asset Management LLC boosted its stake in shares of Palantir Technologies by 2.8% during the 3rd quarter. Occidental Asset Management LLC now owns 1,964 shares of the company's stock worth $358,000 after acquiring an additional 53 shares in the last quarter. Gallacher Capital Management LLC grew its position in shares of Palantir Technologies by 2.2% during the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company's stock valued at $447,000 after acquiring an additional 53 shares during the period. Bare Financial Services Inc increased its stake in shares of Palantir Technologies by 54.5% in 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 raised its holdings in Palantir Technologies by 0.4% in the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company's stock worth $2,395,000 after purchasing an additional 56 shares during the period. Finally, Ellenbecker Investment Group raised its holdings in Palantir Technologies by 3.6% in the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company's stock worth $295,000 after purchasing an additional 57 shares during the period. Hedge funds and other institutional investors own 45.65% of the company's stock.

Palantir Technologies Stock Performance

Shares of PLTR opened at $152.77 on Thursday. The stock has a 50 day moving average price of $151.49 and a 200 day moving average price of $168.73. Palantir Technologies Inc. has a one year low of $66.12 and a one year high of $207.52. The stock has a market capitalization of $365.38 billion, a price-to-earnings ratio of 242.50, a PEG ratio of 3.07 and a beta of 1.70.

Palantir Technologies (NASDAQ:PLTR - Get Free Report) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, beating analysts' consensus estimates of $0.23 by $0.02. Palantir Technologies had a return on equity of 23.81% and a net margin of 36.31%.The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter last year, the firm posted $0.14 EPS. The firm's revenue for the quarter was up 70.0% on a year-over-year basis. On average, analysts predict that Palantir Technologies Inc. will post 0.31 earnings per share for the current year.

Palantir Technologies News Roundup

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

• Positive Sentiment: Major strategic partnership with NVIDIA to deliver a sovereign AI OS increases Palantir’s addressable market for government and enterprise “sovereign” AI deployments and strengthens its software moat. Palantir Is Launching New AI OS Reference Architecture with Nvidia
• Positive Sentiment: Win‑rate in defense keeps rising — Palantir joined the U.S. Navy’s ShipOS initiative via a Keel partnership, embedding Foundry/AIP into shipbuilding and naval supply chains (potential multi‑year revenue). Keel Joins Palantir and U.S. Navy in ShipOS Initiative
• Positive Sentiment: Large revenue backlog and anchor contracts (reported ~$11.2B backlog and a $10B Army deal) give multi‑year revenue visibility and support bullish growth forecasts cited by bulls. Palantir Has an $11.2 Billion Revenue Backlog, a $10 Billion Army Deal
• Positive Sentiment: Analyst support: UBS raised its price target to $200 (buy) and Wedbush maintained an Outperform — these upgrades help underpin the stock and attract flows. Why Is Palantir Stock Gaining Today? (Benzinga recap of analyst moves)
• Neutral Sentiment: Investor interest and derivatives activity (option plays) show traders are engaged — can amplify moves but is not a structural driver. Option Plays in Palantir Stock Are Doing Well
• Neutral Sentiment: Coverage and bull narratives (TipRanks, Seeking Alpha, Motley Fool pieces) highlight both the AI upside and the company’s transition toward productized, enterprise software — helpful for long‑term thesis but already partially priced in. ‘The Time Has Arrived,’ Says Investor About Palantir Stock
• Negative Sentiment: Insider selling has been notable this year, which can pressure sentiment even as corporate results improve. Palantir insiders have been dumping nearly $6 million PLTR shares per day in 2026
• Negative Sentiment: Valuation and bear commentary remain counterweights — multiple outlets warn that PLTR’s premium valuation and competition in AI could make it a “good company, bad bet” at current levels. Palantir At $150: Good Company, Bad Bet
• Negative Sentiment: Political/insider sell disclosures and notable investor skepticism (e.g., short takes) can amplify intraday weakness despite fundamental wins. This U.S. politician just suspiciously dumped major AI stocks

Wall Street Analysts Forecast Growth

PLTR has been the topic of several research analyst reports. William Blair raised Palantir Technologies from a "market perform" rating to an "outperform" rating in a report on Monday, February 2nd. Truist Financial began coverage on Palantir Technologies in a research report on Tuesday, January 6th. They set a "buy" rating and a $223.00 target price on the stock. Weiss Ratings lowered shares of Palantir Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft restated a "hold" rating and set a $200.00 price objective on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Finally, Wall Street Zen lowered shares of Palantir Technologies from a "buy" rating to a "hold" rating in a research report on Friday, November 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $196.32.

Insiders Place Their Bets

In related 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 transaction of $22,465,494.88. Following the completion of the sale, the insider 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Stephen Andrew Cohen sold 327,088 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 $43,738,207.36. Following the completion of the sale, the insider owned 592 shares of the company's stock, valued at approximately $79,162.24. The trade was a 99.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,045,279 shares of company stock valued at $140,539,043. Corporate insiders own 9.23% of the company's stock.

About Palantir Technologies

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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