AI-Driven Rally: Palantir Technologies (PLTR) has sparked lively debate on X recently, with much of the focus on a sharp stock price increase tied to broader AI enthusiasm. A recent 6.5% jump in shares, reported on platforms like Yahoo Finance, was linked to renewed interest in AI following Alphabet’s updates, driving tech sector momentum. Many on X see this as a sign of Palantir’s strong position in the data analytics and AI space.
Valuation Debate: Despite the excitement, there’s a split in opinions on X regarding Palantir’s valuation after a year-to-date surge of over 120%. Some users argue the stock is priced too high given recent corrections, while others point to explosive earnings growth and major contracts as justification for the rise. This tug-of-war keeps the conversation dynamic and heated.
Insider Activity: Adding fuel to the discussion, posts on X highlight recent insider selling and institutional moves, with some interpreting these as cautionary signals. Others counter that Palantir’s fundamentals, like strong quarterly sales growth, outweigh these concerns. The mix of optimism and skepticism continues to drive intense engagement.
Note: This discussion summary was generated from an AI condensation of post data.
Palantir Technologies Insider Trading Activity
Palantir Technologies insiders have traded $PLTR stock on the open market 349 times in the past 6 months. Of those trades, 0 have been purchases and 349 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:
- SHYAM SANKAR (See Remarks) has made 0 purchases and 66 sales selling 1,149,737 shares for an estimated $168,727,120.
- ALEXANDER C. KARP (See Remarks) has made 0 purchases and 40 sales selling 813,961 shares for an estimated $128,780,320.
- STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 40 sales selling 699,655 shares for an estimated $110,692,932.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 52 sales selling 209,016 shares for an estimated $32,689,604.
- ALEXANDER D. MOORE has made 0 purchases and 40 sales selling 120,000 shares for an estimated $19,122,657.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 48 sales selling 116,210 shares for an estimated $18,082,654.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 7 sales selling 31,600 shares for an estimated $5,344,066.
- ERIC H. WOERSCHING has made 0 purchases and 14 sales selling 27,214 shares for an estimated $3,535,530.
- JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 42 sales selling 9,085 shares for an estimated $1,434,669.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palantir Technologies Congressional Stock Trading
Members of Congress have traded $PLTR stock 13 times in the past 6 months. Of those trades, 10 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $615,000 on 10/10, 08/13, 07/28, 07/18, 06/30, 06/25 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/09.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 07/15.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 06/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palantir Technologies Hedge Fund Activity
We have seen 1,605 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,164 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 18,622,083 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $3,397,040,380
- JPMORGAN CHASE & CO added 18,587,777 shares (+115.6%) to their portfolio in Q3 2025, for an estimated $3,390,782,280
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 16,020,379 shares (+107.0%) to their portfolio in Q3 2025, for an estimated $2,922,437,537
- BLACKROCK, INC. added 11,275,223 shares (+6.4%) to their portfolio in Q3 2025, for an estimated $2,056,826,179
- VANGUARD GROUP INC added 8,168,604 shares (+4.0%) to their portfolio in Q3 2025, for an estimated $1,490,116,741
- STATE STREET CORP added 6,777,771 shares (+7.2%) to their portfolio in Q3 2025, for an estimated $1,236,400,985
- NORGES BANK added 6,277,645 shares (+34.9%) to their portfolio in Q2 2025, for an estimated $855,768,566
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Palantir Technologies Government Contracts
We have seen $656,609,500 of award payments to $PLTR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TASK ORDER #1 FOR MAVEN SMART SYSTEM - USER INTERFACE/USER EXPERIENCE (UI/UX) PROTOTYPE: $133,292,753
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $81,116,690
- SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'...: $55,758,778
- TASK ORDER OFF A COMMERCIAL SOLUTIONS OPENING (CSO) FOR RESEARCH AND DEVELOPMENT FOR MAVEN SMART SYSTEM (MS...: $41,544,391
- ESTABLISH BASIC LETTER CONTRACT FOR COMMERCIAL DATA AS A SERVE PLATFORM.: $37,266,351
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Palantir Technologies Analyst Ratings
Wall Street analysts have issued reports on $PLTR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 11/04/2025
- Piper Sandler issued a "Overweight" rating on 11/04/2025
- RBC Capital issued a "Underperform" rating on 11/04/2025
- Loop Capital issued a "Buy" rating on 07/30/2025
To track analyst ratings and price targets for Palantir Technologies, check out Quiver Quantitative's $PLTR forecast page.
Palantir Technologies Price Targets
Multiple analysts have issued price targets for $PLTR recently. We have seen 15 analysts offer price targets for $PLTR in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Rishi Jaluria from RBC Capital set a target price of $50.0 on 11/04/2025
- Gil Luria from DA Davidson set a target price of $215.0 on 11/04/2025
- Karl Keirstead from UBS set a target price of $205.0 on 11/04/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $198.0 on 11/04/2025
- Sanjit Singh from Morgan Stanley set a target price of $205.0 on 11/04/2025
- Gabriela Borges from Goldman Sachs set a target price of $188.0 on 11/04/2025
- William Power from Baird set a target price of $200.0 on 11/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
