Palantir Technologies Inc. (PLTR) reported fourth-quarter 2025 revenue of $1.41 billion, up 70.0% year-over-year and above the consensus estimate of $1.36 billion.
Cash flow and the balance sheet showed continued strength in operating cash generation alongside meaningful capital spending and a lower cash balance.
The company beat consensus EPS of $0.23 with diluted EPS of $0.24, and shares were up 3.71% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Palantir Technologies Inc. Insider Trading Activity
Palantir Technologies Inc. insiders have traded $PLTR stock on the open market 327 times in the past 6 months. Of those trades, 0 have been purchases and 327 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:
- ALEXANDER C. KARP (See Remarks) has made 0 purchases and 40 sales selling 813,961 shares for an estimated $128,780,320.
- SHYAM SANKAR (See Remarks) has made 0 purchases and 61 sales selling 744,737 shares for an estimated $115,236,197.
- 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 51 sales selling 154,346 shares for an estimated $25,355,102.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 49 sales selling 125,210 shares for an estimated $19,755,844.
- ALEXANDER D. MOORE has made 0 purchases and 37 sales selling 100,000 shares for an estimated $17,702,877.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 7 sales selling 34,200 shares for an estimated $5,848,968.
- 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 Inc. Hedge Fund Activity
We have seen 1,512 institutional investors add shares of Palantir Technologies Inc. stock to their portfolio, and 1,236 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
- STATE STREET CORP added 6,777,771 shares (+7.2%) to their portfolio in Q3 2025, for an estimated $1,236,400,985
- PRICE T ROWE ASSOCIATES INC /MD/ added 5,031,692 shares (+49.5%) to their portfolio in Q3 2025, for an estimated $917,881,254
- RENAISSANCE TECHNOLOGIES LLC removed 4,936,171 shares (-36.6%) from their portfolio in Q3 2025, for an estimated $900,456,313
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Palantir Technologies Inc. Government Contracts
We have seen $715,963,390 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: $114,422,914
- 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'...: $61,592,214
- DATA SOFTWARE SERVICES (DSS) MULTIPLE AWARD IDIQ CONTRACT DELIVERY ORDER FOR HAF DATA PLATFORM REQUIREMENTS.: $38,024,884
- TASK ORDER OFF A COMMERCIAL SOLUTIONS OPENING (CSO) FOR RESEARCH AND DEVELOPMENT FOR MAVEN SMART SYSTEM (MS...: $37,874,170
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Palantir Technologies Inc. Congressional Stock Trading
Members of Congress have traded $PLTR stock 9 times in the past 6 months. Of those trades, 7 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $50,000 on 12/22.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 11/18, 11/07, 10/09 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $150,000 on 10/10, 08/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palantir Technologies Inc. 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:
- Citigroup issued a "Buy" rating on 01/12/2026
- RBC Capital issued a "Underperform" rating on 11/04/2025
- Piper Sandler issued a "Overweight" rating on 11/04/2025
- B of A Securities issued a "Buy" rating on 11/04/2025
To track analyst ratings and price targets for Palantir Technologies Inc., check out Quiver Quantitative's $PLTR forecast page.
Palantir Technologies Inc. Price Targets
Multiple analysts have issued price targets for $PLTR recently. We have seen 13 analysts offer price targets for $PLTR in the last 6 months, with a median target of $205.0.
Here are some recent targets:
- Paul Chew from Phillip Securities set a target price of $208.0 on 01/22/2026
- Tyler Radke from Citigroup set a target price of $235.0 on 01/12/2026
- Arvind Ramnani from Truist Securities set a target price of $223.0 on 01/06/2026
- 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
- Clarke Jeffries from Piper Sandler set a target price of $225.0 on 11/04/2025
- Matthew Broome from Mizuho set a target price of $205.0 on 11/04/2025
