Palantir Technologies Stock (PLTR) Opinions on AI Defense Speculation

AI and Defense Buzz: Recent chatter on social media about Palantir Technologies has centered on its potential role in national security and defense operations. Many users are excited about speculations that the company’s AI software may have been involved in a high-profile international event, driving a notable uptick in stock interest. This has fueled a rally in the stock price over the past week, with some highlighting gains of over 7%.

Valuation Concerns: Despite the enthusiasm, there’s a significant divide in opinions, with several voices on social media pointing to Palantir’s high valuation as a red flag. Concerns about insider stock sales and a recent 20% drop from 2025 peaks have sparked debates on whether the current price is sustainable. Critics argue the software may not yet be ready for widespread real-world impact, tempering the bullish sentiment.

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 335 times in the past 6 months. Of those trades, 0 have been purchases and 335 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 52 sales selling 187,681 shares for an estimated $30,355,352.
ALEXANDER D. MOORE has made 0 purchases and 44 sales selling 120,000 shares for an estimated $20,797,400.
DAVID A. GLAZER (See Remarks) has made 0 purchases and 49 sales selling 125,210 shares for an estimated $19,755,844.
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 Revenue

Palantir Technologies had revenues of $1.2B in Q3 2025. This is an increase of 62.79% from the same period in the prior year.

You can track PLTR financials on Quiver Quantitative's PLTR stock page.

Palantir Technologies Congressional Stock Trading

Members of Congress have traded $PLTR stock 11 times in the past 6 months. Of those trades, 9 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 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 4 times. They made 4 purchases worth up to $500,000 on 10/10, 08/13, 07/28, 07/18 and 0 sales.
REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 07/15.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Palantir Technologies Hedge Fund Activity

We have seen 1,553 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,119 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
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

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Palantir Technologies Government Contracts

We have seen $754,255,560 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:

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:

Piper Sandler issued a "Overweight" rating on 11/04/2025
RBC Capital issued a "Underperform" rating on 11/04/2025
B of A Securities issued a "Buy" 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 16 analysts offer price targets for $PLTR in the last 6 months, with a median target of $200.0.

Here are some recent targets:

Arvind Ramnani from Truist Securities set a target price of $223.0 on 01/06/2026
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
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
Mariana Perez Mora from B of A Securities set a target price of $255.0 on 11/04/2025
Karl Keirstead from UBS set a target price of $205.0 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.