Analyst upgrades fuel rebound: Social media discussions highlight recent analyst actions, including D.A. Davidson raising its rating to buy and Wedbush reaffirming a $230 price target amid Palantir's AI platform momentum. Observers note the stock's recovery from June lows near $106, with some pointing to strong profit growth and commercial revenue acceleration as key drivers. This has sparked renewed interest in the company's positioning within enterprise AI deployments.
Government contracts draw attention: Posts emphasize Palantir's role in the U.S. Army's NGC2 modernization program and a strategic partnership with Zeta Global valued at over $100 million annually. Participants describe these as catalysts that could expand adoption of the Foundry and AIP platforms beyond traditional government work. Conversations often reference accelerating revenue growth exceeding 80% in recent periods alongside expanding margins.
Valuation debates persist: Commentary reflects ongoing scrutiny of the company's premium multiples despite its AI orchestration capabilities and Nvidia collaboration for government systems. Some voices describe the 40% year-to-date decline as creating potential entry points based on analyst consensus targets around $180 to $190, while others highlight short seller activity and options flow as signs of caution. Overall, the tone suggests sustained focus on execution in the AI sector.
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 103 times in the past 6 months. Of those trades, 0 have been purchases and 103 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:
- PETER THIEL has made 0 purchases and 7 sales selling 2,000,000 shares for an estimated $289,707,507.
- ALEXANDER C. KARP (See Remarks) has made 0 purchases and 15 sales selling 890,769 shares for an estimated $120,065,923.
- STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 10 sales selling 647,022 shares for an estimated $87,262,197.
- SHYAM SANKAR (See Remarks) has made 0 purchases and 10 sales selling 333,518 shares for an estimated $44,982,106.
- ALEXANDER D. MOORE has made 0 purchases and 25 sales selling 84,000 shares for an estimated $11,940,455.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 10 sales selling 39,650 shares for an estimated $5,347,624.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 10 sales selling 34,566 shares for an estimated $4,661,912.
- JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 13 sales selling 7,959 shares for an estimated $1,058,307.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 3 sales selling 3,665 shares for an estimated $566,186.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Palantir Technologies Revenue
Palantir Technologies had revenues of $1.6B in Q1 2026. This is an increase of 84.71% from the same period in the prior year.
You can track PLTR financials on Quiver Quantitative's PLTR stock page.
You can access data on PLTR stock through the Quiver Quantitative API.
Palantir Technologies Congressional Stock Trading
Members of Congress have traded $PLTR stock 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 05/15.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 7 times. They made 3 purchases worth up to $80,000 on 04/14, 03/16, 01/09 and 4 sales worth up to $95,000 on 05/15, 05/08, 03/16, 03/13.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 01/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Palantir Technologies Hedge Fund Activity
We have seen 1,511 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,185 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JENNISON ASSOCIATES LLC added 10,760,942 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,536,124,470
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 7,678,747 shares (+277.4%) to their portfolio in Q1 2026, for an estimated $1,096,141,134
- CARDANO RISK MANAGEMENT B.V. removed 5,888,014 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $840,513,998
- GOLDMAN SACHS GROUP INC added 5,076,377 shares (+40.7%) to their portfolio in Q1 2026, for an estimated $724,652,816
- TWO SIGMA INVESTMENTS, LP added 4,866,142 shares (+311.1%) to their portfolio in Q1 2026, for an estimated $694,641,770
- CORIENT PRIVATE WEALTH LLC removed 4,723,918 shares (-89.6%) from their portfolio in Q1 2026, for an estimated $674,339,294
- BLACKROCK, INC. removed 4,336,516 shares (-2.2%) from their portfolio in Q1 2026, for an estimated $619,037,659
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Palantir Technologies Government Contracts
We have seen $1,613,867,379 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:
- CDAO MSS TASK ORDER OFF OF CONTRACT W519TC25D0039: $442,883,216
- FORSCOM TASK ORDER 1: $69,729,671
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $62,605,759
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Palantir Technologies Analyst Ratings
Wall Street analysts have issued reports on $PLTR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 02/18/2026
- Citigroup issued a "Buy" rating on 01/12/2026
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 11 analysts offer price targets for $PLTR in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $175.0 on 07/02/2026
- Dan Ives from Wedbush set a target price of $230.0 on 06/05/2026
- John McPeake from Rosenblatt set a target price of $225.0 on 06/05/2026
- Joseph Bonner from Argus Research set a target price of $190.0 on 05/06/2026
- Tyler Radke from Citigroup set a target price of $225.0 on 05/06/2026
- Rishi Jaluria from RBC Capital set a target price of $90.0 on 05/05/2026
- Stephen Bersey from HSBC set a target price of $151.0 on 05/01/2026
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.
