Palantir Technologies Stock (PLTR) Opinions on Earnings Beat and Michael Burry Criticism

Earnings Surge Draws Acclaim: Palantir Technologies unveiled blockbuster fourth-quarter results, with revenue soaring 70% year-over-year and U.S. commercial revenue exploding 137%. The company issued guidance far exceeding Wall Street forecasts, underscoring its AI platform's momentum. Social media erupted in admiration for the firm's execution and dominance in enterprise AI.

Pullback Fuels Valuation Debate: Shares plummeted over 30% from recent highs despite the robust performance, erasing post-earnings gains. Participants highlighted soaring multiples and decelerating customer growth as potential risks. Broader market jitters over AI hype intensified the scrutiny.

Burry's Critique Amplifies Caution: A famed investor's short position and warnings on the AI investment cycle triggered fresh downside pressure this week. Defenders countered with Palantir's organic growth and expanding contracts. Discussions reflect a tug-of-war between fundamentals and frothy valuations.

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 332 times in the past 6 months. Of those trades, 0 have been purchases and 332 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.
ALEXANDER D. MOORE has made 0 purchases and 42 sales selling 120,000 shares for an estimated $20,695,861.
RYAN D. TAYLOR (See Remarks) has made 0 purchases and 50 sales selling 124,346 shares for an estimated $20,105,102.
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 8 sales selling 34,600 shares for an estimated $5,909,424.
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 $1.4B in Q4 2025. This is an increase of 70.0% 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 8 times in the past 6 months. Of those trades, 6 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 purchased up to $50,000 on 10/10.

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

Palantir Technologies Hedge Fund Activity

We have seen 1,497 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,314 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
CAPITAL WORLD INVESTORS removed 5,002,307 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $889,160,069
RENAISSANCE TECHNOLOGIES LLC removed 4,936,171 shares (-36.6%) from their portfolio in Q3 2025, for an estimated $900,456,313
NORGES BANK added 4,708,806 shares (+19.4%) to their portfolio in Q4 2025, for an estimated $836,990,266

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

Palantir Technologies Government Contracts

We have seen $713,970,261 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:

Citigroup issued a "Buy" rating on 01/12/2026
Piper Sandler issued a "Overweight" rating on 11/04/2025
B of A Securities issued a "Buy" rating on 11/04/2025
RBC Capital issued a "Underperform" rating on 11/04/2025

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 13 analysts offer price targets for $PLTR in the last 6 months, with a median target of $205.0.

Here are some recent targets:

Karl Keirstead from UBS set a target price of $180.0 on 02/03/2026
Tyler Radke from Citigroup set a target price of $260.0 on 02/03/2026
Gil Luria from DA Davidson set a target price of $180.0 on 02/03/2026
Paul Chew from Phillip Securities set a target price of $208.0 on 01/22/2026
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
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.