Palantir Technologies Stock (PLTR) Opinions on Government AI Vendor Shifts

Earnings strength amid dip: Social media discussions underscore Palantir's robust Q4 performance, featuring 70% year-over-year revenue growth and unprecedented profitability. The stock's roughly 40% retreat from peaks is framed as a buying opportunity, with users highlighting sustained cash flow generation and margin expansion.

Analyst upgrades fuel optimism: Recent initiations like Rosenblatt's Buy rating with a $150 target reflect confidence in the AI platform's momentum and U.S. commercial acceleration. Conversations note beats across key metrics and FY26 guidance surpassing expectations, positioning the company for elite growth metrics.

Geopolitical catalysts emerge: Debates spotlight national security-driven shifts away from rival AI technologies, enhancing Palantir's prospects for government contracts. Rising defense budgets and embedded defense roles amplify tailwinds, with recent price bounces signaling renewed momentum.

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 238 times in the past 6 months. Of those trades, 0 have been purchases and 238 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 32 sales selling 897,914 shares for an estimated $131,999,688.
STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 27 sales selling 674,859 shares for an estimated $100,464,559.
SHYAM SANKAR (See Remarks) has made 0 purchases and 27 sales selling 336,880 shares for an estimated $50,011,534.
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 37 sales selling 124,097 shares for an estimated $19,674,250.
DAVID A. GLAZER (See Remarks) has made 0 purchases and 36 sales selling 124,968 shares for an estimated $19,376,162.
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 29 sales selling 7,853 shares for an estimated $1,152,499.

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 10 times in the past 6 months. Of those trades, 7 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 JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $50,000 on 12/22 and 1 sale worth up to $50,000 on 01/16.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 4 purchases worth up to $60,000 on 01/09, 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 1,500 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,380 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 removed 47,772,359 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $8,491,536,812
CARDANO RISK MANAGEMENT B.V. added 5,938,343 shares (+917.4%) to their portfolio in Q4 2025, for an estimated $1,055,540,468
CAPITAL WORLD INVESTORS removed 5,002,307 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $889,160,069
CORIENT PRIVATE WEALTH LLC added 4,932,364 shares (+1449.7%) to their portfolio in Q4 2025, for an estimated $876,727,701
BLACKROCK, INC. added 4,821,530 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $857,026,957
NORGES BANK added 4,708,806 shares (+19.4%) to their portfolio in Q4 2025, for an estimated $836,990,266
DAIWA SECURITIES GROUP INC. added 3,854,452 shares (+637.5%) to their portfolio in Q4 2025, for an estimated $685,128,843

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

Palantir Technologies Government Contracts

We have seen $911,973,234 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 4 firms issue buy ratings on the stock, and 1 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
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 15 analysts offer price targets for $PLTR in the last 6 months, with a median target of $200.0.

Here are some recent targets:

John McPeake from Rosenblatt set a target price of $200.0 on 03/03/2026
Karl Keirstead from UBS set a target price of $180.0 on 02/26/2026
Gregg Moskowitz from Mizuho set a target price of $195.0 on 02/18/2026
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

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.