Trump's praise ignites buzz: Social media erupted after President Trump lauded Palantir's superior war-fighting equipment on Truth Social. Shares surged in response, underscoring investor faith in the firm's defense AI prowess amid rising global tensions. Enthusiasts highlighted potential for massive government contracts.
Burry fuels valuation debate: Skeptics, led by investor Michael Burry's persistent short stance, warned of intensifying AI competition from players like Anthropic. Despite 70% quarterly revenue growth, the stock's retreat from November peaks drew scrutiny over sky-high multiples. Discussions questioned sustainability of the premium pricing.
Earnings loom large: Anticipation builds for May 4 results, with focus on explosive U.S. commercial expansion exceeding 130%. Bulls cite robust guidance toward $7 billion in 2026 revenue as validation of AI leadership. Bears remain wary of execution risks in a crowded field.
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 219 times in the past 6 months. Of those trades, 0 have been purchases and 219 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 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 31 sales selling 96,000 shares for an estimated $16,325,941.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 36 sales selling 88,049 shares for an estimated $13,966,193.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 28 sales selling 43,968 shares for an estimated $6,864,380.
- JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 29 sales selling 7,853 shares for an estimated $1,152,499.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 2 sales selling 3,800 shares for an estimated $677,046.
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 12 times in the past 6 months. Of those trades, 6 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:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 6 times. They made 4 purchases worth up to $60,000 on 03/16, 01/09, 11/18, 11/07 and 2 sales worth up to $65,000 on 03/16, 03/13.
- REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
- 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palantir Technologies Hedge Fund Activity
We have seen 1,489 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,254 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 $1,014,090,684 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: $84,073,023
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $62,605,759
- FORSCOM TASK ORDER 1: $51,497,000
- SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'...: $40,803,794
- DATA SOFTWARE SERVICES (DSS) MULTIPLE AWARD IDIQ CONTRACT DELIVERY ORDER FOR HAF DATA PLATFORM REQUIREMENTS.: $38,024,884
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 16 analysts offer price targets for $PLTR in the last 6 months, with a median target of $202.5.
Here are some recent targets:
- Gregg Moskowitz from Mizuho set a target price of $185.0 on 04/14/2026
- Dan Ives from Wedbush set a target price of $230.0 on 04/10/2026
- John McPeake from Rosenblatt set a target price of $200.0 on 03/25/2026
- Karl Keirstead from UBS set a target price of $200.0 on 03/18/2026
- 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
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.
