Q1 Earnings Beat: Palantir Technologies delivered exceptional first-quarter results, posting revenue of $1.63 billion, an 85% year-over-year increase that surpassed estimates. U.S. commercial revenue jumped 133%, while the company raised its full-year outlook to 71% growth, achieving a Rule of 40 score of 145%. Investors on social media hailed the performance as a testament to accelerating AI demand.
Valuation Concerns Emerge: Shares fell post-earnings amid debates over the stock's lofty valuation multiples. Some highlighted a prominent investor's ongoing bearish bet, now down significantly, fueling caution. Profit-taking ensued despite robust guidance and expanding margins.
Future Growth Buzz: Conversations underscored Palantir's dominance in defense and enterprise AI, with net dollar retention topping 150%. Enthusiasm persists for potential doubling of revenue by 2027 as customer expansion unfolds. The tone blends excitement with measured realism on execution risks.
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 222 times in the past 6 months. Of those trades, 0 have been purchases and 222 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 34 sales selling 92,000 shares for an estimated $14,465,634.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API.
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.
Palantir Technologies Congressional Stock Trading
Members of Congress have traded $PLTR stock 9 times in the past 6 months. Of those trades, 5 have been purchases and 4 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.
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.
Palantir Technologies Hedge Fund Activity
We have seen 1,575 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,302 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. removed 5,888,014 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $840,513,998
- 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Palantir Technologies Government Contracts
We have seen $1,341,761,300 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
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 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:
- John McPeake from Rosenblatt set a target price of $225.0 on 05/05/2026
- Dan Ives from Wedbush set a target price of $230.0 on 05/05/2026
- Gil Luria from DA Davidson set a target price of $165.0 on 05/05/2026
- 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
- Param Singh from Oppenheimer set a target price of $200.0 on 04/30/2026
- Tyler Radke from Citigroup set a target price of $210.0 on 04/28/2026
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.
