Palantir Technologies Stock (PLTR) Opinions on Q4 Earnings Beat

Q4 Earnings Crush Estimates: Palantir Technologies delivered blockbuster Q4 results, surpassing revenue forecasts by $80 million and EPS expectations, while guiding FY2026 revenue to $7.18 billion—far above consensus. Social media lit up with acclaim for the 70% year-over-year growth and 137% U.S. commercial surge, propelling shares to $160 after hours. The beat has reignited momentum in a stock that commands intense scrutiny.

Analyst Upgrade Amplifies Buzz: William Blair elevated PLTR to Outperform post a 30% pullback, citing undervalued shares poised for $200 amid enterprise strength and favorable administration ties. Traders hailed the pristine income statement—earning rare top grades—and robust free cash flow margins. Discussions underscore margin expansion and AI-driven dominance as key catalysts.

Visions of Trillion-Dollar Future: Enthusiasts on social media project unprecedented market caps for Palantir's unique platform, backed by bullish options sweeps and all-in conviction plays. While some eye technical setups for further upside, the chorus celebrates long-term compounding potential. Overall sentiment skews overwhelmingly bullish.

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 327 times in the past 6 months. Of those trades, 0 have been purchases and 327 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.
RYAN D. TAYLOR (See Remarks) has made 0 purchases and 51 sales selling 154,346 shares for an estimated $25,355,102.
DAVID A. GLAZER (See Remarks) has made 0 purchases and 49 sales selling 125,210 shares for an estimated $19,755,844.
ALEXANDER D. MOORE has made 0 purchases and 37 sales selling 100,000 shares for an estimated $17,702,877.
LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 7 sales selling 34,200 shares for an estimated $5,848,968.
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 9 times in the past 6 months. Of those trades, 7 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 has traded it 2 times. They made 2 purchases worth up to $150,000 on 10/10, 08/13 and 0 sales.

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

Palantir Technologies Hedge Fund Activity

We have seen 1,517 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,231 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 18,587,777 shares (+115.6%) to their portfolio in Q3 2025, for an estimated $3,390,782,280
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
RENAISSANCE TECHNOLOGIES LLC removed 4,936,171 shares (-36.6%) from their portfolio in Q3 2025, for an estimated $900,456,313
MILLENNIUM MANAGEMENT LLC removed 4,577,116 shares (-91.4%) from their portfolio in Q3 2025, for an estimated $834,957,500

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

Palantir Technologies Government Contracts

We have seen $712,619,743 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
RBC Capital issued a "Underperform" rating on 11/04/2025
Piper Sandler issued a "Overweight" rating on 11/04/2025
B of A Securities issued a "Buy" 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:

Paul Chew from Phillip Securities set a target price of $208.0 on 01/22/2026
Tyler Radke from Citigroup set a target price of $235.0 on 01/12/2026
Arvind Ramnani from Truist Securities set a target price of $223.0 on 01/06/2026
Karl Keirstead from UBS set a target price of $205.0 on 11/04/2025
Thomas Blakey from Cantor Fitzgerald set a target price of $198.0 on 11/04/2025
Clarke Jeffries from Piper Sandler set a target price of $225.0 on 11/04/2025
Matthew Broome from Mizuho set a target price of $205.0 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.