Palantir Technologies Stock (PLTR) Opinions on Recent Price Drop

Recent Stock Drop: Palantir Technologies has seen a sharp decline in its stock price at the start of 2026, with reports of a 12.5% drop in just one week. Discussions on social media highlight concerns over the company's high valuation and whether it can sustain its massive market cap. Many are pointing to market impatience and technical weaknesses as key drivers of this fall.

AI and Growth Potential: Despite the recent downturn, some social media chatter remains optimistic about Palantir’s long-term prospects, especially due to its AI capabilities and growing commercial revenue. Posts often mention impressive metrics like a surge in U.S. commercial revenue and strong gross margins as reasons for hope. However, others caution that the stock’s lofty price still poses significant risk to investors.

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 321 times in the past 6 months. Of those trades, 0 have been purchases and 321 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 175,681 shares for an estimated $28,179,152.
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 31 sales selling 100,000 shares for an estimated $17,337,785.
LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 7 sales selling 31,600 shares for an estimated $5,344,066.
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 $1.2B in Q3 2025. This is an increase of 62.79% 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 11 times in the past 6 months. Of those trades, 9 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 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 4 times. They made 4 purchases worth up to $500,000 on 10/10, 08/13, 07/28, 07/18 and 0 sales.
REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 07/15.

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

Palantir Technologies Hedge Fund Activity

We have seen 1,561 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,099 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 18,622,083 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $3,397,040,380
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
VANGUARD GROUP INC added 8,168,604 shares (+4.0%) to their portfolio in Q3 2025, for an estimated $1,490,116,741
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

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

Palantir Technologies Government Contracts

We have seen $710,886,875 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:

B of A Securities issued a "Buy" rating on 11/04/2025
Piper Sandler issued a "Overweight" rating on 11/04/2025
RBC Capital issued a "Underperform" rating on 11/04/2025
Loop Capital issued a "Buy" rating on 07/30/2025

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:

Gil Luria from DA Davidson set a target price of $215.0 on 11/04/2025
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
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
Gabriela Borges from Goldman Sachs set a target price of $188.0 on 11/04/2025
Sanjit Singh from Morgan Stanley 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.