Recent discussions on X about Palantir Technologies (PLTR) have centered around the stock's remarkable performance, with many users highlighting its significant gains over the past year, including a surge past the $150 mark. There’s a palpable excitement among some who point to strong earnings, new partnerships, and government contracts as drivers of this momentum. However, caution lingers in the conversation as others question the sustainability of such a high valuation amidst potential market volatility.
Posts on X also reveal a split in perspectives, with some expressing confidence in upcoming earnings as a potential catalyst for further growth, while others warn of the stock’s sensitivity to negative news. The buzz around recent deals and institutional backing adds fuel to the debate, keeping the community engaged and divided on what lies ahead for this data analytics giant.
Note: This discussion summary was generated from an AI condensation of post data.
Palantir Technologies Congressional Stock Trading
Members of Congress have traded $PLTR stock 16 times in the past 6 months. Of those trades, 11 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 07/15, 04/09, 04/08, 02/12 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $115,000 on 06/30, 06/25 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/12 and 2 sales worth up to $30,000 on 06/30, 04/01.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 4 times. They made 2 purchases worth up to $30,000 on 04/08, 02/25 and 2 sales worth up to $30,000 on 02/26, 02/25.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/31, 01/24 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palantir Technologies Insider Trading Activity
Palantir Technologies insiders have traded $PLTR stock on the open market 235 times in the past 6 months. Of those trades, 1 have been purchases and 234 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:
- STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 46 sales selling 5,079,053 shares for an estimated $449,980,360.
- SHYAM SANKAR (See Remarks) has made 0 purchases and 49 sales selling 1,158,569 shares for an estimated $134,506,342.
- ALEXANDER C. KARP (See Remarks) has made 0 purchases and 24 sales selling 831,372 shares for an estimated $94,947,249.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 15 sales selling 204,263 shares for an estimated $22,620,024.
- ALEXANDER D. MOORE has made 0 purchases and 35 sales selling 120,000 shares for an estimated $12,549,813.
- HEATHER A. PLANISHEK has made 1 purchase buying 10,000 shares for an estimated $1,161,400 and 22 sales selling 36,296 shares for an estimated $3,918,641.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 7 sales selling 34,230 shares for an estimated $4,324,987.
- ERIC H. WOERSCHING has made 0 purchases and 14 sales selling 27,214 shares for an estimated $3,535,530.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 3 sales selling 13,394 shares for an estimated $1,389,111.
- ALEXANDRA W. SCHIFF has made 0 purchases and 12 sales selling 10,776 shares for an estimated $1,002,328.
- JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 7 sales selling 1,897 shares for an estimated $239,688.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palantir Technologies Hedge Fund Activity
We have seen 1,388 institutional investors add shares of Palantir Technologies stock to their portfolio, and 873 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC removed 22,937,547 shares (-10.4%) from their portfolio in Q1 2025, for an estimated $1,935,928,966
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 18,661,152 shares (+inf%) to their portfolio in Q2 2025, for an estimated $2,543,888,240
- BLACKROCK, INC. added 15,876,287 shares (+9.2%) to their portfolio in Q1 2025, for an estimated $1,339,958,622
- JPMORGAN CHASE & CO added 7,520,816 shares (+46.2%) to their portfolio in Q1 2025, for an estimated $634,756,870
- RENAISSANCE TECHNOLOGIES LLC removed 6,499,936 shares (-28.5%) from their portfolio in Q1 2025, for an estimated $548,594,598
- D. E. SHAW & CO., INC. added 5,946,019 shares (+295.7%) to their portfolio in Q1 2025, for an estimated $501,844,003
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,748,513 shares (+55.2%) to their portfolio in Q1 2025, for an estimated $400,774,497
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Palantir Technologies Government Contracts
We have seen $568,906,040 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: $81,717,601
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $50,307,038
- SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'...: $45,075,832
- ESTABLISH BASIC LETTER CONTRACT FOR COMMERCIAL DATA AS A SERVE PLATFORM.: $44,492,267
- TASK ORDER OFF A COMMERCIAL SOLUTIONS OPENING (CSO) FOR RESEARCH AND DEVELOPMENT FOR MAVEN SMART SYSTEM (MS...: $37,147,192
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 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Loop Capital issued a "Buy" rating on 06/12/2025
- Mizuho issued a "Underperform" rating on 06/11/2025
- RBC Capital issued a "Underperform" rating on 04/29/2025
- Wedbush issued a "Outperform" rating on 03/03/2025
- Jefferies issued a "Underperform" rating on 02/04/2025
- B of A Securities issued a "Buy" rating on 02/04/2025
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 $110.0.
Here are some recent targets:
- Mark Schappel from Loop Capital set a target price of $155.0 on 06/12/2025
- Matthew Broome from Mizuho set a target price of $116.0 on 06/11/2025
- Tyler Radke from Citigroup set a target price of $115.0 on 05/08/2025
- Karl Keirstead from UBS set a target price of $110.0 on 05/06/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $110.0 on 05/06/2025
- Sanjit Singh from Morgan Stanley set a target price of $98.0 on 05/06/2025
- Gabriela Borges from Goldman Sachs set a target price of $90.0 on 05/06/2025
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.
