Recent chatter on X about Palantir Technologies (PLTR) has been fueled by the stock's dramatic price swings, with shares pulling back from all-time highs after a remarkable year-to-date doubling. Many users are pointing to the company's strong quarterly performance, including record revenue and significant contracts like a reported $10 billion Army deal, as reasons for optimism. However, there’s growing concern over high valuations, with some questioning whether the current price reflects realistic multiples.
Discussions also highlight skepticism around the broader AI boom, with a segment of commentators debating if Palantir’s growth trajectory can sustain the hype. Despite the pullback, others remain bullish, emphasizing the company’s expanding contract base and potential for fresh catalysts to reignite momentum. The conversation remains dynamic, reflecting a mix of caution and confidence in the stock’s future.
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 13 times in the past 6 months. Of those trades, 10 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 4 times. They made 4 purchases worth up to $465,000 on 07/28, 07/18, 06/30, 06/25 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 07/15, 04/09, 04/08 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/30, 04/01.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/31.
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 266 times in the past 6 months. Of those trades, 1 have been purchases and 265 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 4,755,937 shares for an estimated $434,677,341.
- SHYAM SANKAR (See Remarks) has made 0 purchases and 51 sales selling 1,148,406 shares for an estimated $162,350,255.
- ALEXANDER C. KARP (See Remarks) has made 0 purchases and 25 sales selling 807,879 shares for an estimated $113,126,187.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 34 sales selling 254,500 shares for an estimated $30,973,641.
- ALEXANDER D. MOORE has made 0 purchases and 36 sales selling 120,000 shares for an estimated $14,015,233.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 25 sales selling 51,910 shares for an estimated $7,036,451.
- ERIC H. WOERSCHING has made 0 purchases and 14 sales selling 27,214 shares for an estimated $3,535,530.
- HEATHER A. PLANISHEK purchased 10,000 shares for an estimated $1,161,400
- JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 25 sales selling 4,262 shares for an estimated $602,388.
- ALEXANDRA W. SCHIFF has made 0 purchases and 7 sales selling 6,776 shares for an estimated $587,010.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 2 sales selling 1,600 shares for an estimated $176,688.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palantir Technologies Hedge Fund Activity
We have seen 1,631 institutional investors add shares of Palantir Technologies stock to their portfolio, and 932 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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. removed 11,014,628 shares (-5.9%) from their portfolio in Q2 2025, for an estimated $1,501,514,088
- JPMORGAN CHASE & CO removed 7,716,375 shares (-32.4%) from their portfolio in Q2 2025, for an estimated $1,051,896,240
- VANGUARD GROUP INC added 7,194,216 shares (+3.6%) to their portfolio in Q2 2025, for an estimated $980,715,525
- NORGES BANK added 6,277,645 shares (+34.9%) to their portfolio in Q2 2025, for an estimated $855,768,566
- STATE STREET CORP added 6,097,629 shares (+6.9%) to their portfolio in Q2 2025, for an estimated $831,228,785
- GEODE CAPITAL MANAGEMENT, LLC removed 5,723,603 shares (-10.3%) from their portfolio in Q2 2025, for an estimated $780,241,560
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Palantir Technologies Government Contracts
We have seen $595,245,984 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: $81,920,481
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $48,586,922
- SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'...: $48,422,164
- ESTABLISH BASIC LETTER CONTRACT FOR COMMERCIAL DATA AS A SERVE PLATFORM.: $48,101,169
- ESTABLISH BASIC LETTER CONTRACT FOR COMMERCIAL DATA AS A SERVE PLATFORM.: $39,596,580
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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 08/05/2025
- RBC Capital issued a "Underperform" rating on 08/05/2025
- B of A Securities issued a "Buy" rating on 08/05/2025
- Loop Capital issued a "Buy" rating on 07/30/2025
- Mizuho issued a "Underperform" rating on 06/11/2025
- Wedbush issued a "Outperform" rating on 03/03/2025
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 14 analysts offer price targets for $PLTR in the last 6 months, with a median target of $162.5.
Here are some recent targets:
- Gabriela Borges from Goldman Sachs set a target price of $141.0 on 08/06/2025
- Gil Luria from DA Davidson set a target price of $170.0 on 08/05/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $155.0 on 08/05/2025
- Rishi Jaluria from RBC Capital set a target price of $45.0 on 08/05/2025
- Mariana Perez Mora from B of A Securities set a target price of $180.0 on 08/05/2025
- Brad Zelnick from Deutsche Bank set a target price of $160.0 on 08/05/2025
- Tyler Radke from Citigroup set a target price of $177.0 on 08/05/2025
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.
