Recent discussions on X about Palantir Technologies (PLTR) have been notably active, driven by a mix of positive developments and concerning reports. Many users are highlighting the company's strong year-to-date stock performance, with some pointing to gains exceeding 140%, as a testament to market confidence in its AI and defense sector growth. However, a recent drop in stock price following reports of security concerns in a U.S. Army communications system has sparked heated debate over the potential impact on future contracts.
The conversation took a sharp turn with some expressing worry over an internal Army memo suggesting fundamental security flaws in a battlefield platform linked to Palantir, though others noted the company’s swift response that the issues were addressed. Despite the setback, there’s a segment of the X community viewing the dip as a potential opportunity, especially with new partnerships in healthcare data analytics gaining attention. The upcoming Q3 earnings report in early November remains a focal point, with users speculating on whether commercial revenue growth will offset recent challenges.
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 12 times in the past 6 months. Of those trades, 10 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 CLEO FIELDS has traded it 5 times. They made 5 purchases worth up to $565,000 on 08/13, 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 sold up to $15,000 on 06/30.
- 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.
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 248 times in the past 6 months. Of those trades, 1 have been purchases and 247 have been sales.
Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:
- 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.
- STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 25 sales selling 695,937 shares for an estimated $97,437,425.
- RYAN D. TAYLOR (See Remarks) has made 0 purchases and 29 sales selling 192,371 shares for an estimated $28,552,617.
- DAVID A. GLAZER (See Remarks) has made 0 purchases and 33 sales selling 132,910 shares for an estimated $19,548,233.
- ALEXANDER D. MOORE has made 0 purchases and 38 sales selling 120,000 shares for an estimated $17,403,460.
- LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 6 sales selling 30,800 shares for an estimated $5,194,954.
- 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 26 sales selling 7,065 shares for an estimated $1,042,459.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palantir Technologies Hedge Fund Activity
We have seen 1,611 institutional investors add shares of Palantir Technologies stock to their portfolio, and 827 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 $695,873,923 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: $133,292,753
- INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $81,116,690
- SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'...: $55,758,778
- ESTABLISH BASIC LETTER CONTRACT FOR COMMERCIAL DATA AS A SERVE PLATFORM.: $48,101,169
- TASK ORDER OFF A COMMERCIAL SOLUTIONS OPENING (CSO) FOR RESEARCH AND DEVELOPMENT FOR MAVEN SMART SYSTEM (MS...: $41,544,391
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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Underperform" rating on 08/05/2025
- B of A Securities issued a "Buy" rating on 08/05/2025
- Piper Sandler issued a "Overweight" rating on 08/05/2025
- Loop Capital issued a "Buy" rating on 07/30/2025
- Mizuho issued a "Underperform" rating on 06/11/2025
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 $165.0.
Here are some recent targets:
- Mariana Perez Mora from B of A Securities set a target price of $215.0 on 09/23/2025
- Gabriela Borges from Goldman Sachs set a target price of $141.0 on 08/06/2025
- Brent Bracelin from Piper Sandler set a target price of $182.0 on 08/05/2025
- Sanjit Singh from Morgan Stanley set a target price of $155.0 on 08/05/2025
- Daniel Ives from Wedbush set a target price of $200.0 on 08/05/2025
- 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
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.
