Palantir rises 5.7% as new UK regulator AI trial reinforces government-demand narrative

Palantir Technologies (PLTR) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: Shares appeared to move higher after news that the UK’s Financial Conduct Authority awarded Palantir a short-term trial to apply its Foundry platform to sensitive fraud- and enforcement-related datasets. The development reinforces the market’s view that Palantir continues to widen its footprint with government and regulated-industry customers, which can support forward revenue visibility.

Details:

The UK Financial Conduct Authority awarded Palantir a three-month contract to analyze internal intelligence systems to improve fraud detection, using Palantir’s Foundry platform.

The trial was described as applying Foundry to the regulator’s “data lake,” spanning items such as suspicious activity reports, consumer complaints, and internal investigations.

Recent U.S. contracting documents describe a department-wide blanket purchase agreement vehicle at the Department of Homeland Security intended to streamline procurement of Palantir software licenses, maintenance, and implementation services (with spending executed via task orders).

Palantir investor materials published in March 2026 emphasize continued focus on operational AI deployments and expanding adoption across government and commercial customers, which may have helped sentiment on a news-driven day.

Sources:

City AM, WIRED, Federal Compass, Palantir Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PLTR Insider Trading Activity

$PLTR insiders have traded $PLTR stock on the open market 227 times in the past 6 months. Of those trades, 0 have been purchases and 227 have been sales.

Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months:

PETER THIEL has made 0 purchases and 7 sales selling 2,000,000 shares for an estimated $289,707,507.
ALEXANDER C. KARP (See Remarks) has made 0 purchases and 32 sales selling 897,914 shares for an estimated $131,999,688.
STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 27 sales selling 674,859 shares for an estimated $100,464,559.
SHYAM SANKAR (See Remarks) has made 0 purchases and 27 sales selling 336,880 shares for an estimated $50,011,534.
ALEXANDER D. MOORE has made 0 purchases and 38 sales selling 116,000 shares for an estimated $20,006,165.
RYAN D. TAYLOR (See Remarks) has made 0 purchases and 36 sales selling 88,049 shares for an estimated $13,966,193.
DAVID A. GLAZER (See Remarks) has made 0 purchases and 28 sales selling 43,968 shares for an estimated $6,864,380.
JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 29 sales selling 7,853 shares for an estimated $1,152,499.
LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 3 sales selling 4,600 shares for an estimated $826,158.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$PLTR Hedge Fund Activity

We have seen 1,502 institutional investors add shares of $PLTR stock to their portfolio, and 1,383 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 47,772,359 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $8,491,536,812
CARDANO RISK MANAGEMENT B.V. added 5,938,343 shares (+917.4%) to their portfolio in Q4 2025, for an estimated $1,055,540,468
CAPITAL WORLD INVESTORS removed 5,002,307 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $889,160,069
CORIENT PRIVATE WEALTH LLC added 4,932,364 shares (+1449.7%) to their portfolio in Q4 2025, for an estimated $876,727,701
BLACKROCK, INC. added 4,821,530 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $857,026,957
NORGES BANK added 4,708,806 shares (+19.4%) to their portfolio in Q4 2025, for an estimated $836,990,266
DAIWA SECURITIES GROUP INC. added 3,854,452 shares (+637.5%) to their portfolio in Q4 2025, for an estimated $685,128,843

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

$PLTR Government Contracts

We have seen $1,030,065,540 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: $89,660,699
INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $86,809,093
SOFTWARE AS A SERVICE (SAAS) MODEL OF ARMY VANTAGE ON BEHALF OF PEO EIS, PDM ADP. ARMY VANTAGE IS THE ARMY'...: $54,592,214
FORSCOM TASK ORDER 1: $51,497,000
DATA SOFTWARE SERVICES (DSS) MULTIPLE AWARD IDIQ CONTRACT DELIVERY ORDER FOR HAF DATA PLATFORM REQUIREMENTS.: $38,024,884

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$PLTR Congressional Stock Trading

Members of Congress have traded $PLTR stock 11 times in the past 6 months. Of those trades, 7 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months:

REPRESENTATIVE THOMAS R. SUOZZI sold up to $50,000 on 02/18.
REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $50,000 on 12/22 and 1 sale worth up to $50,000 on 01/16.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 4 purchases worth up to $60,000 on 01/09, 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 purchased up to $50,000 on 10/10.

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

$PLTR 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 1 firms issue sell ratings.

Here are some recent analyst ratings:

Mizuho issued a "Outperform" rating on 02/18/2026
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 $PLTR, check out Quiver Quantitative's $PLTR forecast page.

$PLTR Price Targets

Multiple analysts have issued price targets for $PLTR recently. We have seen 16 analysts offer price targets for $PLTR in the last 6 months, with a median target of $202.5.

Here are some recent targets:

Karl Keirstead from UBS set a target price of $200.0 on 03/18/2026
Dan Ives from Wedbush set a target price of $230.0 on 03/16/2026
John McPeake from Rosenblatt set a target price of $200.0 on 03/03/2026
Gregg Moskowitz from Mizuho set a target price of $195.0 on 02/18/2026
Tyler Radke from Citigroup set a target price of $260.0 on 02/03/2026
Gil Luria from DA Davidson set a target price of $180.0 on 02/03/2026
Paul Chew from Phillip Securities set a target price of $208.0 on 01/22/2026

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.