Burry Bearish Impact: Social media commentary has highlighted Palantir's 34% stock decline since Michael Burry's public shift to a bearish stance. Discussions note the peak occurred just before the filing became public, with ongoing pressure from high valuations at 77 times forward earnings despite revenue growth. Analysts have observed that commercial adoption continues to accelerate amid these market moves.

Analyst Upgrades Emerge: Recent posts reference Wolfe Research easing its bear case alongside Baird's reaffirmation of a $200 price target and outperform rating after attending AIPCon. Participants emphasize revenue potential from AI platforms while acknowledging scrutiny over contracts like the NHS deal. Government demand remains a focal point as fundamentals improve during consolidation phases.

CEO Interview Reactions: Commentary around the recent CNBC interview with CEO Alex Karp underscores enterprise client feedback on frontier labs and comparisons to competitors' Rule of 40 performance. Observers point to long-term bullish views tempered by medium-term caution, with some targeting dips near 100-110 for accumulation. Overall themes reflect sustained interest in AI execution capabilities.

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 118 times in the past 6 months. Of those trades, 0 have been purchases and 118 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 15 sales selling 890,769 shares for an estimated $120,065,923.
• STEPHEN ANDREW COHEN (See Remarks) has made 0 purchases and 10 sales selling 647,022 shares for an estimated $87,262,197.
• SHYAM SANKAR (See Remarks) has made 0 purchases and 10 sales selling 333,518 shares for an estimated $44,982,106.
• ALEXANDER D. MOORE has made 0 purchases and 38 sales selling 104,000 shares for an estimated $15,400,069.
• RYAN D. TAYLOR (See Remarks) has made 0 purchases and 11 sales selling 51,650 shares for an estimated $7,523,824.
• DAVID A. GLAZER (See Remarks) has made 0 purchases and 10 sales selling 34,566 shares for an estimated $4,661,912.
• LAUREN ELAINA FRIEDMAN STAT has made 0 purchases and 4 sales selling 7,065 shares for an estimated $1,182,776.
• JEFFREY BUCKLEY (See Remarks) has made 0 purchases and 13 sales selling 7,959 shares for an estimated $1,058,307.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

Palantir Technologies Revenue

Palantir Technologies had revenues of $1.6B in Q1 2026. This is an increase of 84.71% from the same period in the prior year.

You can track PLTR financials on Quiver Quantitative's PLTR stock page.

You can access data on PLTR stock through the Quiver Quantitative API.

Palantir Technologies Congressional Stock Trading

Members of Congress have traded $PLTR stock 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 have been sales.

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

• SENATOR JOHN BOOZMAN purchased up to $15,000 on 05/15.
• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 7 times. They made 3 purchases worth up to $80,000 on 04/14, 03/16, 01/09 and 4 sales worth up to $95,000 on 05/15, 05/08, 03/16, 03/13.
• 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.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

Palantir Technologies Hedge Fund Activity

We have seen 1,658 institutional investors add shares of Palantir Technologies stock to their portfolio, and 1,426 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• JENNISON ASSOCIATES LLC added 10,760,942 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,536,124,470
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 7,678,747 shares (+277.4%) to their portfolio in Q1 2026, for an estimated $1,096,141,134
• CARDANO RISK MANAGEMENT B.V. removed 5,888,014 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $840,513,998
• GOLDMAN SACHS GROUP INC added 5,076,377 shares (+40.7%) to their portfolio in Q1 2026, for an estimated $724,652,816
• TWO SIGMA INVESTMENTS, LP added 4,866,142 shares (+311.1%) to their portfolio in Q1 2026, for an estimated $694,641,770
• CORIENT PRIVATE WEALTH LLC removed 4,723,918 shares (-89.6%) from their portfolio in Q1 2026, for an estimated $674,339,294
• NORGES BANK added 4,708,806 shares (+19.4%) to their portfolio in Q4 2025, for an estimated $836,990,266

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Palantir Technologies Government Contracts

We have seen $1,434,658,259 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:

• CDAO MSS TASK ORDER OFF OF CONTRACT W519TC25D0039: $292,612,755
• TASK ORDER #1 FOR MAVEN SMART SYSTEM - USER INTERFACE/USER EXPERIENCE (UI/UX) PROTOTYPE: $83,870,142
• INVESTIGATIVE CASE MANAGEMENT (ICM) OPERATIONS AND MAINTENANCE (O&M) SUPPORT SERVICES AND CUSTOM ENHANCEMENTS: $62,605,759

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

Palantir Technologies Analyst Ratings

Wall Street analysts have issued reports on $PLTR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 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

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 12 analysts offer price targets for $PLTR in the last 6 months, with a median target of $200.0.

Here are some recent targets:

• Dan Ives from Wedbush set a target price of $230.0 on 06/05/2026
• John McPeake from Rosenblatt set a target price of $225.0 on 06/05/2026
• Joseph Bonner from Argus Research set a target price of $190.0 on 05/06/2026
• Tyler Radke from Citigroup set a target price of $225.0 on 05/06/2026
• Gil Luria from DA Davidson set a target price of $165.0 on 05/05/2026
• Rishi Jaluria from RBC Capital set a target price of $90.0 on 05/05/2026
• Stephen Bersey from HSBC set a target price of $151.0 on 05/01/2026

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.

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