PLTR

Palantir Technologies Inc.

Nasdaq · Services-Prepackaged Software · CIK 0001321655
$136.88 -0.39% $328.1B
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)
Vol
Market Cap$328.1B
Cap SizeMega Cap
Analyst ConsensusBuy (68%)
Inst. Holders9 funds
Inst. Value$60.3B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 17S
Insider Net $-$11.5M
Reddit Sentiment59° Warm
SEC Reports12
Congressional5 trades
Exchange Nasdaq·Sector Services-Prepackaged Software·CIK 0001321655·Prev Close $137.41

Recent Activity

Aug 3, 2026 earnings_calendar
PLTR Q2 2026 Earnings After Market Close — 2026-08-03
EPS est: $0.31 | Rev est: $1.7B
May 22, 2026 Insider
Buckley Jeffrey sold 830 shares
See Remarks @ $137.41 ($114.1K)
May 20, 2026 Insider
Buckley Jeffrey sold 29 shares
See Remarks @ $132.95 ($3.9K)
May 20, 2026 Insider
Glazer David A. sold 286 shares
See Remarks @ $132.95 ($38.0K)
May 6, 2026 SEC
Argus Research double upgrade to Buy — PT $190 (+40% from $135.91)
ANALYST-UPGRADE — Impact 2/10
May 1, 2026 SEC
HSBC double downgrades PLTR to Hold — PT slashed 26% to $151; stock at $139.11 with earnings in 3 days
ANALYST-DOWNGRADE — Impact 4/10
Apr 30, 2026 SEC
Oppenheimer initiates PLTR at Outperform — PT $200 (+45%)
ANALYST-UPGRADE — Impact 3/10
Inst.
NORGES BANK — NEW
28,971,257 shares ($5.1B)

Price Targets

$183.73 +34.2% upside Strong Buy
Current $136.88 Low $70.00 Median $200.00 High $255.00 27 analysts
$70.00 $255.00

Analyst Ratings

Buy68% buy · 38 analysts
11Strong Buy
15Buy
10Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Rosenblatt MAINTAIN Buy → Buy
May 6, 2026 Citigroup MAINTAIN Buy → Buy
May 6, 2026 Argus Research UPGRADE Hold → Buy
May 5, 2026 RBC Capital REITERATE Underperform → Underperform
May 5, 2026 Wedbush REITERATE Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.34 ▲ +14.3% $0.32 — $0.40 116% YoY 23
Next Q $0.37 ▲ +8.6% $0.32 — $0.44 76% YoY 23
Current FY $1.46 ▲ +10.7% $1.29 — $1.70 95% YoY 28
Next FY $2.07 ▲ +11.4% $1.59 — $2.72 42% YoY 28

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$38.3B
MORGAN STANLEY$5.2BADD
NORGES BANK$5.1BNEW
FMR LLC$3.4BADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.8BNEW

Recent Insider Trades

DateInsiderTypeValue
May 22, 2026Buckley JeffreySELL$114.1K
May 20, 2026Buckley JeffreySELL$3.9K
May 20, 2026Glazer DavidSELL$38.0K
May 20, 2026Taylor RyanSELL$43.6K
May 20, 2026Karp AlexanderC$0.00

Reddit Sentiment

59°
Warm
Bearish Neutral Bullish
30 mentions 15 bullish 9 bearish

Congressional Trades

4 members: 1 buys, 4 sells
MemberPartyTypeAmount
Thomas SuozziDSELL$15,001 - $50,000
Jonathan JacksonDSELL$15,001 - $50,000
Gilbert CisnerosDBUY$1,001 - $15,000
9 institutional holders with $60.3B total value (339,310,328 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC215,444,098$38.3B63.5%
2MORGAN STANLEY29,206,906$5.2B8.6%ADD +26.3%
3NORGES BANK28,971,257$5.1B8.5%NEW
4FMR LLC18,984,930$3.4B5.6%ADD +39.9%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC15,947,000$2.8B4.7%NEW
6BANK OF AMERICA CORP /DE/14,637,927$2.6B4.3%
7RENAISSANCE TECHNOLOGIES LLC8,796,727$1.6B2.6%TRIM -36.6%
8WELLS FARGO & COMPANY/MN5,342,123$949.6M1.6%ADD +27.9%
9TWO SIGMA INVESTMENTS, LP1,979,360$351.8M0.6%TRIM -29.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW28,971,257$5.1B2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM13,502,0468,565,875-36.6%$1.6B2025-Q3
WELLS FARGO & COMPANY/MNADD4,587,3145,867,489+27.9%$1.1B2025-Q3
NORGES BANKEXIT24,262,4510-100.0%$0.002025-Q3
NORGES BANKNEW24,262,451$3.3B2025-Q2
FMR LLCADD13,606,79119,039,473+39.9%$2.6B2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM2,816,7232,000,926-29.0%$272.8M2025-Q2
Corvex Management LPEXIT200,0000-100.0%$0.002025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM22,789,80916,289,873-28.5%$1.4B2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED55,0832,816,723+5013.6%$237.7M2025-Q1
Corvex Management LPNEAR_EXIT1,000,000200,000-80.0%$16.9M2025-Q1
NORGES BANKEXIT17,984,8060-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD30,628,78645,095,455+47.2%$3.4B2024-Q4
MORGAN STANLEYADD22,827,73528,836,084+26.3%$2.2B2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM38,419,24022,789,809-40.7%$1.7B2024-Q4
NORGES BANKADD11,491,63117,984,806+56.5%$1.4B2024-Q4
UBS Group AGADD10,161,32914,011,957+37.9%$1.1B2024-Q4
Corvex Management LPNEW1,000,000$75.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW12,387,040$460.8M2024-Q3
9 unique insiders with 17 transactions. Net insider value: -$11.5M ($0.00 bought, $11.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026Buckley JeffreySee RemarksSELL830$137.41$114.1K
May 20, 2026Buckley JeffreySee RemarksSELL29$132.95$3.9K
May 20, 2026Glazer David A.See RemarksSELL286$132.95$38.0K
May 20, 2026Taylor Ryan D.See RemarksSELL328$132.95$43.6K
May 20, 2026Karp Alexander C.See RemarksC397,744$0.00$0.00
May 20, 2026Karp Alexander C.See RemarksM877,500$0.00$0.00
May 20, 2026Karp Alexander C.See RemarksM877,500$0.00$0.00
May 20, 2026Karp Alexander C.See RemarksSELL6,635$132.95$882.1K
May 20, 2026Karp Alexander C.See RemarksC397,744$0.00$0.00
May 20, 2026Sankar ShyamSee RemarksM375,000$0.00$0.00
May 20, 2026Sankar ShyamSee RemarksM375,000$0.00$0.00
May 20, 2026Sankar ShyamSee RemarksSELL2,761$132.95$367.1K
May 20, 2026Cohen Stephen AndrewSee RemarksC319,934$0.00$0.00
May 20, 2026Cohen Stephen AndrewSee RemarksM675,000$0.00$0.00
May 20, 2026Cohen Stephen AndrewSee RemarksM675,000$0.00$0.00
May 20, 2026Sankar ShyamSee RemarksC165,514$0.00$0.00
May 20, 2026Cohen Stephen AndrewSee RemarksC319,934$0.00$0.00
May 20, 2026Sankar ShyamSee RemarksC165,514$0.00$0.00
May 20, 2026Cohen Stephen AndrewSee RemarksSELL5,337$132.95$709.6K
May 15, 2026Moore Alexander D.DirectorSELL2,100$133.05$279.4K
Apr 26, 2026Buckley JeffreySee RemarksA21,141$0.00$0.00
Apr 15, 2026Moore Alexander D.DirectorSELL500$135.70$67.9K
Mar 16, 2026Moore Alexander D.DirectorSELL7,045$151.99$1.1M
Mar 2, 2026THIEL PETERDirectorSELL50,026$140.97$7.1M
Feb 26, 2026Stat Lauren Elaina FriedmanDirectorG7,000$0.00$0.00
Feb 24, 2026Buckley JeffreySee RemarksSELL1,232$129.08$159.0K
Feb 20, 2026Karp Alexander C.See RemarksM877,500$0.00$0.00
Feb 20, 2026Karp Alexander C.See RemarksM877,500$0.00$0.00
Feb 20, 2026Taylor Ryan D.See RemarksSELL1,978$132.03$261.2K
Feb 20, 2026Cohen Stephen AndrewSee RemarksM675,000$0.00$0.00
Feb 20, 2026Cohen Stephen AndrewSee RemarksC327,088$0.00$0.00
Feb 20, 2026Sankar ShyamSee RemarksC168,004$0.00$0.00
Feb 20, 2026Sankar ShyamSee RemarksM375,000$0.00$0.00
Feb 20, 2026Sankar ShyamSee RemarksM375,000$0.00$0.00
Feb 20, 2026Sankar ShyamSee RemarksC168,004$0.00$0.00
Feb 20, 2026Karp Alexander C.See RemarksC403,025$0.00$0.00
Feb 20, 2026Karp Alexander C.See RemarksC403,025$0.00$0.00
Feb 20, 2026Glazer David A.See RemarksSELL1,726$132.03$227.9K
Feb 20, 2026Cohen Stephen AndrewSee RemarksM675,000$0.00$0.00
Feb 20, 2026Cohen Stephen AndrewSee RemarksC327,088$0.00$0.00
Feb 20, 2026Buckley JeffreySee RemarksSELL268$132.03$35.4K
Feb 2, 2026Stat Lauren Elaina FriedmanDirectorSELL400$151.14$60.5K
Feb 2, 2026Moore Alexander D.DirectorSELL720$147.45$106.2K
12 SEC filing reports analyzed. Sentiment: 3 bullish, 2 bearish, 2 mixed, 5 neutral. Avg impact: 3.5/10.
BULLISH ANALYST-UPGRADE 3/10
Oppenheimer initiates PLTR at Outperform — PT $200 (+45%)
Apr 30, 2026
MIXED ANALYST-UPGRADE 2/10
Argus Research double upgrade to Buy — PT $190 (+40% from $135.91)
May 6, 2026
MIXED ANALYST-DOWNGRADE 4/10
HSBC double downgrades PLTR to Hold — PT slashed 26% to $151; stock at $139.11 with earnings in 3 days
May 1, 2026
BULLISH ANALYST-UPGRADE 3/10
UBS upgrades PLTR to Buy from Neutral — PT $180 (+29%) as part of 22-firm analyst cluster; earnings expected May 4
May 1, 2026
NEUTRAL CLUSTER 2/10
Six Palantir insiders, including CEO Alexander Karp and President Stephen Cohen, sold a total of $2.
May 23, 2026
NEUTRAL CLUSTER 3/10
A cluster of open-market insider sales totaling $1.36M over a 7-day window. CEO Karp, COO Sankar, an
May 23, 2026
NEUTRAL CLUSTER 2/10
Two Palantir insiders sold a combined $989K in open-market sales over a 7-day window. Director Moore
May 23, 2026
BULLISH GOVT-CONTRACT 5/10
Palantir was awarded a $94.7M contract from the U.S. Department of Agriculture to centralize farm pr
May 20, 2026
BEARISH CLUSTER 7/10
Palantir co-founder Peter Thiel sold $7.05 million worth of shares in an open-market transaction, wh
Mar 4, 2026
NEUTRAL CLUSTER 2/10
A single insider transaction occurred in the past 7 days: Stat Lauren Elaina Friedman gifted 7,000 P
Mar 3, 2026
NEUTRAL CLUSTER 4/10
Five Palantir insiders, including CEO Alexander Karp and other executives, reported share movements
Feb 25, 2026
BEARISH CLUSTER 5/10
Multiple Palantir insiders sold shares in the past week, including executives Buckley Jeffrey and Ry
Feb 25, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (68% buy). Based on 38 analysts: 11 strong buy, 15 buy, 10 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$183.73 mean target +34.2% upside Strong Buy (1.90)
$70.00 Low $255.00 High
MetricValue
Current Price$136.88
Target Low$70.00
Target Mean$183.73
Target Median$200.00
Target High$255.00
# Analysts27
RecommendationStrong Buy (1.90)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.34 $0.32 $0.40 115.6% +14.3% 21↑ 0↓ $1.8B 80.3% 23
Next Q
2026-09-30
$0.37 $0.32 $0.44 76.1% +8.6% 19↑ 0↓ $2.0B 69.2% 23
Current FY
2026-12-31
$1.46 $1.29 $1.70 95.1% +10.7% 26↑ 0↓ $7.7B 72.5% 28
Next FY
2027-12-31
$2.07 $1.59 $2.72 41.7% +11.4% 26↑ 0↓ $11.2B 44.7% 28

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.345
7d ago$0.345
30d ago$0.302+0.043
60d ago$0.301+0.043
90d ago$0.301+0.044
13 analyst firms have rated this stock: 5 upgrades, 1 downgrades, 4 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Rosenblatt MAINTAIN Buy Buy
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 6, 2026 Argus Research UPGRADE Hold Buy
May 5, 2026 RBC Capital REITERATE Underperform Underperform
May 5, 2026 Wedbush REITERATE Outperform Outperform
May 5, 2026 DA Davidson MAINTAIN Neutral Neutral
May 5, 2026 Rosenblatt MAINTAIN Buy Buy
May 1, 2026 HSBC DOWNGRADE Buy Hold
Apr 30, 2026 Oppenheimer INITIATE Outperform
Apr 28, 2026 Citigroup MAINTAIN Buy Buy
Apr 16, 2026 DA Davidson MAINTAIN Neutral Neutral
Apr 14, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 10, 2026 Wedbush REITERATE Outperform Outperform
Mar 25, 2026 Rosenblatt MAINTAIN Buy Buy
Mar 18, 2026 UBS MAINTAIN Buy Buy
Mar 16, 2026 Wedbush REITERATE Outperform Outperform
Mar 3, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 27, 2026 Rosenblatt INITIATE Buy
Feb 26, 2026 UBS UPGRADE Neutral Buy
Feb 18, 2026 Mizuho UPGRADE Neutral Outperform
Feb 13, 2026 Freedom Broker UPGRADE Sell Buy
Feb 3, 2026 DA Davidson MAINTAIN Neutral Neutral
Feb 3, 2026 Citigroup MAINTAIN Buy Buy
Feb 3, 2026 UBS MAINTAIN Neutral Neutral
Jan 22, 2026 Phillip Securities INITIATE Buy
Jan 12, 2026 Citigroup UPGRADE Neutral Buy
Jan 6, 2026 Truist Securities INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20261115101168%
Apr 1, 2026915101167%
Mar 1, 2026814101165%
Feb 1, 202658172139%
Jan 1, 202647182134%
Dec 1, 202547182134%
Nov 1, 202547182134%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 1 buys, 4 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 18, 2026Thomas SuozziDHOUSESELL$15,001 - $50,000Palantir Technologies IncMar 18, 2026 (29d)
Jan 16, 2026Jonathan JacksonDHOUSESELL$15,001 - $50,000Palantir Technologies IncFeb 24, 2026 (40d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Palantir Technologies IncFeb 16, 2026 (39d)
Jun 3, 2025John HickenlooperDSENATESELL$1,001 - $15,000Palantir Technologies IncMay 5, 2026 (337d)
Apr 16, 2025John HickenlooperDSENATESELL$1,001 - $15,000Palantir Technologies IncMay 5, 2026 (385d)
59°
Warm
Bearish Neutral Bullish
30 mentions 15 bullish 9 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 22, 2026160° Warm101
May 22, 2026160° Warm101
May 21, 2026160° Warm101
May 21, 2026160° Warm101
May 19, 2026150° Neutral001
May 19, 2026160° Warm101
May 19, 2026160° Warm101
May 17, 2026140° Cool011
May 17, 2026140° Cool011
May 16, 2026150° Neutral001
May 16, 2026150° Neutral001
May 15, 2026160° Warm101
May 15, 2026160° Warm101
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 13, 2026150° Neutral001
May 13, 2026150° Neutral001
May 13, 2026150° Neutral001
May 13, 2026160° Warm101
May 12, 2026140° Cool011
May 12, 2026140° Cool011
May 11, 2026160° Warm101
May 11, 2026160° Warm101
May 8, 2026160° Warm101
May 8, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 2h 57m ago
Buy PLTR, dude
▲ 43 💬 18 ⚡ 46.3
r/stockmarket Neutral 3mo ago
Wow! Almost 15% Dip. Thoughts?
▲ 1,247 💬 436 ⚡ 13.6
r/wallstreetbets Bullish 4d 18h ago
Life hack: just use negative money to make positive money
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 25d 7h ago
PLTR DD, 2026
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
PLTR vs ONDS charts look very similar
▲ 3 💬 3 ⚡ 0.5
r/options Bullish 2mo ago
Opinions?
▲ 1 💬 2 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
SpaceX IPO Exposure
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 19d 7h ago
Half of my portfolio on PLTR call
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 8d 23h ago
What to think of the Donald Trump list?
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
I’m attempting to time the market x2. Roast me.
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
PLTR Michael Burry vs Roaring Kitty
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 1mo ago
I'm sharing a position that has made a 440% profit.
▲ 1 💬 0 ⚡ 0.5
Aug 3, 2026
earnings_calendar
PLTR Q2 2026 Earnings After Market Close — 2026-08-03
EPS est: $0.31 | Rev est: $1.7B
May 22, 2026
options_unusual
Unusual Call: PLTR $155 2026-09-18 — $10.3M premium
Vol: 10,050 vs OI: 64,423 (0.2x). Price: $10.28, IV: 51%, Delta: 0.41. Direction: UNKNOWN
May 12, 2026
options_unusual
Unusual Call: PLTR $155 2026-09-18 — $21.6M premium
Vol: 20,043 vs OI: 44,201 (0.5x). Price: $10.75, IV: 52%, Delta: 0.42. Direction: UNKNOWN
May 6, 2026
options_unusual
Unusual Call: PLTR $150 2026-07-17 — $27.4M premium
Vol: 40,390 vs OI: 62,588 (0.6x). Price: $6.70, IV: 49%, Delta: 0.37. Direction: UNKNOWN
May 6, 2026
options_unusual
Unusual Call: PLTR $155 2026-09-18 — $44.7M premium
Vol: 40,073 vs OI: 3,751 (10.7x). Price: $11.10, IV: 53%, Delta: 0.42. Direction: OPENING
May 5, 2026
government_contract
$86M govt contract: PALANTIR TECHNOLOGIES INC.
Agency: Department of Homeland Security. THIS ORDER PROVIDES ENFORCEMENT REMOVAL OPERATIONS MODERNIZATION AND OPERATIONAL CAPABILITY FOR THE ENFORCEME
May 4, 2026
earnings_calendar
PLTR Q1 2026 Earnings After Market Close — 2026-05-04
EPS est: $0.28 | Rev est: $1.6B
May 4, 2026
earnings_calendar
PLTR Q1 2026 Earnings Scheduled — 2026-05-04
Apr 30, 2026
short_interest
FTD: PLTR — 13,816 shares ($1.9M) failed to deliver
Settlement: 20260430, Price: $137.97, FTD Value: $1,906,193.52, PALANTIR TECHNOLOGIES INC CL A
Apr 28, 2026
short_interest
FTD: PLTR — 13,350 shares ($1.9M) failed to deliver
Settlement: 20260428, Price: $143.10, FTD Value: $1,910,385, PALANTIR TECHNOLOGIES INC CL A
Apr 27, 2026
options_unusual
Unusual Call: PLTR $155 2026-06-18 — $24.0M premium
Vol: 30,137 vs OI: 36,479 (0.8x). Price: $8.00, IV: 57%, Delta: 0.41. Direction: UNKNOWN
Apr 27, 2026
options_unusual
Unusual Call: PLTR $150 2026-07-17 — $36.7M premium
Vol: 30,081 vs OI: 5,300 (5.7x). Price: $12.23, IV: 54%, Delta: 0.49. Direction: OPENING
Apr 27, 2026
short_interest
FTD: PLTR — 6,846 shares ($1.0M) failed to deliver
Settlement: 20260427, Price: $143.09, FTD Value: $979,594.14, PALANTIR TECHNOLOGIES INC CL A
Apr 27, 2026
dark_pool
Dark Pool: PLTR — 19.2M shares, 325,960 trades
Week starting 2026-04-27. Total ATS volume: 19,241,255 shares across 325,960 trades.
Apr 20, 2026
dark_pool
Dark Pool: PLTR — 21.4M shares, 361,183 trades
Week starting 2026-04-20. Total ATS volume: 21,389,083 shares across 361,183 trades.