$PLTR

Palantir Technologies Inc.

22
12
14
—
$3.0M
Moore Alexander D.
100%
See all $PLTR insider activity →
Low

Palantir’s Valuation Is Huge. So Is the Opportunity

Palantir (PLTR) reported Q2 FY26 revenue of $1.935B, up 92.83% YoY, with U.S. commercial revenue surging 149%. The company raised FY26 guidance to $8.15B. Analysts set a $311.42 price target, implying 68.3% upside, citing strong growth and margins. Comparisons with ServiceNow (NOW) and Snowflake (SNOW) highlight Palantir's faster growth and profitability.

Michael Burry Buys Long-Dated Microsoft Calls, Adds To JD And Adobe — Trims Palantir Short

Michael Burry disclosed long-term bullish bets on Microsoft (MSFT) with 2028 LEAP calls, added to JD.com (JD) and Adobe (ADBE), and covered half his Palantir (PLTR) short. He cited technical pressure driving markets, affecting Asian equities. Burry also mentioned potential investments in Meituan and Tencent. All mentioned stocks are down year-to-date, with MSFT down 27% and PLTR down 42%.

PLTR sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 48 news stories mentioning PLTR (Palantir Technologies Inc.). Coverage has skewed bullish: 22 bullish, 12 neutral, and 14 bearish.

Recent PLTR coverage spans technology, financial news and earnings.

In the last 30 days, PLTR insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($3.0M). The most active reporter was Moore Alexander D. with 7 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving PLTR

AlphAI scores every news story that mentions PLTR with an AI model for sentiment and relevance, and aggregates insider trades from Palantir Technologies Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PLTR

Score
$PLTRLow

Palantir’s Valuation Is Huge. So Is the Opportunity

Palantir (PLTR) reported Q2 FY26 revenue of $1.935B, up 92.83% YoY, with U.S. commercial revenue surging 149%. The company raised FY26 guidance to $8.15B. Analysts set a $311.42 price target, implying 68.3% upside, citing strong growth and margins. Comparisons with ServiceNow (NOW) and Snowflake (SNOW) highlight Palantir's faster growth and profitability.

Michael Burry Buys Long-Dated Microsoft Calls, Adds To JD And Adobe — Trims Palantir Short

Michael Burry disclosed long-term bullish bets on Microsoft (MSFT) with 2028 LEAP calls, added to JD.com (JD) and Adobe (ADBE), and covered half his Palantir (PLTR) short. He cited technical pressure driving markets, affecting Asian equities. Burry also mentioned potential investments in Meituan and Tencent. All mentioned stocks are down year-to-date, with MSFT down 27% and PLTR down 42%.

Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?

Palantir (PLTR) and Nebius Group (NBIS) announced a strategic partnership to integrate Nebius's AI-native compute infrastructure into Palantir's commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, allowing clients to deploy open AI models while maintaining data control. The alliance aims to accelerate Palantir's commercial expansion and Nebius's revenue growth, with both companies addressing infrastructure and execution risks.

$PLTRLow

Palantir Stock Has a Growth Story Few Companies Can Match

Palantir (PLTR) reported 93% revenue growth and a Rule of 40 score of 155%, leading to a $311 price target and 68% upside. The company's growth outpaces peers like CrowdStrike (CRWD) and Snowflake (SNOW), with GAAP profitability. Management raised full-year 2026 revenue guidance to $8.15B, up 82%. Risks include high valuation and government contract dependencies.

$PLTRLow

Why Palantir (PLTR) Can Still Outperform despite High Treasury Yields

Palantir Technologies (PLTR) reported 93% revenue growth in Q2, with commercial demand growing at triple-digit rates. Despite high Treasury yields and a high valuation, the company's strong growth outlook supports its investment case. Analysts maintain a 'Buy' rating, with an average price target of $201.74, implying 6% upside.

$PLTRMed

UBS Says This Bargain Stock Is the "Best AI Enabler in the Market" and Sees Shares Surging 30%+

UBS analyst Karl Keirstead calls Palantir Technologies (PLTR) the 'best AI enabler in the market' and raised its price target to $250, implying 32% upside. Palantir reported Q2 revenue of $1.94B, up 93% YoY, with commercial revenue growing faster than government. The company's AI Platform (AIP) is used by the Pentagon and Fortune 500 companies, driving accelerating revenue and profits.

$PLTRMed

Palantir's Quiet Takeover of Media's Data Stack

Palantir (PLTR) has expanded into media and marketing, partnering with Fox News, Zeta Global, Stagwell, and USA Today Co. to analyze and monetize data. Executives praise Palantir's speed and capabilities, despite some employee concerns. The deals aim to improve data-driven marketing and revenue strategies.

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