Palantir Technologies (NASDAQ:PLTR) Insider Stephen Andrew Cohen Sells 327,088 Shares

Palantir Technologies Inc. (NASDAQ:PLTR) insider Stephen Andrew Cohen sold 327,088 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $43,738,207.36. Following the completion of the sale, the insider directly owned 592 shares of the company’s stock, valued at $79,162.24. This represents a 99.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Palantir Technologies Stock Performance

Shares of NASDAQ PLTR traded down $1.76 during mid-day trading on Tuesday, reaching $128.84. The company had a trading volume of 47,000,687 shares, compared to its average volume of 59,048,212. The firm has a market cap of $307.08 billion, a price-to-earnings ratio of 204.51, a PEG ratio of 2.51 and a beta of 1.64. The business’s 50-day simple moving average is $162.65 and its 200 day simple moving average is $170.75. Palantir Technologies Inc. has a one year low of $66.12 and a one year high of $207.52.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.02. Palantir Technologies had a net margin of 36.31% and a return on equity of 23.81%. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the business posted $0.14 earnings per share. Palantir Technologies’s revenue was up 70.0% compared to the same quarter last year. On average, sell-side analysts anticipate that Palantir Technologies Inc. will post 0.31 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Raymond James Financial restated a “market perform” rating on shares of Palantir Technologies in a research report on Tuesday, November 4th. Daiwa Securities Group raised Palantir Technologies from a “neutral” rating to a “buy” rating and set a $180.00 price target for the company in a report on Tuesday, February 10th. Freedom Capital upgraded Palantir Technologies from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 13th. Cantor Fitzgerald reissued a “neutral” rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. Finally, Piper Sandler restated an “overweight” rating and issued a $230.00 price target on shares of Palantir Technologies in a research note on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $191.05.

Key Palantir Technologies News

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: DISA granted Palantir Impact Level 6 provisional authorization for PFCS Forward, allowing deployment of Palantir’s stack in the most sensitive DoD cloud/edge environments — a strategic win that expands TAM and supports government revenue durability. Palantir Just Opened a New DoD Door—What Changes Now?
• Positive Sentiment: Palantir signed a large U.S. Department of Homeland Security software agreement (reported as ~$1B scope) and announced a Rackspace partnership to deploy Foundry/AIP — both bolster commercial/government pipeline and recurring revenue prospects. Palantir’s DHS Deal And Rackspace Tie Up Contrast With European Pushback
• Positive Sentiment: Mizuho and other boutiques have turned bullish, arguing Palantir is in a “category of one” with strong margin expansion— analyst praise that can support upside if momentum returns. Palantir is in a ‘category of one.’ Why Mizuho says you should buy PLTR stock now.
• Neutral Sentiment: Momentum/bull-case writeups (Zacks, Motley Fool, MarketBeat) highlight strong earnings, guidance and AIP adoption — supportive long-term, but not enough on their own to stop near‑term selling given valuation and market context. Palantir and 2 High-Momentum Stocks to Buy Now for Big Gains
• Neutral Sentiment: Several analyst/opinion pieces debate valuation (overvalued vs. dirt‑cheap). These generate trading interest but produce mixed signals for near‑term price direction. Is Palantir Stock Overvalued or Dirt Cheap? The Answer Might Blow Your Mind.
• Negative Sentiment: Large headline pullbacks — articles citing a 35–38% fall from recent highs — are amplifying fear and triggering technical selling after a steep rally, pressuring short‑term price action. Palantir Stock Drops 38%. Should You Buy PLTR for 2026 or Stay Away?
• Negative Sentiment: Governance and legal headlines (criticism from high‑profile short sellers, lawsuits in Europe, and removal from some institutional lists) are creating investor uncertainty around insider behavior and geopolitical/regulatory exposure. Why Are Palantir Technologies Shares Sliding Tuesday?
• Negative Sentiment: Short-term technical/market risk: PLTR’s high beta makes it vulnerable to broader AI/tech earnings swings and profit-taking; some analysts warn the stock is priced for near‑perfect execution. Palantir Technologies: Even This Plunge Doesn’t Make Shares Investment-Worthy

Institutional Trading of Palantir Technologies

Hedge funds and other institutional investors have recently made changes to their positions in the company. Bare Financial Services Inc increased its position in shares of Palantir Technologies by 54.5% during the third quarter. Bare Financial Services Inc now owns 156 shares of the company’s stock worth $28,000 after buying an additional 55 shares during the period. Basepoint Wealth LLC acquired a new stake in Palantir Technologies during the 4th quarter worth about $29,000. Financial Consulate Inc. acquired a new stake in Palantir Technologies during the 3rd quarter worth about $30,000. Retirement Wealth Solutions LLC bought a new position in shares of Palantir Technologies in the 3rd quarter worth about $31,000. Finally, United Financial Planning Group LLC acquired a new position in shares of Palantir Technologies in the 3rd quarter valued at about $32,000. 45.65% of the stock is currently owned by institutional investors.

Palantir Technologies Company Profile

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.