Palantir Technologies Inc. Class A (PLTR)

Over the past six months, Palantir's stock has experienced significant events. The stock surged 135% in 2025, building on a 340% increase in 2024, and reached an all-time high of $207.52 on November 3, 2025. The company reported strong third-quarter results, with revenue increasing 63% year-over-year to $1.18 billion. Palantir was awarded a deal with the U.S. Army worth up to $10 billion in July 2025. Social media discussions regarding Palantir's potential involvement in national security and defense operations contributed to a rally in the stock price. Concerns about Palantir's high valuation and significant insider stock sales have been noted. Analyst opinions have been mixed, with some firms issuing "buy" ratings and others "hold" or "underperform."

Information specifically detailing the demand seasonality for Palantir Technologies' products and services is limited. The broader Technology sector typically experiences a period of seasonal strength from October 9 to February 15. The company's strong Q3 2025 results and positive Q4 2025 sales forecast suggest consistent demand for its platforms.

Palantir Technologies, Inc. is a software company specializing in big data analytics and AI software. It develops data integration and analytics platforms for government agencies, militaries, and corporations. Palantir Gotham is designed for intelligence and defense agencies. Palantir Foundry is a software platform offered for use in commercial and civil government sectors. Palantir Apollo facilitates continuous integration/continuous delivery (CI/CD) across various environments. Palantir Artificial Intelligence Platform (AIP) is gaining popularity among U.S. government and commercial clients.

Palantir Technologies is headquartered in Denver, Colorado, USA, and maintains a global presence with offices and operations across North America, Europe, Asia-Pacific, Latin America, the Middle East, and Africa. The United States is Palantir's largest market, accounting for 66.31% of its total revenue in fiscal year 2024. The United Kingdom represents 10.63% of its total revenue, while the "Rest of World" contributes 23.06% in fiscal year 2024.

In the past year, Palantir has solidified its brand reputation as a leader in the artificial intelligence software space and is well-regarded for its work with government and defense agencies. The company has transitioned from being primarily associated with "founder-led controversy to institutional favorite." Ongoing concerns about its high valuation and insider selling continue to be discussed in the market, which can impact investor sentiment.

Palantir Technologies' ownership structure includes institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, ranging from approximately 52.65% to 61.95%. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Individual and insider ownership accounts for approximately 4.94% of the stock. Retail investors collectively own a substantial portion, estimated between 42.37% and 53%.