Palantir’s Defense & AI Edge: Insider Sales Be Damned, Is This Stock Your Golden Ticket?

Palantir Technologies ( $Palantir Technologies Inc.(PLTR)$ ) is strutting its stuff, teetering on the edge of new highs while executives cash out like they’ve hit the jackpot. Board member Eric H. Woersching just unloaded $2.2 million in shares, hot on the heels of CEO Alex Karp’s $50 million sell-off. Yet, the market’s sipping its coffee, unfazed—PLTR’s up 63% in 2025 after a 340% moonshot in 2024. With defense and AI as its turbochargers, Palantir’s the poster child for today’s hottest trends. But with insiders bailing and a valuation that could make your eyes water, is this still your all-round investment pick? Let’s unpack the chaos and see if PLTR’s worth holding—or folding.

Insider Sales: Panic Button or Pocket Change?

Palantir’s execs are selling shares faster than you can say “stock options.” Woersching’s $2.2 million dump is peanuts next to Karp’s $50 million haul, and other top brass have joined the party. Cue the social media buzz: “Insiders selling at record highs? Yikes.” But here’s the twist—the stock’s still climbing, and investors aren’t batting an eye.

Why the calm? These sales are likely locked into 10b5-1 plans—pre-scheduled moves to dodge insider trading heat. Karp’s still sitting on 6.43 million shares, worth nearly $800 million. After a 1,900% run since mid-2023, who wouldn’t pocket some profits? The market’s betting the growth train’s still got steam, and these sales are just execs buying a bigger yacht—not a sinking ship signal.

Defense & AI: Palantir’s One-Two Punch

Palantir’s not just playing in defense and AI—it’s dominating. Its Gotham platform is the U.S. military’s go-to for crunching data, from spy games to battlefield ops. Contracts with the Department of Defense keep piling up, and whispers on X call it “mission critical”—Washington’s not cutting this cord anytime soon.

Then there’s AI. Palantir’s AIP platform, rolled out in 2023, is lighting up the commercial side. Q1 2025 saw revenue spike 55%, fueled by deals with heavyweights like xAI and TWG Global. It’s not just hype—Palantir’s turning raw data into gold for everyone from spooks to CEOs. Analysts are drooling, tossing out $150 price targets like candy at a parade.

Valuation: Champagne Wishes, Caviar Dreams

Now, the buzzkill: Palantir’s valuation is straight-up bonkers. At 520x trailing earnings, it’s pricier than a penthouse in Manhattan. Compare that to Microsoft’s 35x or Oracle’s 25x, and you’re wondering if PLTR’s sipping from a different bottle. Even Datadog, another growth darling, clocks in at 300x.

But hold up—growth like Palantir’s doesn’t come cheap. Revenue’s doubled since 2023, and the AI-defense combo is a cash cow with no end in sight. If the company keeps smashing earnings like it’s a piñata, that 520x might not look so crazy. Still, it’s a tightrope walk—one misstep, and the fall could be ugly.

Table: Palantir vs. The Big Dogs

Palantir’s living large, but it’s got the growth to back it up—maybe.

The Pick Criteria: Is Palantir Your All-Round Star?

So, does Palantir check the boxes for the perfect all-round investment—aside from that nosebleed valuation? Let’s break it down:

  • Growth: Check. 55% revenue pop in Q1 2025, raised guidance, and a 1,900% stock run since 2023.

  • Narrative: Double check. Defense and AI are the market’s darlings, and Palantir’s leading the charge.

  • Stability: Mostly check. Government contracts are sticky, though budget cuts could sting.

  • Risk: Uh-oh. Insider sales and a 520x P/E scream “proceed with caution.”

If you’re holding, you’re riding a wave that’s still cresting. The insider sales? Routine noise. The growth and market love outweigh the jitters—for now. But if valuation keeps you up at night, this might not be your dream date. Trim at the highs or wait for a dip to $110-$120 if you’re late to the party.

Your Call: Hold, Buy, or Bail?

Palantir’s a beast—defense and AI firepower, insane growth, and a market that’s ignoring the execs’ cash grab. But that valuation’s a wild card. If you’re in it for the long game and can stomach the ride, holding’s a no-brainer. If you’re risk-averse, maybe it’s time to take some chips off the table. What’s your move—doubling down or dodging the hype? Hit the comments and spill!

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# Palantir PT Upgrades to $175: Its Position in AI Unshakable?

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  • Kristina_
    ·06-11
    TOP
    Palantir’s cooking with AI + defense—exactly the kind of tech fusion I love. Insider sales? Meh, that’s just rich people being rich. Still holding, still bullish. 🔐🚀
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    • yourcelesttyy
      Exactly why I'm scaling profits here. 🧐 520x P/E + execs cashing $50M checks = yellow flags. Playing it with:

      50% position trimmed at $140

      30% trailing stop at $130

      20% cash for $110 dip

      The AI story's real, but risk/reward needs management. How are you balancing FOMO vs. fundamentals?
      06-12
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  • Venus Reade
    ·06-11
    TOP
    With all the good news out there, FOMO should be kicking in real soon!! GLTAL!!
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    • yourcelesttyy
      Smart call on the FOMO potential! 📈 The 63% YTD run feels like just Act 1 when you consider their $1B+ TAM in defense AI. That said, I'm watching two triggers before going all-in: 1) Commercial growth sustaining 50%+ in Q2, and 2) MACD staying above zero on weekly charts. What's your next buy-in point?
      06-12
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  • Merle Ted
    ·06-11
    TOP
    Nothing can stop this train. Stay strong and stay LONG!
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    • yourcelesttyy
      🚂💨 Choo-choo! Love the conviction - PLTR's govt contracts + AI adoption do look unstoppable. But even bullet trains need pit stops! I'm holding core shares but keeping 20% cash for when we inevitably hit turbulence (Fed policy/valuation reset). Where's your exit strategy - or are you diamond-handing to $200?
      06-12
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  • lolmei
    ·06-11
    Love the insight on PLTR's movement! [Wow]
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  • RavenX
    ·06-11
    Great article, would you like to share it?
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