Insider Cluster (2 insiders) ·Filed May 23, 2026

PLTR

Palantir Technologies Inc.
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $989K total
Actionable Insight • Neutral

This cluster is immaterial in size relative to market cap. The derivative exercises by Cohen are non-cash events with no economic signal. Monitor for any material insider buying (which would be a stronger signal per academic literature) or for upcoming earnings/catalyst events that could explain the sales, but no immediate action warranted.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
PLTR ▲ +28.24% at T+60d
NEUTRAL call ✓ call won +28.24% · α vs SPY +25.78% · entry $136.61 → $175.19
Entry anchored
May 22, 2026
via day open
T+1d
-3.02%
call -3.02% · α -3.03%
$132.49
settled 4mo ago
T+5d
+11.41%
call +11.41% · α +10.20%
$152.20
settled 4mo ago
T+20d
-14.57%
call -14.57% · α -12.31%
$116.70
settled 3mo ago
T+60d
+28.24%
call +28.24% · α +25.78%
$175.19
settled 6w ago

Price Chart

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Executive Summary

Two Palantir insiders sold a combined $989K in open-market sales over a 7-day window. Director Moore sold $279K and executive Cohen sold $710K, with Cohen also executing large non-cash derivative exercises and conversions. The total dollar value is negligible relative to Palantir's $329B market cap (0.0003%), making this a routine liquidity-driven cluster with no material directional signal.

Key Financial Metrics

Direction
selling
Total Value
$989.0K
Insiders
2

Key Facts

  • Total insider sales of $989K represent ~0.0003% of Palantir's $329B market cap
  • Cohen Stephen Andrew sold 5,337 shares at $132.95 for $710K on May 20, 2026
  • Moore Alexander D. sold 2,100 shares at $133.05 for $279K on May 15, 2026
  • Cohen also exercised and converted derivatives totaling 1.99M shares at $0 (non-cash events)
  • No insider purchases were reported in this cluster

Financial Impact

Total open-market sales of $989K, or 0.0003% of market cap

insider holdingsdilution

Risk Factors

  • Insider sales are routine and liquidity-driven; no bearish signal from this cluster alone
  • Cohen's derivative exercises increase share count but are non-cash and typical for executive compensation

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
68% bullish (38 analysts)

Investment Themes

Artificial IntelligenceDefense Tech

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-PLTR-1779494490921
21 reports for PLTR
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+60▲ +48.95%Jul 2, 2026
Filters
Rows
Reports for PLTR — sortable, filterable
TypeNow
Sep 3, 2026
29d ago
Press Release
NEUTRAL ★ 4/10
$182.53 $167.23▼ −8.38%▼ −7.23%$190.31 (+4.26%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$172.73 $179.92▲ +4.16%▲ +4.70%$190.31 (+10.18%)
Aug 25, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$172.73 $179.92▼ −4.16%▼ −4.70%$190.31 (−10.18%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$174.94 $171.55▼ −1.94%▼ −1.54%$190.31 (+8.79%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$174.94 $171.55▼ −1.94%▼ −1.54%$190.31 (+8.79%)
Jul 2, 2026
13w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$129.30 $129.04▼ −0.20%▼ −1.13%$190.31 (+47.18%)
Jun 18, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$128.47 $107.27▼ −16.50%▼ −14.84%$190.31 (+48.14%)
Jun 16, 2026
15w ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$133.25 $116.70▼ −12.42%▼ −10.19%$190.31 (+42.82%)
Jun 3, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$142.21 $130.21▼ −8.44%▼ −4.62%$190.31 (+33.83%)
May 23, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$136.61 $152.20▲ +11.41%▲ +10.20%$190.31 (+39.31%)
Showing 10 of 21

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Report published May 23, 2026