Palantir insiders have cashed out over $1B, more than the company earned

Insiders at Palantir Technologies (NASDAQ: PLTR) have sold more than $1 billion worth of stock over the past 12 months, exceeding the company’s net income during the same period.

Indeed, the stock sales have coincided with a period in which PLTR shares rallied significantly, driven by the company’s role in artificial intelligence platforms.

Notably, over the last year, Palantir insiders offloaded approximately $1.14 billion in shares. In comparison, the company reported net income of about $1.10 billion. The scale of the sales means insiders collectively realized more from stock disposals than the company generated in profit.

PLTR stock insider and revenue. Source: Sidekick

The figures come as Palantir posted roughly $3.91 billion in revenue over the trailing 12 months, reflecting continued top-line growth alongside solid profitability. 

However, the size of insider sales relative to earnings may prompt investors to assess how management’s stock transactions align with the company’s financial performance.

Palantir stock insider transactions 

Interestingly, no insider purchases have been reported in recent months, with all transactions since late 2025 being sales. 

As reported by Finbold, on February 2, 2026, Director Alexander Moore sold 20,000 shares at an average of $149.65, totaling about $3 million, leaving him with roughly 1.17 million shares. 

Director Lauren Elaina Friedman Stat sold 400 shares at $151.14 under a Rule 10b5-1 plan. Similar planned sales by executives, including CEO Alex Karp, have occurred in recent weeks, with insiders offloading over $167 million worth of shares in the prior three months.

While insider selling does not necessarily signal weakening fundamentals, the fact that total disposals slightly outpaced net income is likely to fuel debate among market participants about valuation levels and executive confidence.

Overall, Palantir’s underlying business remains robust, as evidenced by its recent financial performance. In its Q4 2025 earnings, the software firm reported revenue of $1.407 billion, up 70% year over year, surpassing expectations. 

This marked the tenth consecutive quarter of beating both revenue and EPS estimates, with adjusted EPS at $0.25 versus the $0.23 consensus. U.S. commercial revenue surged 137% to $507 million, while government revenue grew 66% to $570 million.

PLTR stock price analysis 

Despite this string of strong fundamentals, PLTR shares have had a rough start to 2026. As of press time, the equity was valued at $131, having dropped over 25% year to date.

PLTR YTD stock price chart. Source: Finbold

Overall, Palantir’s rapid AI-driven growth continues, but a sharp pullback, elevated valuations, and sustained insider selling highlight the stock’s high-risk, high-reward profile.

Featured image via Shutterstock

Source: https://finbold.com/palantir-insiders-have-cashed-out-over-1b-more-than-the-company-earned/