Thiel Sells $290M in Palantir Shares as Q4 Revenue Jumps 70%
Peter Thiel sold 2 million Palantir shares through a 10b5-1 plan, generating $290 million as the stock jumped nearly 6% on AI-driven demand. The company posted Q4 revenue of $1.4 billion, up 70% year-over-year, and raised 2026 guidance to $7.2 billion while partnering with GE Aerospace and the Defense Department.
1. Thiel’s $290M 10b5-1 Sale
Peter Thiel sold 2 million Palantir shares through STS Holdings II LLC under a Rule 10b5-1 plan adopted November 14, 2025. The filing lists a placeholder price of $14 per share but the actual transaction value is estimated at $290 million based on recent closing prices, while Thiel retains high-voting Class F shares.
2. Q4 Revenue and Growth Drivers
Palantir posted Q4 revenue of $1.4 billion, representing a 70% increase year-over-year. Growth was driven by a 137% surge in U.S. commercial revenue and a 66% rise in government sales, reflecting strong global demand for its AI platforms.
3. 2026 Guidance and Partnerships
The company raised full-year 2026 revenue guidance to $7.2 billion and announced a partnership with GE Aerospace and the U.S. Department of Defense. The collaboration will deliver AI-driven analytics for jet engine maintenance, enhancing Palantir’s military-grade analytics footprint.
4. Valuation and Stock Performance
Palantir’s stock jumped nearly 6% following the earnings report and insider sale announcement, but it remains down 18.3% year-to-date and down 7.6% over six months. Valuation concerns persist, with sales trading at roughly 80x trailing revenue and mixed price trend rankings.