TheBadPlace
@TheBadPlace@mastodon.ozioso.online
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online
mastodon.ozioso.online
@TheBadPlace@mastodon.ozioso.online
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6d ago
yahoo news | Trump name-drops Palantir by ticker symbol, 1st president to hype a stock. It...
President Donald Trump broke new ground for a sitting commander‑in‑chief by publicly praising a publicly traded company by its ticker symbol. In a Truth Social post on Friday he wrote, “Palantir Technologies (PLTR) has proven to have great war‑fighting capabilities and equipment. Just ask our enemies!!! President DJT.” The endorsement arrived at the tail end of a brutal week for Palantir shares, which had slipped 14‑16 % over the prior five days and were down about 6 % on Friday before the post. Within minutes the stock rallied roughly 3 % from around $123, though it still closed lower at $128.06, a move that sparked immediate scrutiny from lawmakers and market observers.
The steep sell‑off was driven less by Trump’s tweet than by broader pressure on the software and defense‑AI sectors. Anthropic’s release of its Claude Mythos Preview AI model and the company’s rapidly growing ARR raised doubts about Palantir’s AI‑centric valuation, while the Pentagon’s March blacklist of Anthropic forced Palantir to strip Claude from its Maven Smart Systems platform and rebuild portions of its defense software. Investor Michael Burry amplified the panic with a now‑deleted X post claiming “Anthropic is eating Palantir’s lunch,” backed by data showing a surge in corporate spend on Anthropic. At the same time, the Trump administration’s deep connections to Palantir—co‑founder Peter Thiel’s longtime support, CEO Alex Karp’s donations to MAGA Inc. and the White House renovation fund, and a near‑doubling of federal contracts to $970.5 million—highlighted potential conflicts of interest as Deputy Secretary of Defense Steve Feinberg moved Palantir’s Maven AI system toward Program‑of‑Record status.
The episode underscores how a single presidential post can move markets in seconds, echoing previous instances where Trump’s announcements triggered sharp swings in oil futures and other securities. Analysts remain divided: Wedbush’s Dan Ives maintains an Outperform rating with a $230 target, citing 70 % YoY revenue growth, while Burry continues to hold long‑dated puts, labeling the stock “wildly overvalued.” Lawmakers have noted the lack of clear insider‑trading rules for a president who name‑drops a ticker, and the White House has warned staff against using nonpublic information for trades. As Palantir’s share price fluctuates, the episode raises fresh questions about the influence of political figures on publicly traded companies and the need for transparency in such disclosures.
Read more: https://finance.yahoo.com/markets/stocks/articles/trump-name-drops-palantir-ticker-154500129.html?fr=sycsrp_catchall
#donaldtrump #palantirtechnologies #anthropic #peterthiel #pentagon
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online
mastodon.ozioso.online
TheBadPlace
@TheBadPlace@mastodon.ozioso.online
mastodon.ozioso.online
@TheBadPlace@mastodon.ozioso.online
·
Mar 31, 2026
bing news | Palantir Drops 4%: Can Its AI Partnerships Justify One of the Market’s Most Expensive Valuations?
Palantir Technologies (NASDAQ: PLTR) opened the day at $143.06 but quickly slipped 4% to $137, extending a rough stretch that has left the stock down about 22% year‑to‑date. While the company continues to deliver strong year‑over‑year U.S. commercial revenue growth, its trailing twelve‑month P/E ratio of roughly 220× makes it one of the most expensive large‑cap tech names, exposing it to sharp pressure whenever the broader market turns risk‑off. The wider tech sector is feeling the strain as the NASDAQ‑100 slides, and macro headwinds—geopolitical instability, rising oil prices, and heightened investor fear—are pushing capital toward safer assets, further crimping high‑multiple growth stocks like Palantir.
Adding to the bearish sentiment, significant insider selling has raised concerns about confidence in the valuation. Former CEO Peter Thiel off‑loaded nearly 2 million shares in early March at $141‑$147, and current CEO Alex Karp sold multiple blocks in February at $132‑$136, signaling that founders and executives are cashing out at prices well below recent highs. Retail sentiment on Reddit reflected this unease, with a “Getting out of Palantir” post garnering strong up‑votes and comments and sentiment scores plunging from the 60s–70s range in mid‑March to single‑digit levels by the end of the month. These factors, combined with a broader retreat among high‑multiple tech stocks, have weighed heavily on PLTR’s recent trading.
Despite the price pressure, Palantir’s AI‑driven platform continues to win high‑profile partnerships that sustain a bullish narrative. A five‑year extension with Stellantis expands the use of Palantir Foundry and its generative‑AI AIP capabilities, while a deal with AIG leverages the platform for real‑time underwriting of $1.6 billion in specialty premiums. Financially, the company reported Q4 2025 U.S. commercial revenue of $507 million—a 137% YoY increase—and total revenue of $1.406 billion, beating estimates. The Rule‑of‑40 score hit 127%, and management projects 2026 revenue of $7.182‑$7.198 billion (≈61% YoY growth). Analysts remain cautiously optimistic, with Wedbush maintaining a $230 price target and consensus forecasts a moderate buy at $186.60. The key watch points are whether Palantir can reclaim the $140‑$145 range and whether its partnership momentum can translate into sustained price support in a risk‑averse environment.
Read more: https://247wallst.com/investing/2026/03/30/palantir-drops-4-can-its-ai-partnerships-justify-one-of-the-markets-most-expensive-valuations/
#palantirtechnologies #nasdaq #pltr
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online
mastodon.ozioso.online
@TheBadPlace@mastodon.ozioso.online
·
Mar 24, 2026
qwant news | PLTR, UGRO, QS, EL, GM: 5 Trending Stocks Today - Palantir Technologies (NASDAQ:PLTR) by undefined
Major U.S. indexes closed higher on Monday, with the Dow Jones up 1.38% to 46,208.47, the S&P 500 gaining 1.15% to 6,581, and the Nasdaq advancing 1.38% to 21,946.76. Retail traders and investors focused on five names that stood out during the session: Palantir Technologies, Urban‑gro, QuantumScape, Estée Lauder Companies, and General Motors.
Palantir (NASDAQ: PLTR) rose 6.78% to $160.90 after news that the Pentagon will formally adopt its Maven AI system, bolstering long‑term funding and easing geopolitical concerns. Urban‑gro (NASDAQ: UGRO) surged 182.11% to $6.15 following the completion of an all‑stock merger with Flash Sports & Media, giving the Nasdaq‑listed platform rights to the T20 cricket league and creating a vehicle to scale cricket media globally. QuantumScape (NASDAQ: QS) climbed 6.98% to $7.05 as the broader market rallied and auto‑related stocks benefited from a sharp drop in energy costs. Estée Lauder (NYSE: EL) fell 7.72% to $79.29 after confirming preliminary talks of a possible business combination with Spanish luxury group Puig, though no agreement has been reached. General Motors (NYSE: GM) rose 4% to $75.72 as falling oil prices eased fuel‑cost pressures, supporting vehicle affordability ahead of its earnings report due on April 28.
Benzinga’s Edge Stock Rankings placed Palantir in the 78th percentile for momentum and the 1st percentile for value, underscoring its strong relative performance. The article was generated using Benzinga Neuro and edited by Shivdeep Dhaliwal. Benzinga does not provide investment advice; all rights reserved.
Read more: https://www.benzinga.com/markets/equities/26/03/51422724/5-stocks-on-investors-radar-palantir-quantumscape-gm
#palantirtechnologies #dowjones #s&p500 #nasdaq #benzinga
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