qwant news | Palantir Sell-Off 'Way Over-Blown'—Wall Street Bull Sees 70% Upside For Stock - Palantir Technologies (NA

Palantir’s stock has been hammered in recent days, sliding more than 6% on Wednesday and over 7% on Thursday after a short‑seller, Michael Burry, claimed that Anthropic’s AI platform was “eating Palantir’s lunch.” Wedbush technology analyst Dan Ives pushed back, reiterating an Outperform rating and a $230 price target—roughly 70% upside from the current $130‑plus level—arguing that the sell‑off is “way over‑blown.”

Ives points to Palantir’s strong fundamentals: U.S. commercial revenue jumped 137% year‑over‑year last quarter, government revenue rose 66%, and the total customer base grew 34%, with U.S. commercial clients up close to 50%. He also notes that high‑ticket deals are accelerating, with contracts above $1 million up 40% and deals over $10 million up 91%. The core of Palantir’s moat, according to Ives, is its Ontology‑driven AIP platform—a “digital twin” that cleans and structures data so large models like Claude can be deployed at scale—positioning the company as an orchestration and governance layer rather than a direct model competitor.

Adding an unexpected political twist, former President Donald Trump praised Palantir’s “war‑fighting capabilities” on Truth Social, prompting a short‑lived buy‑the‑dip rally that reclaimed more than $10 billion in market cap within an hour. Between Burry’s high‑profile short, Trump’s endorsement, and Ives’ bullish call, Palantir has become a litmus test for whether the AI‑software sector is fundamentally broken or simply offering new entry points for aggressive investors.

Read more: https://www.benzinga.com/trading-ideas/movers/26/04/51765929/palantir-sell-off-way-over-blown-wall-street-bull-sees-70-upside-for-stock

#palantirtechnologies #michaelburry #anthropic #danives #wallstreet

bing news | The Billionaire Just Predicted Anthropic Would Crush Palantir. It Could Already Be Happening

Apr 10, 2026 – By Rich Smith – Why Palantir Technologies Stock Keeps Going Down. Apr 10, 2026 – By Keith Noonan – Is It Too Late to Buy Palantir Stock? Apr 10, 2026 – By Adam Spatacco – Palantir Is Trading at 106 Times Forward Earnings. Here’s Why This Artificial Intelligence (AI) Stock Could Still Surprise You.

Apr 9, 2026 – By Howard Smith – Stock Market Today, April 9: Palantir Drops After Michael Burry Warns of Rising Competition From Anthropic. Apr 9, 2026 – By John Ballard – C3.ai vs. Palantir Technologies: Diverging Paths in Revenue.

Apr 9, 2026 – By Keith Noonan – Why Palantir Stock Is Plummeting Today.

Read more: https://www.fool.com/investing/2026/04/10/the-billionaire-just-predicted-anthropic-would-cru/

#anthropic #palantir #michaelburry #c3.ai

yahoo news | Trump praises Palantir with stock down 14% this week as Iran conflict drags on

President Donald Trump praised Palantir Technologies on Truth Social, declaring that the company “has proven to have great war‑fighting capabilities and equipment” just as the stock was set to tumble about 15% over the week. The endorsement highlighted Palantir’s AI‑driven Maven Smart System, which the U.S. military is using to identify targets in the Middle East amid the ongoing strikes on Iran that began in late February. More than half of Palantir’s U.S. revenue comes from government contracts, including the Pentagon and Immigration and Customs Enforcement, and its CEO Alex Karp has repeatedly defended the firm’s role in providing surveillance tools despite past criticism and political donations.

Palantir’s political alignment has shifted toward the Trump administration, a move that alarmed some company insiders. In October, Palantir communications chief Lisa Gordon described the shift as “concerning,” and the comment was quickly pulled from The Information’s channels. The firm also relies on AI models from Anthropic, a lab recently blacklisted by the Department of Defense over fears that its technology could be used for autonomous weapons and mass surveillance. Although Karp told CNBC he would “phase out” Anthropic’s models, that change has not yet been implemented.

Short‑seller Michael Burry has been targeting Palantir, accusing Anthropic of “eating Palantir’s lunch” and reaffirming his bearish stance after Trump’s post. Burry’s Substack notes that he continues to hold put options, believing the company’s intrinsic value is well below $50 per share, while the stock lingered near $128 after the week’s slump. The broader software sector also fell after Anthropic released its limited‑capacity Mythos model, sparking worries about misuse by hackers and the displacement of traditional software tools. The combined pressure from political ties, AI‑model controversies, and short‑seller activity left Palantir’s shares sharply down despite its deep government‑contract foothold.

Read more: https://www.cnbc.com/2026/04/10/trump-pltr-palantir-stock-iran-war.html

#donaldtrump #palantirtechnologies #michaelburry #anthropic #u.s.military

yahoo news | Palantir Is Down 17% in Three Days: Inside the Selloff That Has the AI Platform...

Palantir Technologies (NASDAQ: PLTR) entered a steep four‑day losing streak, slipping another 5% on Friday to around $124 after closing Thursday at $130.49. The drop follows a viral post by short‑seller Michael Burry, who warned that Anthropic’s new Managed Agents product could “eat Palantir’s lunch” by pulling enterprise AI spend away from the middleware layer Palantir built. Although Burry later deleted the comment, the narrative stuck, driving the stock down roughly 17% in four sessions and leaving Palantir down about 30% year‑to‑date from its early‑2026 peak of $177.75.

The sell‑off has spilled into other AI‑software names—Salesforce, ServiceNow, Snowflake and Cloudflare—all hit as investors rethink the balance between traditional software platforms and foundation‑model providers. Despite the market pain, Palantir’s underlying business remains strong: Q4 2025 revenue jumped 70% YoY to $1.406 billion, U.S. commercial revenue surged 137% YoY to $507 million, and the company forecast full‑year 2026 revenue of $7.182‑$7.198 billion, a 61% increase. CEO Alex Karp stresses that Palantir’s value lies in wrapping and operationalizing AI models within Gotham, Foundry and AIP, creating high switching costs that the firm believes differentiate it from pure‑play model providers.

Nevertheless, the stock now trades at an eye‑watering P/E of roughly 260×, a multiple that leaves little margin for error, especially amid heavy insider selling and heightened macro‑economic anxiety. Prediction markets view a down close as highly likely, with the week’s average target near $140 and a 50/50 split on direction by mid‑April, suggesting the pressure may ease soon. Key watch points include whether Palantir can hold above $120 by day‑end and if institutional buyers step in, setting the tone for the next earnings cycle where the company can directly confront Burry’s thesis with fresh data.

Read more: https://247wallst.com/investing/2026/04/10/palantir-is-down-17-in-three-days-inside-the-selloff-that-has-the-ai-platform-king-reeling/

#palantir #palantirtechnologies #michaelburry #nasdaq

yahoo news | Palantir Stock “Priced for Perfection,” Says Pro. But Here’s Why It’s Not Time t...

Palantir (NASDAQ: PLTR) saw its share price tumble more than 7% after the release of Anthropic’s new Claude Mythos model, which analysts fear could erode the competitive edge of Palantir’s AI Platform (AIP). The stock is already trading at an eye‑watering >200× price‑to‑earnings multiple, and a Benchmark analyst dubbed it “priced for perfection,” warning that there is virtually no margin for error. Even famed investor Michael Burry has signaled that Anthropic’s “easier, cheaper, and more intuitive” solution could pose a serious threat, prompting many investors to reconsider the firm’s lofty valuation amid a broader software‑sector wobble over AI competition.

The piece notes that while Palantir and Anthropic maintain a partnership, the rapid rollout of powerful AI models like Mythos could eventually undercut Palantir’s moat. Critics argue that paying a 200× PE for any company—even a leading AI software play—is risky, especially as other AI firms accelerate the release of disruptive tools. Nevertheless, supporters point to Palantir’s AIP as a growth engine that has yet to stall, suggesting the company’s AI operating‑system approach might be harder to displace than it appears.

A separate analyst, Yi Fu Lee, also rates Palantir as a hold with a $150 price target, echoing the “priced for perfection” sentiment and emphasizing limited upside upside potential. While some bearish voices anticipate a double‑digit retreat, the author cautions against outright shorting, noting that the market is still undecided whether Palantir is the disruptor or the disrupted. With the stock sitting 37% below its peak and its sky‑high multiple, the consensus is that any further pull‑back could be painful, but the long‑term outlook remains uncertain until the true impact of Anthropic’s new model on Palantir’s AI platform becomes clearer.

Read more: https://finance.yahoo.com/markets/stocks/articles/palantir-stock-priced-perfection-says-142025231.html?fr=sycsrp_catchall

#palantir #nasdaq #anthropic #benchmark #michaelburry

bing news | Palantir Is Down 17% in Three Days: Inside the Selloff That Has the AI Platform King Reeling

Palantir Technologies’ stock has entered a steep four‑day decline, slipping another 5 percent on Friday to around $124 after closing Thursday at $130.49. The tumble began after a viral post by short‑seller Michael Burry, who warned that Anthropic’s new Managed Agents product was “eating Palantir’s lunch,” and was later deleted. That narrative sparked fears that enterprise buyers might bypass Palantir’s middleware layer in favor of foundation‑model providers, prompting the stock to fall roughly 17 percent in four sessions and push its year‑to‑date decline to about 30 percent from the early‑2026 high of $177.75.

The sell‑off has not been confined to Palantir; shares of other AI‑software firms—including Salesforce, ServiceNow, Snowflake, and Cloudflare—have also been hit as investors reassess the broader thesis that enterprise AI spending will shift from traditional software platforms to model providers. Geopolitical tensions, such as reports of a ceasefire breach in the Middle East, have added further macro‑level anxiety to an already jittery market.

Fundamentally, Palantir’s Q4 2025 results remain strong, with revenue up 70 percent year‑over‑year to $1.406 billion and U.S. commercial revenue surging 137 percent to $507 million. The company projects full‑year 2026 revenue of $7.182‑$7.198 billion, representing 61 percent growth, and boasts a Rule‑of‑40 score of 127 percent. Yet the stock now trades at a P/E of roughly 260×, a valuation that many deem overly optimistic; insider selling has been heavy, and the rapid market‑cap erosion after Burry’s post underscores the fragility of that premium. Traders are watching whether Palantir can hold above $120 today and whether institutional buying steps in, as prediction markets peg the week’s close near $140 and suggest a 50/50 chance of further movement by mid‑April.

Read more: https://247wallst.com/investing/2026/04/10/palantir-is-down-17-in-three-days-inside-the-selloff-that-has-the-ai-platform-king-reeling/

#palantir #michaelburry #anthropic #salesforce #snowflake

Trump's Endorsement Offers Fleeting Balm Amidst Palantir's Stock Woes

Donald Trump endorsed Palantir Technologies, but the stock dropped 8% on Thursday due to competition from AI startup Anthropic, raising investor questions.

#PalantirStock #TrumpEndorsement #AICompetition #MichaelBurry #PLTR

https://newsletter.tf/trump-backs-palantir-stock-amidst-ai-competition/