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

yahoo news | Should You Forget Palantir and Buy These 2 Under-the-Radar AI Stocks Instead?

Palantir Technologies has been a standout growth story, with ten straight quarters of accelerating revenue as commercial customers adopt its AI platform. However, its sky‑high valuation—trading at a forward price‑to‑sales ratio of about 47—leaves little upside potential in the medium term, prompting a search for cheaper, high‑growth alternatives in the AI space.

UiPath (NYSE: PATH) is transitioning from a pure robotic‑process‑automation play into an “agentic AI orchestration” platform through its Maestro product, which can manage both software bots and third‑party AI agents. This dual capability promises cost savings for customers and leverages UiPath’s strong governance background. The company’s annual recurring‑revenue growth is picking up again, and it now trades at a forward P/S of roughly 3 and a forward P/E of about 13, making it a relatively inexpensive AI‑focused stock.

ServiceNow (NYSE: NOW), while not exactly under the radar, offers a compelling AI‑agent orchestration opportunity. Its SaaS platform integrates deeply with customer data and tools, and its new AI Control Tower, together with recent acquisitions of Armis and Veza, positions it as a potential AI‑orchestration layer across enterprise environments. ServiceNow trades at a forward P/S below 6.5 and a forward P/E under 24 while growing revenue at around 20%, presenting an attractive, well‑valued option for investors seeking exposure to the next wave of AI‑driven automation.

Read more: https://finance.yahoo.com/markets/stocks/articles/forget-palantir-buy-2-under-033500657.html?fr=sycsrp_catchall

#palantirtechnologies #uipath #nyse:now #aicontroltower

qwant news | Here's How Much $1000 Invested In Palantir Technologies 5 Years Ago Would Be Worth Today - Palantir Technologies (NASDAQ:PLTR)

**Here's How Much $1,000 Invested In Palantir Technologies 5 Years Ago Would Be Worth Today**
Palantir Technologies (NASDAQ: PLTR) has outperformed the broader market over the past five years, delivering an annualized return of 45.37%—a total gain of 35.42% versus the market benchmark. At the time of writing, the company’s market capitalization stands at roughly $339.88 billion, and its share price is $142.11.

**If an investor had bought $1,000 of PLTR stock five years ago, the investment would now be valued at about $6,583.53.** This figure reflects the power of compounding returns over a multi‑year horizon, illustrating how a modest initial stake can grow dramatically when the underlying stock delivers strong, sustained performance.

**Key takeaway:** Compounded returns can dramatically increase cash growth over extended periods. While the article is generated by Benzinga’s automated content engine and reviewed by an editor, it is not investment advice, and readers should consider their own risk tolerance and conduct further research before making any investment decisions.

Read more: https://www.benzinga.com/insights/news/26/03/51525850/heres-how-much-1000-invested-in-palantir-technologies-5-years-ago-would-be-worth-today

#palantirtechnologies #nasdaq #pltr

yahoo news | Palantir Price Prediction: Where Will The AI Stock Be In 2030?

Palantir Technologies (NASDAQ: PLTR) is trading at $154.78, well below its 52‑week high of $207.52. 24/7 Wall St. projects a price target of $171.26—a 10.65 % upside with a 90 % confidence level. Over the past year the stock has rallied nearly 60 %, though it is down about 13 % year‑to‑date in 2026 after slipping from a 2025 year‑end level of $177.75. In the most recent quarter Palantir posted $1.41 billion in revenue (up 70 % YoY) and adjusted EPS of $0.25, beating estimates, while full‑year 2025 revenue reached $4.475 billion with free cash flow almost doubling to $2.27 billion.

The bullish case hinges on rapid growth in U.S. commercial revenue, which accelerated from 71 % YoY in Q1 2025 to 137 % YoY in Q4 2025, hitting $507 million for the quarter. Management guides 2026 U.S. commercial revenue above $3.144 billion (over 115 % growth) and a net‑dollar retention of 139 %, suggesting existing customers are expanding without new sales. Palantir’s expanding commercial footprint includes partnerships with Nvidia, Centrus Energy, Rio Tinto and Polymarket, and recent defense contracts such as an FCA award and Pentagon adoption, while still maintaining a strong government base.

Nevertheless, the stock’s valuation—around 255 × P/E—leaves little margin for error. Any slowdown in commercial growth, a shift in federal defense spending, or a broader AI‑spending pullback could sharply compress the multiple, with a bearish scenario projecting a price near $138 by March 2027. Despite this, Palantir reported GAAP net income of $1.625 billion for 2025 (up 252 % YoY) and carries modest debt relative to $8.9 billion in assets. The consensus view remains bullish, with UBS and Rosenblatt targeting $200 and analysts noting upcoming AI projects such as a software platform for the Golden Dome Missile Shield. The 2026‑2030 price forecasts range from $171.26 to $226.11, offering potential upside if the company sustains its AI platform execution and commercial expansion.

Read more: https://247wallst.com/investing/2026/03/27/palantir-price-prediction-where-will-the-ai-stock-be-in-2030/

#palantirtechnologies #nasdaq #pltr

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

Em nome do Pai, do Filho e do Anarcocapitalismo

https://outraspalavras.net/tecnologiaemdisputa/em-nome-do-pai-do-filho-edo-anarcocapitalismo/

Anthropic’s and OpenAI’s Dance With the Pentagon: What to Know

https://fed.brid.gy/r/https://www.nytimes.com/2026/03/07/technology/anthropic-openai-pentagon-dario-amodei-sam-altman.html