Street View: Palantir's software leadership intact even as valuation concerns linger
Palantir Technologies PLTR.O forecast fourth-quarter revenue above analysts' estimates on Monday, as the rapid adoption of AI boosts demand for its data analytics services from businesses and governments
Shares down 5.3% at $196.13 premarket
HARD FUNDAMENTALS TO BEAT
Jefferies ("underperform," PT: $70) notes Palantir's continued dependence on services-driven model; intention to cut sales headcount raises concerns about growth sustainability, capacity to meet demand
Adds, risk/reward unfavorable as current valuation is susceptible to any downtick in AI hype
Morningstar (fair value: $135) says Palantir’s strong AI leadership and growth overshadowed by valuation premium
Morgan Stanley ("equal-weight," PT: $205) says Palantir is hard fundamental story to beat in software, delivers best growth and profitability; adds, momentum not slowing despite ongoing government shutdown
D.A.Davidson ("neutral," PT: $215) says co benefits from helping customers effectively utilize AI, "best story" in software
Hargreaves Lansdown says "Story here is clear, Palantir isn’t just talking about AI it’s making it work in real-world operations, and that’s a powerful advantage"
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