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09-16

Mizuho seems pretty desperate to buy in[Sly]

Mizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target

08-19

He's never "right" though

Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is "Generous"

08-07

$AppLovin Corporation(APP)$

04-10

$DBS Group Holdings(D05.SI)$ likely drop again.. run while u can

2021-04-13

$SMIC(00981)$time to go all the way to past $30

Go to Tiger App to see more news

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seems pretty desperate to buy in[Sly]&nbsp;&nbsp;","listText":"Mizuho seems pretty desperate to buy in[Sly]&nbsp;&nbsp;","text":"Mizuho seems pretty desperate to buy in[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479200910213904","repostId":"2567484661","repostType":2,"repost":{"id":"2567484661","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1758015652,"share":"https://ttm.financial/m/news/2567484661?lang=en_US&edition=fundamental","pubTime":"2025-09-16 17:40","market":"sh","language":"en","title":"Mizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2567484661","media":"Dow Jones","summary":"Love it or hate it, there's nothing else like Palantir Technologies stock.Shares have skyrocketed 127% this year thanks to Palantir's exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.And while Palantir's \"uniqueness\" deserves credit, now isn't the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. Shares were down 2% at $168.07 in Monday trading.Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. 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The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.</p><p>&#34;Palantir&#39;s recent execution has been stunning, with material upward revisions across both Commercial and Government,&#34; analysts wrote on Monday. It&#39;s no exaggeration to say Palantir has earned a reputation as a major player in the world of AI-powered data analytics.</p><p>The company&#39;s offerings are tailored to clients who have large amounts of data and need a way to organize it. Palantir is most often styled as a federal contractor. The company, headquartered in Denver and domiciled in the U.S., has contracts with government organizations worldwide. At home, that includes several branches of the U.S. military.</p><p>However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. 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Based on the firm&#39;s calculations, Palantir trades at a multiple of 105 times 2025 EV/sales and 84 times 2026 EV/sales. &#34;The stock&#39;s multiple remains extreme, dramatically above anything else in software,&#34; Mizuho analysts wrote.</p><p>The analysts believe the shares could be subject to &#34;material multiple reversion at some point over the next few quarters.&#34; Moreover, while commercial growth has been highlighted as a sign of progress, Mizuho&#39;s bear case sees it decelerating as customers push back on Palantir&#39;s high pricing.</p><p>While the firm may be on the fence for now, &#34;Palantir&#39;s uniqueness also demands tremendous credit,&#34; analysts wrote. The company stands to benefit not just from investors&#39; continued appetite for AI, but from increasing digitization at the federal level.</p><p>CEO Alex Karp was full of conviction on the company&#39;s latest earnings call in August as he took aim at the company&#39;s &#34;haters&#34; and asserted it was &#34;the perfect time for Palantir.&#34;</p><p>&#34;We are very, very bullish on America,&#34; Karp said. &#34;We have some really crucial and important clients internationally, large clients, commercial clients in Europe and also government clients outside of America that we&#39;re proud of. But this is an American revolution.&#34;</p><p>Despite his optimism, most analysts on Wall Street are sidelined for now. Of 32 firms polled by FactSet, 18 rate Palantir at Hold. Ten rate the stock at Buy or the equivalent, and four at Sell.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-16 17:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Love it or hate it, there&#39;s nothing else like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies stock.</p><p>Shares have skyrocketed 127% this year thanks to Palantir&#39;s exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.</p><p>And while Palantir&#39;s &#34;uniqueness&#34; deserves credit, now isn&#39;t the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. </p><p>Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.</p><p>&#34;Palantir&#39;s recent execution has been stunning, with material upward revisions across both Commercial and Government,&#34; analysts wrote on Monday. It&#39;s no exaggeration to say Palantir has earned a reputation as a major player in the world of AI-powered data analytics.</p><p>The company&#39;s offerings are tailored to clients who have large amounts of data and need a way to organize it. Palantir is most often styled as a federal contractor. The company, headquartered in Denver and domiciled in the U.S., has contracts with government organizations worldwide. At home, that includes several branches of the U.S. military.</p><p>However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. In the second quarter, Palantir&#39;s commercial segment saw 93% growth year-over-year and 20% sequentially, compared with 53% and 14%, respectively, for its government business.</p><p>Chief Financial Officer Dave Glazer told Mizuho that individual developers have been increasingly signing up for the platform, &#34;an interesting dynamic that we believe should translate to broader adoption, &#34; the firm wrote. &#34;We also note that our recent checks have shown that inbound interest from enterprises continues to rise.&#34;</p><p>However, it may not be wise to buy Palantir right now. Based on the firm&#39;s calculations, Palantir trades at a multiple of 105 times 2025 EV/sales and 84 times 2026 EV/sales. &#34;The stock&#39;s multiple remains extreme, dramatically above anything else in software,&#34; Mizuho analysts wrote.</p><p>The analysts believe the shares could be subject to &#34;material multiple reversion at some point over the next few quarters.&#34; Moreover, while commercial growth has been highlighted as a sign of progress, Mizuho&#39;s bear case sees it decelerating as customers push back on Palantir&#39;s high pricing.</p><p>While the firm may be on the fence for now, &#34;Palantir&#39;s uniqueness also demands tremendous credit,&#34; analysts wrote. The company stands to benefit not just from investors&#39; continued appetite for AI, but from increasing digitization at the federal level.</p><p>CEO Alex Karp was full of conviction on the company&#39;s latest earnings call in August as he took aim at the company&#39;s &#34;haters&#34; and asserted it was &#34;the perfect time for Palantir.&#34;</p><p>&#34;We are very, very bullish on America,&#34; Karp said. &#34;We have some really crucial and important clients internationally, large clients, commercial clients in Europe and also government clients outside of America that we&#39;re proud of. But this is an American revolution.&#34;</p><p>Despite his optimism, most analysts on Wall Street are sidelined for now. Of 32 firms polled by FactSet, 18 rate Palantir at Hold. Ten rate the stock at Buy or the equivalent, and four at Sell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","PLTR":"Palantir Technologies Inc.","BK4613":"AI应用软件","BK4585":"ETF&股票定投概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4547":"WSB热门概念","BK4023":"应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567484661","content_text":"Love it or hate it, there's nothing else like Palantir Technologies stock.Shares have skyrocketed 127% this year thanks to Palantir's exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.And while Palantir's \"uniqueness\" deserves credit, now isn't the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.\"Palantir's recent execution has been stunning, with material upward revisions across both Commercial and Government,\" analysts wrote on Monday. It's no exaggeration to say Palantir has earned a reputation as a major player in the world of AI-powered data analytics.The company's offerings are tailored to clients who have large amounts of data and need a way to organize it. Palantir is most often styled as a federal contractor. The company, headquartered in Denver and domiciled in the U.S., has contracts with government organizations worldwide. At home, that includes several branches of the U.S. military.However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. In the second quarter, Palantir's commercial segment saw 93% growth year-over-year and 20% sequentially, compared with 53% and 14%, respectively, for its government business.Chief Financial Officer Dave Glazer told Mizuho that individual developers have been increasingly signing up for the platform, \"an interesting dynamic that we believe should translate to broader adoption, \" the firm wrote. \"We also note that our recent checks have shown that inbound interest from enterprises continues to rise.\"However, it may not be wise to buy Palantir right now. Based on the firm's calculations, Palantir trades at a multiple of 105 times 2025 EV/sales and 84 times 2026 EV/sales. \"The stock's multiple remains extreme, dramatically above anything else in software,\" Mizuho analysts wrote.The analysts believe the shares could be subject to \"material multiple reversion at some point over the next few quarters.\" Moreover, while commercial growth has been highlighted as a sign of progress, Mizuho's bear case sees it decelerating as customers push back on Palantir's high pricing.While the firm may be on the fence for now, \"Palantir's uniqueness also demands tremendous credit,\" analysts wrote. The company stands to benefit not just from investors' continued appetite for AI, but from increasing digitization at the federal level.CEO Alex Karp was full of conviction on the company's latest earnings call in August as he took aim at the company's \"haters\" and asserted it was \"the perfect time for Palantir.\"\"We are very, very bullish on America,\" Karp said. \"We have some really crucial and important clients internationally, large clients, commercial clients in Europe and also government clients outside of America that we're proud of. But this is an American revolution.\"Despite his optimism, most analysts on Wall Street are sidelined for now. Of 32 firms polled by FactSet, 18 rate Palantir at Hold. Ten rate the stock at Buy or the equivalent, and four at Sell.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469292950528152,"gmtCreate":1755611554717,"gmtModify":1755614037970,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"He's never \"right\" though&nbsp;","listText":"He's never \"right\" though&nbsp;","text":"He's never \"right\" though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469292950528152","repostId":"2560135532","repostType":2,"repost":{"id":"2560135532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1755610501,"share":"https://ttm.financial/m/news/2560135532?lang=en_US&edition=fundamental","pubTime":"2025-08-19 21:35","market":"sg","language":"en","title":"Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2560135532","media":"Dow Jones","summary":"Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...","content":"<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-19 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","PLTR":"Palantir Technologies Inc.","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560135532","content_text":"Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.Palantir Technologies Inc. has been one of the biggest artificial-intelligence winners in 2025, but there's reason to believe investors may have gotten way ahead of themselves.That's according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir's stock was grossly overvalued.Left had fresh criticism for the stock on Monday, calling Palantir \"a company now detached from fundamentals and analysis.\"Palantir's stock has run up an impressive 130% so far this year, to make it by far the S&P 500 index's SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader Nvidia Corp. Bullish investors have defended the valuation by pointing to Palantir's exclusive government contracts and its Artificial Intelligence Platform product offering.In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir's sales metric would yield a share price of $40.Even a $40 share price would be \"generous,\" according to Left, as \"Palantir would be fortunate to achieve the same valuation multiple as OpenAI.\"\"It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,\" Left said.Left certainly doesn't believe Palantir is on par with OpenAI. In his view, Palantir's contract-based revenue is lumpier and more difficult to scale than OpenAI's widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. $(MSFT)$ and Databricks.Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left's predictions are correction, Palantir's stock could have a long way to plummet.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465018086293960,"gmtCreate":1754521757066,"gmtModify":1754531257751,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$AppLovin Corporation(APP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465018086293960","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422745904156976,"gmtCreate":1744246464464,"gmtModify":1744246681155,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$&nbsp;</a> likely drop again.. run while u can","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$&nbsp;</a> likely drop again.. run while u can","text":"$DBS Group Holdings(D05.SI)$ likely drop again.. run while u can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422745904156976","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345134917,"gmtCreate":1618285905939,"gmtModify":1704708612182,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>time to go all the way to past $30","listText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>time to go all the way to past $30","text":"$SMIC(00981)$time to go all the way to past $30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345134917","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":422745904156976,"gmtCreate":1744246464464,"gmtModify":1744246681155,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$&nbsp;</a> likely drop again.. run while u can","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS Group Holdings(D05.SI)$&nbsp;</a> likely drop again.. run while u can","text":"$DBS Group Holdings(D05.SI)$ likely drop again.. run while u can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422745904156976","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469292950528152,"gmtCreate":1755611554717,"gmtModify":1755614037970,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"He's never \"right\" though&nbsp;","listText":"He's never \"right\" though&nbsp;","text":"He's never \"right\" though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469292950528152","repostId":"2560135532","repostType":2,"repost":{"id":"2560135532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1755610501,"share":"https://ttm.financial/m/news/2560135532?lang=en_US&edition=fundamental","pubTime":"2025-08-19 21:35","market":"sg","language":"en","title":"Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2560135532","media":"Dow Jones","summary":"Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...","content":"<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is \"Generous\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-19 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f9ef17bf9225bafc68cca12dc6c58ac\" tg-width=\"819\" tg-height=\"618\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has been one of the biggest artificial-intelligence winners in 2025, but there&#39;s reason to believe investors may have gotten way ahead of themselves.</p><p>That&#39;s according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir&#39;s stock was grossly overvalued.</p><p>Left had fresh criticism for the stock on Monday, calling Palantir &#34;a company now detached from fundamentals and analysis.&#34;</p><p>Palantir&#39;s stock has run up an impressive 130% so far this year, to make it by far the S&amp;P 500 index&#39;s SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp. <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> investors have defended the valuation by pointing to Palantir&#39;s exclusive government contracts and its Artificial Intelligence Platform product offering.</p><p>In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.</p><p>OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir&#39;s sales metric would yield a share price of $40.</p><p>Even a $40 share price would be &#34;generous,&#34; according to Left, as &#34;Palantir would be fortunate to achieve the same valuation multiple as OpenAI.&#34;</p><p>&#34;It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,&#34; Left said.</p><p>Left certainly doesn&#39;t believe Palantir is on par with OpenAI. In his view, Palantir&#39;s contract-based revenue is lumpier and more difficult to scale than OpenAI&#39;s widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Databricks.</p><p>Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left&#39;s predictions are correction, Palantir&#39;s stock could have a long way to plummet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","PLTR":"Palantir Technologies Inc.","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560135532","content_text":"Palantir stook fell another 4% on Tuesday. Shares have retreated about 12% from its high.Palantir Technologies Inc. has been one of the biggest artificial-intelligence winners in 2025, but there's reason to believe investors may have gotten way ahead of themselves.That's according to the famed short-seller and Citron Research founder Andrew Left, who said on Fox Business last Wednesday that Palantir's stock was grossly overvalued.Left had fresh criticism for the stock on Monday, calling Palantir \"a company now detached from fundamentals and analysis.\"Palantir's stock has run up an impressive 130% so far this year, to make it by far the S&P 500 index's SPX best 2025 performer. The lofty price tag comes with a eye-popping price-to-earnings ratio of 588x, based on the past 12 months of earnings, according to FactSet data, which compares with a P/E ratio of 58x for AI leader Nvidia Corp. Bullish investors have defended the valuation by pointing to Palantir's exclusive government contracts and its Artificial Intelligence Platform product offering.In a Monday note, Left argued that if Palantir traded at similar valuations to AI-industry leader and privately held OpenAI, the stock would see a 77% decline from current levels.OpenAI is preparing a secondary sale of $6 billion in stock that would give it a $500 billion valuation, CNBC confirmed last Friday. Bloomberg has also reported that OpenAI expects to achieve $29.4 billion in revenue in 2026. That means the ChatGPT creator is valued at roughly 17 times forward sales. Meanwhile, Palantir is expected to do $5.6 billion in revenue in 2026, according to FactSet. Applying the same multiple to Palantir's sales metric would yield a share price of $40.Even a $40 share price would be \"generous,\" according to Left, as \"Palantir would be fortunate to achieve the same valuation multiple as OpenAI.\"\"It should be noted that even at a 17x sales multiple, OpenAI has the highest multiple of any scaled [software-as-a-service] stock in the world, and that number in itself is extreme. This means that at $40, [Palantir] would still be expensive,\" Left said.Left certainly doesn't believe Palantir is on par with OpenAI. In his view, Palantir's contract-based revenue is lumpier and more difficult to scale than OpenAI's widespread subscription model. Palantir also faces competition from other software companies such as Microsoft Corp. $(MSFT)$ and Databricks.Left acknowledged that the stock could certainly continue to climb in the coming months. After all, markets can remain irrational longer than you can remain solvent. But if Left's predictions are correction, Palantir's stock could have a long way to plummet.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345134917,"gmtCreate":1618285905939,"gmtModify":1704708612182,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>time to go all the way to past $30","listText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>time to go all the way to past $30","text":"$SMIC(00981)$time to go all the way to past $30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345134917","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479200910213904,"gmtCreate":1758019327631,"gmtModify":1758019331137,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"Mizuho seems pretty desperate to buy in[Sly]&nbsp;&nbsp;","listText":"Mizuho seems pretty desperate to buy in[Sly]&nbsp;&nbsp;","text":"Mizuho seems pretty desperate to buy in[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479200910213904","repostId":"2567484661","repostType":2,"repost":{"id":"2567484661","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1758015652,"share":"https://ttm.financial/m/news/2567484661?lang=en_US&edition=fundamental","pubTime":"2025-09-16 17:40","market":"sh","language":"en","title":"Mizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2567484661","media":"Dow Jones","summary":"Love it or hate it, there's nothing else like Palantir Technologies stock.Shares have skyrocketed 127% this year thanks to Palantir's exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.And while Palantir's \"uniqueness\" deserves credit, now isn't the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. Shares were down 2% at $168.07 in Monday trading.Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. In the second quarter, Palantir's commercial segment saw 93% growth year-over-year and 20% sequentially, compared wit","content":"<html><head></head><body><p>Love it or hate it, there&#39;s nothing else like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies stock.</p><p>Shares have skyrocketed 127% this year thanks to Palantir&#39;s exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.</p><p>And while Palantir&#39;s &#34;uniqueness&#34; deserves credit, now isn&#39;t the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. </p><p>Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.</p><p>&#34;Palantir&#39;s recent execution has been stunning, with material upward revisions across both Commercial and Government,&#34; analysts wrote on Monday. It&#39;s no exaggeration to say Palantir has earned a reputation as a major player in the world of AI-powered data analytics.</p><p>The company&#39;s offerings are tailored to clients who have large amounts of data and need a way to organize it. Palantir is most often styled as a federal contractor. The company, headquartered in Denver and domiciled in the U.S., has contracts with government organizations worldwide. At home, that includes several branches of the U.S. military.</p><p>However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. In the second quarter, Palantir&#39;s commercial segment saw 93% growth year-over-year and 20% sequentially, compared with 53% and 14%, respectively, for its government business.</p><p>Chief Financial Officer Dave Glazer told Mizuho that individual developers have been increasingly signing up for the platform, &#34;an interesting dynamic that we believe should translate to broader adoption, &#34; the firm wrote. &#34;We also note that our recent checks have shown that inbound interest from enterprises continues to rise.&#34;</p><p>However, it may not be wise to buy Palantir right now. Based on the firm&#39;s calculations, Palantir trades at a multiple of 105 times 2025 EV/sales and 84 times 2026 EV/sales. &#34;The stock&#39;s multiple remains extreme, dramatically above anything else in software,&#34; Mizuho analysts wrote.</p><p>The analysts believe the shares could be subject to &#34;material multiple reversion at some point over the next few quarters.&#34; Moreover, while commercial growth has been highlighted as a sign of progress, Mizuho&#39;s bear case sees it decelerating as customers push back on Palantir&#39;s high pricing.</p><p>While the firm may be on the fence for now, &#34;Palantir&#39;s uniqueness also demands tremendous credit,&#34; analysts wrote. The company stands to benefit not just from investors&#39; continued appetite for AI, but from increasing digitization at the federal level.</p><p>CEO Alex Karp was full of conviction on the company&#39;s latest earnings call in August as he took aim at the company&#39;s &#34;haters&#34; and asserted it was &#34;the perfect time for Palantir.&#34;</p><p>&#34;We are very, very bullish on America,&#34; Karp said. &#34;We have some really crucial and important clients internationally, large clients, commercial clients in Europe and also government clients outside of America that we&#39;re proud of. But this is an American revolution.&#34;</p><p>Despite his optimism, most analysts on Wall Street are sidelined for now. Of 32 firms polled by FactSet, 18 rate Palantir at Hold. Ten rate the stock at Buy or the equivalent, and four at Sell.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMizuho: Reiterated A Neutral Rating on Palantir And $165 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-16 17:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Love it or hate it, there&#39;s nothing else like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies stock.</p><p>Shares have skyrocketed 127% this year thanks to Palantir&#39;s exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.</p><p>And while Palantir&#39;s &#34;uniqueness&#34; deserves credit, now isn&#39;t the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. </p><p>Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.</p><p>&#34;Palantir&#39;s recent execution has been stunning, with material upward revisions across both Commercial and Government,&#34; analysts wrote on Monday. It&#39;s no exaggeration to say Palantir has earned a reputation as a major player in the world of AI-powered data analytics.</p><p>The company&#39;s offerings are tailored to clients who have large amounts of data and need a way to organize it. Palantir is most often styled as a federal contractor. The company, headquartered in Denver and domiciled in the U.S., has contracts with government organizations worldwide. At home, that includes several branches of the U.S. military.</p><p>However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. In the second quarter, Palantir&#39;s commercial segment saw 93% growth year-over-year and 20% sequentially, compared with 53% and 14%, respectively, for its government business.</p><p>Chief Financial Officer Dave Glazer told Mizuho that individual developers have been increasingly signing up for the platform, &#34;an interesting dynamic that we believe should translate to broader adoption, &#34; the firm wrote. &#34;We also note that our recent checks have shown that inbound interest from enterprises continues to rise.&#34;</p><p>However, it may not be wise to buy Palantir right now. Based on the firm&#39;s calculations, Palantir trades at a multiple of 105 times 2025 EV/sales and 84 times 2026 EV/sales. &#34;The stock&#39;s multiple remains extreme, dramatically above anything else in software,&#34; Mizuho analysts wrote.</p><p>The analysts believe the shares could be subject to &#34;material multiple reversion at some point over the next few quarters.&#34; Moreover, while commercial growth has been highlighted as a sign of progress, Mizuho&#39;s bear case sees it decelerating as customers push back on Palantir&#39;s high pricing.</p><p>While the firm may be on the fence for now, &#34;Palantir&#39;s uniqueness also demands tremendous credit,&#34; analysts wrote. The company stands to benefit not just from investors&#39; continued appetite for AI, but from increasing digitization at the federal level.</p><p>CEO Alex Karp was full of conviction on the company&#39;s latest earnings call in August as he took aim at the company&#39;s &#34;haters&#34; and asserted it was &#34;the perfect time for Palantir.&#34;</p><p>&#34;We are very, very bullish on America,&#34; Karp said. &#34;We have some really crucial and important clients internationally, large clients, commercial clients in Europe and also government clients outside of America that we&#39;re proud of. But this is an American revolution.&#34;</p><p>Despite his optimism, most analysts on Wall Street are sidelined for now. Of 32 firms polled by FactSet, 18 rate Palantir at Hold. Ten rate the stock at Buy or the equivalent, and four at Sell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","PLTR":"Palantir Technologies Inc.","BK4613":"AI应用软件","BK4585":"ETF&股票定投概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4547":"WSB热门概念","BK4023":"应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567484661","content_text":"Love it or hate it, there's nothing else like Palantir Technologies stock.Shares have skyrocketed 127% this year thanks to Palantir's exposure to the artificial-intelligence market. The stock has a dedicated base of retail investors who continue to sing its praises despite its hyperinflated valuation.And while Palantir's \"uniqueness\" deserves credit, now isn't the time to Buy, according to Mizuho analysts, who reiterated a Neutral rating and $165 price target in a note Monday. Mizuho recently met with Palantir executives for a demo of Palantir Ontology, the foundational layer of its platforms. The firm also got a look at AI tools such as AI Forward Deployed Engineers, which take on more of the traditionally manual work.\"Palantir's recent execution has been stunning, with material upward revisions across both Commercial and Government,\" analysts wrote on Monday. It's no exaggeration to say Palantir has earned a reputation as a major player in the world of AI-powered data analytics.The company's offerings are tailored to clients who have large amounts of data and need a way to organize it. Palantir is most often styled as a federal contractor. The company, headquartered in Denver and domiciled in the U.S., has contracts with government organizations worldwide. At home, that includes several branches of the U.S. military.However, analysts have noted that revenue attributed to nongovernment clients has steadily been growing. In the second quarter, Palantir's commercial segment saw 93% growth year-over-year and 20% sequentially, compared with 53% and 14%, respectively, for its government business.Chief Financial Officer Dave Glazer told Mizuho that individual developers have been increasingly signing up for the platform, \"an interesting dynamic that we believe should translate to broader adoption, \" the firm wrote. \"We also note that our recent checks have shown that inbound interest from enterprises continues to rise.\"However, it may not be wise to buy Palantir right now. Based on the firm's calculations, Palantir trades at a multiple of 105 times 2025 EV/sales and 84 times 2026 EV/sales. \"The stock's multiple remains extreme, dramatically above anything else in software,\" Mizuho analysts wrote.The analysts believe the shares could be subject to \"material multiple reversion at some point over the next few quarters.\" Moreover, while commercial growth has been highlighted as a sign of progress, Mizuho's bear case sees it decelerating as customers push back on Palantir's high pricing.While the firm may be on the fence for now, \"Palantir's uniqueness also demands tremendous credit,\" analysts wrote. The company stands to benefit not just from investors' continued appetite for AI, but from increasing digitization at the federal level.CEO Alex Karp was full of conviction on the company's latest earnings call in August as he took aim at the company's \"haters\" and asserted it was \"the perfect time for Palantir.\"\"We are very, very bullish on America,\" Karp said. \"We have some really crucial and important clients internationally, large clients, commercial clients in Europe and also government clients outside of America that we're proud of. But this is an American revolution.\"Despite his optimism, most analysts on Wall Street are sidelined for now. Of 32 firms polled by FactSet, 18 rate Palantir at Hold. Ten rate the stock at Buy or the equivalent, and four at Sell.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465018086293960,"gmtCreate":1754521757066,"gmtModify":1754531257751,"author":{"id":"3576389659012663","authorId":"3576389659012663","name":"ninezenith","avatar":"https://static.tigerbbs.com/29859e9f14f2a4b36f8c6b4806b7ecfc","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576389659012663","idStr":"3576389659012663"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$AppLovin Corporation(APP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465018086293960","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}