👎 AI Overhyped: Downgraded | Palantir Bullets #59
Lower target price, Israel board meeting, NHS opt out
Editor: Emanuele Marabella
Hi, I’m Arny. Please hit the ❤️ button if you enjoy today’s article.
Jefferies’ Analyst Brent Thill downgraded PLTR 0.00%↑ from $18 to $13 due to “unsustainable valuation driven by AI euphoria with no monetization strategy.” In other words, the analyst sees the stock as “overhyped on AI” despite being a “fundamental fan” and believing the company has the potential to gain an increasing share in a large unpenetrated market. The key concern seems to be execution to sustain Revenue growth over the next 12 months. I have a different view.
returning to 30% growth;
Foundry to facilitate M&A.
Palantir announced its board of directors will gather in Tel Aviv next week, signaling how vital its work is, in the region.
Tweet of the week
Would you like to discuss with me about PLTR or investing?
Book a meeting with Arny Trezzi
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.