🥇 Microsoft CEO: "Palantir is a leader" | Bullets #89

e-NG leader, analysts updates

Editor: Emanuele Marabella

Last week:

• Palantir signed a multi-year partnership with Tree Energy Solutions (“TES”), a global leader in the production of e-NG (electric natural gas derived from green hydrogen). TES has strategic partnerships with leading energy companies, such as TotalEnergies, Osaka Gas, Toho Gas, Tokyo Gas, Fortescue, and ADNOC.

• Some analysts updated their targets just before earnings:

  • Citi raised to $28 after visiting the HQ

  • Jefferies raised to $28 as it sees a “rare blended AI apps/infra asset”

  • RBC reiterated $9 with a SELL recommendation.

Palantweets

Tweet of the week

Yours,
Arny

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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.