Palantir bull: It’s a “transformational” tech stock

Wall Street’s reviews are starting to roll in after Palantir creamed expectations for Q4 sales and adjusted earnings Monday. Bullish tech analyst Dan Ives of Wedbush Securities wrote:

“There are some transformational tech stocks that come along every decade and change the landscape... Palantir is one of them in our view and proved it for all the tech world to see last night. Palantir posted earnings that absolutely blew away Street expectations with initial 2025 guidance well ahead of investor expectations. Palantir is helping lead the AI Revolution into the use case phase as its AIP product moat is unmatched in our view. Karp & Co. are playing chess in the AI Arms Race while others play checkers and the bears continue to miss this generational tech story as they cannot find AI in their spreadsheets.”

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SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

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