@HelenJanet @rL @GoodLife99 @S

what do you think tiger rebound or just hype

Palantir has been standing out in this recent market downturn. After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension.

This week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities.

But here’s the catch: valuation concerns still linger.

Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally?

What’s your price target for PLTR?

🎁Prizes

🐯 All valid comments on the following post will receive 5 Tiger Coins.

@TigerClub：🎁What the Tigers Say | PLTR: To the Moon or Just Riding the Trump Trade?

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Comments

BingGibbon
04-17
BingGibbon
Impressive gains! Keep it up!
- icycrystal:
  [Like] [Like] [Like]

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After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension.\nThis week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities.\nBut here’s the catch: valuation concerns still linger.\nDo you believe in Palantir’s continued rebound, or is this just a temporary hype rally?\nWhat’s your price target for PLTR?\n🎁Prizes\n🐯 All valid comments on the following post will receive 5 Tiger Coins.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4100927749199030\"> @rL </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4141429963588842\"> @TigerGPT </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a>\nwhat do you think tiger [Doubt] [Doubt] [Doubt] rebound or just hype [Doubt] [Doubt] [Doubt]\nPalantir has been standing out in this recent market downturn. After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension.\nThis week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities.\nBut here’s the catch: valuation concerns still linger.\nDo you believe in Palantir’s continued rebound, or is this just a temporary hype rally?\nWhat’s your price target for PLTR?\n🎁Prizes\n🐯 All valid comments on the following post will receive 5 Tiger Coins.</body></html>","text":"@HelenJanet @rL @GoodLife99 @SPACE ROCKET @TigerGPT @LMSunshine @koolgal @Shyon @Aqa @Universe宇宙 what do you think tiger [Doubt] [Doubt] [Doubt] rebound or just hype [Doubt] [Doubt] [Doubt] Palantir has been standing out in this recent market downturn. After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension. This week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities. But here’s the catch: valuation concerns still linger. Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR? 🎁Prizes 🐯 All valid comments on the following post will receive 5 Tiger Coins.","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/425175892116144","repostId":425088331141136,"repostType":1,"repost":{"magic":2,"id":425088331141136,"tweetId":"425088331141136","gmtCreate":1744805449506,"gmtModify":1744817402389,"author":{"id":3527667671414981,"idStr":"3527667671414981","authorId":3527667671414981,"authorIdStr":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","vip":4,"userType":4,"introduction":"The story of Tiger Friends' investment.","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4724,"starInvestorFlag":false},"themes":[{"themeId":"bae9c41b7c1e4808a6fb097c9b48c0b6","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Sky-High Valuation, Keep Soaring: Will Palantir Bubble Burst Some Day?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bae9c41b7c1e4808a6fb097c9b48c0b6}&rnconfig={\"headerBarHidden\": true}","description":"The company reported first-quarter revenue of $884 million, up 39% year-over-year and above the analyst consensus. Adjusted earnings per share of 13 cents, rose from 8 cents per share a year earlier, in line with Wall Street’s estimates. Investors may have been looking for more, after the AI darling posted blowout results in February and November.\n-----------\nAfter Palantir rising so much this year, will the stock begin to pull back given high valuations?\nOr good time to add?\nWhat's your target price for Palantir?","image":"https://community-static.tradeup.com/news/101c50350e03f16a4e73c24d75ba6edc"}],"images":[{"img":"https://community-static.tradeup.com/news/5c264816bc6f8ff44fca2cd27767610c","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/b5787ad4ae01c1a78e894a030aa81e11","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/1dd51d0a79559be91ff044b15a94f200","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/110f4b19fa99feef1f35bacecd7879be","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/5c264816bc6f8ff44fca2cd27767610c","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/b5787ad4ae01c1a78e894a030aa81e11","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/1dd51d0a79559be91ff044b15a94f200","width":"1080","height":"1080"}],"title":"🎁What the Tigers Say | PLTR: To the Moon or Just Riding the Trump Trade?","html":"<html><head></head><body>Palantir has been standing out in this recent market downturn. After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension.This week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities.But here’s the catch: valuation concerns still linger. Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR?<h3 id=\"id_555870814\">🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.</h3><h3 id=\"id_1029752511\">Click titles to read the full analysis:</h3><h2 id=\"id_309361180\">1. <a data-mention-id=\"4197851430299452\" class=\"teditor-mention\" data-mention-name=\"ToNi\" href=\"https://ttm.financial/U/4197851430299452\">@ToNi</a>:</h2><img src=\"https://community-static.tradeup.com/news/5c264816bc6f8ff44fca2cd27767610c\" tg-width=\"1080\" tg-height=\"1080\">Key Points:1. Continued Rebound or Sell on Rally? I believe Palantir can continue its rebound in the near term due to the NATO deal and strong government contract growth, but its high valuation warrants caution. Hold for long-term growth, or sell near $98 to lock in gains if you’re risk-averse.2. Steepest Decline in a Market Plunge? Palantir’s high valuation makes it vulnerable to a significant decline in a market plunge, but its stable contract revenue and defense AI role may limit the damage compared to tariff-exposed stocks. A 30% drop to $60–$70 is possible in a severe downturn.3. Price Target for Palantir? My price target is $110 over the next 12 months, a 19% upside from $92.32, driven by growth in AI and defense contracts, though market volatility and valuation risks could push it lower if conditions worsen.<h2 id=\"id_2698735902\">2. <a data-mention-id=\"4145797693007212\" class=\"teditor-mention\" data-mention-name=\"yourcelesttyy\" href=\"https://ttm.financial/U/4145797693007212\">@yourcelesttyy</a>: </h2><img src=\"https://community-static.tradeup.com/news/b5787ad4ae01c1a78e894a030aa81e11\" tg-width=\"1080\" tg-height=\"1080\">Key Points:<h3 id=\"id_237787749\">Do You Believe in Palantir’s Continued Rebound, or Is It Better to Sell on Rally?</h3>The NATO deal is a solid tailwind, and if Trump’s administration doubles down on defense tech, Palantir could ride a wave of new contracts. Its customer growth and cash flow strength add credence to the rebound thesis. However, the 4.6% pop might be a peak moment to cash out some gains, given the valuation risks and budget-cut overhang. Verdict: I lean toward a cautious “sell on rally” strategy—take partial profits now but hold a core position if you’re bullish on Palantir’s AI dominance. A stop-loss at 5-10% below current levels could protect against a sudden drop.<h3 id=\"id_866831014\">If the Market Plunges Again, Does Palantir’s High Valuation Mean It Could Face the Steepest Decline?</h3>Yes, high-valuation stocks like Palantir are prime candidates for outsized declines in a market crash. Its P/S of 80 and elevated PE leave little margin of safety—sentiment shifts could trigger a sell-off far sharper than the broader market’s. Think of February’s tumble as a preview: when bad news hit, Palantir shed value fast. Verdict: If the S&amp;P 500 dives again, expect Palantir to fall harder—potentially 20-30% versus the index’s 10-15%.<h2 id=\"id_542794021\">3. <a data-mention-id=\"4134723421039712\" class=\"teditor-mention\" data-mention-name=\"Mettamadhan\" href=\"https://ttm.financial/U/4134723421039712\">@Mettamadhan</a>:</h2>Key Points:Overbought. Biggest plunge if the uncertainity continues. 45-55 is the buy zone.<h2 id=\"id_4086223248\">4. <a data-mention-id=\"4150234571389702\" class=\"teditor-mention\" data-mention-name=\"Kinjal\" href=\"https://ttm.financial/U/4150234571389702\">@Kinjal</a> :</h2>Key Points:PLTR is a good company to buy but PE is very high and RoE is very low.<h2 id=\"id_2700383877\">5. <a data-mention-id=\"4140562003782702\" class=\"teditor-mention\" data-mention-name=\"DaraC\" href=\"https://ttm.financial/U/4140562003782702\">@DaraC</a>:</h2>Key Points:It seems the tariff has no effect on this stock.<h2 id=\"id_1823058293\">6. <a data-mention-id=\"3569231041389085\" class=\"teditor-mention\" data-mention-name=\"股勇者\" href=\"https://ttm.financial/U/3569231041389085\">@股勇者</a> :</h2>Key Points:Closed swing trade position on PLTR with 11.5% return in 1 week.<h2 id=\"id_2826428418\">7. <a data-mention-id=\"3571488231897668\" class=\"teditor-mention\" data-mention-name=\"Stayclose\" href=\"https://ttm.financial/U/3571488231897668\">@Stayclose</a>:</h2><img src=\"https://community-static.tradeup.com/news/1dd51d0a79559be91ff044b15a94f200\" tg-width=\"1080\" tg-height=\"1080\">Key Points:PLTR managed to break and hold $90 level which is a very huge level for PLTR.Great to see some strength back at PLTR again.Quick scalp on PLTR again bought at $93.55, sold at $95.Some resistance at $94-$95 level, else watch for $98 for resistance.<h2 id=\"id_2806904065\">8. <a data-mention-id=\"4185413129326452\" class=\"teditor-mention\" data-mention-name=\"Mickey082024\" href=\"https://ttm.financial/U/4185413129326452\">@Mickey082024</a>:</h2><img src=\"https://community-static.tradeup.com/news/110f4b19fa99feef1f35bacecd7879be\" tg-width=\"1080\" tg-height=\"1080\">Key Points:<h3 id=\"id_1753524544\">Risk #1: Palantir’s Overvalued Stock Price</h3>Now, when we look at Palantir’s forward P/E ratio, it’s trading at an astonishing 114x forward earnings. To put this in perspective, the average stock in the S&amp;P 500 trades at roughly 20x earnings. That means Palantir is 5 times more expensive than the typical company in the broader market.Sure, Palantir is an exceptional company with a unique business model and a strong market position, but does that justify such a steep premium? In my opinion, the premium valuation is overdone. Let’s look at the numbers from last year: at the beginning of 2024, Palantir was trading at a much more reasonable forward P/E in the 40s, which I thought represented good value. But now, with a P/E ratio in the 100s, it’s hard to ignore the risk of a correction.If sentiment shifts and investors become less willing to pay such a high price for Palantir, we could see the stock price fall significantly. Even if Palantir’s earnings per share remain stable, a contraction in its valuation multiple could lead to a 50% decline in the stock price, still leaving it more expensive than it has been for most of the past three years.<h3 id=\"id_3471433097\">Risk #2: Insider Selling by CEO Alex Karp</h3>Now, the situation with Palantir is a bit more complicated because the stock is already highly priced. If Palantir were trading at a more reasonable valuation, insider selling wouldn’t be such a big deal. But when the stock is priced to perfection, any hint of insider selling can be the catalyst for a valuation reset.So while CEO Karp’s sale isn’t necessarily a red flag in isolation, combined with the overvalued stock and the current market conditions, it adds a layer of risk that investors need to keep an eye on.<h3 id=\"id_2780031509\">Risk #3: Palantir’s Reliance on Government Contracts</h3>The issue with Palantir is that the U.S. government is actively working to cut spending. As the government looks to reduce its budget and focus on cost savings, Palantir, which gets a significant portion of its revenue from government contracts, could see its business impacted negatively. If government spending in areas Palantir serves decreases, the company may struggle to maintain growth.This is especially risky right now, given that the U.S. economy is likely headed into a recession, and government spending cuts are likely to continue. Unlike businesses that can adjust their strategies in response to economic shifts, Palantir’s heavy reliance on government contracts leaves it more exposed to these budget cuts.<h2 id=\"id_3720070391\">Questions for you:</h2> Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR?<h2 id=\"id_3351048741\">🎁Prizes</h2>🐯 All valid comments on the following post will receive 5 Tiger Coins.We strongly recommend selecting the \"Also repost\" button when posting a comment to receive more rewards.<img src=\"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2\">⏰Duration<ul style=\"\"><li>23 April (24pm EDT)</li></ul></body></html>","htmlText":"<html><head></head><body>Palantir has been standing out in this recent market downturn. After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension.This week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities.But here’s the catch: valuation concerns still linger. Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR?<h3 id=\"id_555870814\">🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.</h3><h3 id=\"id_1029752511\">Click titles to read the full analysis:</h3><h2 id=\"id_309361180\">1. <a data-mention-id=\"4197851430299452\" class=\"teditor-mention\" data-mention-name=\"ToNi\" href=\"https://ttm.financial/U/4197851430299452\">@ToNi</a>:</h2><img src=\"https://community-static.tradeup.com/news/5c264816bc6f8ff44fca2cd27767610c\" tg-width=\"1080\" tg-height=\"1080\">Key Points:1. Continued Rebound or Sell on Rally? I believe Palantir can continue its rebound in the near term due to the NATO deal and strong government contract growth, but its high valuation warrants caution. Hold for long-term growth, or sell near $98 to lock in gains if you’re risk-averse.2. Steepest Decline in a Market Plunge? Palantir’s high valuation makes it vulnerable to a significant decline in a market plunge, but its stable contract revenue and defense AI role may limit the damage compared to tariff-exposed stocks. A 30% drop to $60–$70 is possible in a severe downturn.3. Price Target for Palantir? My price target is $110 over the next 12 months, a 19% upside from $92.32, driven by growth in AI and defense contracts, though market volatility and valuation risks could push it lower if conditions worsen.<h2 id=\"id_2698735902\">2. <a data-mention-id=\"4145797693007212\" class=\"teditor-mention\" data-mention-name=\"yourcelesttyy\" href=\"https://ttm.financial/U/4145797693007212\">@yourcelesttyy</a>: </h2><img src=\"https://community-static.tradeup.com/news/b5787ad4ae01c1a78e894a030aa81e11\" tg-width=\"1080\" tg-height=\"1080\">Key Points:<h3 id=\"id_237787749\">Do You Believe in Palantir’s Continued Rebound, or Is It Better to Sell on Rally?</h3>The NATO deal is a solid tailwind, and if Trump’s administration doubles down on defense tech, Palantir could ride a wave of new contracts. Its customer growth and cash flow strength add credence to the rebound thesis. However, the 4.6% pop might be a peak moment to cash out some gains, given the valuation risks and budget-cut overhang. Verdict: I lean toward a cautious “sell on rally” strategy—take partial profits now but hold a core position if you’re bullish on Palantir’s AI dominance. A stop-loss at 5-10% below current levels could protect against a sudden drop.<h3 id=\"id_866831014\">If the Market Plunges Again, Does Palantir’s High Valuation Mean It Could Face the Steepest Decline?</h3>Yes, high-valuation stocks like Palantir are prime candidates for outsized declines in a market crash. Its P/S of 80 and elevated PE leave little margin of safety—sentiment shifts could trigger a sell-off far sharper than the broader market’s. Think of February’s tumble as a preview: when bad news hit, Palantir shed value fast. Verdict: If the S&amp;P 500 dives again, expect Palantir to fall harder—potentially 20-30% versus the index’s 10-15%.<h2 id=\"id_542794021\">3. <a data-mention-id=\"4134723421039712\" class=\"teditor-mention\" data-mention-name=\"Mettamadhan\" href=\"https://ttm.financial/U/4134723421039712\">@Mettamadhan</a>:</h2>Key Points:Overbought. Biggest plunge if the uncertainity continues. 45-55 is the buy zone.<h2 id=\"id_4086223248\">4. <a data-mention-id=\"4150234571389702\" class=\"teditor-mention\" data-mention-name=\"Kinjal\" href=\"https://ttm.financial/U/4150234571389702\">@Kinjal</a> :</h2>Key Points:PLTR is a good company to buy but PE is very high and RoE is very low.<h2 id=\"id_2700383877\">5. <a data-mention-id=\"4140562003782702\" class=\"teditor-mention\" data-mention-name=\"DaraC\" href=\"https://ttm.financial/U/4140562003782702\">@DaraC</a>:</h2>Key Points:It seems the tariff has no effect on this stock.<h2 id=\"id_1823058293\">6. <a data-mention-id=\"3569231041389085\" class=\"teditor-mention\" data-mention-name=\"股勇者\" href=\"https://ttm.financial/U/3569231041389085\">@股勇者</a> :</h2>Key Points:Closed swing trade position on PLTR with 11.5% return in 1 week.<h2 id=\"id_2826428418\">7. <a data-mention-id=\"3571488231897668\" class=\"teditor-mention\" data-mention-name=\"Stayclose\" href=\"https://ttm.financial/U/3571488231897668\">@Stayclose</a>:</h2><img src=\"https://community-static.tradeup.com/news/1dd51d0a79559be91ff044b15a94f200\" tg-width=\"1080\" tg-height=\"1080\">Key Points:PLTR managed to break and hold $90 level which is a very huge level for PLTR.Great to see some strength back at PLTR again.Quick scalp on PLTR again bought at $93.55, sold at $95.Some resistance at $94-$95 level, else watch for $98 for resistance.<h2 id=\"id_2806904065\">8. <a data-mention-id=\"4185413129326452\" class=\"teditor-mention\" data-mention-name=\"Mickey082024\" href=\"https://ttm.financial/U/4185413129326452\">@Mickey082024</a>:</h2><img src=\"https://community-static.tradeup.com/news/110f4b19fa99feef1f35bacecd7879be\" tg-width=\"1080\" tg-height=\"1080\">Key Points:<h3 id=\"id_1753524544\">Risk #1: Palantir’s Overvalued Stock Price</h3>Now, when we look at Palantir’s forward P/E ratio, it’s trading at an astonishing 114x forward earnings. To put this in perspective, the average stock in the S&amp;P 500 trades at roughly 20x earnings. That means Palantir is 5 times more expensive than the typical company in the broader market.Sure, Palantir is an exceptional company with a unique business model and a strong market position, but does that justify such a steep premium? In my opinion, the premium valuation is overdone. Let’s look at the numbers from last year: at the beginning of 2024, Palantir was trading at a much more reasonable forward P/E in the 40s, which I thought represented good value. But now, with a P/E ratio in the 100s, it’s hard to ignore the risk of a correction.If sentiment shifts and investors become less willing to pay such a high price for Palantir, we could see the stock price fall significantly. Even if Palantir’s earnings per share remain stable, a contraction in its valuation multiple could lead to a 50% decline in the stock price, still leaving it more expensive than it has been for most of the past three years.<h3 id=\"id_3471433097\">Risk #2: Insider Selling by CEO Alex Karp</h3>Now, the situation with Palantir is a bit more complicated because the stock is already highly priced. If Palantir were trading at a more reasonable valuation, insider selling wouldn’t be such a big deal. But when the stock is priced to perfection, any hint of insider selling can be the catalyst for a valuation reset.So while CEO Karp’s sale isn’t necessarily a red flag in isolation, combined with the overvalued stock and the current market conditions, it adds a layer of risk that investors need to keep an eye on.<h3 id=\"id_2780031509\">Risk #3: Palantir’s Reliance on Government Contracts</h3>The issue with Palantir is that the U.S. government is actively working to cut spending. As the government looks to reduce its budget and focus on cost savings, Palantir, which gets a significant portion of its revenue from government contracts, could see its business impacted negatively. If government spending in areas Palantir serves decreases, the company may struggle to maintain growth.This is especially risky right now, given that the U.S. economy is likely headed into a recession, and government spending cuts are likely to continue. Unlike businesses that can adjust their strategies in response to economic shifts, Palantir’s heavy reliance on government contracts leaves it more exposed to these budget cuts.<h2 id=\"id_3720070391\">Questions for you:</h2> Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR?<h2 id=\"id_3351048741\">🎁Prizes</h2>🐯 All valid comments on the following post will receive 5 Tiger Coins.We strongly recommend selecting the \"Also repost\" button when posting a comment to receive more rewards.<img src=\"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2\">⏰Duration<ul style=\"\"><li>23 April (24pm EDT)</li></ul></body></html>","text":"Palantir has been standing out in this recent market downturn. After hitting a new high in February, it dipped just 0.61% in March and has already rebounded 16.59% in April — bringing its year-to-date gain to an impressive 30.11%. While often labeled as an AI play, Palantir is also a defense stock, which tends to shine during times of market volatility and geopolitical tension. This week, shares surged again after NATO announced it would adopt Palantir’s AI software to modernize its defense capabilities. But here’s the catch: valuation concerns still linger. Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR? 🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution. Click titles to read the full analysis: 1. @ToNi: Key Points: 1. Continued Rebound or Sell on Rally? I believe Palantir can continue its rebound in the near term due to the NATO deal and strong government contract growth, but its high valuation warrants caution. Hold for long-term growth, or sell near $98 to lock in gains if you’re risk-averse. 2. Steepest Decline in a Market Plunge? Palantir’s high valuation makes it vulnerable to a significant decline in a market plunge, but its stable contract revenue and defense AI role may limit the damage compared to tariff-exposed stocks. A 30% drop to $60–$70 is possible in a severe downturn. 3. Price Target for Palantir? My price target is $110 over the next 12 months, a 19% upside from $92.32, driven by growth in AI and defense contracts, though market volatility and valuation risks could push it lower if conditions worsen. 2. @yourcelesttyy: Key Points: Do You Believe in Palantir’s Continued Rebound, or Is It Better to Sell on Rally? The NATO deal is a solid tailwind, and if Trump’s administration doubles down on defense tech, Palantir could ride a wave of new contracts. Its customer growth and cash flow strength add credence to the rebound thesis. However, the 4.6% pop might be a peak moment to cash out some gains, given the valuation risks and budget-cut overhang. Verdict: I lean toward a cautious “sell on rally” strategy—take partial profits now but hold a core position if you’re bullish on Palantir’s AI dominance. A stop-loss at 5-10% below current levels could protect against a sudden drop. If the Market Plunges Again, Does Palantir’s High Valuation Mean It Could Face the Steepest Decline? Yes, high-valuation stocks like Palantir are prime candidates for outsized declines in a market crash. Its P/S of 80 and elevated PE leave little margin of safety—sentiment shifts could trigger a sell-off far sharper than the broader market’s. Think of February’s tumble as a preview: when bad news hit, Palantir shed value fast. Verdict: If the S&P 500 dives again, expect Palantir to fall harder—potentially 20-30% versus the index’s 10-15%. 3. @Mettamadhan: Key Points: Overbought. Biggest plunge if the uncertainity continues. 45-55 is the buy zone. 4. @Kinjal : Key Points: PLTR is a good company to buy but PE is very high and RoE is very low. 5. @DaraC: Key Points: It seems the tariff has no effect on this stock. 6. @股勇者 : Key Points: Closed swing trade position on PLTR with 11.5% return in 1 week. 7. @Stayclose: Key Points: PLTR managed to break and hold $90 level which is a very huge level for PLTR. Great to see some strength back at PLTR again. Quick scalp on PLTR again bought at $93.55, sold at $95. Some resistance at $94-$95 level, else watch for $98 for resistance. 8. @Mickey082024: Key Points: Risk #1: Palantir’s Overvalued Stock Price Now, when we look at Palantir’s forward P/E ratio, it’s trading at an astonishing 114x forward earnings. To put this in perspective, the average stock in the S&P 500 trades at roughly 20x earnings. That means Palantir is 5 times more expensive than the typical company in the broader market. Sure, Palantir is an exceptional company with a unique business model and a strong market position, but does that justify such a steep premium? In my opinion, the premium valuation is overdone. Let’s look at the numbers from last year: at the beginning of 2024, Palantir was trading at a much more reasonable forward P/E in the 40s, which I thought represented good value. But now, with a P/E ratio in the 100s, it’s hard to ignore the risk of a correction. If sentiment shifts and investors become less willing to pay such a high price for Palantir, we could see the stock price fall significantly. Even if Palantir’s earnings per share remain stable, a contraction in its valuation multiple could lead to a 50% decline in the stock price, still leaving it more expensive than it has been for most of the past three years. Risk #2: Insider Selling by CEO Alex Karp Now, the situation with Palantir is a bit more complicated because the stock is already highly priced. If Palantir were trading at a more reasonable valuation, insider selling wouldn’t be such a big deal. But when the stock is priced to perfection, any hint of insider selling can be the catalyst for a valuation reset. So while CEO Karp’s sale isn’t necessarily a red flag in isolation, combined with the overvalued stock and the current market conditions, it adds a layer of risk that investors need to keep an eye on. Risk #3: Palantir’s Reliance on Government Contracts The issue with Palantir is that the U.S. government is actively working to cut spending. As the government looks to reduce its budget and focus on cost savings, Palantir, which gets a significant portion of its revenue from government contracts, could see its business impacted negatively. If government spending in areas Palantir serves decreases, the company may struggle to maintain growth. This is especially risky right now, given that the U.S. economy is likely headed into a recession, and government spending cuts are likely to continue. Unlike businesses that can adjust their strategies in response to economic shifts, Palantir’s heavy reliance on government contracts leaves it more exposed to these budget cuts. Questions for you: Do you believe in Palantir’s continued rebound, or is this just a temporary hype rally? What’s your price target for PLTR? 🎁Prizes 🐯 All valid comments on the following post will receive 5 Tiger Coins. We strongly recommend selecting the \"Also repost\" button when posting a comment to receive more rewards. ⏰Duration 23 April (24pm EDT)","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/425088331141136","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["PLTR"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5406,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":129,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":809,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":425370848096616,"commentId":"425370848096616","gmtCreate":1744859121390,"gmtModify":1744876842941,"authorId":9000000000000678,"author":{"id":9000000000000678,"idStr":"9000000000000678","authorId":9000000000000678,"name":"BingGibbon","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":425175892116144,"objectIdStr":"425175892116144","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Impressive gains! Keep it up! [Wow]","text":"Impressive gains! Keep it up! [Wow]","html":"Impressive gains! Keep it up! [Wow]","likeSize":1,"commentSize":1,"subComments":[{"id":425794569986136,"commentId":"425794569986136","gmtCreate":1744974032119,"gmtModify":1744974035433,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.12","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":425175892116144,"objectIdStr":"425175892116144","type":1,"supId":425370848096616,"supIdStr":"425370848096616","prevId":0,"prevIdStr":"0","content":"[Like] [Like] [Like]","text":"[Like] [Like] [Like]","html":"[Like] [Like] [Like]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/425175892116144"}