Palantir Was Abandoned? Will Market Buy It This Time?

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06-05
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Loved by Reddit, ARK Invest, and retail investors, $Palantir Technologies Inc.(PLTR)$ posted seven straight quarters of accelerating growth. Even after a 12% dip following its Q1 earnings, the stock quickly rebounded and surged to a new all-time high. But just when Palantir seemed unstoppable, two things happened:

Tied closely to NVIDIA’s ecosystem, CoreWeave has been hyped as the new “Meme King of the AI era,” rapidly gaining momentum and, some say, even overshadowing Palantir.

Has Palantir really been abandoned?

Looking at the numbers, Palantir is still on fire:

  • Q1 revenue up +39% YoY, with strong performance from commercial segments

  • FY25 revenue guidance raised to 36% growth, Q2 guidance also above expectations

  • Morgan Stanley called it: “Firing on nearly all cylinders.”

Yet, that same Morgan Stanley quickly cooled the enthusiasm:

"Strong performance ≠ Buy signal" Why? Valuation.

Looking ahead to 2027, Morgan Stanley outlined three possible scenarios:

  • 🟩 Bull Case: $3.3B in FCF → Target price around $170

  • 🟨 Base Case: $3.0B in FCF → Target price around $112

  • 🟥 Bear Case: $2.1B in FCF → Target price around $37

ARK + Executive Sell-Offs: Does the Market Even Care?

ARK Invest has started offloading small amounts of PLTR, and legendary investor Stanley Druckenmiller exited entirely, reallocating to TSMC. Meanwhile, Palantir insiders were also cashing in:

In May, CEO Alex Karp sold over $50 million worth of shares in May. CTO Shyam Sankar sold ~$21 million; Co-founder Stephen Cohen sold ~$43.5 million. Total insider sales exceeded $100 million. But strangely, the market seemed unfazed.

In fact, history shows a familiar pattern: Every time insiders sell or institutions rebalance, PLTR dips briefly… then rallies harder. After a small 4% dip on executive sell-off news in late May, Palantir jumped 7% in one day on headlines about its data work with the U.S. government—then climbed to a new all-time high.

  • Does anyone really care if insiders are cashing out? Especially when retail traders are still riding the narrative?

  • As CRWV and other AI names steal the spotlight, is Palantir losing its storytelling edge?

  • With high valuation + high growth, are you still willing to chase PLTR?

  • If it dips again, would you buy the dip?

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Palantir PT Upgrades to $175: Its Position in AI Unshakable?
Palantir rises 3% as Piper Sandler initiates it at overweight with $175 PT. For investors seeking AI stocks that stand to gain the most from the recently passed “big and beautiful” tax bill in Congress, along with Trump’s tariff policies and “Made in America” manufacturing reshoring agenda, Palantir is undoubtedly a top stock to consider. -------- Is wall street fomo for Palantir now? Buy at divergence and sell at consensus. Do you think Palantir's diverged opinions a buy?
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Comments

  • SG 88
    06-05
    SG 88
    I guess this is just how markets works [Surprised]
    There's always room for more take up when stock prices goes tail wind.... everyone wants a piece of the "pie" until its spiral downwards then he'll broke loss.
    @MillionaireTiger @koolgal @BillionaireN @Blinkfans @JC888
  • Kaixiang
    06-08
    Kaixiang
    Palantir has shown tremendously strong growth with robust commercial and government demand. However, its valuation is exceptionally high, pricing in significant future success.
    While its platform is compelling, the current stock price reflects extremely optimistic expectations. For aggressive, long-term investors believing in its AI dominance, it may still be a potential buy before the next rally. For others, the valuation risk may suggest waiting for a more attractive entry point.
    Personally, I have a position in Palantir but may wait for a retracement before adding further.
    @TigerEvents @Success88 @koolgal @JC888 @DiAngel @Universe宇宙 @Fenger1188 @MHh @HelenJanet
    • koolgalReplyKaixiang: 
      My pleasure 🥰🥰🥰
    • KaixiangReplykoolgal: 
      Thanks @koolgal ! Looking forward to hearing your strategy in this volatile market and how to navigate the monster recovery rallies [Happy]
    • koolgal: 
      Congratulations on your winning Palantir trade. 🎉🎉🎉
    • koolgal: 
      Thanks for sharing your valuable insights 😍😍😍
  • icycrystal
    06-05
    icycrystal
    @Shyon @SPACE ROCKET @GoodLife99 @nomadic_m @Barcode @Aqa @rL @koolgal @LMSunshine @HelenJanet @Universe宇宙

    going for the wait and see approach [Silence] [Silence] [Silence]

    Looking at the numbers, Palantir is still on fire:

    Q1 revenue up +39% YoY, with strong performance from commercial segments


    FY25 revenue guidance raised to 36% growth, Q2 guidance also above expectations


    Morgan Stanley called it: “Firing on nearly all cylinders.”


    Does anyone really care if insiders are cashing out? Especially when retail traders are still riding the narrative?


    As CRWV and other AI names steal the spotlight, is Palantir losing its storytelling edge?


    With high valuation + high growth, are you still willing to chase PLTR?


    If it dips again, would you buy the dip?


    REWARDS


    All valid comments will receive 5 Tiger Coins

  • MHh
    06-06
    MHh
    I think insiders are cashing out to lock in the gains. Afterall, the stock is now expensive. Sell now and buy back later to lock in the profits sound like a feasible plan. PLTR has an edge that no competitor can steal yet. It fits the US’ military needs and given the high stakes, I don’t think the US will be quick to change PLTR away. There will still be a need for PLTR and it can go higher.


    The main pain for me is the high valuation that I will not rush in yet. The benefit to risk ratio is not favourable yet.


    I would consider buying the dip especially if it is compelling enough. For now, it would be to watch the price action.


    I think the insiders are just profit taking and the big whales just need to trim some proportion of their portfolio to fit in the other AI companies that have room to skyrocket and they are unwilling to miss the train.
    @DiAngel @Wayneqq @LuckyPiggie @HelenJanet @SPOT_ON @Kaixiang @Fenger1188 @Success88 @Universe宇宙 come join
  • SPACE ROCKET
    06-06
    SPACE ROCKET
    PLTR is wayyyy overpriced la. OMG. Might as well buy NVDA. PLTR sounds like a meme stock which is way overbought. Ridiculous.

    @LULU ROCKET @BABY SPACEROCK

    • koolgal: 
      I totally agree with you. 👍. I would give it a miss for now. 😍😍😍
  • Ragz
    06-05
    Ragz
    Technical analysis shows Palantir is overbought at the moment. Time to Buy when it becomes oversold.
    • koolgal: 
      Well said. You are absolutely right! 😍😍😍
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