Jan. 28 at 9:01 AM
🚨
$PLTR — Not a Simple Bull/Bear Call Right Now
Mizuho’s Gregg Moskowitz says Palantir is in a choppy spot — killer growth but a valuation that’s tough to justify right here. Shares have been trending sideways since the big AI‑driven rally.
📊 Key Takeaways:
• PLTR is expected to extend revenue growth again in 4Q25, with street models suggesting around
$1.33B total (≈61% YoY) — slightly above management’s range.
👉Click to view @Information_Master for timely updates amid the volatility.
Moskowitz remains Neutral, though his implied
$205 target still suggests about ~20% upside if momentum continues.
Bullish case: persistent AI demand + accelerating enterprise adoption = runway.
Bearish case: sky‑high valuation + execution expectations baked in = volatility risk.
Short term: valuation chatter likely to dominate price action ahead of ER.
Long term: fundamentals still strong — just heavy expectations.
