DA Davidson Upgrades $PLTR to Buy from Neutral, Raises PT to $175 from $165
Analyst comments: "Palantir has grown into its valuation as profits have soared, and the multiple has come in, providing investors with a gift just in time for the United States of America’s 250th birthday. Palantir has several competitive advantages over all other software companies, which is becoming more pronounced in the era of AI.
Most recently, the realization by enterprise customers that an orchestration layer is necessary accentuates the need for Palantir. With this in mind, we are upgrading our rating to Buy from Neutral and raising our price target to $175 from $165.
Recent developments illustrate precisely why customers will use Palantir as a way to orchestrate AI models. Anthropic’s repeated choice to take a confrontational tact with the U.S. government has resulted in the government placing restrictions on AI models and Anthropic pulling its own model from the market. If an enterprise customer built its business directly on top of these models, the disruption to their business could have been catastrophic.
In contrast, a company that built its business on an orchestration tool, such as Palantir, would only experience a minor transition as Palantir swaps the AI models underneath its solution. We believe this development removes the biggest perceived threat to Palantir: the notion that companies will go to Anthropic and OpenAI to solve their biggest problems.
Even if the twin frontier labs form deployment companies and hire talented forward-deployed engineers, they will now be facing this aversion by their customers to hitch their wagon to one AI model company and take on this risk. Not to mention that the current state-of-the-art model today may not be state-of-the-art tomorrow and may even be replaced by a less expensive open-source model at some point."
Analyst: Gil Luria
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Micron için işler daha da sıkıntılı. Çünkü Trump ve ekibinden, sürekli Micron’u öven ve fiyatını şişirmeye yönelik paylaşımlar yapılıyor. Ama fiyat olarak hiç iyi durmuyor.
Trump’a çok güvenmemek lazım o yüzden.