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DeepSeek AI says Palantir stock will hit this target by April 1, 2025
PLTRPalantir Technologies(PLTR) Finbold·2025-03-16 19:42

Core Viewpoint - Palantir's stock is regaining a bullish trend, targeting the 100markduetopositiveprojectionsfromitsAItoolsandarecentpartnershipwithDatabricks[1][2].Group1:StockPerformancePalantirsstockclosedat100 mark due to positive projections from its AI tools and a recent partnership with Databricks [1][2]. Group 1: Stock Performance - Palantir's stock closed at 86 on March 14, up 8.3%, marking a 5.7% gain over the week, ending a three-week losing streak [1]. - The stock has fallen nearly 40% from its all-time high of 125,raisingconcernsaboutitsfutureperformance[3].Group2:StrategicPartnershipsThepartnershipwithDatabricksaimstointegratePalantirsAIpoweredoperatingsystemwithDatabricksdataengineeringandanalyticsplatform,expandingmarketreach[2][3].ThiscollaborationissignificantasDatabrickshasbeenacompetitorinsecuringU.S.DepartmentofDefensecontracts[3].Group3:RevenueGrowthandValuationPalantirsrevenuegrowthhasslowedfrom47125, raising concerns about its future performance [3]. Group 2: Strategic Partnerships - The partnership with Databricks aims to integrate Palantir's AI-powered operating system with Databricks' data engineering and analytics platform, expanding market reach [2][3]. - This collaboration is significant as Databricks has been a competitor in securing U.S. Department of Defense contracts [3]. Group 3: Revenue Growth and Valuation - Palantir's revenue growth has slowed from 47% in 2020 to a projected 29% in 2024, contrasting with the rapid growth seen by top AI companies like Nvidia [4]. - The company's forward P/E ratio stands at 135x, raising concerns about potential stock price corrections if growth expectations are not met [5]. Group 4: Defense Spending Concerns - Anticipated cuts in U.S. defense spending could threaten nearly half of Palantir's revenue, given its status as a key contractor for the Department of Defense [4]. Group 5: Insider Selling Activity - Recent insider selling, including a transaction by President Stephen Andrew Cohen who sold over 310 million in shares, is viewed as a bearish signal [6]. Group 6: Future Predictions - DeepSeek AI's R1 model forecasts a potential bullish run for Palantir by April 1, with a base case target of 110,contingentonstrategicpartnershipsandstablemarketconditions[7][10].Twoscenariosareoutlined:abullishcasewherethestockcouldreach110, contingent on strategic partnerships and stable market conditions [7][10]. - Two scenarios are outlined: a bullish case where the stock could reach 120-130andabearishcasewhereitcoulddropto130 and a bearish case where it could drop to 60-$70 [8].