PALANTIR $PLTR reiterated at '-To The Moon - Tiger Brokers Online Investing Community - To The Moon

PALANTIR $PLTR reiterated at 'Underperform' at Jefferies with a $28 price-target, saying the stock is trading at an "unsustainable multiple":

"PLTR is trading at an unsustainable multiple, and insider selling is backing that up. PLTR is up 257% YTD on multiple expansion. We note insider selling on 10b5-1 plans has rapidly picked up with the CEO selling nearly $2B in stock over last 3 months & >$1B over last 2 weeks.

PLTR trades at 43x CY25 rev, well over 2x the next highest software name. Retail ownership has decreased 7pts to 42% post the S&P 500 inclusion, while index/active institutional ownership has increased 4pts/3pts to 25%/27%, which may reduce the retail premium going forward."

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