Overview

• A Yahoo Finance column predicts the stock could rally after the company reports third-quarter results on Nov. 3.
• The piece cites recent share swings tied to potential semiconductor tariffs that could raise AI inference costs and pressure margins.
• It notes a Reuters-reported U.S. Army memo flagging flaws in a Palantir battlefield network, with the company saying the issues were quickly identified and fixed.
• The column points to a new U.K. government partnership that could involve up to $1.8 billion for defense-related work tied to Palantir’s platform.
• Separate Motley Fool articles the same day argue the valuation is stretched, report a price-to-earnings multiple above 615 and a market cap near $441 billion, and predict other AI stocks could surpass Palantir by the end of 2026.