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Palantir Rallies as Tech Rebounds After Sharp November Pullback

Rate‑cut optimism drew buyers back to the AI software maker despite ongoing valuation worries.

Overview

  • Shares rose about 4% to $161.12 on Monday as falling yields boosted large‑cap tech, reversing part of November’s slide, according to Benzinga.
  • The bounce follows a roughly 25% drop from early‑November highs after disclosures of Michael Burry’s sizable put position and insider sale filings exceeding $250 million.
  • Palantir earlier posted a strong third quarter with adjusted earnings of $0.21 per share on $1.18 billion in revenue and raised guidance for the fourth quarter and fiscal 2025.
  • Analysts lifted price targets after the earnings beat while keeping Buy or Neutral stances, citing momentum from the company’s AI platform initiatives.
  • Valuation remains stretched, with articles citing triple‑digit price‑to‑sales and a P/E well into the hundreds, keeping debate focused on AIP‑driven growth versus bubble risk.