Brent Thill at Jefferies has set an $80 target price for Palantir (PLTR), implying 60% downside from its current $199 share price, and argues its valuation does not make sense despite 93% revenue growth in the second quarter. Palantir trades at 78 times sales, the highest in the S&P 500, while most analysts' median target price is $223 per share. Mehdi Hosseini at Susquehanna has set a $15 target price for Super Micro Computer (SMCI), implying 57% downside from $35. The article highlights governance and export-control risks, after federal prosecutors charged three individuals with conspiring to divert $2.5 billion in AI servers to China, and notes Super Micro trades at 11 times earnings.
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artificial intelligencevaluationPLTRSMCINVDA
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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