StoneX Maintains Hold Rating on Palantir Technologies Inc.
Analyst Yi Fu Lee of StoneX has maintained a hold rating on Palantir Technologies Inc. shares.
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Cathie Wood’s ARK Invest ETFs have poured over $41M into Rocket Lab, betting on the space company’s growth and Neutron rocket.
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Analyst Yi Fu Lee of StoneX has maintained a hold rating on Palantir Technologies Inc. shares.
A new ETF called XXSP (Subversive S&P 500 Redacted ETF) launched in October 2026, offering investors exposure to the S&P 500 while excluding Elon Musk-led companies like Tesla and SpaceX. The fund aims to appeal to investors concerned about concentrated risk and volatility in Musk-linked businesses, though it comes with tradeoffs including potential missed growth opportunities and a temporary fee waiver that may expire.
Despite Palantir's impressive 92% year-over-year revenue growth and real productivity gains for clients, analyst Will Healy predicts a $5,000 investment today will be worth approximately the same by 2031. The stock's elevated 55 price-to-sales ratio has already priced in future growth, and as revenue growth decelerates from current levels to an estimated 31% annually, valuation compression will likely pressure the stock price over the next five years.
Rocket Lab stock has plummeted 70% from its May 2026 peak to around $46, trading at 30x sales compared to 38x just weeks earlier. While the company shows strong revenue growth and a record $2.36 billion backlog, concerns persist: Neutron reusable rocket's first launch has been delayed to 2027, and management forecasts adjusted EBITDA losses will widen significantly in Q3 2026. The analyst suggests waiting for Monday's earnings report before considering a small position.
Following the midterm elections, certain stocks are positioned to benefit or suffer based on potential policy shifts. Retailers like Amazon, Shopify, and e.l.f. Beauty could gain from tariff rollbacks, while neoclouds like Space Exploration Technologies and other data center companies face headwinds from tougher permitting. Palantir Technologies may see slower government growth depending on administrative changes.
Palantir Technologies is reportedly in line for an extension of its contract with the UK's National Health Service.