Overview
- Palantir shares fell about 7.3% after Michael Burry’s now-deleted X post claimed Anthropic is “eating Palantir’s lunch.”
- Wedbush’s Daniel Ives rejected that view as a “fictional narrative” and kept his Outperform rating with a $230 price target.
- Palantir’s Q4 2025 results showed revenue up 56% to $4.48 billion, with U.S. commercial sales up 109% and U.S. government revenue up 55%.
- Some reports said Anthropic’s annual recurring revenue rose from $9 billion to $30 billion and noted a new tool to coordinate multiple AI agents, though those reports did not show Palantir losing contracts.
- Wall Street still lists PLTR as a Moderate Buy with an average target near $194.61, reflecting confidence in its moat built on how it structures and links enterprise data.