'Big Short' investor Michael Burry just unveiled a new bear case on Palantir. Here's what's behind his thesis. [Business Insider]
Palantir Technologies Inc. - Class A (PLTR)
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Source: Business Insider
Become an Insider and start reading now. Have an account? Log in Michael Burry unveiled fresh criticism of AI darling Palantir on Thursday. "The Big Short" investor said Palantir's finances put the stock's fair value at $46 a share. He raised several points about Palantir's spending and accounting, and said its A fair price for Palantir could be much lower than where the stock is today, according to Michael Burry's newest thesis the AI darling. "The Big Short" investor unveiled his latest thoughts on Palantir in a new Substack post on Thursday. In it, he speculated that Palantir's stock could be valued as low as $46 a share, or around 66% below its current price, based on his calculations of the firm's finances. He also outlined several other scenarios in which Palantir's stock price ranges from $21 to $146 per share, but noted that these were not necessarily price targets and that he was not "predicting a prosperous long-term future" for the company. "I believe Palant
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PLTR
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- 2/2/26 - Beat
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- 2/4/26 - Form 4
- 2/4/26 - Form 4
- 2/2/26 - Form 144
- PLTR's page on the SEC website