Tesla and Palantir Face Analyst Downgrades
Analysts have reiterated sell ratings for both Tesla (NASDAQ: TSLA) and Palantir Technologies (NASDAQ: PLTR). GLJ Research has set a 12-month price target for Tesla at $25.28, indicating a potential 94% downside from its current share price of approximately $409. Meanwhile, RBC Capital prices Palantir at $50, suggesting a 63% downside from its current value of $135. Concerns focus on both companies’ long-term growth potential amid market optimism and ongoing operational challenges.
Tesla’s stock is buoyed by future innovation expectations, particularly in AI and robotics, despite a forecasted decline in EV deliveries. Analysts expect 1.75 million units for 2026, lower than previous years due to a shift towards manufacturing robots. On the other hand, Palantir, which has experienced strong revenue growth—56% in 2025 and an expected 61% in 2026—faces risks of declining government contract values and shifting customer preferences, raising doubts about its future growth in the commercial segment.
