Jim Cramer Shares His Take On Palantir (PLTR) Facing Competition

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Palantir Technologies Inc. (NASDAQ:PLTR)is one of the stocks discussed by Jim Cramer.

Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer continued to discuss throughout 2025. The CNBC TV host openly boasted how he was among the first to predict key milestones for the shares. He also cited discussions with business people to comment that Palantir Technologies Inc. (NASDAQ:PLTR) was among the leading firms when it comes to delivering efficiency. Investment bank HSBC created quite a bit of stir on May 2nd when it slashed Palantir Technologies Inc. (NASDAQ:PLTR)’s share price target to $151 from $205 and reduced the rating to Hold from Buy. The bank discussed the rapid growth of agentic AI in its coverage as it pointed out that agentics could end up weakening Palantir Technologies Inc. (NASDAQ:PLTR)’s competitive moat. Cramer disagrees with HSBC and remarked that it was worth waiting to see whether the moat is disrupted:

“Well look, I mean they’re going to have earnings. I have to tell you, the downgrade was about how other companies are catching up with Palantir. That’s just not true, Palantir is one of it’s own. It’s sui generis, as we say. And the idea that it’s got competition, well let’s see then. I think it’s the wrong premise.”

Jim Cramer Shares His Take On Palantir (PLTR) Facing Competition

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