Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks

10. Palantir Technologies Inc. (NASDAQ:PLTR)

Number of Hedge Fund Holdings in Q1 2026: 96

Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR)’s shares are up by 18% over the past year and are down by 6.7% year-to-date. After meeting with the firm’s management, Rosenblatt reiterated a $225 share price target and a Buy rating for Palantir Technologies Inc. (NASDAQ:PLTR)’s shares on May 21st. The financial firm remarked that the technology company could be worth a trillion dollars in the next five years. The growth, according to Rosenblatt, will be powered by Palantir Technologies Inc. (NASDAQ:PLTR)’s Artificial Intelligence Platform (AIP) software. Cramer discussed the recent share price performance:

“It’s good to see Palantir up. Because Palantir is now thought of as been left behind. And people want to be able to have enterprise software that is not directly. . .saaspocalyspse. . “

TCW Concentrated Large Cap Growth Fund discussed Palantir Technologies Inc. (NASDAQ:PLTR) in its Q1 2026 investor letter:

“Palantir Technologies Inc. (NASDAQ:PLTR) (PLTR; Information Technology; 0.71%**) – Founded in 2003, Palantir is an enterprise software and AI platform company that builds systems that enable large organizations (governments, defense agencies, and enterprises) to integrate, analyze, and act on complex data through custom applications and workflows. Organizations are overwhelmed by vast amounts of data trapped in siloed, disparate systems, but they lack the connective tissue to operationalize that data into decisions and automated workflows. Palantir’s software creates connective tissue by layering a proprietary Ontology (a structured, real-time data model that maps objects, relationships, and business logic) on top of enterprise data sources, which then powers applications, agents, and other AI-powered use cases. Ontologies can be a heavy upfront lift, but they become a source of competitive advantage to the customer, enable accelerated time to value in an organization, and create stickiness with Palantir’s products. We believe Palantir’s competitive advantages include its technology, go-to-market motion, and high switching costs once the company is embedded in an enterprise. We believe the current share price does not reflect the long-term earnings power of the company.”