Morgan Stanley analysis highlights Palantir's deep client lock-in via its Foundry platform but warns its high stock price demands flawless execution, leaving little room for error. A recent in-depth analysis from Morgan Stanley has cast a spotlight on what sets Palantir Technologies apart in the crowded enterprise software sector. The conclusion presents a dual narrative: the company possesses a f...
Morgan Stanley analysis highlights Palantir's deep client lock-in via its Foundry platform but warns its high stock price demands flawless execution, leaving little room for error. A recent in-depth analysis from Morgan Stanley has cast a spotlight on what sets Palantir Technologies apart in the crowded enterprise software sector. The conclusion presents a dual narrative: the company possesses a formidable and genuine structural advantage, yet its current stock price appears to leave almost no room for operational missteps. The Engine of Lock-In: Palantir's Foundry Platform Central to the investment bank's research is Palantir's Foundry platform, described as a dynamic, central operating system for an organization. This system integrates real-time data from every internal source, creating a unified "ontology" upon which all applications and workflows are built. Replacing this core infrastructure would necessitate a complete rebuild of a client's operational backbone. Morgan Stanley argues this creates more than typical switching costs; it establishes a profound structural dependency. The report, led by analyst Sanjit Singh, emphasizes that constructing such a deeply integrated system for a large corporation requires extensive industry-specific expertise and a tight, collaborative partnership between Palantir's engineers and the client. The company's more than two decades of deployment in high-stakes environments—from U.S. intelligence agencies and the Pentagon to NATO allies—has built an institutional knowledge base that competitors may need years to replicate. Despite this acknowledged advantage, Singh maintains an Equal-Weight rating on the stock with a $205 price target. Stellar Growth Meets Lofty Expectations This constructive view of Palantir's business model collides with its premium valuation. The equity is trading at approximately 64 times the estimated free cash flow for 2027 and 38 times the projected 2027 revenue. These multiples, Morgan Stanley cautions,...
Sandisk (SNDK 8.11%) has been on one heck of a run since its spinoff from Western Digital (WDC 7.51%) last year. The flash-memory maker's stock has climbed nearly 2,000% since its market debut, including a 200% gain year to date. That phenomenal growth has been fueled by growing demand from hyperscale cloud providers buying up more of Sandisk's products. Meanwhile, an industrywide supply shortage ...
Sandisk (SNDK 8.11%) has been on one heck of a run since its spinoff from Western Digital (WDC 7.51%) last year. The flash-memory maker's stock has climbed nearly 2,000% since its market debut, including a 200% gain year to date. That phenomenal growth has been fueled by growing demand from hyperscale cloud providers buying up more of Sandisk's products. Meanwhile, an industrywide supply shortage for NAND chips, the key components in Sandisk's products, has sent prices soaring. With both factors set to continue through next year, many investors still see plenty of upside left in the stock. But could buying just $10,000 of Sandisk stock today eventually make you a millionaire? Two major supply shortages are sending Sandisk through the roof Sandisk has been affected by two major supply shortages over the past year or so. First, hard disk drive makers Seagate Technology (STX 5.38%) and Western Digital have seen demand outstrip their supply. Hard drives are the primary form of long-term data storage in data centers. They play an important role in AI training, which uses tons of data. But the graphics processing units and central processing units processing that data only need a small portion of it at a time. Most of it is stored in "nearline" storage, which is accessible when needed but takes some time to access (think seconds rather than milliseconds). Hard drives are a more cost-effective form of storage than Sandisk's more expensive solid-state drives (SSDs). But with both Western Digital and Seagate facing tight supply relative to demand, hyperscalers have started shifting more data storage to SSDs, especially in contexts where speed and performance matter more than price per terabyte of storage. That's dramatically increased demand for Sandisk's drives. Expand NASDAQ : WDC Western Digital Today's Change ( -7.51 %) $ -23.80 Current Price $ 293.13 Key Data Points Market Cap $99B Day's Range $ 291.43 - $ 312.79 52wk Range $ 28.83 - $ 319.62 Volume 338K Avg Vol 9.5M Gr...
Key Points Sandisk is benefiting from multiple supply shortages driving pricing and demand higher. Its revenue is accelerating and gross margin expanding as it takes advantage. 2026 and 2027 could be great years for Sandisk, but investors hoping for $1 million need to think long term. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) has been on one heck of a run since its spinoff fro...
Key Points Sandisk is benefiting from multiple supply shortages driving pricing and demand higher. Its revenue is accelerating and gross margin expanding as it takes advantage. 2026 and 2027 could be great years for Sandisk, but investors hoping for $1 million need to think long term. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) has been on one heck of a run since its spinoff from Western Digital (NASDAQ: WDC) last year. The flash-memory maker's stock has climbed nearly 2,000% since its market debut, including a 200% gain year to date. That phenomenal growth has been fueled by growing demand from hyperscale cloud providers buying up more of Sandisk's products. Meanwhile, an industrywide supply shortage for NAND chips, the key components in Sandisk's products, has sent prices soaring. With both factors set to continue through next year, many investors still see plenty of upside left in the stock. But could buying just $10,000 of Sandisk stock today eventually make you a millionaire? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Two major supply shortages are sending Sandisk through the roof Sandisk has been affected by two major supply shortages over the past year or so. First, hard disk drive makers Seagate Technology (NASDAQ: STX) and Western Digital have seen demand outstrip their supply. Hard drives are the primary form of long-term data storage in data centers. They play an important role in AI training, which uses tons of data. But the graphics processing units and central processing units processing that data only need a small portion of it at a time. Most of it is stored in "nearline" storage, which is accessible when needed but takes some time to access (think seconds rather than milliseconds). Hard drives are a more cost-effective form of storage than Sandisk's more ex...
The post Trump Media & Technology Group (DJT) Stock Price Prediction: 2026, 2027, 2030 by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. Analysts are saying that Trump Media & Technology Group could hit $3.20 by 2030. Bullish on DJT? Invest in Trump Media & Technology Group on SoFi with no commissions. If it’s your first time signing up for SoFi, you...
The post Trump Media & Technology Group (DJT) Stock Price Prediction: 2026, 2027, 2030 by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. Analysts are saying that Trump Media & Technology Group could hit $3.20 by 2030. Bullish on DJT? Invest in Trump Media & Technology Group on SoFi with no commissions. If it’s your first time signing up for SoFi, you’ll receive up to $1,000 in stock when you first fund your account. Plus, get a 1% bonus if you transfer your investments and keep them there until December 31, 2025. Trump Media & Technology Group Corp. (NASDAQ: DJT), the company behind the Truth Social platform, continues to be one of the most discussed and polarizing stocks in the U.S. market. Since its debut, volatility has dominated its trading story fueled by political headlines, questions about business fundamentals, and wild swings in investor sentiment. This article will break down the current price and valuation landscape, offer detailed price forecasts for 2026, 2027, and 2030, and examine what’s driving both the bullish and bearish cases for DJT. DJT Chart by TradingView Table of contents [ Show ] Current DJT Stock Overview Quick Snapshot Table of DJT Stock Predictions Bull & Bear Case DJT Stock Price Prediction for 2026 DJT Stock Price Prediction for 2027 DJT Stock Price Prediction for 2030 Investment Considerations Frequently Asked Questions Current DJT Stock Overview Market Cap: $2.37 billion Trailing P/E: 145.56 Forward P/E: N/A 1-Year Return: -58% 2026 YTD: -38% As of March 2026, Trump Media & Technology Group trades near $9. That level is a steep drop from early retail-driven peaks above $50 when social media buzz and speculative excitement reached their highest pitch. DJT’s swingy price action is closely linked to news cycles involving President Donald Trump, plans for platform expansion, and sporadic updates on user growth or monetization efforts. The one-year return is sharply negative, reflecting mount...
"Going To Cripple Our Economy": Small Businesses Sound Alarm Over Record Diesel Price Spike The latest AAA fuel data from across America shows that the national average diesel price at the pump has jumped nearly 40% this month, surpassing the 2022 fuel spike that followed Russia's invasion of Ukraine. Surging diesel prices are already generating a shock across trucking, rail, shipping, farm equipm...
"Going To Cripple Our Economy": Small Businesses Sound Alarm Over Record Diesel Price Spike The latest AAA fuel data from across America shows that the national average diesel price at the pump has jumped nearly 40% this month, surpassing the 2022 fuel spike that followed Russia's invasion of Ukraine. Surging diesel prices are already generating a shock across trucking, rail, shipping, farm equipment, construction machinery, generators, and much of industrial logistics, given that the fuel powers the core of the economy. Seasonality: AAA Daily National Avg. Diesel 2022 vs. 2026 Companies now face three difficult choices if they did not lock in fuel prices before the spike: absorb the impact and accept margin compression, add surcharges, or raise prices. Last week, Rapidan Energy's Director of Refined Products, Linda Giesecke, told us that, "unlike 2022, the current tightness reflects physical supply disruptions rather than policy risk and trade reshuffling." Giesecke warned that if the fuel spike proves prolonged, global economic growth could suffer because of diesel's close link to industrial production and freight activity. BloombergNEF forecast that $5-per-gallon diesel could inflict a weekly $6 billion or more hit on the US economy because these surging fuel costs hurt truckers, construction firms, and farmers the hardest. With prices at $5.2 as of Friday, that weekly hit is set to rise next week. Readers are already aware of the dire consequences of spiking diesel prices, as we've laid out in recent weeks (see here & here ). Adding more color to the fuel that underpins nearly every stage of production and transport is a Bloomberg report warning that small businesses are sounding the alarm over surging fuel costs. Here's one example of a small business being financially crushed by surging fuel costs: Roger Conner sells firewood for a living, but he might know just as much about another energy source: diesel. The fuel powers every step of the supply chain for his...
If you spend your workdays in front of a computer, there's a solid chance you're required to keep your company safe from bad actors through either Okta (OKTA 2.91%) or Zscaler (ZS 2.48%). Both cybersecurity businesses are pure-play leaders in a growing market. They technically serve different niches, but which one is the stronger long-term investment? Is Okta undervalued? At the beginning of March...
If you spend your workdays in front of a computer, there's a solid chance you're required to keep your company safe from bad actors through either Okta (OKTA 2.91%) or Zscaler (ZS 2.48%). Both cybersecurity businesses are pure-play leaders in a growing market. They technically serve different niches, but which one is the stronger long-term investment? Is Okta undervalued? At the beginning of March, Okta released its full results for the 2026 fiscal year. The cybersecurity company saw a 12% year-over-year increase in revenue. Subscriptions reached nearly $3 billion. Okta also turned operating income from a net loss to a net gain in its latest fiscal year. Okta's guidance for 2027 is solid, but it shows a declining growth rate, with only 9% revenue growth expected in the coming year. Where remaining performance obligations (RPOs) grew 15% in fiscal 2026, Okta expects that growth to slow to 10% in fiscal 2027. The numbers are positive, but there's a real slowdown happening with Okta's revenue. The stock has dropped 30% in the past 12 months. This drawdown potentially makes Okta undervalued right now. The company is facing headwinds as artificial intelligence (AI) poses a significant threat, yet it continues to grow and maintains a strong industry position. Expand NASDAQ : OKTA Okta Today's Change ( -2.91 %) $ -2.35 Current Price $ 78.41 Key Data Points Market Cap $14B Day's Range $ 78.19 - $ 80.36 52wk Range $ 68.77 - $ 127.57 Volume 6.6M Avg Vol 3M Gross Margin 77.36 % Zscaler's impressive growth Zscaler's stock is also down over 20% in the past year, but the company's financials are quite promising. In the second quarter of fiscal 2026, Zscaler reported revenue of $815.8 million, an impressive 26% year-over-year increase. Annual recurring revenue also grew 25% to $3.3 billion. Zscaler revised its full-year 2026 guidance upward and now expects 24% revenue growth. The company's stock is still trading at a premium, as its forward P/E ratio sits above 40. Yet, the declin...
Key Points Both stocks declined substantially in the past 12 months. Zscaler's revenue grew 26% in its most recent quarterly earnings. Okta's subscription revenue is approaching $3 billion annually. 10 stocks we like better than Zscaler › If you spend your workdays in front of a computer, there's a solid chance you're required to keep your company safe from bad actors through either Okta (NASDAQ: ...
Key Points Both stocks declined substantially in the past 12 months. Zscaler's revenue grew 26% in its most recent quarterly earnings. Okta's subscription revenue is approaching $3 billion annually. 10 stocks we like better than Zscaler › If you spend your workdays in front of a computer, there's a solid chance you're required to keep your company safe from bad actors through either Okta (NASDAQ: OKTA) or Zscaler (NASDAQ: ZS). Both cybersecurity businesses are pure-play leaders in a growing market. They technically serve different niches, but which one is the stronger long-term investment? Is Okta undervalued? At the beginning of March, Okta released its full results for the 2026 fiscal year. The cybersecurity company saw a 12% year-over-year increase in revenue. Subscriptions reached nearly $3 billion. Okta also turned operating income from a net loss to a net gain in its latest fiscal year. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Okta's guidance for 2027 is solid, but it shows a declining growth rate, with only 9% revenue growth expected in the coming year. Where remaining performance obligations (RPOs) grew 15% in fiscal 2026, Okta expects that growth to slow to 10% in fiscal 2027. The numbers are positive, but there's a real slowdown happening with Okta's revenue. The stock has dropped 30% in the past 12 months. This drawdown potentially makes Okta undervalued right now. The company is facing headwinds as artificial intelligence (AI) poses a significant threat, yet it continues to grow and maintains a strong industry position. Zscaler's impressive growth Zscaler's stock is also down over 20% in the past year, but the company's financials are quite promising. In the second quarter of fiscal 2026, Zscaler reported revenue of $815.8 million, an impressive 26% year-over-year increase. Annu...
Key Points One of Maze Therapeutics' executives exercised and sold 30,000 shares on March 10, 2026, generating gross proceeds of ~$1.51 million at a weighted-average price of ~$50.45 per share. Bernstein retains 267,407 shares in stock options, which can be converted to Common Stock. 10 stocks we like better than Maze Therapeutics › On March 10, 2026, Harold Bernstein, President, R&D & Chief Medic...
Key Points One of Maze Therapeutics' executives exercised and sold 30,000 shares on March 10, 2026, generating gross proceeds of ~$1.51 million at a weighted-average price of ~$50.45 per share. Bernstein retains 267,407 shares in stock options, which can be converted to Common Stock. 10 stocks we like better than Maze Therapeutics › On March 10, 2026, Harold Bernstein, President, R&D & Chief Medical Officer of Maze Therapeutics (NASDAQ:MAZE), reported the exercise of 30,000 stock options and immediate sale of the underlying common shares for ~$1.51 million, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 30,000 Transaction value ~$1.5 million Post-transaction shares (direct) 0 Transaction value based on SEC Form 4 weighted average purchase price ($50.45). Key questions How does this transaction affect Bernstein's direct equity ownership in Maze Therapeutics? Bernstein's direct common stock holdings were reduced from 30,000 shares to zero following the option exercise and immediate sale, eliminating his direct ownership in this share class. Bernstein's direct common stock holdings were reduced from 30,000 shares to zero following the option exercise and immediate sale, eliminating his direct ownership in this share class. What is the context of this transaction? The transactions were part of a Rule 10b5-1 trading plan that allows insiders to sell shares at a predetermined date, so the sales were scheduled in advance. Company overview Metric Value Price $48.03 Market capitalization $2.31 billion Net Loss (TTM) $101.46 million 1-year price change 295.63% * Price and 1-year price change calculated using March 21, 2026 as the reference date. Company snapshot Maze Therapeutics is a clinical-stage biotechnology company that develops small-molecule precision medicines targeting renal (kidney), cardiovascular, and metabolic diseases, as well as obesity. Its lead candidate medicines include ones that help with kidney disease. What this ...
Key Points Rivian's R2 SUV will compete directly with Tesla's Model Y. Both companies could ultimately win long-term. These 10 stocks could mint the next wave of millionaires › For years, Tesla (NASDAQ: TSLA) has had much of the U.S. EV market to itself. There's a reason why Tesla's market cap is well above $1 trillion, while most other EV stocks are valued at less than $20 billion. Tesla controls...
Key Points Rivian's R2 SUV will compete directly with Tesla's Model Y. Both companies could ultimately win long-term. These 10 stocks could mint the next wave of millionaires › For years, Tesla (NASDAQ: TSLA) has had much of the U.S. EV market to itself. There's a reason why Tesla's market cap is well above $1 trillion, while most other EV stocks are valued at less than $20 billion. Tesla controls more than half of the U.S. EV market, a commanding market position fueled by its most popular vehicle: the Model Y. The Model Y represents more than 70% of Tesla's vehicle sales. But next month, the Model Y will have a new competitor: Rivian's (NASDAQ: RIVN) R2 SUV. How scared should Tesla investors be? And how bullish should Rivian investors be? The answer is more surprising than you'd expect. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Expect Rivian to eat into Tesla's market share Tesla's Model Y, a crossover design, was the top-selling EV in 2025. An estimated 317,800 units were sold last year. The next top-selling model was Tesla's Model S, a sedan. The rest of the top-selling EVs of 2025 have something in common: Most are SUVs. Tesla's Model S is the only sedan to crack the top 10. Tesla's Model Y is the only crossover. There are two full-sized trucks, too. But the rest of the list -- a total of six out of 10 -- are SUVs. Notably, Tesla does have an SUV on the market: its luxury Model X vehicle. But that vehicle's starting price of $90,000 is a non-starter for most vehicle buyers. Plus, CEO Elon Musk revealed earlier this year that Tesla will likely discontinue all production of that model. In total, we can glean two things from this information. First, car buyers love buying Teslas. Second, car buyers love buying SUVs. And yet Tesla doesn't have an affordable SUV in its lineup. The Model Y -- ...
With markets trending lower, this is an excellent time to find some good stocks at lower valuations and entry points. The financial sector is a particularly good place to look, as the sector has been hit the hardest so far this year, down almost 10% on average. Within financials, fintechs have been hammered, as the KBW Nasdaq Financial Technology Index is off about 11% year to date. Few fintech st...
With markets trending lower, this is an excellent time to find some good stocks at lower valuations and entry points. The financial sector is a particularly good place to look, as the sector has been hit the hardest so far this year, down almost 10% on average. Within financials, fintechs have been hammered, as the KBW Nasdaq Financial Technology Index is off about 11% year to date. Few fintech stocks have been walloped like SoFi Technologies (SOFI 0.85%) and Upstart (UPST 2.86%). SoFi is down about 33% year to date to about $17.50 per share, while Upstart has fallen about 36% to around $27.75 per share. Investors may want to kick the tires on these two popular fintechs because they could easily double their value within the next few years. 1. SoFi Technologies SoFi made news this week when Muddy Waters Research came out with a report saying it was shorting SoFi due to a variety of concerns, calling it a "financial engineering treadmill, not a healthily growing origination business." There were other claims as well, that it mistated unrecorded debt and underreported its charge-off rate. SoFi officials shot back, putting out a statement saying the report was inaccurate and misleading and demonstrates "a fundamental lack of understanding of our financial statements and business." Expand NASDAQ : SOFI SoFi Technologies Today's Change ( -0.85 %) $ -0.14 Current Price $ 16.93 Key Data Points Market Cap $22B Day's Range $ 16.68 - $ 17.40 52wk Range $ 8.60 - $ 32.73 Volume 1.8M Avg Vol 61M Gross Margin 61.06 % Shares of SoFi were surging the day after, March 18, so investors were taking it in stride. That may have been fueled by notice that SoFi CEO Anthony Noto bought 28,900 shares, or about $500,000 worth of SoFi stock, right after the report was filed, which investors likely saw as a vote of confidence. When reports like this come out, investors should consume the data, just like anything else, and perhaps keep it in the back of their minds and watch for certain things ...
Key Points Fintech stocks have been hit about as hard as any this year, down about 11% on average, year to date. SoFi Technologies is off about 33% YTD, but its growth numbers remain robust. Upstart is down 37% this year, but a potential bank charter could be a game-changer. 10 stocks we like better than Upstart › With markets trending lower, this is an excellent time to find some good stocks at l...
Key Points Fintech stocks have been hit about as hard as any this year, down about 11% on average, year to date. SoFi Technologies is off about 33% YTD, but its growth numbers remain robust. Upstart is down 37% this year, but a potential bank charter could be a game-changer. 10 stocks we like better than Upstart › With markets trending lower, this is an excellent time to find some good stocks at lower valuations and entry points. The financial sector is a particularly good place to look, as the sector has been hit the hardest so far this year, down almost 10% on average. Within financials, fintechs have been hammered, as the KBW Nasdaq Financial Technology Index is off about 11% year to date. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Few fintech stocks have been walloped like SoFi Technologies (NASDAQ: SOFI) and Upstart (NASDAQ: UPST). SoFi is down about 33% year to date to about $17.50 per share, while Upstart has fallen about 36% to around $27.75 per share. Investors may want to kick the tires on these two popular fintechs because they could easily double their value within the next few years. 1. SoFi Technologies SoFi made news this week when Muddy Waters Research came out with a report saying it was shorting SoFi due to a variety of concerns, calling it a "financial engineering treadmill, not a healthily growing origination business." There were other claims as well, that it mistated unrecorded debt and underreported its charge-off rate. SoFi officials shot back, putting out a statement saying the report was inaccurate and misleading and demonstrates "a fundamental lack of understanding of our financial statements and business." Shares of SoFi were surging the day after, March 18, so investors were taking it in stride. That may have been fueled by notice that SoFi CEO Anthony Noto bought...
Six oil ships bound for Australia have been cancelled in recent days but the federal government is not yet considering any drastic measures, the energy minister, Chris Bowen, says. Bowen said on Sunday that six ships from Malaysia, Singapore and South Korea, that had been expected to arrive next month, were cancelled or deferred. The federal government was working to replace the ships, with some a...
Six oil ships bound for Australia have been cancelled in recent days but the federal government is not yet considering any drastic measures, the energy minister, Chris Bowen, says. Bowen said on Sunday that six ships from Malaysia, Singapore and South Korea, that had been expected to arrive next month, were cancelled or deferred. The federal government was working to replace the ships, with some already substituted, the minister told ABC TV. Australia receives about 80 shipments of oil each month, on average, predominantly from Asia. On Friday, Reuters reported record amounts of US fuel were being exported to Australia amid supply chain disruptions. “The flow of oil to Asian refineries has slowed, and that has downward impacts on us,” Bowen said on Sunday. “We’re in an uncertain environment, so that’s why we’re doing … all the preparatory work. “People think ‘Well, all the ships are coming now, and one day they’ll all stop in one go’. [But] that is highly unlikely to be the case. It’s much more likely that there’ll be bumps in supply, but that governments will work with the refiners and the importers to manage those and minimise impacts.” Bowen said fuel supplies within Australia were slightly higher than before the crisis began, with 38 days of petrol. There was 30 days supply of diesel and jet fuel. The weeks ahead could be more challenging with disruptions expected to occur for shipments arriving in late April and May, the minister conceded. Energy analysts have warned that major producers in Asia, such as Malaysia and South Korea, could cut exports to Australia to prioritise domestic fuel needs. Kevin Morrison, an energy finance analyst at the Institute for Energy Economics and Financial Analysis, said on Friday that a warning from Malaysian officials that the crude oil supplier would “prioritise” its own needs was “really significant”. “South Korea, Japan and India are all very vulnerable. They hardly produce any oil so they are all very dependent on oil import...