1428 ET - D.A. Davidson analysts say their view on Palantir is unchanged after famed investor Michael Burry published a report with a new bear case on the company. The report "does not present new evidence or an argument that would cause us to change our positive view on Palantir," the analysts say. The analysts agree AI and large-language models are in very early stages and still have to be refined before they can add the value that justifies current investment rates, but do not agree that this will be a problem for Palantir, they say. "The very reason Palantir is doing so much better than any software company is that Palantir is the rare company actually helping its clients achieve value from AI in its mission critical systems," they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

February 12, 2026 14:28 ET (19:28 GMT)

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