Palantir Shares Increase Amid Iran Conflict—But the True Narrative is Different
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Should l Buy GE?
Source: Marketbeat
Stock Performance: Palantir Technologies (PLTR) saw a stock increase of over 5% due to military actions by the U.S. and Israel against Iran, highlighting the volatility in response to geopolitical events.
Long-term Investment Perspective: Analysts suggest that while short-term fluctuations may be influenced by news, long-term investors should focus on the company's underlying business fundamentals rather than headline-driven volatility.
Partnership Announcement: Palantir has entered a partnership with GE Aerospace for a contract with the U.S. Department of Defense, which could enhance its growth prospects and credibility in both public and private sectors.
Analyst Sentiment: Recent upgrades from analysts indicate a positive outlook for PLTR stock, with expectations of significant revenue growth, particularly in U.S. commercial sectors, despite concerns about reliance on government contracts.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 292.680
Low
275.00
Averages
345.67
High
386.00
Current: 292.680
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Incident Overview: Oracle's office in Dubai was damaged by debris from an aerial interception, although no injuries were reported, highlighting the escalating tensions in the Middle East.
- Escalating Security Threats: Iran's Revolutionary Guard has designated 18 tech companies, including Oracle, as 'legitimate targets' in retaliation for U.S. and Israeli strikes, indicating the increasing significance of tech assets in conflicts.
- Industry Impact: James Henderson, CEO of risk management firm Healix, noted that the threats against tech companies are part of a sustained pattern, suggesting that future crises may target data centers and cloud platforms as much as traditional strategic sites.
- Historical Context: In March, Iran attacked Amazon Web Services data centers, causing outages in several apps and digital services in the UAE, underscoring the serious cybersecurity landscape in the region.
See More
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- High-Quality Stocks in Focus: While many profitable companies exist, not all are poised for sustained growth; analysis reveals that only a select few can maintain high-quality growth across various market conditions, prompting investors to focus on these potential winners.
See More
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- Renewable Energy Growth: Brookfield Renewable operated 47 GW of renewable capacity by the end of 2025 and has over 200 GW of projects in development, indicating strong growth potential in the green energy market, with further expansion expected through long-term contracts with hyperscalers like Microsoft and Google.
- Financial Performance Outlook: Analysts project Brookfield's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, reflecting its profitability and competitive edge in the green energy sector, with an enterprise value of $58.4 billion still appearing relatively cheap at 15 times this year's adjusted EBITDA.
- GE Vernova's Market Performance: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with double-digit growth in its Power and Electrification orders in 2025 driven by the expansion of cloud and AI markets, highlighting its critical role in energy transition.
- Future Growth Potential: Analysts expect GE Vernova's revenue and adjusted EBITDA to increase at CAGRs of 15% and 55% from 2025 to 2028, and despite its enterprise value of $233 billion and a meager forward yield of 0.2%, its potential to meet future energy demands makes it a compelling investment for investors.
See More
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- Long-Term Contract Advantage: Brookfield has secured long-term renewable power agreements with hyperscalers like Microsoft and Google, and as the cloud and AI markets expand, it is expected to gain more contracts, enhancing its market competitiveness and revenue stability.
- GE Vernova's Rapid Surge: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with analysts forecasting a 15% CAGR in revenue from 2025 to 2028, primarily driven by the expansion of cloud computing and AI markets, prompting utilities to accelerate electrification.
- Power and Electrification Order Growth: GE Vernova has seen double-digit growth in its Power and Electrification orders over the past two years, indicating strong market demand and growth potential, despite slower growth in its wind segment.
See More
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- Stock Performance Comparison: GE is currently trading down approximately 2.7%, indicating cautious market sentiment regarding its future performance, which may affect investor confidence and lead to capital outflows.
- KKR Stock Movement: In contrast, KKR's stock is up about 0.7%, suggesting a more optimistic market outlook on its business prospects, potentially attracting more investor interest.
- Market Sentiment Analysis: The decline in GE's stock may reflect investor concerns about its financial health, while KKR's rise could be linked to its recent investment strategies or market performance.
- Impact on Investor Decisions: This divergence in stock performance may prompt investors to reassess their portfolios, particularly in light of risk and return considerations.
See More
Market Watch: Oil Price Surge and Stock Market Turmoil
- Oil Price Surge Impact: Following President Trump's address on the Iran war, which raised escalation concerns, U.S. crude benchmark WTI surged 9% to $109 a barrel, putting downward pressure on the stock market and negatively affecting investor sentiment.
- Bank of America Upgrades Vale: Bank of America upgraded Vale from hold to buy, suggesting that now is an attractive entry point for investors in the iron ore producer, despite Vale's stock dropping nearly 7% since the Iran conflict began, while iron ore prices have risen about 8%.
- Wix's Outlook Downgraded: UBS downgraded Wix from buy to hold, with analysts believing its 2026 outlook indicates a slowdown in core business growth from 12% last year to 8% this year, and despite efforts to integrate AI capabilities, the company remains vulnerable to disruption by AI.
- Cheniere Energy Price Target Increased: Citigroup raised Cheniere Energy's price target from $280 to $330 while reiterating its buy rating, as supply disruptions in the Middle East could benefit U.S. LNG exports long-term, with shares up about 17% since the war began.
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