Palantir stock is down 8%. Analysts say bookings growth is to blame.
Published . Updated .
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Analysts at Morgan Stanley pointed to a slowdown in a number of bookings metrics in the third quarter as worth picking at.
Directly affected
- PLTR Palantir Technologies-3.5% 30d
Named in this report.
- MS Morgan Stanley-6.4% 30d
Named in this report.
Indirectly affected
- XLF Financial Select Sector SPDR-3.1% 30d
Financial Select Sector SPDR holds the financials sector that Morgan Stanley belongs to, so it often moves with news about it.
- GS The Goldman Sachs Group-5.4% 30d
The Goldman Sachs Group is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
- BLK BlackRock+9.4% 30d
BlackRock is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
- SCHW The Charles Schwab
The Charles Schwab is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
- IBKR Interactive Brokers Group-18.5% 30d
Interactive Brokers Group is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
- HOOD Robinhood Markets-32.5% 30d
Robinhood Markets is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
- XLK Technology Select Sector SPDR+9.4% 15d
Technology Select Sector SPDR holds the technology sector that Palantir Technologies belongs to, so it often moves with news about it.
- MSFT Microsoft+1.8% 30d
Microsoft is a peer of Palantir Technologies in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| PLTR | +11.37% | +10.07% | base | after close | after close | after close | after close |
| MS | +0.66% | +2.30% | base | after close | after close | after close | after close |
| XLF | -2.88% | -1.05% | base | after close | after close | after close | after close |
| GS | +1.48% | +3.20% | base | after close | after close | after close | after close |
| BLK | -2.68% | +0.76% | base | after close | after close | after close | after close |
| SCHW | +0.63% | +0.83% | base | after close | after close | after close | after close |
| IBKR | +9.91% | +9.27% | base | after close | after close | after close | after close |
| HOOD | +12.89% | +9.25% | base | after close | after close | after close | after close |
| XLK | +8.74% | +8.32% | base | after close | after close | after close | after close |
| MSFT | +4.85% | +4.61% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Analysts at Morgan Stanley pointed to a slowdown in a number of bookings metrics in the third quarter as worth picking at.
Source: MarketWatch
This story
| Company | When | Move | Status |
|---|---|---|---|
| BLK | three days earlier | +0.76% | final price |
| BLK | five days earlier | -2.68% | final price |
| GS | three days earlier | +3.20% | final price |
| GS | five days earlier | +1.48% | final price |
| HOOD | three days earlier | +9.25% | final price |
| HOOD | five days earlier | +12.89% | final price |
| IBKR | three days earlier | +9.27% | final price |
| IBKR | five days earlier | +9.91% | final price |
| MS | three days earlier | +2.30% | final price |
| MS | five days earlier | +0.66% | final price |
| MSFT | three days earlier | +4.61% | final price |
| MSFT | five days earlier | +4.85% | final price |
| PLTR | three days earlier | +10.07% | final price |
| PLTR | five days earlier | +11.37% | final price |
| SCHW | three days earlier | +0.83% | final price |
| SCHW | five days earlier | +0.63% | final price |
| XLF | three days earlier | -1.05% | final price |
| XLF | five days earlier | -2.88% | final price |
| XLK | three days earlier | +8.32% | final price |
| XLK | five days earlier | +8.74% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Goldman Sachs Group (GS), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael Rulli bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 3 Sep 2026. That is 61 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 26 Aug 2026. That is 69 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Interactive Brokers Group (IBKR), worth $50,001 - $100,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Palantir stock is down 8%. Analysts say bookings growth is to blame.” scores 12 out of 100. The score uses 1 sources.