TSLA, PLTR and RKLB Forecasts – Tech Stocks Watching War Headlines

TSLA Technical Analysis

Tesla looks like it is going to be just a touch negative at the open as it continues to fight the tug of war between narratives. The stock market is starting to see the Magnificent 7 try to wake up, and that being said, Tesla, of course, gets dragged up with it during the previous session, but it looks like Tuesday might be a little less optimistic.

Fundamentals are starting to show cracks in Tesla, though, with UBS recently slashing its Q1 2026 delivery estimates to 345,000 vehicles, which is an 18% drop quarter over quarter. That is according to them, softening demand in the United States and China.

Investors are largely looking past some of the auto segment headwinds, though, and choosing to price in the long-term AI-first pivot, including RoboTaxis and the Optimus robot. At this point, I think we are trying to find the bottom, but I also recognize risk appetite being driven from the Middle East just as much as anything Tesla can do.

PLTR Technical Analysis

In Palantir, it looks like we will be slightly negative trying to open up on Tuesday, but the market had a very strong session on Monday, and with that being said, I think it is trying to turn things around. Ultimately, I do think Palantir probably goes looking to the $185 level this short-term pullback could be a bit of a buying opportunity with the 50-day EMA and the 200-day EMA offering technical support.

The recent designation of the Maven Smart System as a program of record by the Pentagon has had a positive effect on Palantir and I do think that it does have a bright future. It is just that it is also being thrown around by headlines that have nothing to do with it coming out of Iran, like everything else.

RKLB Technical Analysis

Rocket Lab has been very volatile during the week, characterized maybe by the phrase success-driven dilution. The company recently secured its largest-ever contract, a $190 million Pentagon deal for 20 hypersonic launches. It completed its 84th Electron mission, and that being said, the pricing is being suppressed by a $1 billion at market equity offering, so we will see if the market can absorb that.

The dilution is due to near-term troubles, but the growing $2 billion backlog suggests that eventually we will break through this. I look at the $64 level as support and the $80 level as the ceiling. We are at the bottom of that range so we will see if we can break above there. If we can bounce from here, it might be a nice short-term play.