Palantir Technologies(PLTR)
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Billionaire Paul Tudor Jones Just Sold all of His Palantir Shares and Is Piling Into This AI Stock Split Stock With a Massive Catalyst on the Horizon
The Motley Fool· 2024-10-29 16:15
The stock Jones is buying could excel in the near term and down the road.Investors have flocked to artificial intelligence (AI) stocks this year, and as a result these technology players have led gains in the S&P 500, helping the index climb more than 21%. Why such an interest in AI? Because it has the potential to transform many industries, making companies more efficient and profitable -- and even resulting in major discoveries like life-saving new medicines or high-performance autonomous vehicles.Today's ...
Palantir Technologies Inc. (PLTR) Advances But Underperforms Market: Key Facts
ZACKS· 2024-10-29 06:51
Palantir Technologies Inc. (PLTR) closed the most recent trading day at $44.97, moving +0.25% from the previous trading session. The stock lagged the S&P 500's daily gain of 0.27%. At the same time, the Dow added 0.65%, and the tech-heavy Nasdaq gained 0.26%.Prior to today's trading, shares of the company had gained 21.77% over the past month. This has outpaced the Business Services sector's gain of 2.34% and the S&P 500's gain of 2% in that time.The investment community will be paying close attention to th ...
Palantir: High Expectations, Narrow Path To Outperformance
Seeking Alpha· 2024-10-29 05:09
文章核心观点 - 作者是一名资深研究分析师,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] - 作者采用概率预测和稳健策略,倡导90%安全资产和10%高增长机会的"哑铃"策略,以确保风险管理[1] 行业总结 - 作者专注于生物科技和医疗保健行业,并正在拓展到其他行业[1] - 作者使用折现现金流(DCF)分析等财务建模技术,剖析股票估值中的隐藏假设[1] - 作者提供基于情景的预测,让读者评估合理性[1] 公司总结 - 作者没有持有任何提及公司的股票、期权或类似衍生工具,也没有在未来72小时内进行任何此类持仓的计划[1] - 作者自己撰写了这篇文章,表达了自己的观点,没有从其他方面获得任何报酬[1] - 作者与文章中提及的任何公司都没有任何业务关系[1]
Palantir Q3 Preview: Path To $61 Is Possible
Seeking Alpha· 2024-10-28 22:30
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I last wrote about Palantir (NYSE: PLTR ) in September, where I discussed that the stock's outperformance is tied to it beating its Q2 FY24 earnings target, where it demonstrated exceptional strength inAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. T ...
Take the Zacks Approach to Beat the Markets: Versus Systems, Palantir Technologies, Walmart in Focus
ZACKS· 2024-10-28 21:05
Last week, all three major U.S. indexes ended in red due to investors' cautious approach before the election season. The Dow Jones Industrial Average, the S&P 500 and the Nasdaq Composite have declined by 1.90%, 0.78% and 0.12%, respectively.Trading remained choppy ahead of the U.S. presidential elections. The benchmark 10-year treasury yield reached 4.222%, the highest level in three months, as results of the election could determine whether federal borrowing will surge. Due to strong macroeconomic data in ...
Palantir Stock vs. Alphabet Stock: Wall Street Says Buy One and Sell the Other
The Motley Fool· 2024-10-28 17:12
Palantir and Alphabet are cashing in on artificial intelligence, but Wall Street expects one of the stocks to decline sharply.Artificial intelligence (AI) platforms bring together the software tools needed to develop, deploy, and evaluate AI models and applications. Spending on AI platform services is expected to increase rapidly, so much so that they "will be the fastest growing technology in the years to come," according to IDC analyst Andrea Minonne.Palantir Technologies (PLTR 2.98%) and Alphabet (GOOGL ...
Should You Buy Super Micro Computer or Palantir Technologies? Here's What Wall Street Says.
The Motley Fool· 2024-10-28 16:10
The long-term picture looks bright for these tech players.Super Micro Computer (SMCI 2.25%) and Palantir Technologies (PLTR 2.98%) both have delivered significant gains to investors this year. Supermicro soared 188% in the first half, even surpassing the performance of market darling Nvidia. It's since pulled back but still is heading for a 60% increase this year and a 2,100% climb over the past five years. Palantir is on its way to an increase of almost 150% this year and is trading at a record high.Both o ...
Better Artificial Intelligence Stock: Palantir vs. C3.ai
The Motley Fool· 2024-10-28 06:30
文章核心观点 - 人工智能(AI)拥有巨大的行业变革潜力,被视为自互联网以来最大的变革性技术 [1] - 两家公司Palantir和C3.ai正试图利用AI的这一趋势获取客户 [1] - AI市场预计将从今年的1840亿美元增长到2030年的8270亿美元 [1] Palantir公司总结 - Palantir自2003年起就一直为美国政府提供数据分析服务,并于2023年推出了人工智能平台(AIP) [2] - AIP的推出带动了Palantir商业部门的业务增长,Q2收入同比增长27%至6.78亿美元 [2] - Palantir的财务状况良好,Q2净利润同比增长385%至1.356亿美元,经调整自由现金流同比增长55%至1.49亿美元 [2] - AIP能够帮助企业在几天内从AI概念转化为实际应用,这是其在市场上的主要优势 [3] - Palantir还推出了基于AIP的新产品Warp Speed,旨在利用AI改善制造业的供应链和生产流程 [3] C3.ai公司总结 - C3.ai最初是一家能源管理公司,于2019年转型为AI软件公司 [4] - C3.ai与能源巨头Baker Hughes合资,为石油天然气行业提供AI技术,获得了壳牌和埃克森美孚等客户 [4] - C3.ai的软件平台可以应用于银行欺诈检测等多个领域,其中84%的收入来自订阅服务 [4] - C3.ai收入增长迅速,Q1同比增长21%至8720万美元,2024财年全年收入同比增长16%至3.106亿美元 [4] - C3.ai Q1实现了700万美元的自由现金流,但仍处于亏损状态,Q1净亏损6280万美元 [5] - C3.ai与Baker Hughes的合作将于2025年4月到期,这是C3.ai的一个关键客户关系 [5] 投资选择 - Palantir和C3.ai都享有强劲的收入增长,但Palantir的盈利能力更强,更适合投资 [6] - 然而Palantir的股价已经大涨超过150%,估值较高,目前不太适合投资 [6] - 分析师对Palantir和C3.ai的股票评级都为"持有",认为两家公司股价都偏高 [6] - 在C3.ai与Baker Hughes合作关系不确定的情况下,最好暂时推迟对C3.ai的投资决定 [7] - 如果Palantir股价有所下跌,那么它将是更好的AI投资选择 [7]
Palantir's Stock Is Up 161% This Year. Is It Too Expensive to Buy?
The Motley Fool· 2024-10-28 03:15
文章核心观点 - Palantir是一家人工智能公司,其股价在今年上涨了161%,成为投资者关注的热点 [1][2] - Palantir的收入增长一直保持稳定,主要来自美国政府,占其总收入的75% [2][3] - Palantir的商业产品Foundry也取得了快速增长,商业客户数量同比增长83% [4] - 尽管Palantir的估值很高,但作为人工智能领域的先行者,其长期发展前景仍然看好 [5][6][7] 根据相关目录分别进行总结 公司业务 - Palantir为美国国防和情报机构提供Gotham威胁管理软件,可以综合分析各部门的数据 [3] - Palantir的Gotham软件具有很强的竞争壁垒,因为多个机构需要协调才能切换到其他系统 [3] - Palantir的商业产品Foundry也采用类似的数据分析技术,受到企业客户的欢迎 [4] 公司财务 - Palantir的收入增长一直保持稳定,最近一个季度同比增长55% [2] - 但Palantir的估值非常高,市销率达到41倍,远高于同行业公司 [5] 行业发展 - Palantir作为人工智能领域的先行者,未来发展前景看好,但短期内其股价可能会出现调整 [6][7] - 随着人工智能技术的发展,Palantir可能面临更多潜在竞争对手 [6]
Palantir stock forms bullish pattern targeting $80, but a pullback is brewing
Finbold· 2024-10-28 01:09
文章核心观点 - Palantir公司的股价创下历史新高,技术指标显示其仍有上涨潜力,但股价持续性引发担忧 [1] - Palantir公司进军人工智能领域推动了其股价上涨,年初至今涨幅达170% [1] - 分析师认为Palantir股价可能会进一步上涨至80美元附近,但同时也存在短期回调风险 [1][2] 公司情况 - Palantir公司第三季度财报预期良好,有望延续第二季度27%的收入同比增长 [3] - 分析师看好Palantir公司的人工智能产品在政府和商业客户中的需求 [3] - 但也有分析师认为Palantir股价已经超出其实际估值 [3] 股价分析 - 分析师认为Palantir股价有望进一步突破45美元,并可能冲击150亿美元市值 [4] - 股价有望进一步上涨至69.2美元附近的61.8%斐波那契阻力位 [4] - Palantir需要将45美元转化为支撑位,才能进一步冲击50美元目标 [4]