Palantir (NYSE: PLTR ) just held its earnings call . Results were very good. In the medium term I view sales growth as the key driver of the stock price. Last quarter there was a shift where government growth startedBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situations.Analyst’s ...

Investors kept buying the AI stock even after insiders stopped selling.Shares of Palantir (PLTR 0.63%) gained 11.7% in October, according to data provided by S&P Global Market Intelligence. The AI stock surged higher following the reported end of a major insider trade. Momentum ahead of its November earnings report seems to have kept demand robust as the supply of shares dropped.Major insider selling concluded in October.Palantir's billionaire founder Peter Thiel initiated a mass sale of more than $1 billio ...

Palantir Technologies Inc (NYSE:PLTR) stock jumped to another record high this morning before pulling back, down 2.4% at $54.19 at last glance. The stock staged a post-earnings bull gap on Tuesday as demand for artificial intelligence (AI) boosted third-quarter results, and continued to climb last session with an 8.6% pop. The company today announced a partnership with Amazon.com's (AMZN) Web Services (AWS) and Anthropic to provide U.S. intelligence and defense with AI versions of AWS. However, a bear note ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Palantir Technologies Inc. (PLTR) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Palantir Technologies Inc. is a member of our Business Services group, which includes 308 different companies and currently sits at #6 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. T ...

Palantir’s (NYSE: PLTR) surging stock price to new highs may not last long after investment banking giant Jefferies downgraded the equity due to concerns over growth prospects.Jefferies’ analyst Brent Thill downgraded the stock from ‘Hold’ to ‘Underperform,’ warning that the firm might not meet the growth expectations implied by its current valuation, he said in an investor note on November 7.Thill maintained his price target of $28, emphasizing that Palantir faces a significant challenge justifying its hig ...

公司业绩表现 - 数据融合专家Palantir刚发布了一份出色的财报若盘后涨幅保持其今年迄今将上涨172%公司实现加速营收增长商业业务快速发展并凭借市值飙升和公认会计原则(GAAP)盈利能力持续增长进入标普500指数 [2] - Palantir第三季度营收同比增长30%至7.255亿美元远超7.011亿美元的市场预期美国业务增长44%至4.99亿美元其中美国商业部门营收增长54%至1.79亿美元 [4] - 公司GAAP营业利润率为16%调整后营业利润率为38%调整后每股收益从0.07美元增至0.10美元高于0.09美元的市场预期 [5] - 公司将全年营收指引从27.4亿 - 27.5亿美元上调至28.05亿 - 28.09亿美元这是其连续第五个季度实现营收加速增长 [6] 公司在AI领域的优势 - Palantir凭借其人工智能平台(AIP)成为最能利用新AI技术的软件公司之一 [3] - 公司已建立AI平台向新客户推广的边际成本极低销售和营销成本上升19%整体运营费用仅上升14%帮助GAAP营业收入近乎增长两倍随着对AI兴趣的增加这种利润率扩张模式有望持续公司在医疗保健制造业和保险等行业的政府关系和应用方面具有优势 [8][9] - 公司很早就与大型语言模型集成CEO称大型语言模型实际上是一种商品公司的特殊之处在于允许公司和政府机构使用自己的数据运行大型语言模型公司已构建AI应用程序使客户能从新的大型语言模型中受益且AI推理成本大幅下降应会鼓励更多公司采用其AI工具 [10] 公司发展前景 - 以30亿美元的营收规模Palantir仍远不及微软和Salesforce等老牌软件公司但公司在2020年IPO时预计总可寻址市场为1190亿美元由于生成式AI的出现如今可能大幅增长 [11] - 鉴于公司营收加速增长独特的产品组合和在AI领域的竞争优势Palantir有望占领更多可寻址市场目前占比不到3%从长远来看公司营收有望翻倍三倍甚至增长10倍如果能继续沿着这条道路发展股票将继续走高 [12] 公司估值情况 - Palantir在财报发布前市盈率高达40这种估值通常结局不佳但AI驱动的软件股凭借加速营收增长和不断扩大的盈利能力继续逆势而上 [7]

Susquehanna International's Jeff Yass oversaw the sale of more than 1.5 million shares of Palantir in the first-half of 2024 in favor of a rapidly growing but troubled artificial intelligence (AI) stock.Over the last two years, there's not been a hotter trend on Wall Street than the rise of artificial intelligence (AI). In Sizing the Prize, the analysts at PwC predict AI will lift worldwide gross domestic product by $15.7 trillion come 2030.The overwhelming potential for artificial intelligence to infiltrat ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

关于公司管理与研究方向 - 公司账户由Noah's Arc Capital Management管理研究方向主要为正在经历21世纪转型的20世纪股票偶尔也会研究有助于20世纪公司转型的公司寻找商业模式创新以促使股票大幅变动 [1] 关于分析师披露 - 分析师在PLTR股票中通过股票所有权期权或其他衍生品持有有益多头头寸文章为分析师自己所写表达自己观点除Seeking Alpha外未接受报酬与文章中提到股票的公司无业务关系 [2] 关于文章作者与性质 - Noah Cox为Noah's Arc Capital Management的管理合伙人其观点不一定反映公司观点文章内容仅供参考不作为投资建议 [3] 关于Seeking Alpha披露 - 过去的表现不能保证未来的结果未给出任何投资是否适合特定投资者的建议上述观点可能不反映Seeking Alpha整体观点Seeking Alpha不是持牌证券交易商经纪人美国投资顾问或投资银行分析师为第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证 [4]

核心观点 - Palantir被Wedbush的Daniel Ives称为“AI增长的梅西”，最近一个季度表现令人瞩目[1] 相关目录总结 分析师观点 - 分析师使用经过充分回测的定量方法在众多行业中寻找各种规模的被低估股票，认为数字比故事更重要（大多数时候），自2013年开始投资，知识来源于多年阅读大量股市书籍[1] 分析师披露 - 分析师在提及的任何公司中没有股票、期权或类似衍生品头寸，且在未来72小时内无计划建立此类头寸，文章表达个人观点，未从除Seeking Alpha外获得报酬，与文章中提及股票的任何公司无业务关系[2] Seeking Alpha披露 - 过去的表现不能保证未来的结果，未给出任何投资是否适合特定投资者的建议，上述观点可能不反映Seeking Alpha整体观点，Seeking Alpha不是持牌证券交易商、经纪商、美国投资顾问或投资银行，分析师是第三方作者，包括专业投资者和个人投资者，可能未获得任何机构或监管机构的许可或认证[3]