Could this growing data mining company become the next tech titan?Palantir Technologies (PLTR 3.87%) has taken investors on a wild ride since its public debut in September 2020. The data mining company went public through a direct listing, and its shares opened at $10 before setting a record high of $39 the following January.At the time, Palantir impressed the bulls with its rapid growth rates and ambitious plans of becoming the "default operating system for data across the U.S. government." The buying fren ...

公司股票表现 - 2022年底，Palantir股票收盘价为$6，到2023财年第二季度，股票价格上涨了398%，达到$30.01 [1] 收入增长 - 2021财年第二季度，公司收入同比增长49.1%，到2023财年第二季度，增长放缓至12.7%，2024财年第二季度，收入增长回升至27.2% [2] - 2024财年第二季度，公司收入达到$678 million，同比增长27%，主要得益于政府和商业收入的增加 [4] 财务状况 - 2024财年第二季度，公司调整后的自由现金流为$149 million，全年预计调整后的自由现金流在$800 million至$1 billion之间 [5] - 截至2024财年第二季度末，公司持有现金及等价物$4 billion，预计2024年将投资$450 million至$500 million用于研发 [6] 客户和市场扩展 - 截至2024财年第二季度，公司客户数量为593，同比增长172，过去三年美国商业客户数量增长了9倍 [9] - 2024财年第二季度，公司完成了96笔至少$1 million的交易，其中27笔超过$10 million [10] - 通过AIP bootcamps，公司已与全球1,205个组织合作，美国商业业务增长显著 [8] 长期增长潜力 - 公司成功将AI应用从原型快速转化为生产，继续与全球企业合作，整合AI技术 [11] - 政府客户占2024财年第二季度总销售额的54%，预计美国商业客户销售额将继续增长 [12] - 未来24至36个月，公司预计每年调整后的自由现金流将达到$2 billion至$3 billion [13] - 随着美国以外市场的扩展和客户基础的扩大，公司股票具有增值潜力 [14]

Andreas Rentz I've written two articles featuring Palantir Technologies (NYSE:PLTR). I initiated coverage with a buy rating followed by a hold rating, even though the intrinsic value increased significantly from the first article to the second. With the latest earnings, investors have been giving deeper insights and hints that help us more accurately project future financial performance for the business. Since my previous articles, Palantir stock price has soared, and it is currently the most expensive ...

The stock is now up over nearly 70% year to date.Shares of Palantir Technologies (PLTR 2.49%) were rallying after the company once again reported accelerating revenue growth and increased its full-year guidance.With the stock now up almost 70% year to date, let's take a closer look at the company's second-quarter results and whether it's too late to buy the stock.Growth continues to accelerateFor the fourth-consecutive quarter, Palantir saw its year-over-year revenue growth accelerate to 27%, up from just 1 ...

The share price of American software company Palantir Technologies (NYSE: PLTR) has recorded a remarkable week following the company’s stronger-than-expected earnings report.Notably, in the second-quarter earnings report, Palantir’s performance soared, showing significant revenue growth and new client acquisitions. At the same time, the firm continues to see robust customer base growth, with a focus on commercial clients, leading to increased revenue and profitability.Specifically, Palantir’s revenue for th ...

Two of the most important names in artificial intelligence (AI) are joining forces.Arguably, the most important secular tailwind to emerge since early last year has been the rapid adoption of artificial intelligence (AI). This is causing an ongoing paradigm shift in business as companies figure out how best to benefit from these next-generation algorithms.What sets generative AI apart from its predecessors is its versatility. These AI systems can be used to generate images, create stories, summarize data, a ...

We’re into the dog days of summer, and markets remain volatile. But volatility creates opportunities for investors. Now might be a good time to reevaluate a portfolio and seek out some new stocks to add. Many great stocks, particularly technology companies, have declined more than 10% since the start of summer, and earnings for the year’s second quarter are also causing share prices to rise and fall.Many professional investors have been buying into the current market swings and diversifying their assets. In ...

Big data company Palantir Technologies (NYSE:PLTR) has certainly been among the top AI stocks investors have bought into during this recent cycle. Impressively, PLTR stock has surged 65% surge so far in 2024. With the help of its new AI platform and strong focus on U.S. government collaborations, Palantir has strong growth potential, leading many investors to jump into this stock. Moreover, its customer base has also grown 79% since 2022, adding 220 more new revenue streams. Favorable tax conditions and ris ...

文章核心观点 - 公司认为Palantir是目前最佳的AI公司,主要原因有:1)产品优势明显,体现在"Rule of 40"指标高达64%,超过其他AI公司[5][7][11][12] 2)公司已经找到可扩展和高盈利的AI应用,体现在美国商业总合同价值和收入的高速增长[6][8] - 公司将继续增加对Palantir的投资,预计其市值可达到Salesforce的规模,即当前价格的5倍[14] 根据目录分别总结 Q2财报分析 - 公司仍然关注美国商业总合同价值增长作为判断公司可扩展性的关键指标,该指标在Q2同比增长152%,持续加速[6] - 公司Q2财报整体表现出色,收入和每股收益均超预期[8] Palantir的"Rule of 40"指标 - Palantir的"Rule of 40"指标在Q2达到64%,远高于其他AI公司,显示公司已找到可盈利的AI应用[9][10][11][12][13] - 这一指标是公司认为Palantir是目前最佳AI公司的主要依据[12][13] Palantir客户案例 - 公司客户在生产效率、成本节约、能源利用等多个方面取得了显著成果,如Airbus加速了35%的飞机生产、BP降低了60%的每桶成本等[15][16] - 这些案例充分证明了Palantir解决方案的价值[17] Palantir新的合作与交易 - 公司与GE航空、微软、温迪等公司达成合作,在供应链等领域发挥了重要作用[18] - 这些交易显示了公司军事技术在商业领域的应用价值[18] Palantir的独特技术优势 - 公司采用本体论的方法组织数据,可以减少AI"幻觉"和"自我满足",这是其他AI公司所缺乏的[19][20] - 这是公司产品优势和高"Rule of 40"指标的根本原因[20] 投资风险 - 公司历史上存在较大的股票稀释,这是需要关注的风险之一[21][22] - 公司股价波动较大,估值较高,也存在一定的市场风险[22]

Martin Ruegner/DigitalVision via Getty Images Palantir (NYSE:PLTR) is one of my favorite companies due to its unique, nuanced, and specialized approach to Western empowerment, both commercially and governmentally. I've covered Palantir before and put out Hold ratings based on valuation concerns. Q2 results were historic, and the team on the earnings call was dynamic and very open about the forward-looking strengths of the company. I think PLTR is positioned for long-term outperformance of current Wall S ...