营收情况 - Q2 2024财报显示，Palantir的营收同比增长27%，达到6.78亿美元[3] - 美国商业部门营收同比增长55%，达到1.59亿美元[3] - 公司预计Q3 2024营收在6.97亿至7.01亿美元之间[6] - 公司将全年2024营收指引提升至27.42亿至27.5亿美元[6] - 公司预计全年美国商业部门营收将超过6.72亿美元，增长率至少为47%[7] - 2024年第二季度，Palantir Technologies Inc.的营收达到6.78亿美元，同比增长27%[24] 盈利情况 - GAAP每股收益同比增长500%，达到0.06美元[3] - 2024年第二季度，Palantir Technologies Inc.的毛利为5.5亿美元，同比增长29%[24] - 2024年第二季度，Palantir Technologies Inc.的净利润为1.35亿美元，同比增长385%[24] - 2024年第二季度，Palantir Technologies Inc.的调整后营业利润为2.54亿美元，调整后营业利润率为37%[30] - 2024年第二季度，Palantir Technologies Inc.的调整后自由现金流为1.49亿美元，调整后自由现金流率为22%[31] - 2024年第二季度，Palantir Technologies Inc.的调整后EBITDA为2.62亿美元，调整后EBITDA率为39%[32] - 2024年归属于普通股股东的净收入为134,126美元，较2023年的28,127美元大幅增长[34] - 股权补偿费用为141,764美元，较去年的114,201美元有所增加[34] - 股权补偿相关的雇主工资税为6,464美元，较去年的10,760美元有所下降[34] - 考虑所得税影响和调整后，2024年调整后归属于普通股股东的净收入为221,408美元，较去年的119,549美元有显著增长[34] - 考虑调整后的稀释后每股收益，2024年为0.09美元，较去年的0.05美元有所增加[34] - 所得税影响基于2024年和2023年期间的长期预估年度有效税率为23.0%[35] 客户情况 - 美国商业客户数量同比增长83%，达到295家[3] - 美国商业剩余合同价值同比增长103%[3] - 公司共完成27笔超过1千万美元的交易[3]

文章核心观点 - 公司正在成为企业级AI应用的领跑者,其独特的"本体论"流程使其能够生产有价值的企业级AI [2] - 公司的AI平台AIP在企业层面上展现出强劲的早期采用势头,使其从其他主要AI参与者中脱颖而出 [2] - 公司能够获得高知名度的合同,如最近与Tree Energy Solutions达成的多年协议,表明公司正在构建客户所需的技术 [2][6] 关键财务指标 - 预计公司将报告0.08美元的共识EPS,同比增长62.82%,收入6.52亿美元,同比增长22.33% [4] - 过去3个月内,收入预测有12次上调,2次下调,EPS预测有8次上调,4次下调,显示出一定的积极预期 [5] - 公司的前瞻性EPS增长率高于行业中位数1146.41%,显示出出色的盈利能力 [8] - 公司的前瞻性PEG比率高于行业中位数89.40%,表明市场对其未来盈利增长的预期较高 [8] 重要合作与应用案例 - 公司与Tree Energy Solutions达成合作,将使用AIP支持生产绿氢制电力天然气,体现了公司在推进可再生能源方面的作用 [6] - 公司的AIP在供应链管理、模拟和情景建模、资产管理、碳排放跟踪等关键业务功能中发挥作用,显示客户对其依赖程度 [6] 估值分析 - 公司的估值较高,但其增长指标也远高于行业,体现了其真实的AI增长能力 [8] - 随着竞争对手业绩疲软,公司可能成为投资者关注的AI标的,有望获得估值提升 [9] 风险因素 - 公司估值较高,需要持续强劲的业绩增长来支撑,否则存在估值压缩的风险 [10][11] - 公司可能受到整体行业和宏观经济环境的影响而下跌,但长期来看其出色的增长故事仍值得关注 [11]

After Palantir's outsized success over the past 18 months, there's a better buying opportunity today.Palantir Technologies has been a big winner in the past year and a half. Shares are up by more than 300% since the start of 2023. The data software company looks to have a bright future, but it's hard to deny that the opportunity for new investors to profit has diminished after such a run. However, another data software company lurks in Wall Street's shadows, waiting to shine.Snowflake's (SNOW -3.57%) initia ...

As long as the business and management execute, the stock will follow.In this video, I will cover the recent updates regarding Palantir (PLTR -5.14%) and earnings predictions and let you know what Wall Street expects.*Stock prices used were from the trading day of Aug. 1, 2024. The video was published on Aug. 2, 2024. ...

  Analyst Estimates for Q2 2024 Q1 2024 Q2 2023 Revenue $653 million$634.34 million$533.32 million Diluted Earnings Per Share4 cents 4 cents1 cent Net Income $94.83 million 105.53 million$28.13 million Key Metric: Commercial Revenue Growth Palantir will report revenue driven by commercial and government customers, with investors likely watching for sustained growth in the company's commercial segment. Analysts expect commercial revenue to be $305.2 million, accounting for almost half (47%) of the company ...

文章核心观点 - 近期AI相关股票出现调整,为投资者提供了良机 [1][2][3] - 尽管近期有所回调,但AI技术仍处于早期阶段,未来仍有较大上涨空间 [3] - 两家AI相关公司Palantir和Super Micro Computer被认为具有较大上涨潜力 [4][10] Palantir Technologies - Palantir拥有为企业提供可操作的AI解决方案的专业能力 [4][5] - 公司开发了AI平台(AIP)并提供培训服务,帮助企业应用AI技术 [5][6] - 公司美国商业收入增长40%,客户数量增长69%,未来订单增长74% [7] - 分析师预计Palantir股价有85%的上涨空间 [8] - 尽管估值较高,但考虑到高成长性,股价仍被认为有一定上涨空间 [9] Super Micro Computer - Super Micro Computer专注于开发高能效的AI服务器 [10][11] - 公司最近一个季度收入和利润大幅增长 [12] - 分析师预计公司未来几年收入有望达到400亿美元,股价有115%的上涨空间 [13][14] - 公司目前估值较低,仅为1.4倍前瞻性销售额 [15]

Palantir Technologies Inc. (PLTR) will report its second-quarter 2024 results on Aug 5, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported stands at 8 cents, indicating 60% growth from the year-ago reported quarter. The consensus estimate for total revenues stands at $652.3 million, indicating 22.3% year-over-year growth. There has been no change in analyst estimates or revisions lately.Image Source: Zacks Investment ResearchThe company has an impressive earnings surprise history ...

Palantir Technologies (NYSE: PLTR), a leader in big data analytics and artificial intelligence, is set to release its second-quarter earnings on Monday, August 5. This has prompted analysts to reassess their price targets, reflecting both optimism and caution about the company’s future performance.Palantir has evolved from focusing primarily on government contracts to diversifying its income streams with significant commercial sector expansions. One notable development is a recent multi-year agreement with ...

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. ...

Palantir Technologies Inc. PLTR shares are trading lower on Tuesday.According to Benzinga Pro, PLTR stock has gained over 32% in the past year. Investors can gain exposure to the stock via REX AI Equity Premium Income ETF AIPI and Global X Funds Global X Defense Tech ETF SHLD.Citigroup analyst Tyler Radke maintains Palantir with a Neutral and raises the price target from $25 to $28.Palantir is due to report second-quarter financial results on Aug. 5. According to Benzinga Pro estimates, the company is expec ...