文章核心观点 - Palantir Technologies股票(NYSE: PLTR)今年以来已经上涨超过2倍,主要得益于大数据和分析服务需求的增长,以及人工智能浪潮的推动 [1] - 尽管Palantir股价已经达到历史新高,但公司的收入有望在未来几年内保持20%以上的年增长率,且利润率也在不断提升,因此目前的估值水平可能是合理的 [2] - 过去几年Palantir的股价表现一直较为波动,有时会低于标普500指数的涨幅,未来能否持续跑赢大盘还存在一定不确定性 [3][4] 公司业绩分析 - Palantir近年来收入增长强劲,平均增速达31% [2] - 公司利润率持续改善,最近7个季度都实现盈利 [2] - 如果未来3年内公司收入增长1.6倍,利润率扩大4倍,则每年可实现6.4倍的利润增长 [5] - 在此情况下,即使股价不变,公司市盈率也可能从目前的190倍下降至50倍左右,这意味着股价有望翻倍至70美元 [5] 行业发展趋势 - 大数据和分析服务需求持续增长,人工智能浪潮为Palantir带来新的发展机遇 [1] - 宏观经济环境和地缘政治局势的不确定性,可能会影响Palantir的股价表现 [4]

Wall Street analysts are bullish on Nvidia and bearish on Palantir.Consultancy PwC estimates artificial intelligence (AI) will contribute more than $15 trillion to the global economy by 2030. Investors hoping to benefit are piling into AI stocks, and Nvidia (NVDA -0.03%) and Palantir Technologies (PLTR 1.95%) have been two of the most popular choices.In the last two years, Nvidia shares surged 728%, and Palantir shares advanced 348%. But Wall Street analysts expect the stocks to move in opposite directions ...

文章核心观点 - Palantir是一家人工智能(AI)公司,其人工智能平台(AIP)可帮助用户构建AI应用程序,以加快工作流程或协助库存管理、采购等流程[1] - Palantir股价自2023年初以来已上涨超过400%,成为ChatGPT发布以来表现最佳的AI股票之一[1] - 尽管Palantir的业务增长较慢,但其最近的业绩表现出色,收入增长27%,利润率大幅提升[3][4] - Palantir正在努力拓展商业客户,商业收入占比已达45%,客户数量增长83%[4] - 尽管Palantir的估值较高,但其竞争优势应能确保其持续增长,是AI和成长股投资组合的不错选择[5][6][7] 公司概况 - Palantir成立于2003年,主要为联邦政府提供数据分析软件服务,帮助其应对9/11事件后的数据挖掘需求[1] - 公司目前提供Palantir Artificial Intelligence Platform(AIP),帮助客户构建AI应用程序[1] - Palantir于2020年上市,目前有望在今年实现27亿美元的收入[3] 财务表现 - 2022年Q2,Palantir收入增长27%至6.781亿美元,调整后营业利润率达37%,GAAP利润率为16%[3][4] - 公司商业收入占比达45%,同比增长33%,商业客户数量增长83%[4] - 公司的业务模式具有较高的可扩展性,营业费用仅增长7%[3] 发展前景 - Palantir目前市值接近800亿美元,未来实现数倍增长将更加困难,但其竞争优势应能确保持续增长[6] - 公司面临宏观经济环境不确定性,客户和潜在客户可能会减少对新技术的投资[6] - 投资者可考虑将Palantir作为AI和成长股投资组合的一部分,并在股价回调时进行买入[6]

Co-founder Peter Thiel continues to look to reduce his stake in the company.Share prices of Palantir Technologies (PLTR 1.95%) have approximately doubled so far in 2024. Coincidentally, co-founder and Chairman Peter Thiel recently filed to sell Palantir shares he owns, which are valued at nearly $1 billion. More specifically, the billionaire entrepreneur (who also helped co-found PayPal) has adopted what is referred to as a Rule 10b5-1 plan to sell nearly 28.6 million Palantir shares by the end of 2025.Thie ...

The AI revolution appears to have jump-started the company's commercial business.Big data software stock Palantir (PLTR 1.95%) is having a moment today. Revenue is accelerating, profitability has flipped to the positive -- somewhat of a rarity for a software stock -- and the artificial intelligence revolution appears to be reinvigorating demand in its platforms.Founded in 2003, Palantir began assisting the U.S. military and intelligence agencies during the War on Terror. But the company appears to be making ...

Palantir Technologies PLTR CEO and co-founder Alex Karp didn't hold back when discussing how the company could help military governments in a recent interview ahead of a presentation on artificial intelligence.What Happened: Palantir may be one of the most hard-to-explain companies. Yet, it is now part of the S&P 500 Index.Karp highlighted the company's government segment and what the 2024 election means for Palantir.Companies need processes to help translate what data and language models mean. That’s where ...

S&P 500 inclusion is a big deal for Palantir but investors should expect short-term volatility in the stock.In today's video, I will be talking about the recent updates regarding Palantir (PLTR 0.54%), and explain why being included in the S&P 500 is a huge deal. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Sept. 11, 2024. The video was published on Sept. 12, 2024. ...

The company was added to the prestigious S&P 500 Index. Also, AI.Shares of Palantir (PLTR 0.17%) rocketed 15.1% higher this week through Thursday trading, according to data from S&P Global Market Intelligence.Palantir shot up Monday on news the stock would be added to the prestigious S&P 500 index. In addition, the company announced a five-year extension with oil and gas giant BP plc, and hosted its fifth AIPCon, showing off the company's AI platform. A big achievementThe S&P 500 only admits certain compani ...

This artificial intelligence (AI) software specialist will be added to the benchmark S&P 500 index after years of robust growth.The S&P 500 is the best overall benchmark of the U.S. stock market, made up of the 500 largest companies in the country. Given the scope of its member companies, it is considered by many as the most dependable gauge of overall stock market performance. To be included in the S&P 500, companies must meet the following requirements:Be a U.S.-based companyHave a market cap of at least ...

文章核心观点 - 公司将加入标普500指数,历史数据显示这类公司在加入后12个月内平均涨幅为10%-13% [1][2] - 但加入指数本身并不会对公司的基本面财务指标产生永久性影响,公司股价走势取决于其财务业绩和估值水平 [3] - 公司是人工智能和机器学习领域的领导者,其Foundry和Gotham平台可以帮助企业进行数据分析和机器学习应用 [4][5] - 公司最近财报表现良好,收入和利润均超预期,管理层对需求前景保持乐观 [6] - 但公司当前估值较高,分析师普遍认为股价存在下跌空间 [7]