The market is often cruel to new S&P 500 members.When artificial intelligence (AI)-powered data analyst Palantir Technologies (PLTR -2.50%) joined the S&P 500 on Sept. 23, investors cheered. The stock's price has risen more than 50% since then, including a huge jump the day after the Nov. 5 national election.Can it last?Some investors believe that S&P 500 membership gives stocks a floor: a baseline of support among index funds and other institutional ownership, which helps protect their investment. I wanted ...

公司股价表现 - 11月13日Palantir Technologies Inc (PLTR)股价达到历史新高63.39美元 收盘略低为60.7美元[1] - 过去六个月公司股价上涨180.3% 远超行业34.8%的涨幅和标普500指数14.1%的涨幅[1] - 股票交易价格高于50日移动平均线 表明投资者的看涨情绪[2] 公司销售策略 - 公司专注于为寻求定制AI/ML服务的企业提供服务 尤其是吸引愿意在其系统上大量投资的大型政府和企业客户 后采用模块化销售方法 降低新客户的准入门槛 使美国商业客户群显著增长[4] 公司AI和数据分析定位 - 公司AI战略全面 将自有平台与推广AI应用计划相结合 AI平台是核心能力 可处理大型数据集并提供实时洞察 在多行业有重要价值[5] - 在政府部门 公司将AI战略与美国国防优先事项相结合 在国防部项目中的工作巩固了其在国防领域的地位[6] - 在商业领域 公司的AI平台训练营有助于获取客户 展示平台能力和跨行业适应性[7] 公司财务状况 - 2024年第三季度 美国政府营收同比增长40% 美国商业营收同比增长54% 运营收入同比增长183% 调整后运营利润率提高900个基点[8] - 截至9月30日 公司持有46亿美元现金且无债务 财务灵活性强[9] 公司其他优势 - 9月23日被纳入标普500指数 预计将增加股票需求 提高公司知名度和投资者基础[10] - 2024年第四季度盈利预期较上年增长37.5% 2024年和2025年盈利预计分别较上年增长52%和24.6% 2024年第四季度销售额预计同比增长28% 2024年和2025年销售额预计分别同比增长26.6%和24.5%[11] - 过去30天内 2024年第四季度盈利预期有6次向上修正 无向下修正 2024年和2025年分别有8次和7次预期向上修正[12] 公司股票评级 - 鉴于公司在AI领域的领导地位 强劲的财务表现 良好的现金状况和积极的盈利前景 股票评级为买入[15] - 目前公司股票的Zacks排名为2(买入)[16]

Palantir (NYSE: PLTR ) reported a strong beat-and-raise with revenue growing by 30% in q3’24 paired with a significant adjusted operating margin expansion to 38%, resulting in a “Rule Of” 68%, up from 46% on q3’23. Management increased its guidance to $2.805-2.809b in netMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, ...

Palantir's price has far exceeded every analyst's target.There have been few better stocks to own over the past three months than Palantir (PLTR 1.42%). The stock more than doubled in that time, far outperforming both indexes and other market leaders. This performance can be traced to several events, notably Palantir's inclusion in the S&P 500 in September and its blowout Q3 earnings. But the biggest reason why Palantir is soaring is that many artificial intelligence (AI) investors are flocking to what they ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This text expresses the views of the author as of the date indicated and such views are subject to change without notice. The author has no du ...

合作事件 - Palantir与亚马逊合作将人工智能工具引入美国军方 [1] - 亚马逊3月完成对Anthropic的40亿美元投资后在人工智能路线图上取得显著进展 [1] - 微软曾宣布与Palantir合作将Palantir的人工智能软件服务与微软Azure云基础设施集成美国国防机构的机密环境中现在亚马逊也加入 [3] - 本月早些时候Palantir宣布与AWS合作Anthropic的Claude大型语言模型将与Palantir人工智能平台在美国众多军事和相关国防机构中集成 [6] 合作互利 - Palantir与亚马逊的关系是互利的对Palantir来说与亚马逊合作进一步确立其作为新兴合作伙伴的地位从宏观层面看人工智能投资的增加是云计算基础设施的风向标 [7] - 随着人工智能应用变得更加复杂亚马逊等超大规模公司将越来越依赖合作伙伴来扩大规模Palantir在人工智能安全和数据分析方面具有独特的专业知识可帮助亚马逊在公共部门获得潜在客户加速其公共部门业务 [8] - 对亚马逊来说与Palantir合作开辟了新机会即加强其在联邦政府中的地位Palantir已与许多政府承包商密切合作亚马逊可借此向其他军事机构和国防公司交叉销售其服务 [9] - 与Palantir合作可让亚马逊在AWS继续加速增长同时加剧大型科技公司的竞争格局 [10] 合作意义 - Palantir首席技术官表示与Anthropic和AWS的合作将为美国国防和情报社区提供安全利用和部署人工智能模型所需的工具链为关键任务带来下一代决策优势 [11] - Palantir已成为大型科技公司将人工智能引入军方的事实上的合作伙伴与AWS的合作将为亚马逊和Palantir带来长期利好这一合作确实是改变游戏规则的 [12] - 到2029年国防领域人工智能的各种用途如数据分析和机器人技术将是一个600亿美元的机会 [5]

Palantir's profits are growing at a faster rate than revenue.Just when you think Palantir Technologies (PLTR 1.42%) stock can't go higher, it finds a way. The data analytics company has been one of the biggest winners due to artificial intelligence (AI). It has been using AI to offer an even better platform to its customers, which it has been winning over in droves.The company recently posted earnings, and it has beaten expectations yet again. While its valuation may appear to be extremely high, there is a ...

关于Palantir Technologies Inc.的相关内容 - 一个多月前发表了关于Palantir Technologies Inc. (NYSE: PLTR )的文章标题为“Palantir: S&P 500 Inclusion And Thiel's $1 Billion Divestiture” [1] 投资组合相关内容 - 公司投资组合在2007年11月 - 2009年2月2020年1 - 3月2021年9 - 10月2022年修正期间最大回撤分别为0.0% -3.0% -4.7% -10.0% 7.3% -20.0% -17.5% -19.6% -20.1% -30.0% -27.0% -40.0% 而S&P 500为-50.0% -51.0% -60.0% [3]

The election of Donald Trump has boosted interest in law enforcement technology.With shares up by over 40% since Nov. 4, Palantir Technologies (PLTR 5.22%) has been a clear beneficiary of Donald Trump's victory in the 2024 presidential election. But is this rocket-ship rally backed by fundamentals? Let's dig deeper into how the next four years could play out for the data analytics company and its investors. A leader in military and law enforcement analyticsPalantir Technologies helps the government and othe ...

Palantir Technologies TodayPLTRPalantir Technologies$59.87 -0.37 (-0.61%) 52-Week Range$15.66▼$62.08P/E Ratio299.36Price Target$31.71Add to WatchlistPalantir Technologies NYSE: PLTR has been one of the hottest stocks of 2024. Palantir’s stock price has soared about 240% year-to-date and 195% for the full year. The company is known for providing artificial intelligence (AI) powered software platforms to government and commercial customers. Palantir has recently delivered an impressive third-quarter earnings ...