While Palantir (NASDAQ: PLTR)  stock ended the last session attempting to reclaim the $100 mark, a section of Wall Street analysts foresee a modest decline for the equity over the next 12 months.Currently, PLTR is trading at $93.78, having rallied 1.15% at market close on April 17. The American software company remains in the green year-to-date, up nearly 25%.PLTR YTD stock price chart. Source: FinboldSo far, PLTR stock has been largely weighed down by the broader market downturn but has sustained positive ...

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The latest trading session saw Palantir Technologies Inc. (PLTR) ending at $93.78, denoting a +1.15% adjustment from its last day's close. The stock's change was more than the S&P 500's daily gain of 0.13%. On the other hand, the Dow registered a loss of 1.33%, and the technology-centric Nasdaq decreased by 0.13%.Shares of the company have appreciated by 7.68% over the course of the past month, outperforming the Computer and Technology sector's loss of 9.27% and the S&P 500's loss of 6.3%.Market participant ...

文章核心观点 - 公司自2020年9月上市后股价显著上涨 近期军事协议提升未来增长前景 鉴于其增长情况 需评估当下是否为投资时机 考虑到北约协议、客户群增长、AIP受认可和稳定商业模式 建议股东持有股票以获取潜在收益 但公司高估值是当前担忧 新投资者应等股价大幅下跌后再买入 [1][11][14] 北约协议 - 公司主要客户为美国政府 此前海外市场基础薄弱 与北约的军事协议将改变这一状况 [1] - 北约将使用公司的Maven智能系统 该系统由人工智能驱动 可分析无人机和卫星数据 追踪部队动向并提供战略建议 合同在六个月内达成 系统30天内投入运营 该系统已被美国政府部署 并在俄乌冲突中被乌克兰使用 [2] - 特朗普表示若其他国家不增加国防预算将退出北约 促使欧洲成员国增加军事支出 有助于公司在国际市场获得更多国防合同 扩大客户群 [3] 客户群增长 - 公司在美国的商业客户数量有所增加 客户持续使用其平台为人工智能驱动的解决方案定位问题 最大客户美国政府也采用了其人工智能解决方案 [4] - 第四季度公司总客户数量同比增长43% 达成129笔价值至少100万美元的交易 表明公司从不断扩大的人工智能软件市场中获利 预计到2035年该市场收入将达5.2万亿美元 [5] - 第四季度公司收入8.28亿美元 同比增长36% 2025年的收入指引为37.5亿美元 同比增长31% 管理层预计由于公司人工智能平台（AIP）日益受欢迎 收入将继续增长 [6] 商业模式抗关税影响 - 4月初 特朗普政府对多数贸易伙伴加征关税 导致华尔街牛市趋势减弱 股市因供应链中断和外交关系紧张担忧而下跌 [7] - 公司股价本月迄今上涨9.9% 而互联网软件行业下跌5.6% 行业知名企业如自动数据处理公司（ADP）和阿rista网络公司（ANET）股价本月分别下跌3.7%和7.2% [8] - 公司因收入流不涉及硬件 避免了特朗普关税的影响 且业务以美国为中心 面临跨国公司新关税风险较小 [10] 投资建议 - 鉴于北约协议、客户群增长、AIP受认可和稳定商业模式 建议股东持有股票以获取潜在收益 [11] - 公司远期市盈率为167.05 表明市场预期较高 若增长预测未达预期 有股价暴跌风险 [11] - 新投资者应等股价大幅下跌后再买入公司股票 公司目前在Zacks排名为3（持有） [14]

When we think of AI stocks, NVIDIA (NASDAQ: NVDA ) is, without a doubt, the biggest winner in recent time thanks to an insatiable demand for its high-performance chips and GPUs - essential for the development of AI. However, if you’ve missedRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover h ...

文章核心观点 - 分析师看好Palantir Technologies Inc.（PLTR）股票 [1] 公司情况 - Palantir Technologies Inc.从历史最高点回调超25%后，市盈率仍超160 [1]

Earlier this month, the Nasdaq Composite experienced a sell-off and fell into bear market territory over concerns related to global tariffs. Additionally, there are fears of a recession coming this year, which could inevitably slow down spending on artificial intelligence (AI), and technology as a whole.Obviously, that's further bad news for the tech heavy index. But what about Palantir Technologies (PLTR -5.61%), the data analytics company which recently changed its listing to the Nasdaq exchange, and is n ...

文章核心观点 - 自上次分析以来Palantir Technologies Inc.股价上涨近15% 分析师在大幅抛售之后买入 并将基于估值的看跌观点转变为看涨观点 [1] 分析师情况 - 分析师Oliver Rodzianko是宏观投资分析师 专注公共股票策略 以估值和长期基本面为基础 关注科技、半导体、人工智能和能源等行业 以美国市场为中心 兼顾国际市场 [1] - 分析师管理只做多、无杠杆投资组合 旨在保存资本并在关键市场错位时获取不对称上行收益 持仓会经历中期周期 并根据内在价值退出 [1] - 分析师的研究发表在Seeking Alpha、TipRanks和GuruFocus上 其核心工作是纳斯达克高阿尔法黑天鹅投资组合 正与一家专注低波动资本管理的家族办公室在资产管理公司内正式确定该框架 [1] 分析师持仓情况 - 分析师通过股票、期权或其他衍生品对PLTR、TSLA拥有实益多头头寸 [2]

Shares in government-focused data analytics company Palantir Technologies (PLTR 6.27%) hit their all-time high of $124.62 in February 2025. At the time, the company was soaring amid optimism about the Trump presidency, which many expected to be beneficial for technology deregulation and the U.S. military industry. Some of these tailwinds remain. However, with Palantir's shares down 29% from their peak, investors are clearly getting skittish about the company's future. Let's dig deeper into the pros and cons ...