Key Points The solid demand for Palantir's AI software has supercharged the stock, but it is trading at a very expensive multiple right now. ASML Holding is expected to witness an acceleration in growth. ASML is trading at an attractive valuation and isn't much behind Palantir when it comes to market cap. 10 stocks we like better than ASML › Palantir Technologies (NASDAQ: PLTR) has been one of the hottest stocks on the market in the past year. The software specialist has seen a significant surge i ...

The average analyst expects Palantir to fall from here.Palantir Technologies (PLTR 4.14%) has been one of the biggest winners of the AI boom. The deep data analytics stock has seen its revenue growth accelerate and its operating margin expand, thanks in part to the launch of its Artificial Intelligence Platform (AIP).The stock was the top performer on the S&P 500 last year and has doubled so far this year, defying some expectations of a pullback. However, Wall Street seems to be turning increasingly bearish ...

股价表现与估值水平 - Palantir自2023年1月AI热潮以来股价上涨2570% Arm自2023年9月上市后股价上涨195% [1] - Palantir以126倍销售额交易 成为标普500指数中最昂贵股票 第二昂贵的德克萨斯太平洋土地公司仅29倍销售额 [8] - Arm以94倍调整后收益交易 预期至2027财年收益年增23% 市盈增长比率(PEG)超过4 以39倍销售额成为纳斯达克100指数第三昂贵股票 [12] 业务优势与市场地位 - Palantir人工智能平台(AIP)作为大型语言模型组织工具 连续八个季度加速销售增长 [4] - Palantir基于本体的软件架构创建数字孪生决策支持系统 国际数据公司认定其为决策智能平台市场领导者 [5][6] - Arm占据移动设备处理器市场主导地位 99%智能手机采用其CPU 过去两年在数据中心市场份额增加约10个百分点 [10][11] 行业增长前景 - 数据分析软件销售额预计以每年29%速度增长至2030年 机器学习和人工智能采用率提升为主要驱动因素 [6] - 数据中心对高能效服务器处理器需求增长 Arm被CEO称为唯一能同时提供高性能与高能效的计算平台 [11][12] 分析师目标价格 - RBC Capital给予Palantir目标价45美元 较当前171美元股价隐含73%下跌空间 [7] - Morningstar给予Arm目标价80美元 较当前150美元股价隐含46%下跌空间 [7]

Key Points Palantir has expanded its business beyond just government contracts. The company's U.S. commercial business increased its revenue by 93% year over year in the second quarter. 10 stocks we like better than Palantir Technologies › If you've been paying attention to the tech world for the past couple of years, you've likely noticed how unavoidable artificial intelligence (AI) is. Even if you haven't been tuned into tech news, chances are good that you've come across AI in some form or fashi ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best tech stocks to buy for the long term. On September 4, analysts at William Blair reiterated a ‘Market Perform’ rating on the stock. The positive stance comes as the research firm remains confident about underlying growth. William Blair Rates Palantir Technologies Inc. (PLTR) as ‘Market Perform’ as Growth Gathers Pace William Blair expects Palantir to deliver a 103% growth in its commercial business for the September quarter. It expects the growth ...

The stock market's leading artificial intelligence (AI) stocks are giving investors a clear reason to be cautious.For the better part of the last three years, artificial intelligence (AI) has been the grease that's lubed Wall Street's finely tuned engine. Empowering software and systems with AI solutions offers the potential to improve productivity and/or operating efficiency in most industries around the globe.With AI sporting a $15.7 trillion addressable market by 2030, according to PwC in Sizing the Priz ...

Investors just got clear evidence that the artificial intelligence (AI) revolution has a long runway ahead.After a blistering run that spanned more than two years and produced stock price gains of 2,500% (as of this writing), Palantir Technologies (PLTR 4.14%) is taking a well-earned breather. From humble beginnings developing artificial intelligence (AI) solutions for the U.S. intelligence industry, the data mining and AI specialist branched out, creating solutions for enterprise. The advent of generative ...

Salesforce Inc. CRM CEO Marc Benioff expressed admiration for Palantir Technologies Inc. PLTR during Tuesday’s Goldman Sachs Communacopia+Technology conference, highlighting the data analytics company’s premium pricing model.Check out the current price of CRM stock here.Benioff Praises Palantir’s Market Valuation“Oh my gosh. I am so inspired by that company,” Benioff told CNBC. “I mean, not just because they have 100 times, you know, multiple on their revenue, which I would love to have that too. Maybe it’l ...

Becoming the next Palantir is a tough job.Palantir (NASDAQ: PLTR) has already shown what it takes to be a successful enterprise artificial intelligence (AI) player: Become the core platform for customers to build their AI applications on, rapidly turn pilot projects into production-level deployments, cross-sell and upsell to existing clients, and focus on new client acquisition across industries and new verticals. Innodata (INOD 2.53%) is much smaller, but it seems to be on a similar growth trajectory. The ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks In The Spotlight For Investors. On September 9, UBS analyst Karl Keirstead reiterated a Neutral rating and $165.00 price target on the stock following research on the company’s demand trends. Speaking with three sources, the firm came away constructive on the stock, particularly Palantir’s fundamentals. It didn’t find any pressure from commercial or government segments either. “Over the last few weeks we spoke with 3 checks (one of Palantir ...