Palantir has emerged as one of the biggest darlings of the artificial intelligence (AI) revolution.Over the last two years, artificial intelligence (AI) has come into focus as the next megatrend. In the capital markets, megacap technology stocks have attracted the lion's share of the attention and hype as it relates to the prospects of AI.But some smaller players are proving they also can compete with big tech. I can't think of a better example of this than enterprise software developer Palantir Technologie ...

公司表现 - Palantir Technologies股票在2025年表现优异 年初至今上涨43% [1] - 尽管科技股整体承压 纳斯达克综合指数年内下跌超过8% [1] - 公司第一季度财报后股价下跌12% 但营收超预期并上调全年指引 [2] 财务数据 - 第一季度新签合同价值15亿美元 同比增长66% [7] - 剩余交易价值(RDV)达到近60亿美元 同比增长45% [8] - 调整后每股收益同比增长62%至013美元 [8] - 2025年营收指引从375亿美元上调至39亿美元 预计同比增长36% [10] 业务发展 - 公司通过人工智能平台(AIP)加速商业市场拓展 [5] - AIP帮助客户整合大语言模型 提升运营效率和降低成本 [6] - 公司在AI软件平台市场占据领先地位 [13] - 现有客户贡献业务量持续增长 单位经济效益良好 [8] 市场前景 - AI软件平台市场预计将以41%年复合增长率增长 2028年达1530亿美元 [11] - 公司营收增速可能超过40% 2030年营收或达210亿美元 [12] - 当前市销率为87倍 若降至50倍 2030年市值可能达到1万亿美元 [13] - 公司在AI领域的领先地位可能支撑长期估值溢价 [14]

BigBear.ai (BBAI -3.23%) has become a popular name in the AI market as investors see small similarities to Palantir (PLTR -1.49%). This video explores BigBear.ai's business, growth opportunities, and risks.*Stock prices used were the after-market prices of May 7, 2025. The video was published on May 9, 2025. ...

Few stocks have sizzled as much as Palantir Technologies (PLTR -1.49%) over the last 12 months. Shares of the data analytics software provider more than quadrupled during the period. Palantir stock is up more than 40% year to date.However, Palantir isn't anywhere near the top of the list of stocks I think will be the biggest winners for investors over the long run. And some of those stocks could outperform through the rest of this decade, too. I predict three stocks will be worth more than Palantir five yea ...

Palantir (PLTR -1.49%) delivered another blowout earnings report on Monday.The company posted its seventh consecutive quarter of revenue growth in the first quarter of 2025 as revenue grew 39% to $883.9 million, which easily beat the consensus at $862.1 million.Generally accepted accounting principles (GAAP) operating income more than doubled to $176 million, giving the company an operating margin of 20%. On an adjusted basis, earnings per share increased from $0.08 to $0.13, which matched estimates. Palant ...

I have been bullish on Palantir Technologies Inc.'s (NASDAQ: PLTR ) stock for several years now. In fact, I built this badly beaten-down stock and highly misunderstood company into my most significant holding in late 2022 and early 2023Are You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Cover ...

Investors might want to bet on Palantir Technologies Inc. (PLTR) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Indiv ...

财报季整体表现 - 当前财报季整体表现积极 但第二季度(Q2)的盈利预期在最近几周有所下降 [1] - 多家深度参与AI热潮的公司如Palantir(PLTR)和Tempus AI(TEM)的财报令投资者满意 股价在财报公布后表现强劲 [1][15] Palantir(PLTR)业绩亮点 - 销售额同比增长39% 并大幅上调全年销售预期 [3] - 客户数量同比增长近40% 环比增长8% 美国商业合同总价值达8.1亿美元 同比增长180% [5] - 美国收入同比增长55% 其中商业和政府收入分别增长71%和45% [5] - 分析师将全年销售预期上调至39亿美元 同比增长20% 预计销售额将增长37% [6] Tempus AI(TEM)业绩亮点 - 销售额达2.557亿美元 同比增长75% [9] - 季度毛利润1.552亿美元 较去年同期翻倍 与阿斯利康和Pathos达成多年合作 预计未来三年带来约2亿美元收入 [12] - 基因组学部门销售额同比增长90% 数据和服务收入达6190万美元 同比增长43.2% [13] - 上调2025财年收入预期至约13亿美元 同比增长80% 财报公布后股价近一个月累计上涨近50% [13] AI行业趋势 - AI相关股票表现强劲 PLTR和TEM等公司展现出强劲增长 [15] - 人工智能热潮仍处于早期阶段 这些公司提供了参与该主题的投资机会 [16]

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In this articlePLTRPalantir Technologies CEO Alex Karp appears on a Bloomberg television interview during the FoundryCon event in Palo Alto, California, on March 7, 2024.David Paul Morris | Bloomberg | Getty ImagesThere's a new member in the list of the top 10 U.S. technology companies by market cap.Data analytics software vendor Palantir jumped about 8% on Thursday, bringing its valuation to $281 billion. That puts it ahead of Salesforce, which closed at a $268 billion and had previously been ranked tenth. ...