公司评级与目标价调整 - 高盛维持对公司的中性评级 建议投资者持有头寸 [1] - 高盛将公司目标价从141美元上调至188美元 反映更乐观的展望 [2] 公司财务表现与股价 - 公司第三季度财报业绩超预期 强劲表现可能影响目标价上调 [2] - 公司当前股价为191.46美元 较高盛发布公告时下跌7.59%或15.72美元 [3] - 公司股价当日交易区间为185.56美元至205.05美元 显示市场波动性 [3] - 公司52周股价高点为207.52美元 低点为46.86美元 过去一年价格波动显著 [3] 公司市值与交易活跃度 - 公司市值约为4354.3亿美元 在科技行业具有重要地位 [4] - 公司当日交易量为4327万股 表明投资者兴趣活跃 [4]

核心业绩表现 - 第三季度营收达到11.8亿美元，同比增长63%，环比增长18%，超出市场预期8% [3][6][8] - 总合同价值签约额达到28亿美元，同比增长151%，创下历史最强季度签约纪录 [12] - 客户数量同比增长45%至911家，净美元留存率攀升至134% [12][13] 盈利能力与现金流 - 调整后运营利润率达到51%的历史最高水平，GAAP运营收入为3.93亿美元，GAAP净利润为4.76亿美元 [14] - 调整后每股收益为0.21美元，超出市场预期的0.17美元，毛利率保持强劲为82% [14][15] - 运营现金流为5.08亿美元，调整后自由现金流为5.4亿美元，期末现金及等价物为64亿美元 [15] - Rule of 40得分达到创纪录的114%，体现了增长与盈利能力的罕见结合 [16] 业务增长驱动力 - 美国市场贡献了8.83亿美元收入，占总收入的75%，凸显国内客户基础的扩大 [6] - 签署了204份价值超过100万美元的合同，反映出更深层次的企业级合作 [12] - 对人工智能平台和分析解决方案的需求激增，商业解决方案对企业现代化数据基础设施和整合自动化至关重要 [6][7] 未来业绩指引 - 第四季度营收预期为13.29亿美元，意味着环比增长13%，同比增长61% [17] - 全年营收指引上调至中点43.98亿美元，较2024年增长53%，比先前指引高出2.52亿美元 [18] - 美国商业收入指引上调至超过14.33亿美元，意味着至少104%的同比增长 [19] - 公司预计2025年每个季度都将实现GAAP运营收入和净利润 [18] 行业地位与竞争 - 公司作为领先的人工智能驱动软件提供商的地位得到巩固 [2] - 商业收入占比扩大，加上长期的政府合作伙伴关系，使公司能够保持稳定增长并多元化其收入基础 [20] - 平衡创新与财务纪律的能力使公司在企业人工智能领域具有独特的竞争优势 [20]

Data analytics software maker Palantir is seeing "otherworldly" growth as companies and governments clamor for its flagship Artificial Intelligence Platform, its CEO told investors yesterday. So why i... ...

Palantir (NASDAQ:PLTR ) has been the hottest AI stock on Wall Street, right behind Nvidia (NASDAQ:NVDA ). ...

Market Analysis by covering: NVIDIA Corporation, S&P 500, Super Micro Computer Inc, Palantir Technologies Inc. Read 's Market Analysis on Investing.com ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Palantir Technologies Inc (NASDAQ: PLTR) is tumbling this morning even after the data analytics firm reported another blockbuster quarter and raised its guidance for the full year. Why? Primarily beca... ...

The cryptocurrency hit a record of $126,100 in early October before plunging in response to Mr Trump’s threat of 100pc tariffs on China.David Solomon, Goldman’s chief executive, told the Global Financial Leaders’ Investment Summit in Hong Kong there was likely to be a “10 to 20pc drawdown in equity markets sometime in the next 12 to 24 months.” Morgan Stanley boss Ted Pick also said investors should “welcome the possibility” of a market drop. He cautioned there would be “10 to 15pc drawdowns that are not dr ...

It's time now for our 360 round. For that, let's bring in our panel to discuss Palanteer's latest earnings. Joining us, Joe Castikley, the portfolio manager at the free markets ETF, and Shai Balour, the chief market strategist at Futurum.Shai, we'll start with you. You know, thoughts on the report. >> I mean, looking at the price action down 8%, you would assume that the earnings weren't great, but they're actually very impressive.Maybe the market just got ahead of itself, but longterm nothing has changed. ...

Palantir Technologies ((PLTR) reported strong quarterly results Monday after the close, beating expectations on both the top and bottom line. The company posted adjusted earnings of $0.21 per share, above the $0.17 consensus, on revenue of $1.18 billion, also topping estimates of $1.09 billion. Despite the beat, shares are pulling back as investors weigh valuation concerns after the stock has gained more than 150% year-to-date.Total revenue surged 63% year-over-year, rising from $725.5 million to $1.18 bill ...