The artificial intelligence (AI)-powered software company has a great business model, which is a feature behind all stocks that are big winners over the long term.Nvidia (NVDA 2.09%) is a terrific artificial intelligence (AI) company and its stock is worth buying for many reasons. These include that it dominates the rapidly growing AI chip market and its CEO Jensen Huang has a stellar track record of staying ahead of the competition.That said, Nvidia's massive size will make achieving strong percentage grow ...

Successful hedge fund manager Israel Englander has been selling Palantir and buying Super Micro Computer.Billionaire Israel Englander founded Millennium Management in 1989. The firm has since become the second most successful hedge fund in history (behind Ken Griffin's Citadel) in terms of net gains since inception, according to LCH Investments. That makes Englander a good source of inspiration for individual investors.In the second quarter, Englander sold 7.7 million shares of Palantir Technologies (PLTR - ...

On 4th October, we initiated on Palantir (NYSE: PLTR ) with a BUY rating. In this initiation, we dived deep into PLTR's history, business model, and disruptive products. We mentioned that the firm has a solid track record and historically worked withWelcome to my profile !I'm Vincent, and I have over three years of experience as a tech-oriented buy-side analyst at a major bank, where I managed U.S. equity portfolios with over $700M in assets under management. I’ve worked across both large-cap and small-cap ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Beth Kindig is the CEO and Lead Tech Analyst for the Tech Insider Network and has over ten years of experience as a professional in the tech industry. She is a regular speaker at tech conferences and on financial news programs such as: Fox Business, TDAmeritrade, CoinDesk, NPR, Bloomberg TV Asia, Motley Fool podcast, This Week in Startups and more discussing her stock analysis. She is known for making bold calls on tech stocks.Beth is the leader of the investing group Tech Insider Network, where she utilize ...

Bubble, bubble, toil and trouble.There may not be a hotter stock on Wall Street right now than Palantir Technologies. The company's artificial intelligence (AI) software is revving its growth engine, and there is a wide-open market opportunity in both government and the private sector. The stock is up approximately 800% since the start of last year.Be warned. Momentum can sometimes take stock prices to irrational places, and Palantir's valuation has arguably become untenable at more than 50 times the compan ...

公司业绩表现 - Palantir是截至2024年最大的AI赢家之一股价上涨240% [1] - 公司2024年营收加速增长且营业利润率大幅提升与很多软件公司增长但盈利少或为负形成对比 [2] - 第三季度公司调整后的（非GAAP）营业利润率再次扩大展现出良好的经营杠杆随着营收增长加快 [3] - 2023年第四季度到2024年第三季度公司营收同比增长率分别为20% 21% 27% 30% 调整后的（非GAAP）营业利润率分别为34% 36% 37% 38% GAAP营业利润率分别为11% 13% 16% 16% 公司在增长的同时扩大了营业利润率 [4] 公司战略 - 公司采用的策略是全力打造差异化产品这是其他顶级消费和企业品牌的标志 [6] - 公司CEO表示不追求大量客户而是追求少量优质合作伙伴通过深入产品而非扩大销售团队来获得优势 [6] - 公司试图深入服务数量可控的客户这是其市场进入策略一部分先让工程师深入潜在客户业务之后才有营收 [7] - 公司上季度净留存率为118% 现有客户购买量比去年平均多18% 净扩张率加速了4个百分点 [8] - 为一个客户提供差异化的积极成果当该客户员工跳槽时可能会在新公司要求公司的服务 [9] 与其他品牌对比 - 像苹果特斯拉微软等顶级品牌也采用类似策略不花太多在销售和营销上从而获得高利润和资本回报 [10][11] - 这些品牌通过领先的差异化产品不必在销售和营销上花费过多从而实现高利润率和资本回报 [11]

文章核心观点 - Palantir Technologies 自2020年上市以来，股价已上涨488%，得益于其在人工智能（AI）领域的突破性进展和AI平台的推出，尽管面临宏观经济挑战，但公司通过独特的销售策略和与大型科技公司的合作，展现出强劲的增长潜力 [1][3][5] 公司历史与现状 - Palantir 自2020年上市以来，股价表现强劲，但在2022年因宏观经济环境不佳而大幅下跌，2023年初股价仅为$6，公司主要依赖政府合同，私人市场业务几乎为零，政府合同业务增长放缓 [2] - 2023年4月推出的Palantir Artificial Intelligence Platform (AIP) 推动了股价回升，股价达到历史新高，接近$56 [3] 分析师观点 - Wedbush Securities的Dan Ives和Bank of America的Mariana Perez Mora对Palantir持乐观态度，分别设定了$57和$55的目标股价，认为AI是推动Palantir股价上涨的关键因素 [3] 公司业绩 - Palantir在第三季度实现了30%的营收同比增长，关闭了超过100笔价值至少$1百万的交易，并持续产生正的净收入和自由现金流，CEO Alex Karp表示这仅仅是开始 [5] 增长驱动因素 - Palantir通过举办沉浸式研讨会（boot camps）展示其软件套件，帮助潜在客户识别AI用例，理解软件如何解决痛点，这种策略帮助公司扩大客户群并多样化收入来源 [7] - Palantir在美国军事AI领域的合同增加，尽管政府合同业务波动较大，但国防部门是AI领域的重要且不断发展的市场 [9] - 公司今年与Microsoft、Oracle、Meta Platforms和Amazon建立了战略联盟，这些合作尚未完全发挥作用 [9] 估值分析 - Palantir的股价相对于销售额（P/S）比率在软件即服务（SaaS）公司中最高，显示出近几个月来估值的显著扩张 [10] 未来展望 - 国防科技市场仍未充分开发，Palantir与大型科技公司的合作尚未达到规模，预计随着时间的推移，AIP的客户采用率将继续加速，推动公司在商业和公共部门的增长 [12] - 尽管当前股价较高，但公司仍处于增长初期，未来有望继续取得进展 [13]

Palantir公司 - 2024年单年股价因强劲季度业绩上涨250% [1] - 受强劲AI需求推动销售额增长 最新时期销售额为7.26亿美元 同比增长30% 环比增长7% [4] - 客户数量同比增长39% 环比增长6% 期间签订104份百万美元以上合同 [5] - 提高2024财年营收、调整后运营收入和调整后自由现金流预期 盈利预期修正积极 股票评级为Zacks Rank 2（买入）[6] - 共识预期显示每股收益同比增长53% 销售额增长27% [6] - 首席执行官表示受持续AI需求推动本季度表现出色 公司计划助力赢家 [5] - 股票是寻求人工智能投资机会的首选 需求强劲和客户持续增长推动近期销售额加速增长 [6][11] e.l.f. Beauty公司 - 2024年股价大幅降温 总体下跌9% 但最近季度业绩超出Zacks共识每股收益预期70% 销售额超出预期4% [7] - 销售额同比增长率近期显著降温 [8] - 得益于有利的成本削减措施和控制 毛利率为71% 同比增长40个基点 [8] - 销售增长放缓是公司面临的问题 但公司继续获得市场份额并实现利润率增长 [12] 行业 - 2024年第三季度财报季接近尾声 标普500指数公司大部分已公布季度业绩 但仍有少量未公布 [1][10] - 本季度受科技行业强劲表现支撑情况积极 [10]

核心观点 - 投资者可能想要投资Palantir Technologies公司因为其盈利预期近期有显著提升股票短期价格势头良好且盈利前景持续改善趋势可能使股价继续上升[1] 当前季度盈利预期修正 - 公司本季度每股预期盈利0.11美元同比变化+37.5%[4] - 过去30天Zacks共识预期增长25.34%有6个正向修正无负向修正[4] 当前年度盈利预期修正 - 公司全年每股预期盈利0.38美元同比变化+52%[5] - 过去一个月7个正向修正无负向修正推动共识预期提高8.67%[5] 有利的Zacks排名 - 由于有前景的预期修正Palantir Technologies目前Zacks排名为2（买入）[6] - Zacks排名为1（强力买入）和2（买入）的股票显著跑赢标准普尔500指数[6] 底线 - 投资者因公司稳定的预期修正而投资该公司过去四周股票上涨34.2%其盈利增长前景可能推动股价进一步上升可考虑立即将其加入投资组合[7]