文章核心观点 - 尽管Palantir Technologies股价近期下跌，但因AI软件市场需求旺盛，公司未来十年有望实现强劲增长，若股价进一步下跌至更便宜估值，值得投资者关注并考虑买入 [2][4][14] 公司上市及股价表现 - 公司于2020年9月上市，截至当前股价自上市以来上涨714%，大部分涨幅在2023年4月推出人工智能软件平台后实现 [1] - 2025年初股价大幅上涨，但近一个月左右大幅下跌，较2月18日创下的52周高点下跌38% [2] - 2025年科技股为主的纳斯达克综合指数下跌超20%，投资者因经济放缓和衰退担忧锁定过去几年涨幅突出股票的利润，导致公司股价下滑 [3] AI软件平台推动公司发展 - 公司两年前推出面向商业和政府客户的人工智能平台AIP，帮助客户构建和部署定制AI应用，该平台因提高客户生产力而获得广泛认可，推动客户数量和现有客户支出增长 [5] - 2024年第四季度客户数量同比增长43%，100万美元以上交易数量同比增加25%，500万美元以上交易数量同比增加57% [6] - 公司被多家第三方市场研究机构评为AI软件平台顶级供应商，2024年第四季度总合同价值同比增长56%至18亿美元 [8] - 2024年第四季度剩余交易价值（RDV）同比增长40%至54亿美元，高于该季度36%的营收增速 [9] 公司未来增长潜力 - 受益于客户增加和现有客户支出增加，公司单位经济效益向好，盈利增长将快于营收增长 [10] - 随着AI普及，公司与现有客户签订更大规模交易的趋势有望持续，利润率将进一步改善 [11] 估值与投资建议 - 公司估值较高，目前市销率66倍，远期市盈率145倍，是投资者锁定利润的关键原因，在当前全球股市负面情绪下，股价可能进一步回调 [13] - 公司增速已超过全球AI软件市场预期增速，未来十年有望保持健康增长，若股价进一步下跌至更便宜估值，值得投资者关注并考虑买入 [15][16] 行业市场规模 - 市场研究机构Roots Analysis预计，到2035年AI软件市场年收入将达5.2万亿美元，未来十年将高速增长 [7]

文章核心观点 - 过去几个月一直以看跌基调报道Palantir Technologies，强调其股票存在极高估值风险，虽估值风险仍在，但该股票近期重新回到正常轨道 [1]

文章核心观点 - 尽管Palantir Technologies股票近期随市场下跌约29%且估值较高存在争议，但有长期投资潜力，当前是否买入需综合考虑估值等因素 [1] 公司业务情况 - 公司最初开发数据收集和分析平台用于识别难寻模式，后开发人工智能平台作为操作系统，连接数字资产与现实世界以解决实际问题 [2] - 其AI平台被商业客户和美国政府使用，商业上帮助客户识别问题并提供解决方案，政府方面可协助关键任务，如战场数据收集和分析 [3] 外部因素影响 - 作为数据分析和软件公司，虽不受美国关税直接影响，但关税可能影响商业客户预算，不过公司AI平台或因企业优化供应链而受益，还有相关解决方案 [4] - 政府业务方面，面临国防部预算削减8%的问题，但因其AI解决方案可提高效率，可能成为政府效率计划的赢家，且国防部采购软件流程的改变对公司有利 [5][6] 公司发展机会 - 公司最大机会是加速现有客户群的增长，过去一年新增很多商业客户，多数处于概念验证阶段，解决方案投入生产后将推动收入增长 [7] 股票估值与投资建议 - 股票远期市销率超48倍，是2021年软件即服务（SaaS）股票峰值时的两倍多，上季度收入增长36%，与当时SaaS公司增速相近 [8] - 熊市中股票估值受更多审视，Palantir长期潜力大，但不确定当前股价已反映多少潜力，有成为万亿美元市值股票的可能 [10] - 鉴于估值较高，目前可少量买入，若市场继续承压，可列入购买清单 [11]

Palantir Technologies (PLTR -0.22%) has been one of the hottest artificial intelligence (AI) stocks on the market in the past couple of years, registering stunning gains of more than 820%, as of this writing, on the back of the company's rapidly improving credentials in the lucrative market for AI chips.What's worth noting is investors who bought Palantir a couple of years ago now hold fat gains despite the recent slide. Palantir's pullback owing to the tariff-fueled turmoil could entice growth investors to ...

The United States House of Representatives passed the SAVE Act (Safeguard American Voter Eligibility) by a 220 to 208 vote — and Palantir stock (NASDAQ: PLTR) could be set to benefit from the bill.Although quite controversial and still in an early stage of the legislative pipeline, the measure would require presenting documents to prove citizenship when registering to vote in a federal election.Moreover, the bill authorizes election officials to cross-reference data from the Social Security Administration ( ...

The advent of artificial intelligence (AI) has made semiconductor behemoth NVIDIA Corporation (NVDA) and data-mining specialist Palantir Technologies Inc. (PLTR) Wall Street darlings, with their shares witnessing massive gains. But this year, NVIDIA’s shares have fallen 15.1%, while Palantir’s shares have gained 21.5% amid Trump tariff woes. Does this mean Palantir has more growth potential and investment appeal? Let’s explore – Image Source: Zacks Investment ResearchReasons to Be Bullish on NVIDIA Stock NV ...

Following huge gains in yesterday's trading, Palantir Technologies (PLTR -4.32%) stock is losing ground Thursday. The company's share price was down 3.9% as of 10:15 a.m. ET. At the same point in the day, the S&P 500 (^GSPC -3.46%) had fallen 3.3%, and the Nasdaq Composite (^IXIC -4.38%) had slipped 3.7%.Palantir stock surged yesterday after President Trump announced a 90-day pause on "reciprocal tariffs" and a near-universal 10% tariff on all imported goods. The lone exception to the reciprocal tariff paus ...

Palantir Technologies Inc. (PLTR) has defied the broader tech market slump, surging 15% year to date, while the industry as a whole has witnessed a steep 6% decline. This performance stands out at a time when many tech giants are struggling to regain momentum amid a challenging macroeconomic landscape.The recent surge in Palantir’s stock was fueled by a sharp 19% single-day rally following President Donald Trump’s announcement of a 90-day suspension on the previously imposed "reciprocal" tariffs targeting s ...

A double dose of good news gave investors hope for the future.Investors and consumers alike have had plenty to worry about in recent weeks. The on-again, off-again tariffs, the ongoing trade war with China, and persistent inflation have led to concerns about a potential recession.The resulting market tailspin resulted in a market correction, which threatened to spread to a bear market. However, a double dose of good news this week fueled a broad-based market rally, which helped drive artificial intelligence ...

Palantir (PLTR 19.81%) stock is seeing massive gains in Wednesday's trading. The software specialist's share price was up 18.2% as of 3:20 p.m. ET, amid an 8.5% gain for the S&P 500 and a 9.9% rally for the Nasdaq Composite.Palantir stock is surging today after President Donald Trump announced a 90-day pause on reciprocal tariffs for all countries except China. Despite volatility in the broader market, Palantir's share price is now up 21.5% across 2025's trading.Palantir stock surges following Trump's tarif ...