文章核心观点 - Palantir Technologies公司不只是搭乘AI浪潮的普通公司，而是正成为浪潮的重要组成部分，处于大数据、关键运营和AI的交叉点，利用良性循环发展 [1] 分析师情况 - 分析师是大型市值财富500强公司全资子公司的DevOps工程师，是AI工具和应用实际建设、部署和维护的专家，因机器学习算法、模型训练和部署的第一手经验对生成式AI系统背后的科学有深入了解，正获取更高级的AWS机器学习认证以提升AI和机器学习专业知识，通过Seeking Alpha分享投资视角的AI和机器学习见解 [1] - 分析师在TipRanks（2/5/25）两年时间框架内，在30634名金融博主中排名第968，在40030名专家中排名第1611 [1] 分析师持仓情况 - 分析师通过股票、期权或其他衍生品对PLTR股票持有长期有利头寸 [1]

文章核心观点 - 4月2日Palantir股价上涨使空头头寸比例增加，4月3日盘前股价暴跌，该公司因处于高估的AI行业，成为卖空者的理想目标 [1][2][6] 股价表现 - 4月2日Palantir股价上涨3.27%，收于87.45美元 [1] - 4月3日盘前股价暴跌5.74%，盘后交易价格为82.43美元 [2] 空头情况 - 4月2日股价上涨使PLTR空头成交量比率升至50.89，空头头寸比例增加或使下跌预测成为现实，让空头获利 [4] 公司与行业风险 - 公司属于AI生态系统，该行业估值过高，若经济衰退公司股价可能崩溃 [7] - 数据中心基础设施建设引发的泡沫破裂可能导致英伟达股价崩溃，产生连锁反应 [8] - 分析师认为2024年下半年PLTR股价在40 - 50美元时就已超过合理估值 [8]

文章核心观点 - 近期纳斯达克抛售潮中Palantir股价下跌，分析其抛售原因并探讨是否值得买入，认为虽短期有波动但长期前景好，建议长期美元成本平均法投资 [1][3][10][11] 股价表现 - 去年人工智能软件公司Palantir股价飙升340%，成为标普500中表现最佳股票，年底被纳入纳斯达克100指数 [1] - 截至2月中旬，Palantir股票延续去年势头，一度上涨65%，每股交易价约125美元 [2] - 截至3月27日，Palantir股价较历史高点下跌28%，今年以来纳斯达克综合指数回报率为负8% [2][4] - 过去12个月Palantir股价上涨262%，过去6个月上涨143%，年初至今上涨19% [7] 股价抛售原因 - 投资者担忧特朗普新关税对经济活动的影响，导致科技板块成长股过去一个月易受大幅抛售影响 [4] - 五角大楼新的成本削减计划引发对Palantir业务影响的担忧，该公司约一半收入集中在公共部门交易流 [5] 投资分析 - Palantir是成长型软件股中最昂贵的，市销率在过去一年大幅扩大 [10] - 虽股价较历史高点大幅下跌，但仍有一定势头，与软件行业同行相比优势明显 [8] - 公司有多个战略联盟，人工智能企业软件平台需求增长的长期趋势是利好因素，长期前景乐观 [11] - 建议对Palantir股票采用长期（数年或数十年）的美元成本平均法投资策略 [11]

Although Nvidia has cemented itself as the face of the AI revolution, a strong argument can be made that AI- driven data-mining special Palantir Technologies (PLTR 0.31%) has replaced it as Wall Street's AI darling. At its February peak, shares of Palantir were approaching a nearly 2,000% trailing-two-year gain. But like many companies on the cutting-edge of a highly touted innovation, Palantir finds itself at the center of a Wall Street analyst duel. Based on the high-water and bottom-barrel price targets ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Amidst the AI world's frenzied pace, where most companies are competing to outdo each other on inference benchmarks, flashy demo-day reveals, ...

Palantir Technologies Today PLTR Palantir Technologies $84.40 -1.45 (-1.69%) 52-Week Range $20.33 Get Palantir Technologies alerts: Financial details were not immediately available from the release. However, the two companies are already deploying approved data transition formats to some of Everfox's existing customers. This announcement assures investors that this will extend to additional clients with complex network and operational environment needs. Why Is This Significant for Palantir? The partnership ...

Palantir Technologies ( PLTR) is doing exactly what we anticipated in our previous coverage, proving the skeptics wrong. Since our last report , Q4 results confirmed accelerating commercial traction (+64% YoY U.S. growth) and deepened government Stock analysis brought to you by the team at HedgeMix. The analysis is based on a careful review of the growth prospects of each company. For valuation purposes, we often use the Discounted Cash Flow (DCF) model, sharing valuable insight on cash flow generation unde ...

Palantir's revenue growth is still accelerating. Palantir Technologies (PLTR -1.53%) has been one of the top-performing artificial intelligence (AI) stocks in the market. It's up nearly 400% since the start of 2024 and is actually up around 10% for the year despite tumbling around 30% from its all-time high established in mid-February. Despite these returns, I want no part in Palantir stock right now. Palantir's stock price is too expensive for its performance With Palantir's most recent revenue growth rate ...

Palantir (NASDAQ: PLTR ) — the big data analytics company that harnesses the power of data, AI, and ontology to bridge the gap between vast datasets and human decision-making — has taken the investing world by storm. The stock has rocketed more than 1,000% since it went My goal is to help you find the companies of tomorrow.I am a long-term growth investor in search of innovative companies that make the world a better place. My investment strategy revolves around finding what I call "divergent stocks" — disr ...

The backbone of AI computer chip development Palantir Technologies stock has been on a monster run since going public in 2020, with shares up close to 1,000%. I am here to tell you the stock is now overvalued. Shares of Palantir currently trade at a trailing price- to-sales (P/S) ratio of 79. No matter how fast the company grows its artificial intelligence (AI) services, the stock will take decades to catch up to this extreme valuation. If not Palantir, which AI stocks are set up for success over the next f ...