Key Takeaways An artificial intelligence software powerhouse came under pressure despite a strong earnings report, while shares of a fast-food company rose after it posted strong quarterly results and said it might offload its underperforming pizza chain. Major U.S. equities indexes dropped Tuesday as investors reacted to the latest installment of earnings reports and fretted over equity valuations. The S&P 500 fell 1.2%, while the Dow lost 0.5%. Technology was the weakest-performing sector in the benchmark ...

Shares in two closely watched AI-adjacent companies, Nvidia Corporation and Palantir Technologies, are falling this morning. Currently, Nvidia shares are down more than 2.2% and Palantir shares are do... ...

The third quarter earnings season is in full swing, with several AI players reporting results this week, including Palantir (PLTR), AMD (AMD), and Supermicro (SMCI). So far, the earnings season is off to a positive start. As of Oct. 31, 64% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 10.7% jump in earnings per share during the third quarter. If that figure holds, it would mark the fourth straight quarter of double-digit earnings growth but a decelera ...

Palantir's stock fell sharply on Tuesday despite upbeat earnings, while its CEO criticized short sellers. ...

Tell us about why Palantir is just outperforming is peerless in your perspective. So first, thank you so much for having me here. I'm happy to share this with you, too.And I think Palantir has proven that has been the winner of this implementation. And I mean, not only about like investment, but actually the growth they are unlocking. The customers actually go into them because they can prove that they can actually extract value from this AI implementations.And it doesn't only stop with those customers, but ...

Since my last analysis on Palantir Technologies Inc. ( PLTR ), in which I issued a Strong Buy rating, the stock has gained 25% in price. I'm a Palantir shareholder, and consider it likely that I will be longAnalyst’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 relation ...

concerns of course have been weighing on these palentine palunteer shares despite the company topping third quarter estimates and raising its fullear guidance. Joining me now is Gil Laura DA Davidson head of technology research and obviously Gil there are two things going on here. There is the fundamental story of the company and then there's the stock story of the company.On a fundamental basis in these numbers was there anything not to like. >> No. No.The results were spectacular. They exceeded any expect ...

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... ...