Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Palantir Technologies Inc.（PLTR）、马斯克旗下初创公司xAI、TWG Global宣布，通过Enterprise AI重 新定义金融服务。 ...

公司分析 - Palantir Technologies Inc (NASDAQ: PLTR) 2025年第一季度财报电话会议被描述为"受控的混乱"，与其他程式化的财报会议形成鲜明对比 [1] - 公司业务聚焦于人工智能(AI)、金融科技(fintech)和科技(tech)等高速增长领域 [1] 行业分析 - AI、金融科技和科技行业是长期增长潜力显著的领域 [1] - 行业研究重点关注商业模式、盈利表现和竞争定位等核心要素 [1] 研究方法 - 采用基本面分析(fundamental analysis)和估值(valuation)等方法评估公司价值 [1] - 通过财务建模(financial modeling)和股票研究(equity research)进行深入分析 [1] - 关注上市公司业务模式、盈利能力和竞争地位等关键指标 [1]

股价表现 - Palantir Technologies股价在周二下跌14.1% 盘中最大跌幅达14.6% [1] - 同期标普500指数和纳斯达克综合指数分别下跌1%和1.2% [1] 一季度财报 - 第一季度每股收益0.13美元 营收8.84亿美元 同比增长39% [2] - 美国市场销售额同比增长55% 推动整体增长 [2] - 公司上调2025年全年业绩预期 [2] 业务表现 - 全球销售额同比下降10% 成为股价下跌主因 [3] - 国际市场疲软引发对公司持续增长能力的质疑 [3] 估值分析 - 当前市盈率达650倍 被分析师认为"不合理" [5] - 分析师指出公司估值已升至前所未有的水平 [5] - 高估值要求公司未来数年必须保持完美运营 [5]

Palantir Technologies TodayPLTRPalantir Technologies$107.24 -16.53 (-13.36%) 52-Week Range$20.50▼$125.41P/E Ratio563.09Price Target$75.95Add to WatchlistIt would be hard to blame investors for being excited about the Palantir Technologies Inc. NASDAQ: PLTR earnings report. The stock has been the best-performing stock in 2025, delivering a return of over 60% since January. However, after a strong earnings report in which the company beat on revenue and raised its full-year guidance on both its government an ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

摩根士丹利分析师桑吉特·辛格(Sanjit Singh)持相似观点，认为公司正处于"满功率运转"状态。其研报特 别提到，在宏观不确定性笼罩下，Palantir延续了第四季度的强劲势头，营收增速突破30%，40法则得分 (营收增速+营业利润率)达83%的优异水平。尽管维持"持股观望"评级，但目标价从90美元小幅上调至98 美元。 美国银行分析师玛丽安娜·佩雷斯·莫拉(Mariana Perez Mora)则重申"买入"评级。她分析称，政府端国家 安全需求与商业端企业数字化需求的共振，构成公司营收持续加速的核心动力，"双引擎驱动模式已通 过业绩验证"。 市场观察人士指出，当前分析师对Palantir的估值存在明显分歧：看多阵营押注其AI+数据的独特商业模 式，而谨慎派则担忧股价已充分反映成长预期。这场关于"万亿市值"的争论，或将伴随公司未来几个季 度的业绩表现持续发酵。 智通财经APP获悉，Palantir Technologies(PLTR.US)最新财报发布后，华尔街分析师群体掀起新一轮热 议。这家由亚历山大·卡普(Alex Karp)领导的AI数据分析公司，凭借超预期的季度业绩及上调的2025财 年指引，再 ...

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Shares of Palantir Technologies Inc (NYSE:PLTR) are 8.3% lower at $113.56 before the bell, despite beating revenue expectations and raising its full-year outlook. The company posted first-quarter revenue of $884 million, topping estimates of $863 million, while adjusted earnings of 13 cents per share matched forecasts. However, the stock is under pressure as traders weigh the modest size of the beat, slowing customer growth, weakness in Europe, tariff-related concerns, and valuation headwinds. PLTR has fini ...