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Palantir Hits Another Home Run, But It's Just Not Enough
Seeking Alpha· 2025-05-06 21:20
If you liked this idea, sign up for a no-obligation free trial of my Seeking Alpha Marketplace service, Timely Trader ! I sift through various asset classes to find the best places for your capital, helping you maximize your returns. Timely Trader seeks to find winners before they become winners, and keep you out of losers. In addition, you get access to our community via chat, direct access to me, real-time price alerts, a model portfolio, and more.AI giant Palantir Technologies Inc. (NASDAQ: PLTR ) posted ...
Palantir Stock Slips Despite Q1 Revenue Beat, Guidance Boost
Schaeffers Investment Research· 2025-05-06 21:15
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 ...
Why Did Palantir Stock Crash After Beating Earnings?
The Motley Fool· 2025-05-06 21:12
*Stock prices used were from the trading day of May 5, 2025. The video was published on May 6, 2025. In this video, I will cover Palantir's (PLTR -0.27%) recent earnings report and explain why the stock is down despite beating analyst expectations. Watch the short video to learn more, consider subscribing, and click the special offer link below. ...
Banking giants set Palantir stock price targets after earnings
Finbold· 2025-05-06 20:42
Summary⚈ Palantir posted Q1 EPS in line and beat revenue estimates with $844 million.⚈ Major banks raised price targets but still expect a possible stock correction ahead.⚈ Analysts remain cautious due to Palantir’s high valuation and rising short interest.Five banking giants — DA Davidson, Morgan Stanley, Goldman Sachs, Raymond James, and Mizuho, have revisited their price targets on Palantir stock (NASDAQ: PLTR) following the artificial intelligence (AI) company’s Q1 2025 earnings report.The Alex Karp-led ...
Palantir: Incredible Q1 Earnings And Increased Guidance Aren't Enough
Seeking Alpha· 2025-05-06 20:15
投资策略 - 投资组合策略聚焦于增长和股息收入 通过股息再投资和年度增长实现月度股息收入增长 [1] - 投资组合构建以实现轻松退休为目标 强调股息收入的复利效应和增长 [1] - 投资组合持有PLTR和CSCO的多头头寸 通过股票所有权、期权或其他衍生工具实现 [1] 投资观点 - 文章内容基于个人研究观点 不构成投资建议 [2] - 投资决策需结合个人投资目标、财务状况和投资参数进行独立研究 [2] - 文章仅用于研究和教育目的 不针对特定投资者的个人情况 [2] 披露声明 - 文章观点不代表Seeking Alpha整体意见 分析师包括专业和个人投资者 [3] - Seeking Alpha不持有证券交易牌照 不是注册投资顾问或投行 [3] - 过去表现不保证未来结果 不对投资适合性提供建议 [3]
美股前瞻 | 三大股指期货齐跌,高盛:科技股回调即买入AI股良机
智通财经网· 2025-05-06 20:01
全球股指期货表现 - 美股三大股指期货齐跌:道指期货跌0.77%,标普500指数期货跌0.93%,纳指期货跌1.21% [1] - 欧洲主要股指普跌:德国DAX指数跌0.89%,英国富时100指数跌0.22%,法国CAC40指数跌0.52%,欧洲斯托克50指数跌0.70% [2] - WTI原油涨2.15%至58.36美元/桶,布伦特原油涨2.06%至61.47美元/桶 [2] 市场动态与机构观点 - 高盛认为AI板块回调后存在买入机会,因科技巨头业绩超预期提振信心 [3] - 美联储维持谨慎立场,高通胀、关税战和劳动力市场风险是核心考量 [3] - Cantor Fitzgerald警告美股反弹可能结束,未来三到九个月面临多重利空 [3] - OpenAI承诺非营利机构保留控制权,公司估值达3000亿美元 [3] 个股业绩与业务动态 - DoorDash一季度营收同比增长20.7%至30.3亿美元,调整后EBITDA达5.9亿美元(同比增59%) [4] - 飞利浦因美国关税影响下调年度利润预期,预计净影响2.5亿至3亿欧元 [4][5] - Palantir一季度营收飙升39%至8.84亿美元,因AI需求上调2025年营收预期至39亿美元 [5] - 福特汽车Q1营收407亿美元(超预期),但撤回全年盈利指引 [6] - 苹果AI或通过iOS 18.6进入中国市场,百度文心一言和阿里审查机制提供支持 [7] - 文远知行与优步扩大合作,计划5年内在15座城市部署Robotaxi服务 [8] 行业监管与重要事件 - 美国司法部要求谷歌拆分广告业务核心资产AdX和发布商广告服务器 [9] - 重要经济数据预告:美国3月贸易帐、10年期国债竞拍、API原油库存变动等 [9][10] - 业绩预告:AMD、超微电脑、诺和诺德、优步、迪士尼等公司将发布财报 [10]
Palantir's sell-off Is a valuation story, not a growth problem
Proactiveinvestors NA· 2025-05-06 19:21
About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...
Palantir shares 7% lower in premarket after results fail to justify lofty valuation
Proactiveinvestors NA· 2025-05-06 19:06
关于公司 - 公司由资深记者Ian Lyall担任管理编辑 拥有超过30年新闻行业经验 负责全球6个办公室的编辑和广播运营 每年指导制作5万篇实时新闻 专题文章和视频采访[1] - 公司专注于为全球投资者提供快速 可操作且信息丰富的商业和金融新闻内容 所有内容均由经验丰富的新闻记者团队独立制作[2] - 公司在伦敦 纽约 多伦多 温哥华 悉尼和珀斯等全球主要金融中心设有办事处和演播室[2] 关于行业覆盖 - 公司在中小市值股票市场具有专业优势 同时覆盖蓝筹股 大宗商品和更广泛的投资领域[3] - 报道范围涵盖生物科技 制药 采矿 自然资源 电池金属 石油天然气 加密货币以及新兴数字和电动汽车技术等行业[3] 关于技术应用 - 公司积极采用前瞻性技术 内容创作者拥有数十年宝贵经验 同时使用技术工具辅助和优化工作流程[4] - 公司会适时使用自动化工具和生成式AI 但所有发布内容均经过人工编辑和创作 符合内容生产和搜索引擎优化的最佳实践[5]
Palantir Stock Drops 9% Despite a Stellar Earnings Report Featuring 71% U.S. Commercial Revenue Growth
The Motley Fool· 2025-05-06 18:00
As for the report's other key metrics, Palantir's first-quarter revenue breezed by Wall Street's expectation. The company's second-quarter revenue guidance came in notably higher than analysts had expected, and it significantly raised its full-year 2025 guidance for many metrics. U.S. enterprise demand is voracious for the company's artificial intelligence (AI)-powered software platforms. Palantir Technologies (PLTR -0.27%) stock dropped 9.3% in after-hours trading on Monday following the artificial intelli ...
Palantir praises DOGE cuts and compares the US government to 'fine-marbled wagyu'
Business Insider· 2025-05-06 11:07
Executives at Palantir Technologies praised DOGE in their latest earnings call on Monday as the company reported its first-quarter earnings. "This is the right thing for the country — like, we have way too much spend on things that do not work," said Shyam Sankar, CTO and executive vice president of Palantir, when asked if DOGE cuts will impact contracts."The government has started to resemble a fine-marbled wagyu — the fake projects that do not deliver and will never deliver crowd out and suffocate the th ...