It's time now for our 360 round. For that, let's bring in our panel to discuss Palanteer's latest earnings. Joining us, Joe Castikley, the portfolio manager at the free markets ETF, and Shai Balour, the chief market strategist at Futurum.Shai, we'll start with you. You know, thoughts on the report. >> I mean, looking at the price action down 8%, you would assume that the earnings weren't great, but they're actually very impressive.Maybe the market just got ahead of itself, but longterm nothing has changed. ...

Palantir Technologies Inc. ( PLTR ) submitted a very strong earnings scorecard for the September quarter on Monday, highlighting continual acquisition momentum in the commercial segment (as well as generally), and the enterprise software maker benefited fromAnalyst’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 th ...

Palantir (NasdaqGS:PLTR) Q3 2025 Earnings Call November 03, 2025 05:00 PM ET Company ParticipantsRyan Taylor - Chief Revenue Officer and Chief Legal OfficerShyam Sankar - CTODave Glazer - CFOMariana Mora - Director of Equity Research in Aerospace and DefenseAna Soro - Finance StaffAlex Karp - CEODan Ives - Global Head of Technology ResearchAna SoroGood afternoon. I'm Ana Sara from Palantir's Finance team, and I'd like to welcome you to our third quarter 2025 earnings call. We'll be discussing the results an ...

业绩总结 - 美国收入同比增长77%，环比增长20%，达到8.83亿美元[20] - 总收入同比增长63%，环比增长18%，达到11.8亿美元；不包括战略商业合同同比增长65%[20] - 调整后的营业收入为6.01亿美元，利润率为51%[20] - 2025年第三季度GAAP每股收益为0.18美元[55] - 2025年第三季度总收入同比增长63%，环比增长18%[71] - 2025年第三季度调整后每股收益为0.21美元，调整后的净收入为528,709千美元[116] 用户数据 - 美国商业收入同比增长121%，环比增长29%，达到3.97亿美元[20] - 美国政府收入同比增长52%，环比增长14%，达到4.86亿美元[20] - 美国商业剩余合同价值同比增长199%，环比增长30%，达到36亿美元[20] - 历史最高季度美国商业总合同价值为13亿美元，同比增长342%[20] - 2025年第三季度净美元留存率为134%[102] 未来展望 - 2025年预计第四季度收入在13.27亿至13.31亿美元之间[96] - 2025年预计全年收入在43.96亿至44亿美元之间，预计美国商业收入超过14.33亿美元，增长率至少为104%[95] 新产品和新技术研发 - 成功签署204个至少100万美元的合同，91个至少500万美元的合同，53个至少1000万美元的合同[20] 财务状况 - 调整后的自由现金流为5.4亿美元，利润率为46%；过去12个月调整后的自由现金流为20亿美元，利润率为51%[20] - 2025年第三季度现金、现金等价物及美国国债总额为64亿美元，无负债[91] - 2025年第二季度的总费用为734,380千美元，调整后的费用为539,312千美元[118] - 2025年第三季度的总费用为787,836千美元，调整后的费用为580,552千美元[118] 其他信息 - 规则40得分为114%[20] - 2024年第三季度的收入为725,516千美元，账单总额为823,440千美元[117] - 2024年第四季度的收入为827,519千美元，账单总额为778,883千美元[117]

for you. Palanteer's results are out. It's an big beat and a raise for Palanteer.Again, EPS adjusted 21 cents per share. That's 4 cents better than estimates. Revenue also better than expected at 1.18% billion. For Q4, revenue now forecast at 1.33% billion.This is above street estimates, too. Fully year revenue 4.4% billion. Also stronger.2025 free cash flow guidance also revised higher for QC beats in both US commercial and US government. US commercial revenue up 121%. US government revenue was up 52%.Rule ...

Key Points ServiceNow just announced a 5-for-1 split, subject to shareholder approval. Netflix is planning a 10-for-1 split in November, which will be the company's third. A stock split doesn't impact the business or investors' ownership in it, but investors still get excited. 10 stocks we like better than ServiceNow › The first 10 months of 2025 have been rather quiet when it comes to stock splits, but we're starting to see more activity. In fact, so far in the third-quarter earnings season, we' ...

公司长期财务目标 - 公司管理层在Dreamforce 2025活动上宣布了2030财年销售目标，即超过600亿美元 [1] - 该目标基于2026财年413亿美元的销售额，意味着超过10%的有机复合年增长率 [1] - 此财务指引不包括对Informatica的收购，该收购预计在2027财年初完成 [2] 战略方向转变 - 公司正进行重大战略转向，其平台将从长期以来的Customer360框架演变为以人工智能为核心的Agentforce 360 [3] - 通过此举措，公司将更深入地发展自动化能力，并直接与ServiceNow的产品竞争 [4] 分析师观点与估值 - 城堡公司（Citadel LLC）认为该公司是值得买入的最佳股票之一 [1] - 加拿大皇家银行资本市场（RBC Capital）持谨慎看法，维持“行业同步”评级和250美元的目标价 [3] - 分析师采用15倍2026年预期自由现金流倍数进行估值，认为该倍数与公司现有交易倍数相似，表明股票估值合理 [4] 公司业务概况 - 公司是一家全球企业软件公司，提供客户关系管理（CRM）和基于云的商业应用，涵盖销售、服务、营销和数据分析领域 [5]

Man GLG holds $353.09 million worth of Salesforce, Inc. (NYSE:CRM) stock, representing 0.67% of its 13-F portfolio as of Q2 2025. The company is one of Man GLG’s list of 10 stock picks with the highest upside potential. TD Cowen Remains Bullish on Salesforce (CRM), Cites Strong Enterprise Software Positioning Pixabay/Public Domain On October 17, 2025, TD Cowen reiterated its “Buy” rating on Salesforce, Inc. (NYSE:CRM) with a $335 price target. The investment firm’s bullish stance stems from Salesforce, ...

ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer recently discussed. While discussing the company, Cramer noted how AI has impacted the enterprise software stocks. He said: “While this has been a great year for anything connected to AI, it’s been pretty darn awful for the enterprise software space. Because if there’s one thing that AI’s already good at, it’s writing the code that the enterprise software guys give you, and that’s why even the highest quality enterprise software companies have go ...

当前股价与技术面 - 公司股价目前处于24382美元至26948美元的关键支撑区间[1] - 在过去10年中 股价有6次在该支撑区间吸引买盘 随后平均达到234%的峰值回报率[3] - 当前股价表现引发市场关注 但需结合基本面进行综合判断[4] 财务表现与估值 - 最近12个月LTM收入增长83% 过去3年平均增长105%[8] - 公司现金流状况强劲 最近12个月自由现金流利润率为316% 营业利润率为212%[8] - 公司股票当前市盈率PE为368倍[8] 业务运营与增长动力 - 公司是一家提供客户关系管理技术和平台的企业 服务金融、医疗、制造等多个行业[7] - 近期收入增长放缓 主要因宏观经济不确定性和地缘政治压力导致企业支出疲软[5] - 长期增长机会依然强劲 公司正积极投资人工智能AI和数据云服务 以推动经常性收入和盈利能力提升[5] 历史股价波动性 - 公司在全球金融危机期间股价下跌约70% 通胀飙升期间下跌59% 新冠抛售期间下跌超过35%[9] - 即使在2018年等较小回调中 股价跌幅也接近25% 表明强劲的基本面在市场下行时无法完全避免股价大幅下跌[9]