BigBear.ai has big problems scaling its AI business.There's little doubt that Palantir Technologies (PLTR -0.19%) is one of the most significant stock market stories of the decade, so far. The data mining company unveiled its Artificial Intelligence Platform (AIP) in 2023 and since has been climbing fast.Palantir jumped 340% in 2024, making it the best-performing stock in the S&P 500, and its 118% gain so far this year puts it at a close second to Seagate Technology for 2025. An investment in Palantir of ju ...

Key Takeaways NVIDIA, Palantir, Microsoft, IBM and F5 are highlighted as strong big data stock picks. NVIDIA, Microsoft and Palantir post strong results fueled by AI-driven demand.IBM and F5 gain traction from hybrid cloud, security and multi-cloud solutions.Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide tools for da ...

The average analyst expects Palantir to fall from here.Palantir Technologies (PLTR 4.14%) has been one of the biggest winners of the AI boom. The deep data analytics stock has seen its revenue growth accelerate and its operating margin expand, thanks in part to the launch of its Artificial Intelligence Platform (AIP).The stock was the top performer on the S&P 500 last year and has doubled so far this year, defying some expectations of a pullback. However, Wall Street seems to be turning increasingly bearish ...

股价表现与估值水平 - Palantir自2023年1月AI热潮以来股价上涨2570% Arm自2023年9月上市后股价上涨195% [1] - Palantir以126倍销售额交易 成为标普500指数中最昂贵股票 第二昂贵的德克萨斯太平洋土地公司仅29倍销售额 [8] - Arm以94倍调整后收益交易 预期至2027财年收益年增23% 市盈增长比率(PEG)超过4 以39倍销售额成为纳斯达克100指数第三昂贵股票 [12] 业务优势与市场地位 - Palantir人工智能平台(AIP)作为大型语言模型组织工具 连续八个季度加速销售增长 [4] - Palantir基于本体的软件架构创建数字孪生决策支持系统 国际数据公司认定其为决策智能平台市场领导者 [5][6] - Arm占据移动设备处理器市场主导地位 99%智能手机采用其CPU 过去两年在数据中心市场份额增加约10个百分点 [10][11] 行业增长前景 - 数据分析软件销售额预计以每年29%速度增长至2030年 机器学习和人工智能采用率提升为主要驱动因素 [6] - 数据中心对高能效服务器处理器需求增长 Arm被CEO称为唯一能同时提供高性能与高能效的计算平台 [11][12] 分析师目标价格 - RBC Capital给予Palantir目标价45美元 较当前171美元股价隐含73%下跌空间 [7] - Morningstar给予Arm目标价80美元 较当前150美元股价隐含46%下跌空间 [7]

Key Points Palantir has expanded its business beyond just government contracts. The company's U.S. commercial business increased its revenue by 93% year over year in the second quarter. 10 stocks we like better than Palantir Technologies › If you've been paying attention to the tech world for the past couple of years, you've likely noticed how unavoidable artificial intelligence (AI) is. Even if you haven't been tuned into tech news, chances are good that you've come across AI in some form or fashi ...

We recently published 10 Buzzing AI Stocks to Watch in September. Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks to watch in September. Derek Yan, KraneShares Senior Investment Strategist, said in a recent program on CNBC that Palantir Technologies Inc. (NASDAQ:PLTR) has the potential to become the “operating system for enterprises” in the world of AI. He also explained the key reasons investors usually worry about Palantir and mentioned why he’s bullish on the stock: “Palantir is offering ...

Palantir (PLTR) stock has rallied quite significantly over the past couple of years, rising more than 2,000% since 2022. This stellar growth in its share price reflects significant demand for its artificial intelligence (AI) product suite, particularly its Artificial Intelligence Platform (AIP), which is leading explosive growth. This rapid rise, however, has driven Palantir’s valuation significantly higher. Palantir currently trades at a price-sales ratio of 134.42x and a forward price-earnings multiple ...

This AI player has delivered earnings and share price performance over time.Some investors and analysts alike have expressed mixed feelings about Palantir Technologies (PLTR 4.00%) over the past couple of years. Yes, demand for the company's software has been booming and translating into fantastic earnings growth. But this also has resulted in a soaring valuation as other investors piled into the stock. Palantir has traded for as much as 289 times forward earnings estimates in recent times, a level that man ...

Key Points Palantir's share price has more than doubled so far in 2025. The company is producing strong revenue growth with expanding operating margins. However, Wall Street worries about its hyper-inflated valuation. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) is one of the most widely owned stocks among retail investors. It's currently the seventh-most owned stock on Robinhood Markets, despite its station outside the top 25 U.S.-listed companies by ...

核心观点 - Palantir Technologies因人工智能平台AIP带来的生产力提升 过去一年股价上涨约400% 自2023年初以来累计上涨2300% [1][4] - 三位分析师对该公司股票存在分歧观点 分别建议增持、持有或减持 [2] - 公司估值争议显著 当前市盈率514倍 市销率114倍 远高于标普500平均市销率3.2倍 [11] 业务表现 - 商业客户数量快速增长 应用场景涵盖制造业供应链优化和公用事业电网改进 [5] - 收入增长自2023年中以来持续加速 [5] - 过去12个月实现营收34亿美元 净利润17亿美元 自由现金流近8亿美元 [18] - AIP平台帮助保险公司将两周工作流程缩短至三小时 帮助客户单日完成超大规模供应商四个月的工作量 [12] 估值分析 - 当前市值达3670亿美元 对应过去四个季度不足40亿美元销售额 [7] - 市销率超过75-100倍的历史可持续水平 [7] - 即使按当前价格的十分之一计算 股票仍然显得昂贵 [11] - 高估值反映市场对快速增长预期 但存在与基本面脱节风险 [11][14] 市场争议 - 部分观点认为公司处于泡沫区间 类比1980年代日经指数和2000年思科系统 [10][13] - 反对泡沫论者指出 与互联网泡沫时期公司不同 Palantir具备实际收入和盈利支撑 [17][18] - 行业存在不确定性 包括可寻址市场规模、长期盈利能力和收入增长节奏 [15] 股价特征 - 股票呈现高波动性 过去三年出现至少七次15%以上回调 [16] - 高估值背景下 任何负面新闻或业务放缓迹象都可能引发大幅下跌 [8] - 长期投资者需要承受频繁波动 过去三年仍实现2000%涨幅 [16]