文章核心观点 - Palantir Technologies Inc 是华尔街重点关注的人工智能股票 其第三季度财报发布前的分析师评级和股价目标出现分歧 [1][2][3] 分析师评级与目标价 - 花旗银行重申对Palantir的“中性”评级 并将目标股价从177美元上调至190美元 预期公司第三季度业绩强劲 [1] - 加拿大皇家银行维持对Palantir的“逊于大盘”评级和45美元的目标股价 认为其溢价估值难以持续 除非业绩大幅超预期并上调指引 [2][3] 第三季度业绩预期 - 花旗银行基于对Palantir政府和企业业务的渠道检查结果积极 预计公司将报告强劲的第三季度业绩 [1] - 渠道检查包括来自合作伙伴和客户的积极反馈 例如在Oracle和Snowflake会议期间 合作伙伴报告合作交易增加 [2] 公司估值与股价表现 - Palantir股价在过去三个月上涨约20% 同期IGV指数上涨约4% [3] - 在加拿大皇家银行覆盖的所有SaaS公司中 Palantir是三家估值超过20倍企业价值与2026年预期收入比率的公司之一 是其软件覆盖范围内最昂贵的股票 [3] 公司业务定位 - Palantir Technologies Inc 是人工智能系统的领先提供商 [3]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching Closely. On October 14, Piper Sandler raised the price target on the stock to $201 from $182, while maintaining its Overweight rating. The firm sees continued upside potential in the AI stock. According to analyst Clarke Jeffries, there is no argument that Palantir’s valuation leaves no margin for error. This is particularly true in the event of a slowdown in growth. However, the firm asserted that it doesn’t spot any c ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Exciting AI Stocks to Watch Right Now. On September 8, Bank of America reiterated the stock as “Buy” with a $180 price target, noting that Palantir remains extremely well positioned for artificial intelligence. The rating follows Bank of America’s attendance of the AIPCon 8 in San Francisco last week, where the firm came out optimistic about “Palantir’s (PLTR) competitive advantage on turning data and AI into value-add use cases.” The firm believes t ...