竞争态势 - Salesforce新成立国家安全业务部门Missionforce 直接与Palantir形成竞争关系 [1] - 两家公司在国家安全领域的竞争正在加剧 [1]

Palantir (NASDAQ: PLTR) shocked Wall Street with a record $1 billion in quarterly revenue, a $10 billion U.S. Army contract, and soaring commercial growth. While analysts see a $200 price target, questions remain about execution risks and its lofty 709 P/E. Could Palantir be one of the decade's biggest growth stories? Stock prices used were the market prices of Sept. 9, 2025. The video was published on Sept. 14, 2025. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palant ...

公司研究覆盖 - 投资研究覆盖于2024年8月启动 即一年前开始跟踪Snowflake股票[1] - 初期公司实际盈利能力尚未显现 未能激发足够信心[1] 研究服务内容 - 单一订阅可节省数千美元年度股票研究报告费用[1] - 提供机构投资者洞察的每周分析及基于技术信号的短期交易提醒[1] - 包含基本面投资组合构建和读者需求驱动的个股反馈服务[1]

Palantir Technologies Inc. (NASDAQ: PLTR ) continues to be one of the stocks with a terrible track record on my part and great returns for investors. In my last two articles, I rated Palantir with a “Strong Sell” – aMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from larg ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of PLTR either ...

The YieldMax PLTR Option Income Strategy ETF (NYSEARCA: PLTY ) sells covered calls on synthetic Palantir ( PLTR ) stock. Assets under management are up around 50% since my previous article. That's impressive since the ETF is payingBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situat ...

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 ...

公司股票表现与估值 - Palantir和特斯拉是Robinhood平台上持有最广泛的10只股票之一 深受年轻投资者欢迎 [1] - 两家公司过去三年内部人士净卖出股票总额达127亿美元 其中Palantir内部人士净卖出54亿美元 特斯拉内部人士净卖出73亿美元 [2][6] - Palantir股票估值达204倍2026年预期收益 为标普500指数中第二昂贵 特斯拉估值达160倍2026年预期收益 为标普500指数中第三昂贵 [2][12] Palantir业务发展 - 公司2023年4月推出AIP人工智能平台 帮助客户将生成式AI集成到应用程序和工作流程中 [5] - 自AIP推出后客户数量增长超过一倍 收入增长连续八个季度加速 [6] - 人工智能平台销售额预计以每年38%的速度增长至2033年 公司凭借独特软件架构在AI需求中处于理想位置 [7] 特斯拉业务转型 - 特斯拉已将其全球电动汽车销售领导地位让给中国汽车制造商比亚迪 汽车销售连续三个季度下滑 [9] - 投资论点更侧重于自动驾驶和机器人技术 目前正在德克萨斯州和加利福尼亚州测试机器人出租车 并获准在内华达州开始测试 [10] - 人形机器人Optimus明年将扩大生产 五年内达到年产量100万台 [10] 技术竞争优势 - 特斯拉机器人出租车仅依靠计算机视觉技术 成本远低于Alphabet Waymo使用的传感器阵列 [11] - 纯视觉方案比Waymo的精细地图方案更具可扩展性 马斯克表示"只要能在美国几个城市基本运行 就能在美国任何地方运行" [12] - 公司CTO表示20年的技术积累构建了独特的护城河和巨大领先优势 [7] 市场机遇与挑战 - 特斯拉在自动驾驶和机器人领域存在数万亿美元机会 但目前这些产品收入贡献可忽略不计 [12] - 公司CEO表示若成功执行这些机会 特斯拉将成为世界上最有价值的公司 [10] - 需求恶化源于品牌形象受损和产品阵容老化 竞争对手不断推出新车型使特斯拉产品吸引力下降 [9]

The high-flying stock is up more than 2,000% in the last three years.There are two types of stock splits -- and in my view, two types of companies that perform stock splits. First is the reverse stock split, in which a company consolidates shares of stock to raise the price. In a 1-for-10 stock split, someone who has 10 shares of a stock suddenly has one share, and the value is now 10 times what the share price was pre-split. That way, the investment's total value doesn't change.Those are the kind of splits ...

Palantir Technologies TodayPLTRPalantir Technologies$170.14 -1.29 (-0.75%) 52-Week Range$35.56▼$190.00P/E Ratio567.20Price Target$136.61Add to WatchlistPalantir Technologies Inc. NASDAQ: PLTR stock is down more than 3% in the 30 days ending September 12. That's not a huge drop, compared to the drop of over 30% that occurred earlier this year. However, it may give some Palantir bulls some pause, as PLTR stock is dropping at a time when the broader market is hitting new all-time highs. Not all the news is ba ...