核心观点 - Palantir作为企业AI平台的成功模式包括成为客户构建AI应用的核心平台、快速将试点项目转化为生产级部署、向现有客户交叉销售和追加销售以及跨行业和新垂直领域获取新客户[1] - Innodata虽规模较小但呈现类似增长轨迹 正从传统数据服务转向专注于企业AI堆栈中数据和评估层的AI合作伙伴[3] - 两家公司均采用供应商中立策略 避免厂商锁定并建立客户信任[8][9] - Innodata需主导AI性能市场并扩大客户基础才能实现更高估值 存在成为下一个Palantir的可能性但执行风险较大[15] 财务表现 - Palantir第二季度营收同比增长48%至超过10亿美元 其中美国商业和美国政府收入分别同比飙升93%和53% Rule of 40得分环比提高11个百分点至94 公司上调2025财年收入指引并期末持有23亿美元总合同价值[4] - Innodata第二季度营收同比增长79%至5840万美元 调整后EBITDA增长375%至1320万美元 管理层将全年有机增长指引上调至45%以上 受强劲项目管道推动[5] 业务模式差异 - Palantir专注于利用AI能力解决现实问题而非大语言模型 通过本体论框架将公司实物资产与数字资产关联 使软件能正确理解上下文[6] - Innodata提供"智能数据"即高质量复杂训练数据 以提高企业客户AI模型的准确性、安全性、连贯性和推理能力 并与大型技术客户密切合作测试模型、发现性能差距并提供所需数据和评估[7] 供应商中立优势 - Palantir的Foundry和AIP可在任何云上运行并能与多个大语言模型集成 给予客户选择云基础设施和AI模型的灵活性[8] - Innodata的供应商中立立场成为竞争优势 因不与任何单一平台绑定 企业确信其专有数据和模型开发工作不会受到损害[9] 规模扩张 - Palantir完成157笔价值100万美元以上的交易 其中42笔交易价值1000万美元以上[10] - Innodata从最大客户赢得多个新项目 并将另一大型技术客户的收入从过去一年的20万美元扩展至预计2025年下半年1000万美元 调整后EBITDA利润率从去年同期的9%提升至23%[11] 代理AI发展 - Palantir投资AIP平台中的AI功能驱动工程能力 旨在通过自主执行广泛任务解决更复杂问题 并与人类协作帮助客户更快获得结果[12] - Innodata通过提供模拟训练数据展示人类如何解决复杂问题 以及高级信任和安全监控来引导系统 计划为代理AI和机器人项目投入更多数据与评估服务 预计该市场可能超过当前训练后数据工作规模[13] 估值比较 - Innodata市值约19亿美元 市销率约8.2倍 被定价为进军AI市场的数据服务公司而非具有竞争护城河的AI平台公司[14] - Palantir市销率约114倍 显示华尔街对作为企业AI公司运营层领导者的奖励[14]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks In The Spotlight For Investors. On September 9, UBS analyst Karl Keirstead reiterated a Neutral rating and $165.00 price target on the stock following research on the company’s demand trends. Speaking with three sources, the firm came away constructive on the stock, particularly Palantir’s fundamentals. It didn’t find any pressure from commercial or government segments either. “Over the last few weeks we spoke with 3 checks (one of Palantir ...

公司财务表现对比 - Salesforce最新季度收入超过100亿美元 是Palantir规模的10倍 [2] - Palantir收入增长率达48% 显著高于Salesforce的10%增长率 [2] 市场估值与定价 - Palantir估值达到收入倍数的100倍 可能进一步升至1000倍 [2] - Palantir企业软件定价被形容为"史上最贵" 引发同业定价反思 [3] 行业竞争态势 - Salesforce首席执行官公开表示对Palantir的赞赏与关注 [1] - 投资者正大规模押注Palantir的数据管理软件业务 [1]

Palantir Technologies TodayPLTRPalantir Technologies$166.72 +2.36 (+1.44%) 52-Week Range$34.89▼$190.00P/E Ratio555.65Price Target$136.61Add to WatchlistInvestors have many reasons to believe in Palantir Technologies Inc. NASDAQ: PLTR as a long-term growth stock. One of the original chapters of the company’s bull thesis is its proximity and superiority in the defense sector. Palantir is quickly becoming the operating system of the U.S. government, including the Pentagon. In the 20th century, defense spendin ...

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 ...

However, the time could be appropriate for short-term traders to give PLTD a look. Those who did were rewarded over the past month, as Palantir dipped more than 10%. PLTD attempts to deliver the daily inverse performance of the underlying stock. So if Palantir declines by 1% on a given day, PLTD should rise by that amount. Points to remember: PLTD isn't a long-term investment. Rather, the ETF is best used over short holding periods measured in days. Second, Palantir has not been hospitable to short-sellers, ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Stocks to Invest in for the Next 5 Years. On September 10, Palantir Technologies Inc. (NASDAQ:PLTR) and Hadean announced a partnership. Hadean’s leading-edge wargaming, command & control, and battlefield training products will be deployed on the company’s Foundry software. Hadean remains at the forefront of the UK’s defence tech ecosystem. This partnership reflects a further significant step in Palantir Technologies Inc. (NASDAQ:PLTR)’s relationsh ...

BigBear.ai is pursuing government business like Palantir initially did.Palantir Technologies (PLTR -1.39%) has been one of the top-performing stocks over the past few years, rising a jaw-dropping 2,500% since the start of 2023. Palantir started its artificial intelligence-driven data analysis business by catering to government clients, then expanded into the commercial sector after establishing a solid foothold.One company that's looking to follow in Palantir's footsteps is BigBear.ai (BBAI 3.07%). BigBear. ...

Palantir's unprecedented rise places it in uncharted territory.Palantir Technologies (PLTR -1.43%) stock has been one of the top-performing stocks in the market over the past few years. The stock has delivered impressive returns, with it rising 2,280% since 2023, 792% since 2024, and 117% this year. Those kinds of results should be accompanied by massive business growth, which Palantir has also delivered.However, its business hasn't grown significantly, and a massive amount of future growth is already price ...

市场指数与期货表现 - 道琼斯工业平均指数期货上涨0.2% [1] - 标准普尔500指数期货同步上涨0.2% [1] - 主要股指在CPI数据发布前整体走强 [1] 个股表现与动向 - 英伟达(NVDA)成为早盘赢家 [1] - Palantir Technologies(PLTR)股价表现突出 [1] - 特斯拉(TSLA)位列今日市场涨幅前列 [1] - 甲骨文公司触发英伟达和GE Vernova买入信号 [4] - 量子计算领域受关注 英伟达加大初创企业投资力度 [4] 人工智能与科技板块 - 人工智能股票面临"证明实力"考验 营收能力成为关键指标 [4] - Palantir和NVent等9只股票被纳入IBD最佳股票名单 [4] - 云计算板块出现反弹行情 [4] - 机器人出租车竞争加剧 亚马逊Zoox在拉斯维加斯启动服务 [4] 经济数据与政策影响 - 消费者价格指数报告即将发布 可能影响美联储利率决策 [1][2] - CPI数据将改变美联储下周会议对未来降息的预测 [1][2] - 经济数据发布后市场可能出现方向性变化 [4]