投资组合调整 - 杜肯家族办公室在2024年中持有约77万股Palantir股票 但到2025年3月31日已全部清仓[8] - 同期连续四个季度增持台积电 累计持股达76.5万股 使其成为基金第五大持仓[13][14] - 投资组合平均持有期不足7个月 显示主动型交易策略[9] Palantir Technologies分析 - 股价自2023年初以来涨幅超过2400% 截至9月17日数据显示[6] - 当前市销率达到121倍 远高于历史可持续的30-40倍区间[10] - 拥有Gotham政府数据分析平台和Foundry企业运营优化平台 形成业务护城河[7] 台积电投资逻辑 - 在AI-GPU生产中扮演关键角色 为英伟达等公司提供CoWoS先进封装技术[15] - AI芯片需求远超供给 导致订单积压和持续需求[16] - 业务多元化覆盖智能手机 汽车和物联网设备芯片制造[17] - 买入时远期市盈率介于12-19倍 当前23倍仍低于同业水平[18] 市场环境考量 - 历史显示变革性技术公司往往出现估值峰值 互联网时代市销率峰值在30-40倍[10] - 高价股在市场调整时通常受冲击最大 AI泡沫风险可能影响高估值公司[11] - 台积电多元化业务模式可在AI泡沫破裂时提供下行保护[17]

合作内容 - 波音与Palantir合作将人工智能整合到国防项目及工厂中 [1] - 波音国防部门部署Palantir的Foundry平台实现生产数据分析和洞察标准化 涉及战斗机、直升机、导弹和卫星工厂 [1] - Palantir为波音未披露的机密及专有项目提供AI专业技术 支持军事客户敏感任务 [1] 企业背景 - Palantir由Alex Karp与Peter Thiel于2003年创立 早期获得美国中央情报局支持 [1] - 公司近期宣布在英国投资15亿英镑 此前与英国国防部达成AI软件扩展协议 [1] - 除国防领域外 Palantir软件还被医疗、金融、制药等商业客户使用 [2] 战略发展 - 地缘政治紧张加剧推动人工智能成为国防企业重点发展领域 [1] - Palantir推出Warp Speed新计划 重点服务国防及工业客户 [2] - Warp Speed计划客户包括Lear Corp、Sierra Nevada Corp及L3Harris Technologies Inc等企业 [2]

Boeing has partnered with Palantir Technologies to use the software firm's AI solutions platform across the planemaker's defense and space unit, the companies said on Tuesday. ...

Bank of America notes the benefits of Palantir's forward deployed engineers, who embed within customers to help deploy the company's technology offerings. ...

Palantir (PLTR) shares are up about 1.6% on Tuesday after a senior Bank of America analyst, Mariana Perez Mora, issued a bullish note in favor of the AI-enabled data analytics company. BofA’s constructive call arrives only a day after the United Kingdom signed a billion-dollar contract with PLTR aimed at accelerating military decision-making, planning, and targeting. More News from Barchart At the time of writing, Palantir stock is up some 180% versus its year-to-date low set in mid-January. www.barcha ...

ARLINGTON, Va. , Sept. 23, 2025 /PRNewswire/ -- Boeing [NYSE: BA] and Palantir [NASDAQ: PLTR] announced at the annual Air, Space & Cyber Conference the two companies are working together to integrate artificial intelligence (AI) systems and software across Boeing Defense, Space & Security (BDS) factories and programs. ...

Key Takeaways Palantir's AIP drove Q2 U.S. commercial revenues up 93% and contracts up 222% year over year.UiPath reported Q2 revenue growth of 14% to $362M, with ARR rising 11% to $1.72B.UiPath trades at 4.22X forward sales, far below Palantir's 82X, offering a more appealing entry point.Both Palantir Technologies Inc. (PLTR) and UiPath Inc. (PATH) stand out as leading innovators in AI-driven software.Palantir has built its reputation on large-scale data analytics and decision intelligence platforms, deliv ...

It's time to discuss a name that we frequently discuss on FOMO that being Palunteer which I will say continues to gain I mean its enthusiast as we're not seeing really any any pessimism from the sellside but joining us to discuss more on this analyst notice Marley Kaden of course host for the Schwab network and so Marley I got ahead of myself I got excited about Palanteer obviously a name that is now our fourth or fifth teetering best performer in the S&P 500 so far this year it's up now still 133% roughly. ...

Ten stocks in the large-cap Russell 1000 index have achieved at least 1,000% returns since the October 2022 bull market bottom, showcasing the power and volatility of high-growth companies in a rapidly recovering market environment. NVDA stock is up 36% this year. See the real-time chart hereBespoke Investment Group released a list of 10 stocks in the Russell 1,000 that have gained more than 1,000% in the ongoing "AI Boom bull market."Here's a look at these remarkable "10-baggers."Read Next: Plug Power, Fue ...

Palantir, Inc. (PLTR) stock could still be almost 20% undervalued based on analysts' higher revenue forecasts, using a 48% FCF margin estimate and a 0.52% FCF yield (i.e., a 192x multiple). One way to play PLTR is to short out-of-the-money puts. PLTR stock is trading at $181.07 in midday trading on Tuesday, Sept. 23. This represents an increase from its recent low of $153.11 on Sept. 5. More News from Barchart PLTR - last 3 months - Barchart - Sept. 23, 2025 But it could be worth almost $217 per share, ...