Palantir Technologies (PLTR) has quickly progressed from a backstage player to one of the most talked-about artificial intelligence (AI) winners in the market. Investors are excited about its major government contract wins, booming commercial usage, a new AI product stack, and a succession of high-profile partnerships. PLTR stock has climbed an impressive 138.2% year-to-date (YTD), and its strong second-quarter results explain why investors are taking a fresh look at the company. More News from Barchart ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 18, Palantir Technologies Inc. (NASDAQ:PLTR) received a military AI contract from the U.K. government worth £750 million. The U.K.’s Defence Secretary John Healey signed a deal with Palantir expected to be around £750 million. Palantir’s AI technology will enable British forces commanders to efficiently identify targets on the battlefield. Palantir’s technology will be integrated into t ...

The artificial intelligence revolution is running full steam ahead. Nearly three years after OpenAI's ChatGPT shocked the world by becoming the fastest app to reach 1 million users, almost every business in every industry is knee-deep in crunching, training and running AI apps. The R&D pace is feverish and the dollars spent on AI projects are eye-popping, totaling hundreds of billions annually. Unsurprisingly, companies like Palantir, which are front-and-center in helping AI become reality, are seeing sal ...

Palantir  (PLTR) has a knack for doing exactly what its skeptics say it couldn’t pull off. It has efficiently scaled AI from battlefields to boardrooms, turning momentum into hard numbers. Case in point is its bombastic second-quarter earnings print, where its revenues jumped 48% year-over-year to nearly $1 billion, led by a 93% jump in U.S. commercial sales to $306 million. On top of that, its management bumped full-year guidance to $4.14-$4.15 billion and forecasted third-quarter sales of $1.083-$1.08 ...

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]

Two of Wall Street's premier artificial intelligence (AI) applications leaders are sending a clear (and ominous) message to investors.No trend has been more impactful on Wall Street over the last three years than the rise of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without human oversight, as well as to potentially learn over time and become more efficient at their assigned tasks (or new tasks), makes the addressable market for AI sky-high.O ...

This magnificent company has the catalysts and intangibles needed to beat Alphabet, Nvidia, Apple, and Microsoft to the $5 trillion plateau.Wall Street is home to a number of exclusive clubs. For instance, a mere 56 publicly traded companies on U.S. exchanges have increased their base annual payout for at least 50 years, which qualifies them as Dividend Kings. Further, around two dozen income stocks (not necessarily Dividend Kings) have paid a continuous dividend for a minimum of 100 consecutive years.But p ...

企业AI行业概况 - 企业AI软件帮助政府和公司分析数据、做出决策并优化运营 可能成为这十年定义性技术之一 [2] - 企业AI工具与消费级AI在范围和应用上不同 将智能直接嵌入工作流程而非简单附加 [4] - 实际应用包括医院实时识别患者风险、金融机构预测欺诈行为以及国防机构用AI增强物流协调 [5] Palantir市场定位 - Palantir Technologies通过三大核心平台确立行业早期领导者地位：Gotham服务国防情报机构、Foundry服务商业客户以及新推出的人工智能平台AIP [7] - 这些平台使用户能够整合数据、运行AI模型并获得可操作的洞察 重点在于决策支持而不仅仅是分析 [8] - 公司正从政府承包商向多元化发展 获得金融公司、制造商、医疗保健提供商和物流企业的商业合同 [9] 财务表现与增长 - 2025年第二季度总营收同比增长48%达到10亿美元 其中美国商业收入增长93% 政府收入增长53% [11] - 同期净利润从1.36亿美元增长至3.29亿美元 增幅超过一倍 管理层将全年指引上调至41.4-41.5亿美元 [11] - 企业AI创造粘性收入 客户一旦整合其软件后更换成本高昂 带来长期合同和经常性收入 [6] 估值与市场前景 - 过去12个月股价上涨约370% 市值突破4000亿美元 市盈率达571倍 [12] - 根据Coherent Market Insights数据 企业AI市场规模到2032年可能达到2250亿美元 [10] - 长期回报取决于能否维持增长并快速扩大利润率以支撑当前估值预期 [13] 投资价值分析 - 公司已从政府承包商转型为企业AI领域的合法领导者 在多个行业获得实际应用 [14] - 业务增长机会巨大且执行能力得到验证 产品能解决实际问题 [14] - 股票已反映大量未来增长预期 投资容错空间较小 需关注估值变得更具吸引力或持续执行能力 [15]

By poking fun at Palantir's soaring valuation and high prices, the Salesforce CEO may have validated the bull case for the stock.Marc Benioff is the charismatic and sometimes provocative CEO of enterprise software giant Salesforce. During a recent interview with CNBC, Benioff made a pointed remark about one of its chief competitors, data mining darling Palantir Technologies (PLTR 3.08%).Let's take a look at what Benioff had to say about Salesforce's rival, and why it could spell encouraging news for Palanti ...

Key Takeaways BigBear.ai is positioning Shipyard AI to capitalize on OB3's $29B shipbuilding investment.BBAI posted Q2 revenues of $32.5M and cut its 2025 guidance amid Army contract disruptions.BBAI shares rose 57% in 3 months, driven by defense exposure and strong cash reserves.BigBear.ai Holdings, Inc. (BBAI) is positioning itself at the intersection of artificial intelligence and defense modernization, with Shipyard AI emerging as a potential growth catalyst. The timing is critical. The recently passed ...