-
市場
-
產品
-
資訊
-
Moo社區
-
課堂
-
查看更多
-
功能介紹
-
費用費用透明,無最低余額限制
投資選擇、功能介紹、費用相關信息由Moomoo Financial Inc.提供
- English
- 中文繁體
- 中文简体
- 深色
- 淺色
Palantir Stock Worth 80% More? Wedbush's Ives Bumps Up Price Target On 'Off-The-Charts' Q4 Success From 'Messi Of AI'
Palantir Stock Worth 80% More? Wedbush's Ives Bumps Up Price Target On 'Off-The-Charts' Q4 Success From 'Messi Of AI'
Palantir Technologies, Inc. (NYSE:PLTR) reported fourth-quarter revenue that surpassed forecasts and bottom-line results in line with expectations, marking the fourth consecutive quarter of GAAP profitability. A bullish analyst raised the price target for the stock.
"The Messi of AI Delivers in World Cup Fashion," he said.
The Palantir Analyst: Wedbush's Daniel Ives maintained an Outperform rating and raised the price target from $25 to $30, a 20% upward adjustment, suggesting scope for 79.43% upside potential.
The Palantir Thesis: The price target revision is due to the "off-the-charts commercial success Palantir is finding with AIP out of the gates," said Ives in a note.
"A handful of times every decade there are tech companies that are so ahead of the competition and in a sweet spot of the future growth...yet the Street at the time dismisses it by dusting off their long-term stubborn bear thesis," Ives said. On Monday, Palantir went from an "off-Broadway play" to a "primetime Broadway theater right off of Times Square under the bright lights," he added.
The analyst noted that Palantir's commercial business grew at an "eye-popping" 70% in the fourth quarter and the commercial customer count grew 44%, thanks to the artificial intelligence revolution driving AIP deal flow.
"It's clear that as AI use cases explode enterprise CIOs are looking towards [Alex] Karp & Co. as the AI golden child for a platform to build out AI frameworks for the future," the analyst said.
While shrugging off the choppiness in the Government business segment, Ives said the "story, growth, and ultimate re-rating is around Palantir's U.S. commercial business which is estimated to show growth of
at least 40% in 2024."
Due to the strength in the commercial business, the analyst said free cash flow could approach $1 billion in 2024. He also sees an S&P 500 inclusion on the near-term horizon.
"In a nutshell, PLTR remains an undiscovered gem and a core part of our thesis in the AI Revolution just now taking shape across the tech world," said Ives.
Price Action: In premarket, the stock climbed 17.46% to $19.64, according to Benzinga Pro data.
Photo by Spyro the Dragon on Shutterstock
Palantir Technologies, Inc. (NYSE:PLTR) reported fourth-quarter revenue that surpassed forecasts and bottom-line results in line with expectations, marking the fourth consecutive quarter of GAAP profitability. A bullish analyst raised the price target for the stock.
Palantir Technologies, Inc.(紐約證券交易所代碼:PLTR)公佈的第四季度收入超過預期,利潤率符合預期,這標誌着GAAP連續第四個季度實現盈利。一位看漲的分析師提高了該股的目標股價。
"The Messi of AI Delivers in World Cup Fashion," he said.
他說:“人工智能的梅西在世界盃上大放異彩。”
The Palantir Analyst: Wedbush's Daniel Ives maintained an Outperform rating and raised the price target from $25 to $30, a 20% upward adjustment, suggesting scope for 79.43% upside potential.
帕蘭蒂爾分析師:Wedbush的丹尼爾·艾夫斯維持了跑贏大盤的評級,並將目標股價從25美元上調至30美元,向上調整了20%,表明上行潛力爲79.43%。
The Palantir Thesis: The price target revision is due to the "off-the-charts commercial success Palantir is finding with AIP out of the gates," said Ives in a note.
帕蘭蒂爾論點:艾夫斯在一份報告中說,目標股價的修訂是因爲 “帕蘭蒂爾在AIP出局後取得了出乎意料的商業成功”。
"A handful of times every decade there are tech companies that are so ahead of the competition and in a sweet spot of the future growth...yet the Street at the time dismisses it by dusting off their long-term stubborn bear thesis," Ives said. On Monday, Palantir went from an "off-Broadway play" to a "primetime Broadway theater right off of Times Square under the bright lights," he added.
艾夫斯說:“每十年就有幾次科技公司在競爭中處於領先地位,處於未來增長的最佳位置... 但華爾街當時卻將其駁回,抹去了長期固執的熊市論點。”他補充說,週一,帕蘭蒂爾從 “非百老匯戲劇” 變成了 “黃金時段的百老匯劇院,就在時代廣場明亮的燈光下”。
The analyst noted that Palantir's commercial business grew at an "eye-popping" 70% in the fourth quarter and the commercial customer count grew 44%, thanks to the artificial intelligence revolution driving AIP deal flow.
該分析師指出,由於人工智能革命推動了AIP交易流,Palantir的商業業務在第四季度以 “驚人” 的70%增長,商業客戶數量增長了44%。
"It's clear that as AI use cases explode enterprise CIOs are looking towards [Alex] Karp & Co. as the AI golden child for a platform to build out AI frameworks for the future," the analyst said.
該分析師表示:“很明顯,隨着人工智能用例的激增,企業首席信息官們將 [Alex] Karp & Co. 視爲人工智能金童,爲未來構建人工智能框架的平台。”
While shrugging off the choppiness in the Government business segment, Ives said the "story, growth, and ultimate re-rating is around Palantir's U.S. commercial business which is estimated to show growth of
at least 40% in 2024."
艾夫斯對政府業務板塊的波動不屑一顧,他說:“故事、增長和最終的重新評級都圍繞着帕蘭蒂爾的美國商業業務,據估計,該業務的增長幅度爲
到 2024 年至少達到 40%。”
Due to the strength in the commercial business, the analyst said free cash flow could approach $1 billion in 2024. He also sees an S&P 500 inclusion on the near-term horizon.
由於商業業務的強勁,該分析師表示,到2024年,自由現金流可能接近10億美元。他還預計,標準普爾500指數將在短期內上市。
"In a nutshell, PLTR remains an undiscovered gem and a core part of our thesis in the AI Revolution just now taking shape across the tech world," said Ives.
艾夫斯說:“簡而言之,PLTR仍然是一顆未被發現的寶石,也是我們在剛剛在科技界形成的人工智能革命中論點的核心部分。”
Price Action: In premarket, the stock climbed 17.46% to $19.64, according to Benzinga Pro data.
價格走勢:根據Benzinga Pro的數據,在盤前交易中,該股上漲了17.46%,至19.64美元。
Photo by Spyro the Dragon on Shutterstock
由 Spyro the Dragon 在 Shutterstock 上拍攝
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
使用瀏覽器的分享功能,分享給你的好友吧