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.
Palantir Technologies, Inc.（纽约证券交易所代码：PLTR）公布的第四季度收入超过预期，利润率符合预期，这标志着GAAP连续第四个季度实现盈利。一位看涨的分析师提高了该股的目标股价。
"The Messi of AI Delivers in World Cup Fashion," he said.
他说：“人工智能的梅西在世界杯上大放异彩。”
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.
帕兰蒂尔分析师：Wedbush的丹尼尔·艾夫斯维持了跑赢大盘的评级，并将目标股价从25美元上调至30美元，向上调整了20％，表明上行潜力为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.
帕兰蒂尔论点：艾夫斯在一份报告中说，目标股价的修订是因为 “帕兰蒂尔在AIP出局后取得了出乎意料的商业成功”。
"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.
艾夫斯说：“每十年就有几次科技公司在竞争中处于领先地位，处于未来增长的最佳位置... 但华尔街当时却将其驳回，抹去了长期固执的熊市论点。”他补充说，周一，帕兰蒂尔从 “非百老汇戏剧” 变成了 “黄金时段的百老汇剧院，就在时代广场明亮的灯光下”。
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.
该分析师指出，由于人工智能革命推动了AIP交易流，Palantir的商业业务在第四季度以 “惊人” 的70％增长，商业客户数量增长了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.
该分析师表示：“很明显，随着人工智能用例的激增，企业首席信息官们将 [Alex] Karp & Co. 视为人工智能金童，为未来构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."
艾夫斯对政府业务板块的波动不屑一顾，他说：“故事、增长和最终的重新评级都围绕着帕兰蒂尔的美国商业业务，据估计，该业务的增长幅度为
到 2024 年至少达到 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.
由于商业业务的强劲，该分析师表示，到2024年，自由现金流可能接近10亿美元。他还预计，标准普尔500指数将在短期内上市。
"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.
艾夫斯说：“简而言之，PLTR仍然是一颗未被发现的宝石，也是我们在刚刚在科技界形成的人工智能革命中论点的核心部分。”
Price Action: In premarket, the stock climbed 17.46% to $19.64, according to Benzinga Pro data.
价格走势：根据Benzinga Pro的数据，在盘前交易中，该股上涨了17.46％，至19.64美元。
Photo by Spyro the Dragon on Shutterstock
由 Spyro the Dragon 在 Shutterstock 上拍摄