点击蓝字，关注我们 尽管Palantir在市值方面已跻身顶级科技公司之列，但就销售额和利润而言，它还是一家规模小得多 的公司 。云软件公司赛富时的市值刚刚被Palantir超越，但前者在过去一年的营收是Palantir的10倍以 上，预计未来四个季度情况也是如此。 这一切都意味着Palantir的市盈率远高于其他大型科技股。Palantir的历史市盈率为520倍，预期市盈 率为近200倍，而市销率达90倍。 杰富瑞分析师Brent Thill在5月6日的一份报告中写道："基本面显然还算活跃，但我们认为估值不合 理。"他对该股的评级相当于"卖出"。 数据分析软件供应商Palantir(PLTR.US)周四大涨约8%，市值达到2810亿美元，使其超越赛富时 (CRM.US)。 智通财经APP获悉， 美国市值前十大科技公司榜单又增添了一位新成员 。 数据分析软件供 应 商 Palantir(PLTR.US) 周 四 大 涨 约 8% ， 市 值 达 到 2810 亿 美 元 ， 使 其 超 越 赛 富 时 (CRM.US) ，后者以2680亿美元的市值收盘，此前排名第十。今年早些时候， Palantir的市 值超越 ...

[Table_Main] 证券研究报告 | 公司深度报告 中科星图(688568.SH) 2025 年 05 月 08 日 买入（维持） 证券分析师 陈涵泊 资格编号：S0120524040004 邮箱：chenhb3＠tebon.com.cn 李佩京 资格编号：S0120524090004 邮箱：lipj＠tebon.com.cn 研究助理 市场表现 -69% -51% -34% -17% 0% 17% 34% 51% 2024-05 2024-09 2025-01 2025-05 中科星图 沪深300 | 沪深300对比 | 1M | 2M | 3M | | --- | --- | --- | --- | | 绝对涨幅(%) | 21.50 | -1.63 | -0.25 | | 相对涨幅(%) | 14.16 | 0.68 | 0.78 | | 资料来源：德邦研究所，聚源数据 | | | | 相关研究 所属行业：计算机/IT 服务Ⅱ 当前价格(元)：56.80 中科星图：对标 PLTR，AI+数 据分析之王 投资要点 未来战场"制智权"是致胜关键 1、基础技术进步驱动战场形态升级，"制智权"是关键，核心 ...

Core Viewpoint - Palantir Technologies has entered the top 10 U.S. technology companies by market capitalization, surpassing Salesforce and other legacy tech giants, driven by a significant increase in its stock price and strong government business growth [2][3][5]. Group 1: Market Performance - Palantir's market valuation reached $281 billion, an increase of approximately 8% in one day, positioning it ahead of Salesforce, which is valued at $268 billion [2]. - The company's stock price has more than quintupled over the past year, with a 58% increase in 2025, making it a top performer in the S&P 500 for the second consecutive year [3]. - Despite Palantir's strong performance, the Nasdaq index has declined by 7% this year, indicating a divergence from broader tech market trends [3]. Group 2: Financial Metrics - Palantir's forward price-to-earnings ratio stands at 196.9, significantly higher than the average of 58 for other top tech companies [4][9]. - The company reported a 45% growth in its government business, reaching $373 million in the last quarter, which includes a $178 million contract with the U.S. Army [5]. - Palantir's trailing earnings multiple is 520 times, and its revenue multiple is 90 times, indicating a high valuation compared to its peers [8]. Group 3: Competitive Landscape - Palantir's revenue generation is substantially lower than Salesforce, which produced over 10 times more revenue in the past year and is expected to do so again [7]. - The company has faced scrutiny regarding its high valuation multiples, with analysts expressing concerns about irrational valuation compared to its fundamentals [8][9]. - Despite the high valuation, Palantir's CEO expressed confidence in the company's growth strategy and partnerships, suggesting a focus on long-term dominance rather than immediate stock performance [11].

Shares of Palantir Technologies (PLTR 8.69%) are surging on Thursday. The artificial intelligence (AI)-powered data analytics company's stock gained 8.1% as of 1 p.m. ET and was up as much as 9% earlier in the day. The jump comes as the S&P 500 (^GSPC 1.35%) gained 1.5% and the Nasdaq Composite (^IXIC 1.85%) rose 2%.The government-focused software provider is rallying after President Trump announced a trade agreement with the United Kingdom.Investors are hoping it's the first deal of manyPalantir shares cli ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

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OAKBROOK TERRACE, Illinois, and DENVER, May 08, 2025 (GLOBE NEWSWIRE) -- The Joint Commission and Palantir Technologies announced today a long-term strategic partnership aimed at revolutionizing how healthcare organization and accreditation data are gathered and utilized. This will support healthcare organizations in benchmarking quality and improving outcomes. By leveraging Palantir’s cutting-edge data analytics and artificial intelligence, this collaboration will allow both The Joint Commission and health ...

The North Atlantic Treaty Organization (NATO) has started integrating Artificial Intelligence (AI) systems into its strategic command structure as the alliance prepares for the future of war. It is doing this with disruptive tech companies.AI systems will help the 32-member alliance maintain its technological dominance over its adversaries, NATO said in response to emailed questions. NATO is "actively" seeking "partnerships" with the private sector to develop emerging and disruptive technologies, NATO exper ...

Amid market turmoil and questions about the economy ahead, investors wondered if Palantir Technologies (PLTR 1.44%) would show signs of a slowdown when it reported earnings earlier this week. After all, the software company depends on spending from the government and U.S. companies, and the government already has proposed significant budget cuts across departments. U.S. companies may face pressure from import tariffs ahead.However, Palantir's earnings in the first quarter roared higher. The company's govern ...

Palantir is pushing boundaries in more ways than one.Putting aside the exceptional volatility we've witnessed on Wall Street since the beginning of April, the can't-miss trend over the last two and a half years has unquestionably been the evolution of artificial intelligence (AI).In its simplest form, AI empowers software and systems with the ability to reason and act on their own. This capacity to make split-second decisions without human oversight, as well as evolve to (potentially) learn new skills or jo ...