花旗将Palantir的目标价从158美元上调至177美元，维持"中性"评级。(格隆汇) ...

The artificial intelligence (AI) and data mining specialist just provided the clearest evidence yet that the AI revolution is gaining steam. The past few years have been something of a blur for Nvidia (NVDA -1.04%). The company pioneered the graphics processing units (GPUs) that ushered in the artificial intelligence (AI) revolution. The resulting surge in sales and profits catapulted Nvidia to a $4 trillion market cap, the first company to achieve such a distinction. Yet some investors are concerned that t ...

智通财经APP获悉，Palantir(PLTR.US)在公布超出预期的第二季度业绩及指引后股价走高，华尔街分析 师也对该股持乐观看法。 由Brent Bracelin领导的分析师团队表示，Palantir赢得美国陆军为期10年、价值100亿美元的合同，进一 步证明了该公司在规模达1万亿美元以上的国防市场中扩大政府业务份额的可行性。同时，该公司美国 商业业务增长率提升至93%也凸显出为大型企业客户开发AI平台的潜力。 摩根士丹利维持对Palantir的"持有"评级，但将目标价从98美元上调至155美元。 由Sanjit Singh领导的分析师团队表示，第二季度标志着营收增长连续第八个季度提速，并且利润率也大 幅提高。这种强劲表现得益于美国商业业务增长率从第一季度的71%进一步提升至93%;以及政府业务增 长率从45%进一步提升至49%。 分析师们补充道，第三季度的营收指引为同比增长50%，而2025年的营收增长指引则从之前的36%提高 至45%，同时营业利润率达到46%，处于行业领先水平，这进一步证明了其作为人工智能领域明显赢家 的地位。 Singh及其团队指出，目前唯一存在不足之处的是国际商业业务，该业务同比 ...

Though rare, dissenting opinions do exist when it comes to the most influential businesses in the AI arena. Nvidia: Implied downside of 42% Arguably no AI stock is more loved by Wall Street than Nvidia. Its graphics processing units (GPUs) hold the bulk of AI-data center market share and act as the brains powering split-second decision-making, generative AI solutions, and the training of large language models. Out of the 66 analysts who've issued a buy-, hold-, or sell- equivalent rating on Nvidia, 59 rate ...

Palantir’s stock rose more than 8% to another intraday high Tuesday, after the software firm reported $1 billion in quarterly revenue for the first time while citing an “astonishing” impact from artificial intelligence.https://t.co/kQ26inpjfN https://t.co/C49rH50r0q ...

Group 1 - Angelalign (06699) opened nearly 19% higher after a positive earnings forecast, driven by strategic price adjustments in its core Chinese business and continued growth in revenue outside China [1] - Songjing Technology (01079) resumed trading with an opening increase of over 40% [1] - Jingtai Holdings (02228) opened more than 9% higher after announcing a significant partnership with DoveTree, valued at approximately HKD 47 billion (USD 5.99 billion) for AI pharmaceutical development [1] Group 2 - Shunmei Co., Ltd. (02145) saw an early morning increase of over 5%, projecting a revenue of RMB 4.09 billion to RMB 4.11 billion for the first half of 2025, a year-on-year growth of 16.8%-17.3% [2] - Nine Dragons Paper (02689) rose over 10% following the successful commissioning of its PM56 production line, which can produce 250,000 tons of high-grade cultural paper annually [2] Group 3 - Giant Star Legend (06683) increased over 1% after announcing a collaboration with Jiushi Wen Chuan for a large-scale IP and cultural tourism project in Shanghai [3] - South Manganese Industry (01091) surged over 15%, expecting to turn a profit of at least HKD 150 million in the first half of 2025, compared to a loss of HKD 162.8 million in the same period of 2024 [3] Group 4 - China Shenhua (01088) rose over 3% after announcing plans to acquire significant assets from its controlling shareholder, which would enhance its coal production capacity by 74.5% [4] - Boya Interactive (00434) fell over 6% due to a profit warning, expecting a decrease of approximately 25%-35% in profit for the first half of 2025 compared to the same period in 2024 [4] Group 5 - Wuling Motors (00305) increased over 9% after announcing a projected net profit of approximately RMB 84 million for the first half of 2025, a significant increase from RMB 21.125 million in the same period of 2024 [5] Group 6 - Hims & Hers Health (HIMS.US) dropped 12.36% after reporting second-quarter sales of USD 545 million, below market expectations [6] - Palantir (PLTR.US) rose 7.85% after reporting second-quarter revenue of over USD 1 billion, a 48% year-on-year increase [6] Group 7 - Futu Holdings (FUTU.US) increased by 2.82% after UBS raised its target price, citing strong expected performance in the second quarter [7] - Daqo New Energy (DQ.US) rose 3.68% as market signals indicated positive changes in the photovoltaic polysilicon sector [7] Group 8 - Li Auto (LI.US) saw a slight increase in stock price after announcing adjustments to its electric vehicle model pricing [8] - Vertex Pharmaceuticals (VRTX.US) fell 20.60% after failing to meet key endpoints in a clinical trial [8] Group 9 - Chinese gaming stocks collectively rose, with Bilibili (BILI.US) up 2.07% following a report indicating a 14.08% year-on-year increase in the domestic gaming market [9] Group 10 - Taiwan Semiconductor Manufacturing Company (TSM.US) fell 2.70% amid reports of a potential technology leak involving its 2nm chip process [9] - Advanced Micro Devices (AMD.US) decreased by 1.40% despite reporting a 32% year-on-year revenue increase for the second quarter [10]

Summary of Palantir Technologies (PLTR) Conference Call Company Overview - **Company**: Palantir Technologies (PLTR) - **Market Cap**: $413.4 billion - **Enterprise Value**: $411.4 billion - **Industry**: Emerging Software Key Financial Highlights - **2Q Revenue**: $1,004 million, which is 7% above Street estimates and represents a 48% year-over-year growth [1][20] - **EBIT Margin**: 46%, which is approximately 320 basis points above expectations [1] - **3Q Revenue Guidance**: 11% above Street estimates [1] - **2025 Revenue Guidance**: Raised by 7% at midpoint, with EBIT margin increased to 46% from 44% [1] - **Free Cash Flow**: $569 million, a 283% increase year-over-year [20] Commercial and Government Segments - **Commercial Business Growth**: Accelerated to +92% year-over-year, with notable customer use cases including Citibank and Fannie Mae [19] - **Government Business Growth**: Increased by 53% year-over-year, driven by demand for AI in defense and intelligence [19] - **Key Contracts**: - $218 million delivery order for the US Space Force - Increased ceiling for the Maven smart system contract to $795 million [19] Valuation and Price Target - **Price Target**: Raised to $141 from $90, based on a valuation of 95x EV/FCF estimates [21] - **Valuation Metrics**: - 2025E Revenue Growth: 47% - 49% Free Cash Flow margin [22] Risks and Concerns - **Potential Risks**: - Slowing momentum in the commercial segment due to macroeconomic factors - Increased competition and availability of off-the-shelf AI solutions [23] - **Positive Outlook**: Tailwinds in the government segment could drive revenue acceleration [23] Additional Insights - **Customer Engagement**: Palantir is capturing meaningful wallet share in enterprise AI engagements, indicating strong customer reliance on its solutions [2] - **Investment in AI**: Palantir is investing in AI features to enhance customer value and accelerate development processes [3][18] - **Market Performance**: The stock has seen a significant increase of 48% since the last earnings report [1] Conclusion Palantir Technologies is demonstrating strong growth in both commercial and government sectors, with significant revenue and free cash flow increases. The company is well-positioned in the enterprise AI market, although it faces potential risks from competition and macroeconomic conditions. The raised price target reflects confidence in its future performance.

Palantir shares closed at a record high on Tuesday after the data analytics software provider raised its full-year outlook amid booming demand for its AI platform. Monitor these chart levels. https://t.co/Bm7Z0JgzXJ ...

Palantir Jumps 8% To Record High After Revenue Boosted By ‘Astonishing’ AI Impact https://t.co/9ZBlNvfiYB ...

Palantir’s stock rose more than 8% to another intraday high Tuesday, after the software firm reported $1 billion in quarterly revenue for the first time while citing an “astonishing” impact from artificial intelligence.https://t.co/kQ26inpjfN https://t.co/GSjlJd5T83 ...