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Jim Cramer looks at what's behind Palantir's stock surge
CNBC Television· 2025-08-06 00:32
Sometimes traditional stock analysis just lets you down. That's how I feel about the stock of Palunteer and it is the best acting stock in the S&P 500. Up almost 8% today after great earnings and 109% year to date after this oil quarter.Palanteer has bedeled many of the analysts who cover the company ever since it came public almost 5 years ago. They have a difficult time evaluating it because it seems so overvalued. The software company/ AI consultant trades at over 200 times next year's earnings estimates ...
Palantir又赢了!首个“十亿美元季度”来了
Jin Rong Jie· 2025-08-06 00:11
周一盘后,Palantir发布了2025年第二季度财报。业绩全面超出市场预期,并上调了全年业绩指引,刺 激盘后股价上涨约4%。这份财报不仅刷新了公司的营收纪录,也再次强化了其在人工智能(AI)业务 领域的竞争优势。 关键财务数据显示,本季度总营收达到10.04亿美元,同比增长48%,首次突破十亿美元大关,显著高 于市场预期的9.4亿美元。调整后每股收益(EPS)为0.16美元,超过预期的0.14美元。运营现金流为 5.39亿美元,自由现金流5.69亿美元,现金流转化率达到57%,盈利能力和现金流表现均保持稳健。 从收入结构来看,美国市场是增长的主要驱动力。美国商业收入达到3.06亿美元,同比大幅增长93%; 美国政府收入为4.26亿美元,同比增长53%。商业业务的高速扩张,使Palantir的收入结构更加均衡,不 再过度依赖政府合同。 公司高管在财报电话会上也释放了乐观信号。首席执行官Alex Karp表示:"这是一份爆炸性的财报,怀 疑论者已经被征服。AI业务正在对我们的营收产生惊人的影响。" 首席技术官Shyam Sankar指出:"在 AI监管放松的背景下,我们的技术将在更多市场落地,这只是个开始。" ...
Palantir(PLTR.US)FY25Q2电话会:未来5年美国业务有望实现10倍收入增长
智通财经网· 2025-08-05 23:08
智通财经APP获悉,Palantir(PLTR.US)召开FY25Q2财报电话会。Palantir表示,未来5年美国业务有望实 现10倍收入增长,很多公司在财报会上提及Palantir,让合作更顺利,无需从陌生状态起步,起点更高 且能持续提升。公司维持小规模灵活销售团队,由资深员工负责大交易,瑞安全职处理合同,专注于创 造价值再获取回报。 Q:除了使用大型语言模型(LLM)之外,Palantir 是如何让人工智能对一线工作者和决策者(而非仅 仅是数据科学家)更有用的? A:象牙塔的 AI 研究者与一线实际情况差异很大。但我们始终扎根于生产一线——无论是工厂车间的 工人还是消防单元。我们在一线看到,AI 正赋予美国工人超能力:ICU 护士有更多时间陪伴患者,减 少整理临床记录的时间;潜艇基地工人从 3 天的零件报价工作中解放,专注解决生产问题。 最让我兴奋的是松下能源的案例,我们开发的 AI 能培训曾在赌场工作的工人操作精密的日本高端电池 技术。这扩大了就业,增强了能动性和创造力,也是我们推行 "美国科技奖学金" 的原因。实际中,一 些创意 AI 应用来自蓝领工人(如自学的汽车从业者),他们不仅用 AI,还构建 ...
Stock Market Today: Palantir Soars 7.85% After Blowing Past $1B Quarter
The Motley Fool· 2025-08-05 21:19
Palantir jumped nearly 8% Tuesday after delivering its first $1 billion quarter and raising full-year guidance, fueled by surging demand for AI-driven government and commercial software.Palantir Technologies (PLTR 7.64%) rallied 7.85% on Tuesday to close at $173.27, setting a new 52-week high of $176.33 after reporting standout second-quarter results.The stock traded on volume of 129 million shares, a 65% surge above its daily average, signaling strong institutional and retail interest.The broader market la ...
X @Investopedia
Investopedia· 2025-08-05 20:30
Palantir Technologies shares soared 8% Tuesday, a day after the AI software firm reported better-than-expected second-quarter results, leading several analysts to increase their price targets on the stock. https://t.co/JhFt7zGqQe ...
Palantir Cites ‘Astonishing’ AI Impact in Earnings
Bloomberg Technology· 2025-08-05 19:53
This is the story that everyone's talking about this morning. Pawlenty's continued momentum. BAIER You went a little bit deeper on how that's playing out, but could you just summarize where they were strong and what's happening with Pawlenty right now.Yeah, I mean, when you look at the US commercial segment, that is what everyone is excited about. They grew 93% for the full year. Their guide is 85%.And look for a small segment with over a $1.2% billion run rate. It's very impressive growth, but I think the ...
X @Forbes
Forbes· 2025-08-05 19:24
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/yDQPb6wuNJ ...
MASSIVE NEWS: Palantir's Q2 Was a Blowout. Here's Why It'll Still Skyrocket
The Motley Fool· 2025-08-05 19:00
Find out why Palantir's explosive Q2 growth, its new $10 billion military contract, and potential to expand could make the stock soar.Palantir (PLTR 7.11%) is experiencing explosive growth with $1 billion in quarterly revenue, a $10 billion Army contract, and commercial expansion driven by artificial intelligence. Could this tech giant skyrocket further? I'll break down the numbers and reveal why Palantir is on track to soar.*Stock prices used were the market prices of Aug. 5, 2025. The video was published ...
Palantir Q2: We Were Wrong
Seeking Alpha· 2025-08-05 18:46
Group 1 - Palantir Technologies Inc. has returned almost 20 times the S&P 500 since being recommended as a top tech pick for the 2020s [2] - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] - The analyst has a beneficial long position in Palantir shares through stock ownership, options, or other derivatives [3] Group 2 - The Retirement Forum offers actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks to help maximize capital and income [1]
Chart of the Day: Palantir
CNBC Television· 2025-08-05 17:44
some confirmation and it may get it at Jackson Hole. If the chair uses that platform to set the table I want to move and talk about the stock of the day because it's Palantir and it is at a record high. After beating on earnings, surpassing $1 billion in quarterly revenue for the first time ever.The stock has just ripped. We've mentioned it on so many occasions because of what's happened in the high beta universe, where most of those stocks have ripped, but this is the one that investors have continued to z ...