Palantir Technologies(US:PLTR) Zhi Tong Cai Jing·2025-12-16 02:32Core Viewpoint - Palantir Technologies remains fundamentally strong despite recent stock price corrections attributed to "AI bubble" concerns, with accelerating adoption of its AI application tools by enterprises and government [1][6] Group 1: Company Performance - Palantir's stock price has increased over 150% in the past year, with a target price of $255 set by Bank of America analysts, indicating further upside potential [2][6] - The company has experienced rapid revenue growth with year-over-year increases of 63%, 48%, and 39% over the past three quarters, reflecting strong demand for its AI application ecosystem [7] Group 2: AI Application and Market Position - Palantir's AI platform, AIP, has been adopted by over 100 organizations globally, including in healthcare and automotive sectors, and is in discussions with over 300 additional companies [4][5] - The company is expanding its influence in the AI application field, with significant contracts from the U.S. government and defense sectors, including a recent $448 million agreement with the U.S. Navy [6][7] Group 3: Market Trends and Expansion - The investment landscape is shifting from the "Magnificent Seven" tech giants to a broader array of AI infrastructure and application software leaders, indicating a structural expansion of the "AI winner's circle" [3] - Cboe has introduced the "Cboe Magnificent 10 Index," which includes Palantir, reflecting market consensus that AI beneficiaries extend beyond the original seven tech giants [3]