Core Viewpoint - Truist initiates coverage of Palantir with a "Buy" rating and a target price of $223, highlighting significant growth opportunities in the adoption of Generative AI (GenAI) by government and enterprise sectors [1] Company Performance - Palantir's stock price has increased over 120% in the past year [1] - The company has experienced accelerated revenue growth in recent years, with a larger proportion of this growth converting into operating profit margins [1] Revenue Growth - Revenue from U.S. government contracts has grown by 50% year-over-year over the past two quarters [1] - Commercial revenue growth has accelerated to 73% [1] - Palantir's revenue growth significantly outpaces that of most software companies, with no signs of slowing down in the short term [1] Future Outlook - While most of Palantir's growth has occurred in the U.S., there are expectations for increased overseas commercial and government contracts to support long-term growth [1]
大行评级丨Truist：首予Palantir“买入”评级 看好政企采用GenAI方面存在巨大机遇
Ge Long Hui·2026-01-07 13:42