Palantir：企业 AI 部署推动 2026 年钱包份额进一步提升

3 February 2026 | 6:21AM EST Equity Research Palantir Technologies (PLTR) Further gains in wallet share in 2026 catalyzed by enterprise AI deployments PLTR 12m Price Target: $182.00 Price: $147.76 Upside: 23.2% Palantir is indicated up 5% after hours post reporting 4Q revenue 5% above the Street and EBIT margin ~500ps above. 2026 revenue guidance is 14% above the Street and EBIT margin is ~700bps above. Palantir remains one of only a handful of software companies that is clearly benefiting from AI deploymen ...