02/04/2025, 09:08 AM UTC
Palantir收益分析：为何我改变了我的立场（评级上调）Palantir Earnings: Why I'm Changing My Stance (Rating Upgrade)
1. Palantir的股价为115倍前瞻性自由现金流，但其卓越的增长和AI能力使其看涨前景合理。2. 公司的第四季度收益报告强劲，商业收入同比增长64%，展示了其将AI转化为可操作见解的能力。3. 尽管面临竞争风险，Palantir的资产负债表稳健，拥有52亿美元的现金和没有债务，支持其高估值。1. Palantir's stock is valued at 115x forward free cash flow, but its exceptional growth and AI capabilities justify a bullish outlook. 2. The company's Q4 earnings report was strong, with commercial revenues up 64% y/y, demonstrating its ability to turn AI into actionable insights. 3. Palantir's balance sheet is robust, with $5.2 billion in cash and no debt, supporting its high valuation despite competitive risks.---
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