12/10/2024, 05:43 AM UTC
Palantir:只要收入持续加速,我就继续持有Palantir: As Long As Revenue Continues To Accelerate, I'm Staying Long
1. 尽管今年股价上涨了约4倍,Palantir仍为投资者提供了进一步的增长空间;2. 公司不可预测的增长轨迹和连续多个季度收入加速使得近期的估值倍数不可靠;3. 在第三季度,公司实现了30%的年同比增长,收入增长加速了三个百分点,同时调整后的EBITDA利润率同比增长了8个百分点。1. Despite a ~4x rise this year, Palantir has further gains to offer investors; 2. The company's unpredictable growth trajectory and multiple quarters of accelerating revenue make near-term valuation multiples unreliable; 3. In Q3, the company drove 30% y/y revenue growth, accelerating three points while also expanding adjusted EBITDA margins by 8 points y/y.---
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