10/22/2024, 05:47 PM UTC
Palantir科技股票在AI收入方面击败同行,股价飙升Palantir Stock Is Crushing Its Peers In AI Revenue
1. Palantir今年至今已实现156%的回报率,得益于其AIP的加速收入增长和强劲的业务势头。2. 股票的基本面需要维持20%以上的收入增长率。3. 政府收入同比增长23%,高于第一季度的16%。4. 挑战在于PLTR的市值为FY24年收入的34倍和FY25年收入的29倍。1. Palantir has seen a 156% YTD return, driven by accelerating revenue growth and strong business momentum from its AIP. 2. Revenue growth rate needs to maintain above 20% for the shares to remain fundamentally strong. 3. Government revenue growth was 23% YoY, up from 16% YoY in Q1. 4. The challenge lies in PLTR's valuation at 34x FY24 revenue and 29x FY25 revenue.
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