02/27/2025, 10:07 AM UTC
Palantir的弱点是买入我们顶级科技股的机会（评级上调）Palantir's Weakness Is A Chance To Buy Our Top Tech Pick (Rating Upgrade)
1. Palantir 2024年强劲的业绩，包括38%的年同比增长和12.5亿美元的调整后自由现金流，使其评级上调至买入。2. 公司的商业收入增长了54%，平衡了对政府合同的依赖并推动未来增长。3. Palantir的软件，特别是Palantir Prix，继续实现高利润率和强劲的客户成果，增强了其估值合理性。尽管估值较高，但Palantir的快速增长和AI驱动的市场需求使其成为十年内具有吸引力的投资机会。1. Palantir's 2024 strong results, including 38% YoY revenue growth and a $1.25 billion adjusted FCF, justify upgrading it back to a BUY. 2. The company's commercial revenue surged by 54%, balancing its reliance on government contracts and driving future growth. 3. Palantir's software, especially Palantir Prix, continues to deliver high margins and strong customer results, enhancing its valuation justification. Despite a lofty valuation, Palantir's rapid growth and AI-driven market demand make it a compelling investment opportunity for the decade.---
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