11/29/2024, 06:36 PM UTC
Palantir需要一次英伟达时刻来证明其估值Palantir Needs An Nvidia Moment To Justify Its Valuation
1、Palantir的商业和政府部门的美国收入分别增长了54%和40%，使整体收入同比增长了30%；2、尽管财务状况强劲，但Palantir的估值需要类似英伟达的增长和利润率扩张，考虑到当前市场条件和历史基准，这可能是不现实的；3、保守情景下，预计Palantir的股价在10年后将达到35.46美元，表明市场可能高估了该股票。1. Palantir's US revenue growth of 54% in commercial and 40% in government sectors contributed to a 30% overall year-on-year revenue increase; 2. Despite strong financials, Palantir's valuation requires Nvidia-like growth and margin expansion, which may be unrealistic given current market conditions and historical benchmarks; 3. A conservative scenario predicts Palantir's share price at $35.46 in 10 years, suggesting the market may be overvaluing the stock.
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