04/28/2025, 03:04 PM UTC
Palantir第一季度财报预览：AI浪潮势不可挡Palantir Q1 Earnings Preview: Nothing Stops The AI Train
1、作者重申对Palantir的“买入”评级，预计第一季度营收和每股收益将分别同比增长35.9%和62.9%；2、近期联邦合作进展显著，包括北约采用Palantir的Maven智能系统以及与谷歌合作推进FedStart计划；3、ASML、台积电和谷歌等公司的强劲AI相关业绩进一步支撑乐观预期，目标价134美元，反映Palantir在AI应用阶段的潜力。1. The author reiterates a 'buy' rating for Palantir ahead of Q1 earnings, projecting 35.9% YoY revenue growth and 62.9% EPS growth; 2. Recent federal partnerships, including NATO's adoption of Palantir's Maven Smart System and collaboration with Google for FedStart, highlight growth momentum; 3. Strong AI-driven earnings from companies like ASML, TSMC, and Google reinforce optimism, with a $134 price target reflecting Palantir's role in the AI application phase.---
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