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seekingalpha

03/27/2025, 02:03 PM UTC

Palantir：就像2022年的英伟达（评级上调）Palantir: It's Like Nvidia In 2022 (Rating Upgrade)

1、Palantir 2024财年第四季度收入同比增长36%，超出预期7.6%；2、预计2025财年收入将增长超过31%，由AIP的54%同比增长驱动；3、尽管估值较高，但预计Palantir未来三年的收益将以50%的复合年增长率增长，支撑起136美元的溢价目标价。

1. Palantir's Q4 FY24 revenue surged 36% YoY, exceeding expectations by 7.6%; 2. FY25 revenue is projected to grow above 31% driven by AIP's 54% YoY growth; 3. Despite high valuation, Palantir's earnings are expected to grow at a 50% CAGR over the next three years, justifying a premium price target of $136.

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