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行情来自市场数据接口；下方公司研究基于已核验公开来源，但不等同于实时、个性化的 AI 投资结论。

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PLTRNASDAQ/information technology

Palantir Technologies Inc.

$130.04上涨+3,25 (+2,56%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

Palantir Technologies Inc. operates in Application Software within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
127,40
Hoch
130,72
Tief
126,20
Marktkapitalisierung
311,75 Mrd.
KGV
146.11
52-Wochen-Hoch
--
Dividende
--
Quartalsdividende
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
Customers moving AI workflows from pilots into operations can expand software deployment and consumption. The base case remains conditional on contract concentration staying manageable.
多头情景
Customers moving AI workflows from pilots into operations can expand software deployment and consumption. Bootcamps and reference deployments can shorten adoption cycles and add customers across industries. Defense, intelligence and public-sector modernization can support long-duration platform contracts.
空头情景
Large government and enterprise awards can create timing volatility and dependence on renewals. Cloud providers and software vendors may offer alternative data and AI platforms at lower incremental cost. Rapid growth expectations leave limited tolerance for slower bookings, deployment delays or margin investment.
论点失效条件
Reassess the thesis if large government and enterprise awards can create timing volatility and dependence on renewals.

关键催化剂

  • AIP production adoption

    Customers moving AI workflows from pilots into operations can expand software deployment and consumption.

  • U.S. commercial expansion

    Bootcamps and reference deployments can shorten adoption cycles and add customers across industries.

  • Government mission demand

    Defense, intelligence and public-sector modernization can support long-duration platform contracts.

主要风险

  • Contract concentration

    Large government and enterprise awards can create timing volatility and dependence on renewals.

  • AI platform competition

    Cloud providers and software vendors may offer alternative data and AI platforms at lower incremental cost.

  • Execution expectations

    Rapid growth expectations leave limited tolerance for slower bookings, deployment delays or margin investment.

最新财报研究

Q1 2026

Palantir reported first-quarter 2026 results and highlighted adoption of its Artificial Intelligence Platform across U.S. commercial and government customers.

估值解读

  • A high-growth interpretation depends on AIP becoming deeply embedded in repeatable production workflows.
  • Strategic government relationships add durability, but contract timing and elevated expectations can amplify equity volatility.

同行比较入口

ADBECRMSHOP

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数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Palantir Reports First Quarter 2026 Financial ResultsPalantir Technologies Inc. · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/4 上午12:00:00

查看原始来源
Palantir Technologies Inc. Investor RelationsPalantir Technologies Inc. · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
Palantir Technologies Inc. SEC FilingsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源

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