Prediction: Palantir (PLTR) Will Be Worth More Than Oracle (ORCL) by 2030

Motley Fool

10/20

Oracle found itself in the spotlight this year thanks to its ambitious growth forecast. Palantir is already ringing the cash register with its custom AI solutions and generative AI tools. ...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2576072048"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2576072048\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2576072048?lang=zh_TW&edition=fundamental","thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F838143%2Fpalantir-logo-on-the-wall-above-the-shadow-of-a-person-walking-by.jpg&op=resize&w=165&h=104","is_english":true,"pubTime":"2025-10-20 01:02","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2576072048","market":"us","top_or_hot":-1,"title":"Prediction: Palantir (PLTR) Will Be Worth More Than Oracle (ORCL) by 2030","media":"Motley Fool","content":"<div>\n<p>Oracle found itself in the spotlight this year thanks to its ambitious growth forecast.\n\n\n\n\n\n\n\nPalantir is already ringing the cash register with its custom AI solutions and generative AI tools.\n\n\n\n\n\n...</p>\n\n<a href=\"https://www.fool.com/investing/2025/10/19/prediction-palantir-worth-more-oracle-2030/\">網頁鏈接</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: Palantir (PLTR) Will Be Worth More Than Oracle (ORCL) by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: Palantir (PLTR) Will Be Worth More Than Oracle (ORCL) by 2030\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2025-10-20 01:02</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Oracle found itself in the spotlight this year thanks to its ambitious growth forecast.\n\n\n\n\n\n\n\nPalantir is already ringing the cash register with its custom AI solutions and generative AI tools.\n\n\n\n\n\n...</p>\n\n<a href=\"https://www.fool.com/investing/2025/10/19/prediction-palantir-worth-more-oracle-2030/\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.fool.com/investing/2025/10/19/prediction-palantir-worth-more-oracle-2030/\">Motley Fool</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1003077747.HKD","symbol_name":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","start_time":0,"source_url":"https://www.fool.com/investing/2025/10/19/prediction-palantir-worth-more-oracle-2030/","article_id":"2576072048","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F838143%2Fpalantir-logo-on-the-wall-above-the-shadow-of-a-person-walking-by.jpg&op=resize&w=165&h=104"],"rights":{"source":"fool_stock","url":"https://www.fool.com/investing/2025/10/19/prediction-palantir-worth-more-oracle-2030/","rn_cache_url":null,"customStyle":"","selectors":".main-contain, #article-page","filters":"#sticky-wrapper, .navigation, .article-page-end, .foot, .author-tagline, .author-inline, .footer, .soc-share, .wysiwyg, .related-content","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576072048","pubTimestamp":1760893320,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The battle for artificial intelligence (AI) supremacy rages on.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0444971666.USD":"天利全球科技基金","IT":"加特纳","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4588":"碎股","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4613":"AI应用软件","BK4516":"特朗普概念","BK4547":"WSB热门概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","AI":"C3.ai, Inc.","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","PLTR":"Palantir Technologies Inc.","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4551":"寇图资本持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","ORCL":"甲骨文","BK4543":"AI","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","TCV":"Towle Value ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"translate_title":"预测：到2030年，Palantir(PLTR)的价值将超过Oracle(ORCL)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.67,"IT":1,"ORCL":1.5,"PLTR":1.5,"TCV":1},"content_text":"Oracle found itself in the spotlight this year thanks to its ambitious growth forecast.\n\n\n\n\n\n\n\nPalantir is already ringing the cash register with its custom AI solutions and generative AI tools.\n\n\n\n\n\n\n\nDespite one obvious drawback, I believe Palantir's value will continue to climb.\n\nThe dawn of artificial intelligence (AI) in early 2023 caused a paradigm shift in the tech landscape, minting more than a few winners. Over the past year, information technology (IT) specialist and cloud provider Oracle (ORCL -6.72%) has joined the fray in earnest. The stock has risen roughly 68% over the past year and 259% since early 2023, as its cloud and AI strategy begins to take hold. The company's robust results have driven its market cap to roughly $828 billion (as of this writing).Despite Oracle's impressive performance, I believe Palantir (PLTR 0.11%) -- with a current value of $422 billion -- will be worth more than Oracle by 2030.Image source: Getty Images.A battle of the AI titansOracle has been on fire recently, and it's easy to see why. While revenue is growing by low double-digits, the future looks bright. Its remaining performance obligation (RPO) -- commonly called backlog -- surged 359% to a record $455 billion. Furthermore, management predicted that revenue from Oracle Cloud Infrastructure (OCI) -- the company's cloud segment -- will grow 77% this year to $18 billion and sevenfold to $144 billion by 2030.For its part, Palantir has generated eight successive quarters of accelerating revenue growth and shows no signs of slowing. In the second quarter, revenue grew 48% year over year and 14% quarter over quarter, surpassing $1 billion for the first time. Palantir reported a record-setting $2.27 billion in total contract value (TCV), up 140%, and U.S. commercial TCV that soared 222% to $843 million.This shows there are reasons to like both stocks.There can be only one...Wall Street expects Oracle to generate revenue of $67 billion in its fiscal 2026 (which began June 1), resulting in a forward price-to-sales (P/S) ratio of about 13. Furthermore, the company is expected to grow revenue by 28.7% annually over the next five years, bringing its estimated annual sales to about $156 billion by 2030. If its P/S remains constant, Oracle's market cap will climb to roughly $2 trillion.Oracle isn't the only one whose AI expertise has sparked a growth spurt. Wall Street expects Palantir to generate revenue of $4.16 billion in 2025, resulting in a forward P/S ratio of 101. Analysts expect Palantir's annual revenue growth to be 38.8% over the next five years. At this rate, its yearly sales would grow to $21 billion by 2030. If its P/S remains constant, Palantir's market cap will be about $2 trillion.This suggests that both companies are on track to reach a $2 trillion market cap by 2030. Here's the thing: I believe investors are underestimating Palantir's accelerating revenue growth, which I predict will continue to accelerate. Using Palantir's recent 48% growth rate over the next five years shows how it could easily surpass Oracle's market cap by 2030.The obvious downside to this prediction is that Palantir is wildly overvalued right now, selling for 210 times next year's expected earnings. With a valuation of that magnitude, any failure to deliver -- real or imagined -- could send Palantir stock careening lower, causing investors to reassess Palantir's lofty multiple.That caveat aside, I believe Palantir will continue its upward trajectory and outpace Oracle by 2030.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}