大行评级|美银:上调Palantir目标价至215美元 重申“买入”评级

格隆汇
Sep 29

美银发表报告,重申对Palantir的“买入”评级,并将目标价从180美元上调至215美元。分析师Marina Perez Mora认为,Palantir应获得高于传统短期估值指标的溢价,这应考量到加速的短期成长、可持续的长期成长机会,以及强劲的获利能力。他特别提到Palantir在其年度AIPCon 8会议上展示的AI FDE,其中一项重点是FDE是其与其他同业的关键差异化因素。Palantir...

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