花旗发表报告指，Palantir再次交出惊艳的财报，第三季营收表现远超预期并上调第四季营收指引，订单增长尤为强劲。在软件需求疲软的背景下，此结果进一步巩固Palantir的增长领导地位。花旗认为此稀缺性源自两大关键因素：其一，企业高层普遍投入AI项目时，该公司长期聚焦的数据本体论技术正成为主流；其二，通过Bootcamp训练营＋前置部署工程师策略，在市场推广与客户采纳取得突破。 花旗表示，与过往数季相同，争议点不在基本面或业务质量，而在估值。尽管本季表现可能是Palantir迄今最亮眼季度，股价却下跌约10%，该行对其重申“中性/高风险”评级，尤其考量增长率可能于2026年见顶，后续将面临更艰巨的同比基期。该行将预估值提升至第四季指引区间上缘，同时上调2026年营收及每股盈利预测13%及24%，目标价由190美元调升至210美元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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