摩根大通评Palantir财报:公司指引太保守,百亿美元收入指日可待

华尔街见闻
Feb 04

Palantir Q4营收增速连续十季加速至70%,运营利润率达57%创纪录。摩根士丹利认为,得益于美国商业业务爆发及AIP平台带动的订单覆盖率提升,公司设定的2026年61%增长指引显著保守。凭借极高的利润率与软件史罕见的扩张速度,Palantir正加速迈向百亿美元营收大关。Palantir以破纪录的业绩表现巩固了其AI赢家地位。这家数据分析公司2025年第四季度营收增速连续第10个季度加速至...

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