美股异动丨Palantir盘后大涨近7%,Q4业绩胜预期

格隆汇
Yesterday

美国大数据公司Palantir(PLTR.US)盘后大涨近7%,报158.06美元。消息面上,公司公布,去年第四季经营收入录得14.1亿美元,高于分析员预期的13.3亿美元,同比急增70%;集团预计,今年收入报71.8亿至72亿美元,中位数高于分析员估计的62.7亿美元,也多过去年的收入44.8亿美元。期内,经调整后每股盈余报0.25美元,优于市场预期的0.23美元;经调整后EBITDA报8.055亿美元,分析员估计为7.068亿美元。 Palantir业绩强劲受惠于人工智能和国防需求增长,越来越多的企业和美国政府竞相购买其人工智能工具,来自商业企业及华府的收入分别增至5.1亿美元和5.7亿美元,超出分析员预期。 行政总裁Alex Karp称,本次业绩报告是他过去十年所见过的科技业最佳表现之一,他说,美国政府持续采用Palantir的工具,美军变得更加致命亦更加自信,与其对手及盟友渐行渐远,Palantir已深度参与美国市场,因此暂停向美国的盟友销售新产品。今年夏天,Palantir与美国陆军签署一份总值高达100亿美元的合同,以支援军方的软件和数据需求。

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