UBS分析师看好Palantir 上调其目标价至200美元

环球市场播报
Yesterday

  数据分析与人工智能公司Palantir Technologies获得UBS请来,后者将该股目标价从此前的水平上调至200美元,这是对这只过去三年已大幅上涨的股票给出的最新看涨观点。

  UBS分析师Karl Keirstea维持“买入”评级,并表示Palantir正处于人工智能和数据支出的交汇点。他还指出,渠道调研显示需求依然强劲。

  该股过去三年涨幅约1860%,但也一直波动剧烈,其市盈率约为244倍,预期市盈率为117倍。即便如此,UBS仍称其为顶级的成长故事。

  Palantir第四季度营收增长70%至14亿美元,美国商业销售额增长137%起到了推动作用。剩余履约义务增长143%至42亿美元,同时管理层预测2026年营收将增长60%,达到约71.9亿美元。预计美国商业收入将达到31.4亿美元,即增长一倍以上。

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