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降目标、提预期……花旗“均衡”唱多Palantir(PLTR.US)：商业与联邦业务强劲，重申“买入”评级

智通财经
Jul 24
【降目标、提预期……花旗“均衡”唱多Palantir(PLTR.US)：商业与联邦业务强劲，重申“买入”评级】智通财经APP获悉，当Palantir(PLTR.US)股价年内累计下跌逾30%、市场对AI概念股的热情持续降温之际，花旗分析师Tyler Radke却选择逆势看好。这位华尔街长期看好Palantir的多头代表，在重申“买入”评级的同时，将目标价从225美元下调至200美元。然而，目标价的削减并非源于悲观——恰恰相反，Radke大幅上调了2027财年盈利预期，预计收入将同比增长53%，远超华尔街约45%的共识。这一“降目标、提预期”的矛盾操作，折射出Palantir当前所处的独特困境：基本面持续加速，估值却仍在消化过去的泡沫。Palantir将于8月3日美股盘后公布最新季度业绩。

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