-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：PLTR本季度业绩再创新高，营收达16.33亿美元，同比增长85%，环比增长16%，超出预期，并比市场普遍预期高出9000万美元。调整后每股收益为0.33美元，GAAP每股收益为0.34美元，均超出华尔街预期0.05美元。“40法则”得分达到145%，高于第四季度的127%。85%的同比增长率创下PLTR历史新高，主要得益于美国市场的强劲增长势头，该市场营收同比增长104%，达到12.82亿美元，翻了一番还多。其中，美国商业收入为5.95亿美元，同比增长133%；政府收入为6.87亿美元，同比增长84%。在经历了六个季度的低迷表现后，国际商业收入重回两位数增长，同比增长26%。盈利能力指标大幅提升，GAAP营业利润率达到46%，调整后营业利润率达到60%。管理层大幅上调2026财年全年业绩预期至76.5亿美元至76.62亿美元（同比增长71%），较此前预期上调10个百分点，并显著高于市场普遍预期的72.77亿美元。
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