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Wedbush表示,受AIP需求增长的推动,Palantir有望实现强劲的第一季度业绩。

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-- Wedbush Securities周三表示,Palantir (PLTR)有望在第一季度实现强劲增长,这主要得益于其人工智能平台的应用案例不断增加,政府和商业领域的需求都在加速增长。Wedbush还补充道,PLTR仍然位列Ives AI 30强榜单。 Wedbush认为,随着人工智能革命的展开,Palantir未来几年市值有望达到万亿美元。 该券商表示,华尔街此前对Palantir第一季度营收15.4亿美元的预期似乎可以超越,因为在人工智能创新计划(AIP)的支持下,美国商业收入预计将超过第四季度139%的增幅,而华尔街低估了Palantir的商业努力。 Wedbush表示,尽管Palantir在产品研发、顶尖技术人才招聘和人工智能创新计划(AIP)方面投入巨资,但其第一季度净利润8.7亿美元至8.74亿美元的预期目标似乎可以实现。 根据报告,Palantir 还与多个联邦政府机构签署了数份价值数千万美元的合同,表明其技术在政府领域的应用日益广泛。 该公司将于周一盘后公布第一季度业绩。 Wedbush 维持对 Palantir 的“跑赢大盘”评级,目标价为 230 美元。

Price: $136.81, Change: $-4.37, Percent Change: -3.10%

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