Daniel Pronk 对 $PLTR 的判断变化

2026-08-25看跌
《5 Stocks I'm Selling, Buying & Watching After Earnings》
PLTR基本面卓越但估值过高;该股应回避,因为价格要求过多增长,而年回报仅12%。

好的,现在让我们继续讨论我想谈的第四只股票,那就是Palanteer,因为我认为Palanteer拥有整个季度最好的财报,至少从我看到的来看是这样。那么,让我们看看亮点。这张截图显示,Palanteer的美国营收增长了115%,环比增长了23%。

美国商业营收增长了149%,美国政府营收同比增长了90%。总营收增长了93%,这意味着Palanteer的业务在同比基础上几乎翻了一番,这简直太疯狂了。经营自由现金流约为12.2亿,自由现金流利润率为63%。

因此,Palanteer的业务在同比基础上几乎再次翻倍的同时,还保持了高盈利能力。这确实令人印象深刻。

All right, now let's move on to the fourth stock that I want to talk about. And this one is Palunteer because Palanteer, I think, had the best earnings report of the entire season, at least from what I saw.

So, let's take a look at the highlights. This screenshot shows us that Palunteer had 115% US revenue growth and it grew 23% quarter-over-arter. US commercial revenue grew 149% and US government revenue grew 90% year-over-year.

Total revenue grew 93% which means that Palunteer's business nearly doubled on a year-over-year basis which is just insane. And operating in free cash flow came in at about 1.22 billion with a 63% free cash flow margin.

So Palunteer's business is highly profitable while nearly doubling its revenue again on a year-over-year basis. That is truly impressive.