Parkev Tatevosian, CFA 对 $PLTR 的判断变化

2026-09-15看涨
《Better Buy: Palantir Stock vs. Microsoft Stock | PLTR Stock vs. MSFT Stock》
由于营收增速为 MSFT 的 3 倍且利润率更优,PLTR 是相较 MSFT 更受青睐的加仓选择。

Palanteer 产生的收入只是 Microsoft 整体收入的一小部分,但已经实现了利润率,取决于你看的是哪个指标,甚至比 Microsoft 更好。

Palanteer is generating a tiny fraction of the overall revenues that Microsoft is generating, but is already earning a profit margin, depending on the metric you look at, better than Microsoft.

这是否意味着,按当前市场价格,Palunteer 股票比 Microsoft 股票是更好的买入机会?Microsoft 在过去 12 个月期间产生了 3320 亿美元的收入。Palanteer 只是其中极小极小的一部分,为 61.56 亿美元。

Does that make Palunteer stock a better buying opportunity than Microsoft stock at current market prices? Microsoft generated $332 billion in revenue over the trailing 12-month period.

Palunteer a tiny tiny fraction of that at 6.156 billion.

2026-09-09看涨
《Is Palantir Stock an Undervalued AI Stock to Buy? | PLTR Stock Analysis》
PLTR 是一个买入机会;由于基本面强劲,该股略有低估,预计未来 12-18 个月回报率约为 20%。

Palantir 将 2026 财年全年营收预期上调至平均超过 81 亿美元,同比增长 82%。鉴于该公司在营业利润率和销售现金流方面高度盈利,这些营收增长率很可能为投资者带来丰厚的利润和现金流。

Palantir raised its full-year 2026 revenue forecast to more than $8.1 billion on average, representing an 82% year-over-year increase. Given that this company is highly profitable in terms of operating profit margin and cash flow from sales, these revenue growth rates are likely to lead to booming profits and cash flows for investors.