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Palantir Earnings Preview: This Mysterious Company Is Changing the Landscape of Modern Warfare
$Palantir (PLTR.US)$ surged by 340.48% last year. Its prominent position in AI application for government and military domain makes the company highly unique. However, a TTM price-to-earnings ratio exceeding 300 times has led many analysts to set target prices below the current market price.
Palantir is scheduled to release its financial report on February 3rd. Consensus forecasts from major institutional analysts show that its Q4 revenue growth rate is expected to reach 27.69% and EPS growth rate is anticipated to achieve 22.75%.
Currently, over 55% of its revenue comes from the government sector, while the commercial applications representing a fast-growing segment for the company.
● How does Palantir apply AI in the military sector?
Palantir has maintained a good cooperative relationship with the U.S. Department of Defense. This also gives the company a somewhat mysterious appearance. Its applications in the military sector are mainly focused in the following areas:
- Intelligence Analysis:Palantir can utilize AI-powered image recognition technologies and algorithms for intelligent mining and analysis of satellite imagery, drone reconnaissance images, and videos to extract valuable intelligence, such as identifying enemy military facilities, equipment deployments, and troop movements.
- Assisted Decision-Making/Combat Planning:The company is able to use generative AI models based on past action data, characteristics of troop commanders, and assessments of the enemy to formulate combat plans, providing planners with more options and assisting commanders to make quick decisions in complex battlefield environments.
- Intelligent Weapon Coordination:AI can be used to achieve automated collaboration with fighter jets, tanks, and other military equipment, such as AI-controlled unmanned combat aircraft coordinating with manned aircraft to enhance combat power and efficiency.
● What are the scenarios for Palantir's enterprise applications?
Palantir's enterprise applications include two products, Apollo and Foundry, mainly used for big data analytics, supply chain optimization and customer relationship management.
For instance, enterprise Lockheed Martin utilizes Palantir Foundry for large-scale data integration and analysis, optimizing its supply chain management and production processes in aerospace manufacturing.
● What are the analysts' views?
Wedbush has raised its target price for Palantir Technologies from $75 to $90 while retaining an Outperform rating.
Analyst Dan Ives highlighted that based on recent evaluations and a strengthened belief in Palantir's AI strategy, he supports a strong positive forecast for the company into 2025.
Ives remarked, "We believe Palantir has a path to become the next Oracle or Salesforce over the coming years."
He and his team argue that the financial community may be underappreciating the potential for Palantir's AIP U.S. commercial business, which could generate over $1 billion in revenue in the near future. They also noted the formidable technological edge that CEO Alex Karp and his team have established.
Moreover, the analysts pointed out that the Trump Administration’s focus on AI, particularly with initiatives like Project Stargate and other U.S. government activities involving the Department of Defense, provides a favorable environment for Palantir. This focus on strategic AI development at the federal level is expected to particularly benefit Palantir's engagements with government clients.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Buy n Die Together❤ :
102524507 : as usual hyped is the win nowadays. no fundamental
102596566 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Frozenjs 102524507 : nowadays how many people look @ the financials & fundamental when investing. Anyway mostly are trend investing, follow the herd.
TronghungDao : good news
Wait transform 4 eye : only will loyal one
MONEY IS FAKE 102524507 : it's a military AI company started by Peter Thiel, in a Trump/Vance Presidency, while the entire world is ramping up defense spending.
You'd be a fool to think this isn't going to be the biggest DoD AI contractor for the foreseeable future.
$PLTR 250131 75.00C$
104728665 : lol
ko lok :
Bullish Law : Everyone who is early or late to the pltr party is laughing![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
all the way to the bank! All are welcome!
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