Government Surveillance Contractor Palantir's AI Tactics Under Microscope By Wall Street Analysts: Must 'Consistently Demonstrate' Growth For Its Valuation
Government Surveillance Contractor Palantir's AI Tactics Under Microscope By Wall Street Analysts: Must 'Consistently Demonstrate' Growth For Its Valuation
Software and data analytics company Palantir Technologies (NYSE:PLTR) reported first-quarter financial results after market close Monday.
软件和数据分析公司Palantir Technologies（纽约证券交易所代码：PLTR）在周一收盘后公布了第一季度财务业绩。
Analysts size up the first-quarter earnings beat and what's next for the company.
分析师扩大了第一季度的盈利水平以及公司的下一步发展。
The Palantir Analysts: Goldman Sachs analyst Gabriela Borges has a Neutral rating and raised the price target from $13 to $14.
Palantir分析师：高盛分析师加布里埃拉·博尔赫斯的评级为中性，并将目标股价从13美元上调至14美元。
Mizuho analyst Gregg Moskowitz has a Neutral rating and $21 price target.
瑞穗分析师格雷格·莫斯科维茨的评级为中性，目标股价为21美元。
Related Link: Palantir Stock Is Falling Tuesday: What's Going On?
相关链接：Palantir股票周二下跌：发生了什么？
Goldman Sachs on Palantir: The company's Bootcamp interactive workshop could be in the early stages of conversion, according to Borges.
高盛谈Palantir：博尔赫斯表示，该公司的Bootcamp互动研讨会可能处于转换的初期阶段。
"We believe investors will focus on the sustainability of US Commercial growth to underwrite whether Palantir can maintain or accelerate 20%+ total revenue growth over the medium term," Borges said.
博尔赫斯说：“我们相信，投资者将关注美国商业增长的可持续性，以保障Palantir能否在中期内维持或加速20％以上的总收入增长。”
The analyst said Palantir beat revenue estimates from analysts and raised its full-year revenue and operating income guidance.
该分析师表示，Palantir超过了分析师的收入预期，并上调了全年收入和营业收入预期。
"We continue to view Palantir as uniquely positioned to leverage its core data stitching competencies into enterprises that are looking to deploy AI use cases."
“我们仍然认为Palantir处于独特的地位，可以利用其核心数据拼接能力为希望部署人工智能用例的企业提供服务。”
The analyst said over 915 organizations have participated in AI boot camps to date, with 136 deals closed in the first quarter.
这位分析师表示，迄今为止，已有超过915个组织参与了人工智能新手训练营，第一季度完成了136笔交易。
"We look to gauge to what extent Palantir can consistently convert bootcamps into bookings and revenue as we believe this go to market is still in the early stages of being formalized."
“我们希望衡量Palantir可以在多大程度上持续地将训练营转化为预订量和收入，因为我们认为这种上市仍处于正式化的初期阶段。”
Mizuho on Palantir: The company's artificial intelligence platform showed encouraging signs, Moskowitz said.
瑞穗谈Palantir：莫斯科维茨说，该公司的人工智能平台显示出令人鼓舞的迹象。
The analyst said the first-quarter financial report was solid with "healthy revenue upside."
这位分析师表示，第一季度财务报告稳健，“收入增长良好”。
"The rebound in Government was a pleasant surprise, although the Commercial beat coming entirely from strategic commercial contracts was not," Moskowitz said.
莫斯科维茨说：“政府的反弹令人惊喜，尽管完全来自战略商业合同的商业表现并非如此。”
The analyst said the strong report and raised guidance "could help alleviate potential investor concerns."
这位分析师表示，强劲的报告和提出的指导方针 “可能有助于缓解潜在投资者的担忧”。
"We believe PLTR needs to consistently demonstrate stronger execution and growth in order to justify a higher valuation."
“我们认为，PLTR需要持续表现出更强的执行力和增长，才能证明更高的估值是合理的。”
The analyst said Palantir showed strong momentum for its AI Platform, with high demand coming from U.S. enterprises.
这位分析师表示，Palantir显示出其人工智能平台的强劲势头，来自美国企业的高需求。
"Mgmt also reiterated that it is seeing exceptional interest in its AIP bootcamps, which are helping PLTR meaningfully compress sales cycles as new customers are landing and expanding at an accelerating rate."
“管理层还重申，随着新客户加速进入和扩张，AIP训练营正帮助PLTR有意义地缩短销售周期。”
The analyst's $21 price target is based on an enterprise value divided by sales multiple of 18.5x for 2024 estimates and 15.5x for 2025 estimates. Moskowitz said the premium multiple to other enterprise software companies is based on Palantir's "strong strategic positioning with large customers and the potential for accelerated growth in future years."
分析师的21美元目标股价基于企业价值除以2024年估计值的18.5倍和2025年估计值的15.5倍的销售倍数。莫斯科维茨说，向其他企业软件公司提供的溢价倍数是基于Palantir “在大客户中的强大战略定位以及未来几年加速增长的潜力”。
PLTR Price Action: Palantir shares are down 14% to $21.65 on Tuesday, versus a 52-week trading range of $8.66 to $27.50. Palantir shares are up 180% over the last year.
PLTR价格走势：周二，Palantir股价下跌14％，至21.65美元，而52周的交易区间为8.66美元至27.50美元。帕兰蒂尔的股价比去年上涨了180％。
Photo: World Economic Forum on Flickr
照片：Flickr 上的世界经济论坛