Palantir Leader In 'Rapidly Emerging, Diverse Enterprise AI Market,' Says Analyst, But Prefers To Stay On Sidelines: Here's Why
Palantir Leader In 'Rapidly Emerging, Diverse Enterprise AI Market,' Says Analyst, But Prefers To Stay On Sidelines: Here's Why
Data analytics company Palantir Technologies, Inc. (NYSE:PLTR), which owns a proprietary artificial intelligence platform, AIP, is a great AI play, said an analyst at Northland Capital Markets.
数据分析公司Palantir Technologies, Inc.（NYSE:PLTR）拥有专有的人工智能平台AIP，是一家很棒的人工智能投资，北兰德资本市场的分析师表示。
The Palantir Analyst: Michael Latimore initiated Palantir shares with a Market Perform rating and a $35 price target, suggesting merely an 8% upside from current levels.
Palantir 分析师Michael Latimore以市场表现评级和35美元的目标价开始了Palantir股票，仅暗示当前水平的8%上涨。
The Palantir Thesis: Palantir's AI operating system, powered by its 'Ontology' software overcomes myriad roadblocks to adoption and ignited AI use across the enterprise landscape, said Latimore in a note. "Palantir doesn't just automate insight creation, but also decisions – the next wave of AI," he said.
Palantir 本体软件驱动的人工智能操作系统克服了采用的重重障碍，并在企业领域点燃了人工智能的使用，Latimore在一份笔记中表示。他说:"Palantir不仅自动化了洞察力的创造，而且还决策-这是人工智能的下一个浪潮。"
Palantir's platform, the analyst said, produces AI at scale, leading to compounding value instead of compounding complexity. The company eases access to and use of siloed, disconnected data that enterprises have without "expensive rip and replace" processes, he said, adding "Palantir makes every company's data great, and thus, fuels great enterprise AI."
分析师表示，Palantir的平台产生大规模的人工智能，导致增值而不是增加复杂性。他说，该公司简化了企业拥有的隔离的、不连贯的数据访问和使用，而无需"昂贵的割裂和替换"过程，他补充说"Palantir让每家公司的数据变得出色，从而促进了出色的企业人工智能。"
Tracing the evolution of AI, Latimore noted that the first advancement involved computers recognizing basic anomalies in data, the next incremental value came from automated insights and the third step was automated decisions. "Palantir elevates all three AI areas for a company, and greatly advance decisions," he said.
Latimore追溯了人工智能的发展，指出第一个进步涉及计算机识别数据中的基本异常，下一个增值来自自动化洞察力，第三步是自动化决策。"Palantir提升了公司的所有三个人工智能领域，大大推进了决策。"他说。
The analyst noted that AI drives material efficiencies, new revenue sources and security, with the addressable markets growing at a 30%+ rate. Use cases will likely expand over time within the companies, he added.
分析师指出，人工智能推动了实质效率、新的营业收入来源和安防，可寻址市场以30%以上的速度增长。用例可能会随着时间在企业内扩展，他补充说。
Palantir is a "way to invest in the rapidly emerging, diverse enterprise AI market," the analyst said, adding that the company's enterprise segment is accelerating, helping to propel the entire business, which currently depends on governments for 50% of its revenues.
分析师表示，Palantir是一种"投资迅速崛起的多样化企业人工智能市场的方式 "，他补充说，公司的企业业务部门正在加速，有助于推动整个业务，目前依赖政府占50%的营收。
"We estimate Palantir to hit 59 on the rule of 40 in FY24 and 57 in FY25. This top tier metric suggests PLTR should be able to trade at 22x revenue in a year, putting the stock at $35," the analyst said.
"我们预计Palantir在FY24达到40规则的59上，在FY25达到57。这个顶级指标表明PLTR明年应该能以营业收入的22倍交易，将股价定为35美元。"分析师说。
The analyst said he would look to buy this enterprise AI leader on dips.
分析师表示他会寻求在股价下跌时买入这家企业人工智能领军企业。
In premarket trading, Palantir rose 0.21% to $32.61, according to Benzinga Pro data.
在盘前交易中，Palantir股价上涨了0.21%，至32.61美元，根据Benzinga Pro的数据。
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图片来自shutterstock。