BofA Securities analyst Mariana Perez Mora maintains $Palantir (PLTR.US)$ with a buy rating, and adjusts the target price from $50 to $75.
According to TipRanks data, the analyst has a success rate of 78.9% and a total average return of 45.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Palantir (PLTR.US)$'s main analysts recently are as follows:
Palantir has showcased its capability to digitize various sectors from financial enterprises to defense systems including missile production, positioning itself as a pivotal player in an era where attributes such as efficiency, innovation, safety, and speed are highly prized. The importance of software, which constitutes 17% of U.S. nonresidential private fixed investments, underscores Palantir's potential dominance as firms increasingly rely on software and AI solutions to enhance margins instead of expanding through fixed assets.
The broader software industry is poised to embrace AI significantly, with expectations that the use cases for AI will proliferate. It is anticipated that enterprise adoption will kick off in earnest by 2025 with the deployment of large language models widely across the industry. Furthermore, the genuine embrace of generative AI is predicted to serve as a key driver for the software sector's growth. This optimism reflects a broader bullish sentiment regarding the upcoming phase of the AI transformation expected to sweep through the software sector by 2025.
Note:
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美银证券分析师Mariana Perez Mora维持$Palantir (PLTR.US)$买入评级,并将目标价从50美元上调至75美元。
根据TipRanks数据显示,该分析师近一年总胜率为78.9%,总平均回报率为45.6%。
此外,综合报道,$Palantir (PLTR.US)$近期主要分析师观点如下:
Palantir展示了其实现从金融企业到防御系统(包括导弹生产)等各个领域的数字化能力,在效率、创新、安全和速度等属性备受重视的时代,Palantir将自己定位为关键参与者。软件占美国非住宅私人固定投资的17%,其重要性凸显了Palantir的潜在主导地位,因为企业越来越依赖软件和人工智能解决方案来提高利润率,而不是通过固定资产进行扩张。
更广泛的软件行业有望大力采用人工智能,预计人工智能的用例将激增。随着大型语言模型在整个行业的广泛部署,预计到2025年,企业的采用将正式开始。此外,预计真正采用生成式人工智能将成为软件行业增长的关键驱动力。这种乐观情绪反映了对预计到2025年席卷软件行业的人工智能转型的更广泛看涨情绪。
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