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.
數據分析公司Palantir Technologies, Inc.（NYSE:PLTR）擁有專有的人工智能平台AIP，是一家很棒的人工智能投資，北蘭德資本市場的分析師表示。
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 分析師Michael Latimore以市場表現評級和35美元的目標價開始了Palantir股票，僅暗示當前水平的8%上漲。
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 本體軟件驅動的人工智能操作系統克服了採用的重重障礙，並在企業領域點燃了人工智能的使用，Latimore在一份筆記中表示。他說:"Palantir不僅自動化了洞察力的創造，而且還決策-這是人工智能的下一個浪潮。"
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."
分析師表示，Palantir的平台產生大規模的人工智能，導致增值而不是增加複雜性。他說，該公司簡化了企業擁有的隔離的、不連貫的數據訪問和使用，而無需"昂貴的割裂和替換"過程，他補充說"Palantir讓每家公司的數據變得出色，從而促進了出色的企業人工智能。"
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追溯了人工智能的發展，指出第一個進步涉及計算機識別數據中的基本異常，下一個增值來自自動化洞察力，第三步是自動化決策。"Palantir提升了公司的所有三個人工智能領域，大大推進了決策。"他說。
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.
分析師指出，人工智能推動了實質效率、新的營業收入來源和安防，可尋址市場以30%以上的速度增長。用例可能會隨着時間在企業內擴展，他補充說。
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.
分析師表示，Palantir是一種"投資迅速崛起的多樣化企業人工智能市場的方式 "，他補充說，公司的企業業務部門正在加速，有助於推動整個業務，目前依賴政府佔50%的營收。
"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.
"我們預計Palantir在FY24達到40規則的59上，在FY25達到57。這個頂級指標表明PLTR明年應該能以營業收入的22倍交易，將股價定爲35美元。"分析師說。
The analyst said he would look to buy this enterprise AI leader on dips.
分析師表示他會尋求在股價下跌時買入這家企業人工智能領軍企業。
In premarket trading, Palantir rose 0.21% to $32.61, according to Benzinga Pro data.
在盤前交易中，Palantir股價上漲了0.21%，至32.61美元，根據Benzinga Pro的數據。
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圖片來自shutterstock。