在最新的业绩测试后,Palantir延续上涨

Palantir (NAS100:PLTR) 的股票在最新业绩公布后仍然是市场的主要引领者,这给分析师留下了深刻的印象。

PLTR -日图

PLTR股价原本在160美元附近面临阻力,但已经突破后,现在看来下一个目标是200美元。

过去两年,Palantir一直是美国科技市场最热门的股票之一,而且从4月份的低点开始强劲反弹。该公司上周公布了收益,推动了近期的反弹,但投资者现在正试图捍卫其高估值。

花旗分析师相信,这家人工智能公司能够在商业和政府合同中继续表现出强劲的业绩。

“我们对商业基本面持建设性态度……”分析师们表示,但他们补充称,“尽管政府的加速令人印象深刻,但下半年的增长要说服投资者还有更艰巨的任务。”

“我们继续看到AI政府的强劲需求,Palantir与核公司签署了一份为期五年的1亿美元合同,并与美国海军签署了合同。”

该公司目前的预期市盈率为245倍,使其成为标准普尔500指数中估值最高的公司。英伟达是市场反弹中的另一只关键股票,但其预期市盈率为35倍。

Palantir每次发布财报可能都很难证明这一估值是合理的,而且如果市场转向看涨的人工智能主题,也突显出许多下行风险。

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