<p>作者：Emily Bary</p>
<p>根据 Truist 的说法，这家人工智能软件公司拥有突出的利润率和收入增长，这种组合有助于为其股票的溢价定价提供合理依据。</p>
<p>Palantir 的股票在连续三年中实现了三位数的年度涨幅。</p>
<p>Palantir Technologies 的股票在传统估值指标下被认为价格昂贵。但华尔街最新的看涨分析师表示，拥有该股票值得支付溢价。</p>
<p>Truist Securities 分析师 Arvind Ramnani 在周二对该股票进行了覆盖，给予买入评级，称赞该公司的独特财务特征。他研究了 111 家软件公司，发现 Palantir（PLTR）的利润率在其中最高，增长率也位列前三。</p>
<p>他补充说，这一特征有助于证明其前瞻性市销率超过 70 的合理性。</p>
<p>不要错过：2026 年最热门的科技股是什么？ChatGPT 和 Gemini 对此有何看法。</p>
<p>Palantir 的业务多年来不断成熟和扩展，得益于人工智能的进步。该公司以其国防技术软件而闻名，但它还使公司能够在更广泛的意义上使用人工智能，以便更好地利用数据并加快手动流程。</p>
<p>Ramnani 称赞该公司的 “理想竞争地位”，帮助客户 “采用人工智能能力并在安全环境中利用其专有数据。” 客户包括 AT&amp;T（T）、Wendy's（WEN）、BP（BP）和 Walgreens，表明其业务范围远超国防技术。</p>
<p>Palantir 的人工智能势头显著加速了公司的收入增长率，相较于 2023 年中期，Ramnani 认为公司在现有客户基础以及新客户中进一步扩展业务机会的空间很大。</p>
<p>另见：这些软件股票可能在 2026 年带来巨大收益，分析师表示。</p>
<p>该公司的总可寻址市场在 2020 年直接上市时可能为 1190 亿美元，Palantir 当时占据了约 0.9% 的市场份额。现在，根据 Ramnani 的说法，市场机会几乎增加了三倍，而 Palantir 的渗透率估计为 1.3%。</p>
<p>财务状况也有所改善。Ramnani 指出，该公司现在的自由现金流利润率超过 40%，使其能够 “在长期内显著增加资本回报”，可能通过回购来抵消因股票薪酬而导致的稀释。</p>
<p>在周一的盘前交易中，Palantir 的股票小幅上涨。它们在经历了连续三年三位数的涨幅后，2025 年上涨了 135%。</p>
<p>阅读：他们将一切押在 Palantir 上，成为百万富翁。市场终极文化股票的内幕。</p>
<p>-Emily Bary</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>01-06-26 0912ET</p>

PLTR

<p>Truist Securities 分析师 Arvind Ramnani 对 Palantir Technologies 开始覆盖，并给予买入评级，理由是其卓越的利润率和收入增长。尽管估值较高，Ramnani 认为该股票的溢价是合理的，因为其独特的财务状况在分析的 111 家软件公司中拥有最高的利润率。Palantir 的人工智能进展拓宽了其业务，自 2020 年上市以来，其可寻址市场几乎增长了三倍。该公司有望实现显著的资本回报，支持其超过 40% 的自由现金流利润率</p>

<p>By Emily Bary</p>
<div class="lb-trans"><p>作者：Emily Bary</p>
</div><p>The AI software company has standout margins and revenue growth, the combination of which helps justify a premium price for the shares, according to Truist</p>
<div class="lb-trans"><p>根据 Truist 的说法，这家人工智能软件公司拥有突出的利润率和收入增长，这种组合有助于为其股票的溢价定价提供合理依据。</p>
</div><p>Palantir shares have logged triple-digit-percentage annual gains for three years in a row.</p>
<div class="lb-trans"><p>Palantir 的股票在连续三年中实现了三位数的年度涨幅。</p>
</div><p>Palantir Technologies' stock is notoriously expensive by conventional valuation metrics. But Wall Street's newest bull says it's worth paying a premium to own the stock.</p>
<div class="lb-trans"><p>Palantir Technologies 的股票在传统估值指标下被认为价格昂贵。但华尔街最新的看涨分析师表示，拥有该股票值得支付溢价。</p>
</div><p>Truist Securities analyst Arvind Ramnani initiated coverage of the stock with a buy rating on Tuesday, praising the company's unique financial profile. He looked at 111 software companies and found that Palantir (PLTR) had the highest margins of the bunch, along with a growth rate that ranked among the top three.</p>
<div class="lb-trans"><p>Truist Securities 分析师 Arvind Ramnani 在周二对该股票进行了覆盖，给予买入评级，称赞该公司的独特财务特征。他研究了 111 家软件公司，发现 Palantir（PLTR）的利润率在其中最高，增长率也位列前三。</p>
</div><p>That profile helps justify a forward-price-to-sales ratio upwards of 70, he added.</p>
<div class="lb-trans"><p>他补充说，这一特征有助于证明其前瞻性市销率超过 70 的合理性。</p>
</div><p>Don't miss: What are the hottest tech stocks for 2026? Here's what ChatGPT and Gemini had to say.</p>
<div class="lb-trans"><p>不要错过：2026 年最热门的科技股是什么？ChatGPT 和 Gemini 对此有何看法。</p>
</div><p>Palantir's business has matured and broadened out over the years, fueled by advancements in artificial intelligence. The company is best known for its defense-technology software, but it also enables companies to use AI in a more general sense as they look to do more with their data and speed up manual processes.</p>
<div class="lb-trans"><p>Palantir 的业务多年来不断成熟和扩展，得益于人工智能的进步。该公司以其国防技术软件而闻名，但它还使公司能够在更广泛的意义上使用人工智能，以便更好地利用数据并加快手动流程。</p>
</div><p>Ramnani praised the company's &#34;ideal competitive position&#34; helping customers &#34;adopt AI capabilities and leverage their proprietary data in a secure environment.&#34; Customers include AT&amp;T (T), Wendy's (WEN), BP (BP) and Walgreens - signaling breadth that goes well beyond defense tech.</p>
<div class="lb-trans"><p>Ramnani 称赞该公司的 “理想竞争地位”，帮助客户 “采用人工智能能力并在安全环境中利用其专有数据。” 客户包括 AT&amp;T（T）、Wendy's（WEN）、BP（BP）和 Walgreens，表明其业务范围远超国防技术。</p>
</div><p>Palantir's AI momentum has dramatically accelerated the company's revenue growth rates relative to what they were in mid-2023, and Ramnani sees room for the company to further expand business opportunities within its existing customer base as well as with new clients.</p>
<div class="lb-trans"><p>Palantir 的人工智能势头显著加速了公司的收入增长率，相较于 2023 年中期，Ramnani 认为公司在现有客户基础以及新客户中进一步扩展业务机会的空间很大。</p>
</div><p>See also: These software stocks could deliver big gains in 2026, analysts say</p>
<div class="lb-trans"><p>另见：这些软件股票可能在 2026 年带来巨大收益，分析师表示。</p>
</div><p>The company's total addressable market was perhaps $119 billion when the company held its 2020 direct listing, and Palantir commanded an estimated 0.9% of it. Now the market opportunity has nearly tripled, according to Ramnani, with Palantir's penetration at an estimated 1.3%.</p>
<div class="lb-trans"><p>该公司的总可寻址市场在 2020 年直接上市时可能为 1190 亿美元，Palantir 当时占据了约 0.9% 的市场份额。现在，根据 Ramnani 的说法，市场机会几乎增加了三倍，而 Palantir 的渗透率估计为 1.3%。</p>
</div><p>Financials have improved as well. The company now sports a free-cash-flow margin north of 40%, Ramnani noted, putting it in a position to &#34;significantly increase capital returns over the long time,&#34; presumably through buybacks that could help offset the dilution stemming from stock-based compensation.</p>
<div class="lb-trans"><p>财务状况也有所改善。Ramnani 指出，该公司现在的自由现金流利润率超过 40%，使其能够 “在长期内显著增加资本回报”，可能通过回购来抵消因股票薪酬而导致的稀释。</p>
</div><p>Palantir shares are up fractionally in Monday's premarket action. They're coming off their third year in a row of triple-digit gains, after rising 135% over the course of 2025.</p>
<div class="lb-trans"><p>在周一的盘前交易中，Palantir 的股票小幅上涨。它们在经历了连续三年三位数的涨幅后，2025 年上涨了 135%。</p>
</div><p>Read: They bet everything on Palantir and became millionaires. Inside the market's ultimate cult stock.</p>
<div class="lb-trans"><p>阅读：他们将一切押在 Palantir 上，成为百万富翁。市场终极文化股票的内幕。</p>
</div><p>-Emily Bary</p>
<div class="lb-trans"><p>-Emily Bary</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>01-06-26 0912ET</p>
<div class="lb-trans"><p>01-06-26 0912ET</p>
</div>

Why this new Palantir bull says the stock is worth its hefty price

- Palantir 公司股票被认为值得溢价购买，因其财务表现优异。  
- 分析师指出，该公司拥有最高的利润率和增长率，未来市场机会明显增加。  
- Palantir 的业务增长受到人工智能推动，客户范围广泛，财务状况改善显著。

为什么这位新的 Palantir 看涨者认为该股票值得其高昂的价格