<p>Palantir Technologies 将于 2 月 2 日星期一市场收盘后发布其 2025 年第四季度财报。这家数据分析公司在报告发布前，凭借上一季度的强劲表现，保持了良好的势头。</p>
<p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/PLTR/embed?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/PLTR/embed"/></p>
<p>Palantir Technologies Inc., PLTR</p>
<p>华尔街预计该公司在 2025 年第四季度的收入将达到 13.4 亿美元。这比去年同期增长了 62%。增长率相比于 2024 年第四季度录得的 36% 有所改善。</p>
<p>分析师预计本季度每股收益为 0.23 美元。这将比去年同期增长 64.3%。</p>
<p>该公司在超出预期方面有着良好的记录。在过去两年中，Palantir 在每个季度的收入预期上平均超出 4.4%。</p>
<p>上个季度公司交出了令人印象深刻的业绩。收入达到 11.8 亿美元，超出分析师预期 8%。这比去年同期增长了 62.8%。</p>
<p>该公司还超出了 EBITDA 预期，并为下一个季度提供了超过分析师预测的收入指引。Palantir 的股票在 2025 年上涨了大约 78%。</p>
<p>分析师在过去 30 天内基本保持了他们的预期。这表明他们预计公司在财报发布前将继续保持当前的轨迹。</p>
<h2>投资者关注领域</h2>
<p>在结果公布时，几个关键指标将吸引投资者的注意。商业客户增长仍然是市场观察者的主要关注点。</p>
<p>人工智能平台（AIP）的采用率将提供产品势头的洞察。政府合同活动也很重要，因为该公司在该领域具有强大的存在。</p>
<p>管理层的前瞻性指引将影响市场对结果的反应。期权交易者目前预计在公告后股票将有约 10.44% 的波动。</p>
<h2>分析师分歧</h2>
<p>华尔街对该股票的前景看法不一。RBC Capital 的分析师 Rishi Jaluria 维持卖出评级，目标价为 50 美元。</p>
<p>Jaluria 表达了对商业业务势头可持续性的担忧。他引用了基于政府支出数据和投资者研究的合同活动放缓和竞争加剧。</p>
<p>该分析师还指出，零售投资者对缺乏资本回报感到越来越沮丧。尽管 Palantir 的现金状况良好，但这一点仍然存在。</p>
<p>Citi Research 的分析师 Tyler Radke 则持相反观点。他将该股票的评级从中性上调至买入，目标价为 235 美元。</p>
<p>Radke 预计人工智能的加速采用和更强的收入增长将持续到 2026 年。他认为商业和政府客户领域都表现出特别的强劲。</p>
<p>更广泛的数据和分析软件行业最近面临挑战。该组的股价在过去一个月平均下跌了 10.9%。</p>
<p>Palantir 的股票在同一时期下跌了 12.3%。该股票目前交易价格为 146.96 美元，分析师的平均目标价为 189.94 美元。</p>
<p><strong>华尔街的共识评级为持有。这包括 10 个持有推荐、6 个买入评级和 2 个卖出评级。平均目标价显示出从当前水平有 25.08% 的上涨空间。</strong></p>
<p>在数据和分析软件领域的同行中，只有 Commvault 目前已发布业绩。该公司超出了收入预期 4.9%，同比销售增长 19.5%。然而，财报发布后，该股下跌了 30.5%。</p>
<hr/>
<p><em>更多来自此作者的内容：</em></p>
<p>未来一周：科技财报和就业报告突显繁忙的市场周</p>
<p>Unity Software 股票在谷歌项目 Genie 发布后下跌 20%</p>
<p>以太坊价格：跌破 2800 美元支撑位，技术图表指向更多下行空间</p>

<p>Palantir Technologies 将于 2 月 2 日发布 2025 年第四季度财报，预计收入为 13.4 亿美元，同比增长 62%。分析师预计每股收益为 0.23 美元，增长 64.3%。该公司有超出收入预期的历史。需要关注的关键指标包括商业客户增长和人工智能平台的采用情况。分析师意见分歧，RBC 维持卖出评级，而花旗则上调至买入评级。该股最近下跌 12.3%，目前交易价格为 146.96 美元，市场共识为持有评级，较当前水平有 25.08% 的上涨潜力</p>

<p>Palantir Technologies releases its fourth quarter 2025 results on Monday, February 2, after the market closes. The data analytics company enters the report with strong momentum from its previous quarter performance.</p>
<div class="lb-trans"><p>Palantir Technologies 将于 2 月 2 日星期一市场收盘后发布其 2025 年第四季度财报。这家数据分析公司在报告发布前，凭借上一季度的强劲表现，保持了良好的势头。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://knockoutstocks.com/api/stocks/PLTR/embed" alt="" original-src="https://knockoutstocks.com/api/stocks/PLTR/embed"/></p>
<p>Palantir Technologies Inc., PLTR</p>
<div class="lb-trans"><p>Palantir Technologies Inc., PLTR</p>
</div><p>Wall Street expects the company to deliver $1.34 billion in revenue for Q4 2025. This represents a 62% increase compared to the same period last year. The growth rate shows improvement from the 36% increase recorded in Q4 2024.</p>
<div class="lb-trans"><p>华尔街预计该公司在 2025 年第四季度的收入将达到 13.4 亿美元。这比去年同期增长了 62%。增长率相比于 2024 年第四季度录得的 36% 有所改善。</p>
</div><p>Analysts project earnings per share of $0.23 for the quarter. This would mark a 64.3% jump year over year.</p>
<div class="lb-trans"><p>分析师预计本季度每股收益为 0.23 美元。这将比去年同期增长 64.3%。</p>
</div><p>The company has a solid track record of beating expectations. Over the past two years, Palantir exceeded revenue estimates in every single quarter by an average of 4.4%.</p>
<div class="lb-trans"><p>该公司在超出预期方面有着良好的记录。在过去两年中，Palantir 在每个季度的收入预期上平均超出 4.4%。</p>
</div><p>Last quarter delivered impressive results for the company. Revenue reached $1.18 billion, beating analyst expectations by 8%. This represented a 62.8% increase from the prior year period.</p>
<div class="lb-trans"><p>上个季度公司交出了令人印象深刻的业绩。收入达到 11.8 亿美元，超出分析师预期 8%。这比去年同期增长了 62.8%。</p>
</div><p>The company also surpassed EBITDA estimates and provided revenue guidance for the following quarter that topped analyst projections. Palantir stock has climbed roughly 78% in 2025 alone.</p>
<div class="lb-trans"><p>该公司还超出了 EBITDA 预期，并为下一个季度提供了超过分析师预测的收入指引。Palantir 的股票在 2025 年上涨了大约 78%。</p>
</div><p>Analysts have largely maintained their estimates over the past 30 days. This suggests they expect the business to continue its current trajectory heading into the earnings release.</p>
<div class="lb-trans"><p>分析师在过去 30 天内基本保持了他们的预期。这表明他们预计公司在财报发布前将继续保持当前的轨迹。</p>
</div><h2>Investor Focus Areas</h2>
<div class="lb-trans"><h2>投资者关注领域</h2>
</div><p>Several key metrics will draw investor attention when results are announced. Commercial customer growth remains a primary focus area for market watchers.</p>
<div class="lb-trans"><p>在结果公布时，几个关键指标将吸引投资者的注意。商业客户增长仍然是市场观察者的主要关注点。</p>
</div><p>The Artificial Intelligence Platform (AIP) adoption rate will provide insight into product momentum. Government contract activity also carries weight given the company’s strong presence in that segment.</p>
<div class="lb-trans"><p>人工智能平台（AIP）的采用率将提供产品势头的洞察。政府合同活动也很重要，因为该公司在该领域具有强大的存在。</p>
</div><p>Management’s forward guidance will shape market reaction to the results. Options traders currently expect about a 10.44% stock move in either direction following the announcement.</p>
<div class="lb-trans"><p>管理层的前瞻性指引将影响市场对结果的反应。期权交易者目前预计在公告后股票将有约 10.44% 的波动。</p>
</div><h2>Analyst Divide</h2>
<div class="lb-trans"><h2>分析师分歧</h2>
</div><p>Wall Street remains split on the stock’s prospects. RBC Capital analyst Rishi Jaluria maintains a Sell rating with a $50 price target.</p>
<div class="lb-trans"><p>华尔街对该股票的前景看法不一。RBC Capital 的分析师 Rishi Jaluria 维持卖出评级，目标价为 50 美元。</p>
</div><p>Jaluria expressed concerns about the sustainability of commercial business momentum. He cited slowing contract activity and increasing competition based on government spending data and investor research.</p>
<div class="lb-trans"><p>Jaluria 表达了对商业业务势头可持续性的担忧。他引用了基于政府支出数据和投资者研究的合同活动放缓和竞争加剧。</p>
</div><p>The analyst also pointed to growing frustration among retail investors over the lack of capital returns. This comes despite Palantir’s strong cash position.</p>
<div class="lb-trans"><p>该分析师还指出，零售投资者对缺乏资本回报感到越来越沮丧。尽管 Palantir 的现金状况良好，但这一点仍然存在。</p>
</div><p>Citi Research analyst Tyler Radke took the opposite view. He upgraded the stock from Neutral to Buy with a $235 price target.</p>
<div class="lb-trans"><p>Citi Research 的分析师 Tyler Radke 则持相反观点。他将该股票的评级从中性上调至买入，目标价为 235 美元。</p>
</div><p>Radke expects accelerating AI adoption and stronger revenue growth into 2026. He sees particular strength across both commercial and government customer segments.</p>
<div class="lb-trans"><p>Radke 预计人工智能的加速采用和更强的收入增长将持续到 2026 年。他认为商业和政府客户领域都表现出特别的强劲。</p>
</div><p>The broader data and analytics software sector has faced challenges recently. The group has underperformed with share prices down 10.9% on average over the last month.</p>
<div class="lb-trans"><p>更广泛的数据和分析软件行业最近面临挑战。该组的股价在过去一个月平均下跌了 10.9%。</p>
</div><p>Palantir stock declined 12.3% during the same period. The stock currently trades at $146.96 against an average analyst price target of $189.94.</p>
<div class="lb-trans"><p>Palantir 的股票在同一时期下跌了 12.3%。该股票目前交易价格为 146.96 美元，分析师的平均目标价为 189.94 美元。</p>
</div><p><strong>Wall Street’s consensus rating stands at Hold. This includes 10 Hold recommendations, six Buy ratings, and two Sell ratings. The average price target suggests 25.08% upside from current levels.</strong></p>
<div class="lb-trans"><p><strong>华尔街的共识评级为持有。这包括 10 个持有推荐、6 个买入评级和 2 个卖出评级。平均目标价显示出从当前水平有 25.08% 的上涨空间。</strong></p>
</div><p>Among peers in the data and analytics software segment, only Commvault has reported results so far. That company beat revenue estimates by 4.9% with 19.5% year-over-year sales growth. However, the stock dropped 30.5% following its earnings release.</p>
<div class="lb-trans"><p>在数据和分析软件领域的同行中，只有 Commvault 目前已发布业绩。该公司超出了收入预期 4.9%，同比销售增长 19.5%。然而，财报发布后，该股下跌了 30.5%。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的内容：</em></p>
</div><p>The Week Ahead: Tech Earnings And Jobs Report Highlight Busy Market Week</p>
<div class="lb-trans"><p>未来一周：科技财报和就业报告突显繁忙的市场周</p>
</div><p>Unity Software Stock Drops 20% Following Google Project Genie Launch</p>
<div class="lb-trans"><p>Unity Software 股票在谷歌项目 Genie 发布后下跌 20%</p>
</div><p>Ethereum Price: Breaks Below $2,800 Support As Technical Charts Point To More Downside</p>
<div class="lb-trans"><p>以太坊价格：跌破 2800 美元支撑位，技术图表指向更多下行空间</p>
</div>

Palantir (PLTR) Stock: What To Expect From Q4 Earnings Monday

- Palantir 第四季度 2025 的财报将于 2 月 2 日发布，预计收入达 13.4 亿美元。  
- 年同比增长 62%，超出此前 36% 的增长率，分析师预计每股收益为 0.23 美元。  
- 投资者关注商业客户增长和人工智能平台采用率等关键指标。

Palantir (PLTR) 股票：周一第四季度财报的预期