---
title: "尽管失去了德国情报合同，Palantir 仍然提升了 2026 年的展望"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286693423.md"
description: "Palantir 将其 2026 年收入增长预测上调至 71%，因为第一季度表现强劲，报告美国政府收入为 6.87 亿美元，同比增长 84%。然而，它失去了与 ChapsVision 的德国合同，突显出欧洲对本土软件的趋势。尽管如此，分析师们仍然保持乐观，华尔街的目标价为 194.17 美元，显示出由人工智能和政府需求驱动的潜在 44.91% 上涨空间"
datetime: "2026-05-18T01:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286693423.md)
  - [en](https://longbridge.com/en/news/286693423.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286693423.md)
---

# 尽管失去了德国情报合同，Palantir 仍然提升了 2026 年的展望

Forecast raised: Palantir now expects 71% revenue growth in 2026 after a strong Q1, with $687 million in U.S. government revenue, up 84% year over year. German contract loss: Germany's BfV chose French firm ChapsVision’s ArgonOS over Palantir, underscoring Europe's preference for domestic intelligence software post-Snowden. Analysts stay bullish: Despite European setbacks, Wall Street's average price target of $194.17 implies a 44.91% upside, driven by strong AI and government demand.

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