以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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PLTR

481 atoms · 跨 60 天 · 首见 2026-04-09 · 最近 2026-07-06

三色: 🟦 fact 337 · 🟥 take 144 · stance ▲195/▼60/◆55

叙事状态: ⚔️ contested (分歧) · 📉 放缓 · 策展近14d 2 atom · 🐦 X 近14d 55

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 10 · X 455 · 卖 8

时态: fresh:417 · aging:43 · stale:19 · expired:2

标签: 好数字:270 · 好观点:155 · 好信源:106 · 好思考:19 · 好问题:5

别名 (合并): Palantir

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Palantir 核心叙事围绕“行业领先的成长性与利润率”，被视作顶级投资标的 ¹。Wedbush 重申跑赢大盘评级并给出 230 美元目标价 ¹，Oppenheimer 同样给予跑赢评级，目标价 200 美元 ¹。基准情景下，FY26-29 年营收 CAGR 预计达 39% ¹，管理层已将 FY26 全年营收指引上调至 71% 同比增长 ¹。然而，公司面临竞争加剧威胁，例如 Claude Tag 可能终结 Palantir 基于信息访问权限的业务模式 ¹，其“v1 拼凑式”架构也面临被超越的风险 ¹。地缘政治层面，Palantir 公开批评战后和平主义 ¹，并直言 AI 未来建设“无论是否获得你同意”都会推进 ¹。

🧭 拥挤度 (一人一票): ▲ 28 位作者 (KOL27 · 卖方1) + 群 3 条 vs ▼ 24 位作者 (KOL24) + 群 3 条

⚖️ 多头 27/28 来自KOL

📄 广泛报道的事实 · 20 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

Q1 2026 总营收增长率 — 3 源报道 (含2快讯) · X
当前股价 — 3 源报道 (含1快讯) · X
Q1 adjusted EPS — 5 源报道 (含5快讯) · X
对乌克兰的支持立场 — 2 源报道 · X
FY 2026 营收指引增长率 — 2 源报道 (含1快讯) · X
Q1 revenue — 4 源报道 (含4快讯) · X
全年营收指引 — 2 源报道 (含1快讯) · X
Met police £50M deal blocked by London Mayor — 2 源报道 (含1快讯) · X
政府客户迁移到开源AI — 3 源报道 (含3快讯) · X
Q1 adjusted EBITDA — 2 源报道 (含2快讯) · X
实际每股收益 — 2 源报道 (含2快讯) · X
Q1 2026 U.S. Revenue — 2 源报道 (含2快讯) · X
Q2 2026 Revenue Guide — 2 源报道 (含2快讯) · X
Deals Closed at >= $1M — 2 源报道 (含2快讯) · X
Q1 2026 调整后自由现金流 — 2 源报道 (含2快讯) · X
季度营收同比增长率 — 2 源报道 (含2快讯) · X
全年营收指引增长率 — 2 源报道 (含2快讯) · X
总收入同比增长 — 2 源报道 (含2快讯) · X
US Commercial Customer Count — 2 源报道 (含2快讯) · X
Wolfe Research评级 — 2 源报道 (含2快讯) · X

💢 核心分歧 (5 轴)

1. 高增长消化估值 vs 完美定价

*topic: 估值/盈利能力 · 16 bull vs 5 bear*

🟢 bullish 侧:

<a id="atom-a7555aa4d0900398"></a>2026-05-04 X·@earnings_guy · 每股收益超预期幅度 · 盈利能力/财报 +同日1条
EPS超预期: 18%
tags: 好数字·好信源 · → daily
value: qty=18% · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-f9be3e55db995ae9"></a>2026-05-04 X·@StockSavvyShay · 季度EPS · 盈利能力 +同日1条
EPS $0.33 vs Est. $0.24
tags: 好数字 · → daily
value: qty=$0.33 · date=Q1 2026
📷 原图
<a id="atom-89bdc469526a0150"></a>2026-05-04 X·@PalantirTech · Q1 2026 调整后营业利润率 · 盈利能力 +同日2条
adjusted operating margin was 60%
tags: 好数字 · → daily
value: qty=60% · date=Q1 2026
📷 原图
<a id="atom-92b2ac3ed5f43c29"></a>2026-05-04 X·@DrNHJ · 2026Q1 调整后EPS · 盈利能力/财报 +同日4条
조정 주당순이익(Adj. EPS): 0.33달러 (예상치: 0.28달러)
tags: 好数字 · → daily
value: qty=0.33 · unit=美元 · date=2026Q1
<a id="atom-9ee4cac107b61f58"></a>2026-05-04 X·@fiscal_ai · 营业利润率预测 · 盈利能力
Mar '26 (最高预测): 46%
tags: 好数字·好观点 · → daily
value: qty=46% · date=Mar '26
[图: Palantir Technologies (PLTR) 季度营业利润率 (Operating Margin) 历史与预测趋势图 — Dec '20 (最低点): -49%; Mar '23 (首次转正): 1%; Dec '24 (回落低点): 1%; Mar '26 (最高预测): 46%]
📷 原图

🔴 bearish 侧:

<a id="atom-0ddf3a63ef479b41"></a>2026-05-04 群 [老化中] · 预计在消化估值前股价将横盘 · 估值/股价横盘
群友认为在消化估值前股价将横盘
tags: 好观点 · → daily
<a id="atom-3523454a60fd1279"></a>2026-05-05 X·@theinformation [老化中] · 估值争议 · 估值
investors are pushing back on its premium valuation
tags: 好观点 · → daily
<a id="atom-dc80328162d6d35f"></a>2026-05-05 X·@AIStockSavvy [老化中] · Benchmark认为估值已反映强劲基本面 · 估值
Analyst sees strong fundamentals already priced in at premium valuation, leaving limited room for upside despite solid execution.
tags: 好观点 · → daily
[图: Benchmark分析师对Palantir (PLTR) 的评级更新及财务要点汇总表 — Current Price: $139.47; Rule of 139+; Required revenue growth: 70-80%; Deals over $1M: 206; Deals over $10M: 47]
📷 原图
<a id="atom-6644ee5dca52b998"></a>2026-05-15 X·@cnfinancewatch · 估值类型 · 估值
变成红利估值了
tags: 好观点 · → daily
<a id="atom-300555bef2050c9e"></a>2026-07-01 X·@cnfinancewatch · 估值判断 · 估值
PE极高（>100x），纯概念估值难以支撑
tags: 好观点 · → daily

展开 4 条中性

<a id="atom-b92fe953d5d4b26a"></a>2026-05-04 X·@financialjuice · Q1 adjusted EPS · 盈利能力
Adjusted EPS $0.33, est. $0.28
tags: 好数字 · → daily
value: qty=$0.33 · date=Q1 2026
<a id="atom-49d9dac9c07a7c19"></a>2026-05-22 X·@Chartradamus · great example of valuation taking backseat vs theme momentum (as per @Chartradamus) · 估值/仓位情绪
$PLTR is a great example of this.
tags: 好观点 · → daily
<a id="atom-74ddd7026785b9d3"></a>2026-07-02 X·@cnfinancewatch · 前瞻P/E · 估值
前瞻P/E 60x，成长性支撑
tags: 好数字 · → daily
value: qty=60x

2. 商业AI需求加速 vs 竞争加剧威胁

*topic: 竞争格局/订单需求 · 31 bull vs 12 bear*

🟢 bullish 侧:

<a id="atom-471a0c4d55fbf0d5"></a>2026-04-29 X·@AIStockSavvy [老化中] · Wedbush评级 · 评级目标价/竞争格局 +同日2条
Wedbush reiterates Outperform
tags: 好信源 · → daily
value: qty=Outperform · date=
[图: Wedbush 分析师 Dan Ives 对 Palantir (PLTR) 的评级、目标价及业绩预测摘要表 — 目标价 (Price Target): $230.00; 当前股价 (Current Price): $141.18; 潜在涨幅 (Upside): +62.9%; 市场预期营收 (Street revenue estimate): $1
📷 原图
<a id="atom-cdee5101c2d0b70e"></a>2026-05-03 X·@tbpn [老化中] · AI 威胁论被反驳 · 竞争格局
I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'
tags: 好观点 · → daily
value: direction=negation
<a id="atom-a1039710dca4a164"></a>2026-05-04 X·@DrNHJ · 2026Q1 百万美元以上合同数 · 订单需求/财报 +同日3条
100만 달러 이상: 206건
tags: 好数字 · → daily
value: qty=206 · unit=건 · date=2026Q1
<a id="atom-d6c45be87499ee95"></a>2026-05-04 X·@StockSavvyShay [老化中] · AIP动量 · 订单需求
AIP momentum is showing up this clearly in the numbers
tags: 好观点 · → daily
<a id="atom-1be6c04d6f3a4043"></a>2026-05-04 X·@wallstengine [老化中] · 业绩超越标杆 · 订单需求/竞争格局
We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix.
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-7f1c287505e50041"></a>2026-05-09 X·@Techmeme [老化中] · 管理层对其他AI态度 · 竞争格局/管理层表态 +同日1条
Execs at Palantir often decry other AI as slop
tags: 好观点 · → daily
value: direction=decry as slop
<a id="atom-3d4eaf51d1928b7f"></a>2026-05-09 X·@Alisvolatprop12 [老化中] · CEO Alex Karp mocks AI slop, but investors and employees fear real threat of AI models taking business · 竞争格局
팔란티어 CEO 알렉스 카프가 AI "슬롭(slop)"을 조롱하는 가운데, 투자자들과 일부 직원들은 회사가 인공지능 모델에 사업을 빼앗길 수 있다는 실질적인 위협을 느끼고 있다
tags: 好信源 · → daily
<a id="atom-7d34f67d72b8f740"></a>2026-05-10 X·@RajaPatnaik [老化中] · McKinsey 竞争前景 · 竞争格局
I’m not very bullish on McKinsey et al figuring this out.
tags: 好观点 · → daily
<a id="atom-e4e78f54af4404d8"></a>2026-05-10 X·@matt_slotnick [老化中] · 校友竞争优势 · 竞争格局
don’t think there’s anything special about Palantir alumni for this tbh
tags: 好观点 · → daily
<a id="atom-9026bc49788f29d8"></a>2026-06-10 X·@trevornoren · CEO Alex Karp 对企业客户不满意的陈述 · 客户不满/竞争格局
It’s not just the man and woman on the street that is unhappy with the frontier labs, it’s in private, every single enterprise we deal with...Many customers believe these companies don’t understand their businesses and only care about “tokenmaxxing,”
tags: 好信源·好观点 · → daily
value: date=2026-06-10
📷 原图

展开 5 条中性

<a id="atom-e58a76252888073e"></a>2026-05-10 X·@RajaPatnaik [老化中] · FDE 成功难度 · 竞争格局
It’s actually really hard to have the success in FDE that Palantir has had.
tags: 好观点 · → daily
<a id="atom-4c5543f4daf96337"></a>2026-05-12 X·@matt_slotnick [老化中] · dominant player in LLM deployment status uncertain · 竞争格局
jury is still out on whether they're going to to be a dominant player in LLM deployment
tags: 好观点 · → daily
<a id="atom-14bd75ba956c23f6"></a>2026-06-04 X·@tbpn · AI copycats and competitors · 竞争格局
Palantir copycats and competitors
tags: 好观点 · → daily
<a id="atom-6b36602631655105"></a>2026-07-02 X·@8teAPi · 功能认知缺失 · 市场份额/竞争格局
this specific one was because there were lots of comments on not knowing what Palantir does
tags: 好观点 · → daily
value: direction=lots of comments on not knowing what Palantir does

3. 美国政府合同护城河 vs 地缘政治与道德风险

*topic: 地缘政治/合作客户 · 21 bull vs 9 bear*

🟢 bullish 侧:

<a id="atom-b0ecd88d0846a0a2"></a>2026-05-02 X·@bioshok3 · AI技術を活用した機密情報ネットワークへの参加 · 合作客户
アメリカ国防総省は軍の意思決定に重要な影響を及ぼす機密情報のネットワークで最先端のAI技術を活用することでテクノロジー企業8社と合意。国防総省によるとAI技術の利用で合意したのはスペースX、オープンAI、グーグル、エヌビディア、リフレクション、マイクロソフト、アマゾンのクラウドサービス「AWS」、オラクルの8社。
tags: 好信源 · → daily
<a id="atom-43124470d3f3ae63"></a>2026-05-04 X·@AIStockSavvy ⭐ · U.S. commercial revenue growth YoY · 营收/合作客户 +同日1条
U.S. commercial revenue grew 133% YoY
tags: 好数字·好信源 · → daily
value: qty=133% · date=Q1 2026
📷 原图
<a id="atom-66a4dcdf9b08baa7"></a>2026-05-16 X·@theinformation · 关联投资者投资核能初创 · 融资/合作客户
Investors tied to Palantir and Anduril are pouring money into a nuclear startup pushing unusually aggressive timelines and regulatory changes.
tags: 好信源 · → daily
<a id="atom-9c55c0dc64315ed5"></a>2026-05-28 X·@posta_octavian · 对乌克兰的支持立场 · 地缘政治
Alex Karp being big supporters
tags: 好观点 · → daily
<a id="atom-dfa13ed6ce8a26a7"></a>2026-05-29 X·@gnievchenko · 对乌克兰的支持立场 · 地缘政治
Alex Karp being big supporters
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-c9b86110ef1e299a"></a>2026-05-02 X·@alexbronzini [老旧] · AI-powered future building with or without consent · 地缘政治/监管政策
the AI-powered future they're building—with or without your consent
tags: 好观点·好思考 · → daily
<a id="atom-701c85928a7c2a82"></a>2026-05-20 X·@dakekang · explored selling in China as late as 2018 · 地缘政治
palantir was exploring selling in China as late as 2018
tags: 好观点 · → daily
<a id="atom-5fe8eaa4836aa1d5"></a>2026-05-27 X·@BryceJohanneck · 未能交付数字孪生 · 合作客户
Palantir didn't deliver the Digital Twin to PG&E because they can't. Technical State Estimation limit.
tags: 好观点 · → daily
value: entity=PG&E
📷 原图
<a id="atom-5052cae3a8919558"></a>2026-07-01 X·@8teAPi · 企业采用障碍策略 · 竞争格局/合作客户
Palantir needs to push back on this, create fear in DoW and other Fortune 500 firms to deter adoption. The tried and true marketing line is enterprises have “to own it, not rent it”. This has worked to slow down previous waves of disruption include the migration of cloud computing from on premise.
tags: 好观点·好思考 · → daily
value: direction=negative · scope=malpractice not using best AI
<a id="atom-97fc57b17bb05311"></a>2026-07-01 X·@Techmeme · CEO 批评美国依赖 AI 实验室用于军事技术 · 地缘政治
Alex Karp calls US reliance on AI labs for military tech "effing insane"
tags: 好思考 · → daily

展开 7 条中性

<a id="atom-84663ee22b3f4931"></a>2026-04-24 X·@TechCrunch · 协助IRS调查金融犯罪 · 合作客户
Palantir is reportedly helping the IRS investigate financial crimes
tags: 好信源 · → daily
<a id="atom-19b05ed73dd68921"></a>2026-04-26 X·@Techmeme · 内部对ICE和DOD合同存在辩论 · 监管政策/地缘政治
Palantir Slack logs and staff interviews reveal internal debates over the company's ICE and DOD contracts during Trump's second term, its manifesto, and more
tags: 好信源 · → daily
<a id="atom-aafa7f38af43a197"></a>2026-05-21 X·@Techmeme · Met police £50M deal blocked by London Mayor · 监管政策/合作客户
_London Mayor Sadiq Khan blocks the Met police's £50M Palantir deal to automate intelligence analysis, citing a 'clear and serious breach' of procurement rules (@robert_booth / The Guardian)_
tags: 好信源 · → daily
value: qty=£50M
<a id="atom-226103321d789b91"></a>2026-06-04 X·@Techmeme · 与 Kirkland & Ellis 达成多年期 AI 工具开发协议 · 合作客户
World's highest-grossing law firm Kirkland & Ellis agrees to a multiyear deal with Palantir to develop an AI tool to help advise PE firms on raising capital
tags: 好信源 · → daily
<a id="atom-bc82cef5b271f9c7"></a>2026-06-04 X·@TheRegister · 合同金额 · 合作客户
Palantir wins £9M contract to run UK firearms licensing
tags: 好数字·好信源 · → daily
value: qty=£9M · date=2026-06-04

4. AIP平台转化合同 vs 技术替代隐忧

*topic: 技术路线/产品发布 · 17 bull vs 8 bear*

🟢 bullish 侧:

<a id="atom-a1b7c452e1435b32"></a>2026-05-01 X·@chadwahl · CEO主张使用Foundry平台扩展本体并部署AI代理团队以改善决策和降低成本 · CEO表态/产品发布
Using Palantir's Foundry platform, we expanded our ontology, a digital map of our business that included our underwriting processes, workflows and data relationships. This ontology, coupled with orchestration, will enable us to deploy multiple AI agent teams to integrate with our core systems, which will improve decision-making and reduce costs over time.
tags: 好观点 · → daily
<a id="atom-3f736444affddc0e"></a>2026-05-10 X·@harry03994688 [老化中] · 能力被低估，AI大模型公司难以复制 · 竞争格局/技术路线
低估Palantir, 虽然Palantir 估值高企, 但是其能力绝不是 A 社想做就能做到的。
tags: 好观点·好思考 · → daily
value: direction=up
<a id="atom-c505e57201a3d1a6"></a>2026-05-12 X·@matt_slotnick [老化中] · FDE model is being emulated · 竞争格局/技术路线
their FDE model is obviously very smart and being emulated now
tags: 好观点·好思考 · → daily
<a id="atom-1258848e14b68233"></a>2026-05-18 X·@armandokirwin · is chosen because it's the best product, not because it's neutral · 竞争格局/产品发布
People don’t choose Palantir because it’s neutral, they choose it because it’s the best product (along with many other reasons).
tags: 好观点 · → daily
<a id="atom-aef5aeba1d67760f"></a>2026-05-19 X·@StockSavvyShay · 企业数据转型为AI agents的治理型业务API · 技术路线/订单需求
The bigger idea is turning siloed enterprise and sovereign data into a governed "business API" for AI agents.
tags: 好观点·好思考 · → daily
📷 原图

🔴 bearish 侧:

<a id="atom-1750f0662a835683"></a>2026-07-06 卖·MS Tom Wigg · 批评 AI 实验室和 Tokenmaxxing · 竞争/技术路线
Palantir 批评 AI 实验室和 Tokenmaxxing
tags: 好观点 · → daily
<a id="atom-1593ffdb3ae7b361"></a>2026-05-02 X·@alexbronzini [老旧] · low-profile conference at Yale · 产品发布/监管政策
For @NYMag, I went to a low-profile Palantir conference at Yale, where the firm and its allies spoke freely of the AI-powered future they're building—with or without your consent
tags: 好观点·好信源 · → daily
<a id="atom-aaacb0dc5f7f3733"></a>2026-06-10 X·@Techmeme · enterprise customer sentiment on frontier labs · 客户合作/技术路线
Alex Karp says Palantir's enterprise customers are "unhappy" with how the frontier labs are operating
tags: 好观点·好信源 · → daily
value: direction=negative
<a id="atom-a8074fa0e1a54e68"></a>2026-06-11 X·@cnfinancewatch · CEO警告AI超级加剧财富不平等 · 技术路线
Palantir CEO警告AI可能超级加剧财富不平等
tags: 好观点 · → daily
<a id="atom-9f1337ca825fa9a1"></a>2026-07-02 X·@8teAPi · 演示了战场助手系统 · 产品发布/地缘政治
Palantir demo’ed a battlefield assistant calling in drones and quarterbacking a battle in Eastern Europe
tags: 好观点 · → daily
📷 原图

展开 6 条中性

<a id="atom-81af83fff08cf5ec"></a>2026-05-10 X·@TheTranscript_ [老化中] · CTO表态 · 价格动态/技术路线
GPT-4 equivalent performance that cost $20 per million tokens in early 2023 is now approximately 1,000x cheaper 3 years later
tags: 好数字·好观点 · → daily
value: qty=1000x · date=2026-05-10 vs early 2023
<a id="atom-dad50ce8d6d23652"></a>2026-06-01 X·@cnfinancewatch · AIP平台构建严谨本体论确保AI操作在企业安全边界内 · 技术路线/竞争优势
Palantir的核心竞争优势在于其人工智能平台（AIP）。除了利用AI能力外，它还构建了严谨的本体论，以确保所有AI操作严格在企业安全和合规边界内运行。
tags: 好观点 · → daily
<a id="atom-2afe20be8616cb33"></a>2026-06-04 X·@AIStockSavvy · 与 Kirkland & Ellis 推出私募股权募资平台 · 产品发布/合作客户
Palantir 和 Kirkland & Ellis 推出专有募资平台
tags: 好信源 · → daily
<a id="atom-73307ce7d77d18d2"></a>2026-06-22 X·@wallstengine · baseline uses Palantir Foundry for cloud data · 技术路线/合作客户
The baseline uses Palantir Foundry for cloud data
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-3532cc8ea42c0e9c"></a>2026-07-01 X·@PalantirTech · CEO 对客户需求的观点 · 客户需求/技术路线
What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.
tags: 好观点 · → daily

5. 营收指引上调 vs 美国商业减速信号

*topic: 业绩指引/营收 · 38 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-0598cb1b9c1f4c66"></a>2026-05-04 X·@earnings_guy · 营收超预期幅度 · 营收/财报
营收超预期: 6%
tags: 好数字·好信源 · → daily
value: qty=6% · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-9f10dda7b849ac8f"></a>2026-05-04 X·@StockSavvyShay · 季度营收 · 营收 +同日2条
Revenue $1.63B vs Est. $1.54B
tags: 好数字 · → daily
value: qty=$1.63B · date=Q1 2026
📷 原图
<a id="atom-48246d297348504a"></a>2026-05-04 X·@PalantirTech ⭐ · FY 2026 营收指引增长率 · 业绩指引 +同日1条
raises FY ’26 revenue guidance to 71% Y/Y growth
tags: 好数字·好信源 · → daily
value: qty=71% · date=FY 2026 · direction=Y/Y
📷 原图
<a id="atom-db3f84b0c2092c4f"></a>2026-05-04 X·@TheTranscript_ · 全年营收指引增长率 · 业绩指引/营收 +同日1条
raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter
tags: 好数字·好信源 · → daily
value: qty=71% · date=FY2026
[图: Palantir 2026年第一季度财务业绩亮点列表 — Rule of 40 score: 145%; Revenue growth (YoY): 85%; Total Revenue: $1.633 billion; U.S. revenue: $1.282 billion; Adjusted free cash flow: $925 milli
📷 原图
<a id="atom-51254e2bf37bd847"></a>2026-05-04 X·@DrNHJ · 2026Q1 营收 · 营收/财报 +同日9条
매출: 16.3억 달러 (예상치: 15.4억 달러) | 전년 대비(YoY) +85%
tags: 好数字 · → daily
value: qty=16.3亿 · unit=美元 · date=2026Q1

🔴 bearish 侧:

<a id="atom-f265689943f710e0"></a>2026-05-06 X·@cnfinancewatch · 季度营收 · 营收/费用
季度营收超预期并上调指引，但CFO警告2026年费用将增加。
tags: 好数字 · → daily

展开 10 条中性

<a id="atom-1e5f337959551b66"></a>2026-05-04 X·@financialjuice · Q1 revenue · 营收
Revenue $1.63B, est. $1.54B
tags: 好数字 · → daily
value: qty=$1.63B · date=Q1 2026
<a id="atom-b213cacad722ec4f"></a>2026-05-04 X·@Techmeme · Q1营收同比增长85% · 营收
Palantir reports Q1 revenue up 85% YoY to $1.63B, vs. $1.54B est.
tags: 好数字 · → daily
value: qty=85% · date=Q1 2026

🔗 因果传导 (causal map)

*PLTR 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (3)

🟢 NVDA · 需求拉动 · 1 次陈述
Nvidia announcing an expanded partnership with Palintir ($PLTR) to help the USG use NVIDIA’s Nemotron models to create t
🔴 OpenAI · 竞争 · 1 次陈述
OpenAI 收购 Tomoro 并建立 AI 部署合资企业，对 PLTR 商业业务构成竞争？
🟢 监管压力 · 需求拉动 · 1 次陈述
这一警告被认为是 PLTR 的绝佳催化剂 → 合规压力 → 企业被迫增加安全预算

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

财报 (2 · ▲0/▼2)

🔴 2026-05-06 · 财报后股价走低
PLTR + NOW 财报后继续走低
🔴 2026-05-04 · 营收指引上调 6%，但未能打消美国商业减速疑虑
尽管营收指引上调 6%，但未能打消对美国商业业务减速的疑虑

并购 (1 · ▲0/▼1)

🔴 2026-05-11 · 竞争威胁
OpenAI 收购 Tomoro 并建立 AI 部署合资企业，对 PLTR 商业业务构成竞争？

📊 程序化变化 (近 7 天)

新增 1 atoms
已过期 forecast: 1 条

展开过期列表

[已过期] FY2026 · full-year revenue guidance raised
We are raising full-year revenue guidance to approximately $7.65 billion.

🟦 客观事实 (facts) (30)

<a id="atom-9fabd2ae452b9ebe"></a>🟦 2026-06-04 X·@DrNHJ ⭐ · Baird 목표주가 · 评级目标价
목표주가 200달러
tags: 好数字·好信源 · → daily
value: qty=200달러
<a id="atom-b30aea8ee81e9bb0"></a>🟦 2026-06-01 X·@cnfinancewatch ⭐ · 与美国农业部签订3亿美元数字合作合同 · 合同/客户/营收
该公司于5月与美国农业部（USDA）签订了一份价值高达3亿美元的重大数字合作合同。
tags: 好数字·好信源 · → daily
value: qty=3亿 · currency=USD
<a id="atom-48246d297348504a"></a>🟦 2026-05-04 X·@PalantirTech ⭐ · FY 2026 营收指引增长率 · 业绩指引
raises FY ’26 revenue guidance to 71% Y/Y growth
tags: 好数字·好信源 · → daily
value: qty=71% · date=FY 2026 · direction=Y/Y
📷 原图
<a id="atom-debc3262b5e409c0"></a>🟦 2026-05-04 X·@PalantirTech ⭐ · 美国商业营收指引增长率 · 业绩指引
U.S. comm revenue guidance to 120% Y/Y
tags: 好数字·好信源 · → daily
value: qty=120% · date=FY 2026 · direction=Y/Y
📷 原图
<a id="atom-bb078dffcf2ae84c"></a>🟦 2026-05-04 X·@fiscal_ai ⭐ · 上调全年营收指引增长率 · 业绩指引
now we are raising our full-year revenue guidance to 71% growth
tags: 好数字·好信源 · → daily
value: qty=71%
[图: Palantir (PLTR) 季度商业与政府营收历史与预测趋势柱状图 — 2026年3月预测总营收: 1,632百万美元; 2026年3月预测政府营收: 858百万美元; 2026年3月预测商业营收: 774百万美元; 政府营收年复合增长率 (CAGR): 40.4%; 商业营收年复合增长率 (CAGR): 33.6%]
📷 原图
<a id="atom-59bb2bb5420b8a99"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · U.S. business growth expectation · 业绩指引/营收
We are doubling the U.S. business and expect approximately 100% growth
tags: 好数字·好信源 · → daily
value: qty=approximately 100% · date=ongoing
📷 原图
<a id="atom-564492f0b5a0167d"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · free cash flow vs prior year revenue · 现金流
Our free cash flow this quarter exceeded last year's revenue in the same quarter.
tags: 好数字·好信源 · → daily
value: qty=exceeded last year's revenue in the same quarter
📷 原图
<a id="atom-ca23599f4f661941"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · revenue growth YoY Q1 2026 · 营收/财报
We delivered 85% YoY revenue growth, our highest ever.
tags: 好数字·好信源 · → daily
value: qty=85% · date=Q1 2026
📷 原图
<a id="atom-ca9636f4f3516b1d"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · consecutive quarters of accelerating growth · 营收/业绩趋势
This marks our 11th consecutive quarter of accelerating growth.
tags: 好数字·好信源 · → daily
value: qty=11
📷 原图
<a id="atom-3774f3545a2760fb"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · full-year revenue guidance raised · 业绩指引/营收
We are raising full-year revenue guidance to approximately $7.65 billion.
tags: 好数字·好信源 · → daily
value: qty=approximately $7.65 billion · date=FY2026
📷 原图
<a id="atom-43124470d3f3ae63"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · U.S. commercial revenue growth YoY · 营收/合作客户
U.S. commercial revenue grew 133% YoY
tags: 好数字·好信源 · → daily
value: qty=133% · date=Q1 2026
📷 原图
<a id="atom-07f1e8ab7e5cfca6"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · net dollar retention · 营收/合作客户
Net dollar retention reached 150%
tags: 好数字·好信源 · → daily
value: qty=150%
📷 原图
<a id="atom-ace304d248ca5970"></a>🟦 2026-05-04 X·@AIStockSavvy ⭐ · free cash flow Q1 2026 · 现金流
We generated $925 million in free cash flow
tags: 好数字·好信源 · → daily
value: qty=$925 million · date=Q1 2026
📷 原图
<a id="atom-50c976d79cc1a9c5"></a>🟦 2026-05-04 群 · 营收指引上调 6%，但未能打消美国商业减速疑虑 · 营收指引/美国商业/减速
尽管营收指引上调 6%，但未能打消对美国商业业务减速的疑虑
tags: 好数字·好观点 · → daily
value: qty=6%
<a id="atom-b543c9a7a6f13a85"></a>🟦 2026-04-21 群 · 英国合同风险 · 合同风险/政治争议
Palantir 的 NHS 七年 3.3 亿英镑合同可能因政治争议被提前终止
tags: 好数字·好观点 · → daily
value: qty=7-year £330M
<a id="atom-8cb1320c1e0feabe"></a>🟦 2026-05-05 X·@AIStockSavvy · FY26营收指引 · 业绩指引
FY26 revenue guidance: ~$7.65B+
tags: 好数字·好信源 · → daily
value: qty=~$7.65B+ · date=FY26
[图: 一张关于Palantir (PLTR) 的Wedbush分析师Dan Ives研究报告摘要表格 — 目标价 (Price Target): $230.00; 当前股价 (Current Price): $146.03; 潜在涨幅 (Upside): +57.5%; FY26营收指引 (FY26 revenue guidance): ~$7.65B+;
📷 原图
<a id="atom-d3af7421be307c6e"></a>🟦 2026-05-05 X·@AIStockSavvy · 美国商业业务增长率 · 营收增长
US commercial growth: 120% y/y
tags: 好数字·好信源 · → daily
value: qty=120% · date=FY26 · direction=y/y
[图: 一张关于Palantir (PLTR) 的Wedbush分析师Dan Ives研究报告摘要表格 — 目标价 (Price Target): $230.00; 当前股价 (Current Price): $146.03; 潜在涨幅 (Upside): +57.5%; FY26营收指引 (FY26 revenue guidance): ~$7.65B+;
📷 原图
<a id="atom-02243ffb5450f470"></a>🟦 2026-04-15 X·@AIStockSavvy · 目标价 · 评级目标价
maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟖𝟎
tags: 好数字·好信源 · → daily
value: qty=$180
[图: DA Davidson 关于 Palantir (PLTR) 的分析师评级与研究报告摘要表 — Price Target: $180.00; Current Price: $142.15; Upside: +26.6%]
📷 原图
<a id="atom-0776ed598b71b099"></a>🟦 2026-04-15 X·@AIStockSavvy · 当前价 · 价格动态
Current Price: $142.15
tags: 好数字·好信源 · → daily
value: qty=$142.15
[图: DA Davidson 关于 Palantir (PLTR) 的分析师评级与研究报告摘要表 — Price Target: $180.00; Current Price: $142.15; Upside: +26.6%]
📷 原图
<a id="atom-62e335c0468d4d9e"></a>🟦 2026-04-15 X·@AIStockSavvy · 上行空间 · 价格动态/评级目标价
Upside: +26.6%
tags: 好数字·好信源 · → daily
value: qty=+26.6%
[图: DA Davidson 关于 Palantir (PLTR) 的分析师评级与研究报告摘要表 — Price Target: $180.00; Current Price: $142.15; Upside: +26.6%]
📷 原图
<a id="atom-22f9634753673b0e"></a>🟦 2026-07-03 X·@RnaudBertrand · 英国NHS合同审查 · 监管政策/订单需求
the NHS's £330 million data contract with Palantir is under review following parliamentary pressure
tags: 好数字·好信源 · → daily
value: qty=330 million · currency=GBP
<a id="atom-61904498abfacd8a"></a>🟦 2026-07-03 X·@RnaudBertrand · 伦敦警察合同被阻 · 监管政策/订单需求
London Mayor Sadiq Khan blocked a proposed £50 million Palantir contract with the Metropolitan Police
tags: 好数字·好信源 · → daily
value: qty=50 million · currency=GBP
<a id="atom-bc82cef5b271f9c7"></a>🟦 2026-06-04 X·@TheRegister · 合同金额 · 合作客户
Palantir wins £9M contract to run UK firearms licensing
tags: 好数字·好信源 · → daily
value: qty=£9M · date=2026-06-04
<a id="atom-3f82954ea7317534"></a>🟦 2026-05-05 X·@cnfinancewatch · 期权看涨看跌比 · 仓位情绪
10 | PLTR | Palantir Technologie | 432,744 | 289,903 | 142,841 | 0.49
tags: 好数字·好信源 · → daily
value: qty=0.49
<a id="atom-e6693a9add3c5908"></a>🟦 2026-05-04 X·@earnings_guy · 实际每股收益 · 盈利能力/财报
实际EPS: 0.33
tags: 好数字·好信源 · → daily
value: qty=0.33 · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-f160de4e7a6e146a"></a>🟦 2026-05-04 X·@earnings_guy · 实际营收 · 营收/财报
实际营收: 1.633B
tags: 好数字·好信源 · → daily
value: qty=1.633B · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-a7555aa4d0900398"></a>🟦 2026-05-04 X·@earnings_guy · 每股收益超预期幅度 · 盈利能力/财报
EPS超预期: 18%
tags: 好数字·好信源 · → daily
value: qty=18% · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-0598cb1b9c1f4c66"></a>🟦 2026-05-04 X·@earnings_guy · 营收超预期幅度 · 营收/财报
营收超预期: 6%
tags: 好数字·好信源 · → daily
value: qty=6% · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-b8a0899e49ee5192"></a>🟦 2026-05-04 X·@earnings_guy · 每股收益同比增长率 · 盈利能力/财报
EPS同比增长: 154%
tags: 好数字·好信源 · → daily
value: qty=154% · date=2026-05-04
[图: Palantir Technologies 财报数据图表，展示了EPS和营收的预期与实际数值及增长率 — 实际EPS: 0.33; 实际营收: 1.633B; EPS超预期: 18%; 营收超预期: 6%; EPS同比增长: 154%]
📷 原图
<a id="atom-2bb5f38dbc295c07"></a>🟦 2026-05-04 X·@StockSavvyShay · 全年营收指引 · 业绩指引
FY26 Guidance Revenue $7.64B vs Est. $7.28B (+71% YoY)
tags: 好数字·好信源 · → daily
value: qty=$7.64B · date=FY26
📷 原图

🟥 多头 takes (bullish) (30)

<a id="atom-0e1faac646cd0d65"></a>🟥 2026-06-04 X·@DrNHJ ⭐ · 업계 최고 수준 성장성 및 마진율 · 盈利能力/营收
업계 최고 수준의 성장성과 마진율을 팰런티어를 최고의 투자 아이디어 중 하나로 꼽는 이유로 제시
tags: 好数字·好观点·好信源 · → daily
<a id="atom-ccf448bde328ce7f"></a>🟥 2026-05-05 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
Wedbush reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟑𝟎
tags: 好数字·好信源 · → daily
value: qty=$230 · direction=维持
[图: 一张关于Palantir (PLTR) 的Wedbush分析师Dan Ives研究报告摘要表格 — 目标价 (Price Target): $230.00; 当前股价 (Current Price): $146.03; 潜在涨幅 (Upside): +57.5%; FY26营收指引 (FY26 revenue guidance): ~$7.65B+;
📷 原图
<a id="atom-f64faf915f13a294"></a>🟥 2026-04-19 群 [老旧] · 呼吁 AI 威慑新时代 · AI武器/威慑/战略叙事
Palantir 认为对手不会停止开发 AI 武器，呼吁建立基于 AI 的新威慑时代
tags: 好观点·好信源 · → daily
<a id="atom-a0cdae0513a1e9da"></a>🟥 2026-06-16 X·@AIStockSavvy · FY26-29营收年复合增长率预测 · 营收/业绩指引
基准情景下FY26-29营收年复合增长率 (CAGR): 39%
tags: 好数字·好思考 · → daily
value: qty=39% · date=FY26-29
[图: 这是一张关于Palantir (PLTR) 的 Wolfe Research 卖方分析师评级上调（至Peerperform）及研究报告要点摘要图 — 当前价格: $134.71; 净留存率 (NRR): 150%; 同比营收增长 (Y/Y revenue growth): +85%; 同比积压订单增长 (Y/Y backlog growth): +9
📷 原图
<a id="atom-5d6b767921f07204"></a>🟥 2026-04-30 X·@AIStockSavvy [老旧] · Oppenheimer分析师评级 · 评级目标价
Oppenheimer’s Param Singh Initiates Coverage on $PLTR 𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫 with an Outperform Rating; Sets Price Target at $𝟐𝟎𝟎.𝟎𝟎
tags: 好数字·好信源 · → daily
value: rating=Outperform
📷 原图
<a id="atom-12a601828a17221a"></a>🟥 2026-06-04 X·@DrNHJ · Baird 투자의견 · 评级目标价
베어드(Baird), 팰런티어( $PLTR) 투자의견 '아웃퍼폼(Outperform)' 유지
tags: 好观点·好信源 · → daily
value: direction=Outperform
<a id="atom-0c874381b5334c9c"></a>🟥 2026-06-04 X·@DrNHJ · 경쟁적 차별성 · 竞争格局
시장에서 팰런티어가 가진 경쟁적 차별성에 대해 여전히 긍정적인 견해를 유지
tags: 好观点·好信源 · → daily
<a id="atom-467b104ea2e86c67"></a>🟥 2026-06-04 X·@DrNHJ · AI 활용 시장 선도 · 技术路线
팰런티어가 고객을 위한 AI 활용 측면에서 계속해서 시장을 선도하고 있다고 평가
tags: 好观点·好信源 · → daily
<a id="atom-0c85200199abbdb9"></a>🟥 2026-05-11 X·@AIStockSavvy [老旧] · 目标价上调 · 评级目标价
Freedom Broker maintains Buy, raises PT to $230
tags: 好数字·好观点 · → daily
value: qty=$230 · direction=上调至$230
[图: Freedom Broker关于Palantir (PLTR)的分析师评级更新及财务预测摘要表 — 新目标价 (Price Target): $230.00; 原目标价: $170.00; 当前价格 (Current Price): $135.06; 潜在涨幅 (Upside): +70.3%; 目标价上调幅度 (Change %): +35.3%]
📷 原图
<a id="atom-9ee4cac107b61f58"></a>🟥 2026-05-04 X·@fiscal_ai · 营业利润率预测 · 盈利能力
Mar '26 (最高预测): 46%
tags: 好数字·好观点 · → daily
value: qty=46% · date=Mar '26
[图: Palantir Technologies (PLTR) 季度营业利润率 (Operating Margin) 历史与预测趋势图 — Dec '20 (最低点): -49%; Mar '23 (首次转正): 1%; Dec '24 (回落低点): 1%; Mar '26 (最高预测): 46%]
📷 原图
<a id="atom-3c4300865ff40679"></a>🟥 2026-06-24 X·@poezhao0605 · 被 01 AI 作为对标参照 · 竞争格局
Kai-Fu Lee no longer benchmarks 01 AI against OpenAI or Anthropic. His reference point is Palantir.
tags: 好观点·好思考 · → daily
value: direction=reference point
<a id="atom-964fd8f13dd0b5af"></a>🟥 2026-06-16 newsletter·Wolfe Research · 增长预期 · 营收
Wolfe expects revenue growth to remain above 30% through FY26.
tags: 好数字 · → daily
value: qty=above 30% through FY26
<a id="atom-ad9511c1666d68f4"></a>🟥 2026-06-04 X·@matt_slotnick · 应用层叙事 · 技术路线/产品发布
palantir spicing up the application layer conversation
tags: 好观点·好思考 · → daily
<a id="atom-aef5aeba1d67760f"></a>🟥 2026-05-19 X·@StockSavvyShay · 企业数据转型为AI agents的治理型业务API · 技术路线/订单需求
The bigger idea is turning siloed enterprise and sovereign data into a governed "business API" for AI agents.
tags: 好观点·好思考 · → daily
📷 原图
<a id="atom-c505e57201a3d1a6"></a>🟥 2026-05-12 X·@matt_slotnick [老化中] · FDE model is being emulated · 竞争格局/技术路线
their FDE model is obviously very smart and being emulated now
tags: 好观点·好思考 · → daily
<a id="atom-960b967373f85838"></a>🟥 2026-05-11 X·@AIStockSavvy [老化中] · 政府AI需求增长 · 订单需求
Analyst sees surging government AI demand
tags: 好观点·好思考 · → daily
value: direction=增长
[图: Freedom Broker关于Palantir (PLTR)的分析师评级更新及财务预测摘要表 — 新目标价 (Price Target): $230.00; 原目标价: $170.00; 当前价格 (Current Price): $135.06; 潜在涨幅 (Upside): +70.3%; 目标价上调幅度 (Change %): +35.3%]
📷 原图
<a id="atom-3f736444affddc0e"></a>🟥 2026-05-10 X·@harry03994688 [老化中] · 能力被低估，AI大模型公司难以复制 · 竞争格局/技术路线
低估Palantir, 虽然Palantir 估值高企, 但是其能力绝不是 A 社想做就能做到的。
tags: 好观点·好思考 · → daily
value: direction=up
<a id="atom-2eb89b1fd9fc7770"></a>🟥 2026-05-05 X·@AIStockSavvy · 评级目标价 · 评级目标价
Rosenblatt reiterates Buy, raises PT to $225
tags: 好数字 · → daily
value: qty=$225 · date=当前
📷 原图
<a id="atom-478ed208da854cae"></a>🟥 2026-04-29 X·@AIStockSavvy · 潜在涨幅 · 评级目标价
Upside: +62.9%
tags: 好数字 · → daily
value: qty=62.9% · date=
[图: Wedbush 分析师 Dan Ives 对 Palantir (PLTR) 的评级、目标价及业绩预测摘要表 — 目标价 (Price Target): $230.00; 当前股价 (Current Price): $141.18; 潜在涨幅 (Upside): +62.9%; 市场预期营收 (Street revenue estimate): $1
📷 原图
<a id="atom-7c6269cfe9fe3779"></a>🟥 2026-07-02 X·@zerohedge · DA Davidson 上调评级 · 评级目标价/竞争格局
DA Davidson & Co raised its recommendation to buy from neutral as it sees the technology company having a competitive advantage to artificial intelligence companies that have been at odds with the US government.
tags: 好思考 · → daily
<a id="atom-30662dba5f504a9b"></a>🟥 2026-04-30 X·@AIStockSavvy [老旧] · Oppenheimer目标价 · 评级目标价
Sets Price Target at $𝟐𝟎𝟎.𝟎𝟎
tags: 好数字 · → daily
value: qty=200.00 · currency=USD
📷 原图
<a id="atom-3c08587f9b566341"></a>🟥 2026-06-29 卖·President Cap 🔁2源 🔊x2 · 评级上调 · 评级调整
UPGRADE: PLTR (President Cap to Buy)
tags: 好观点 · → daily
value: rating=Buy (from ?)
<a id="atom-5eb716635116f053"></a>🟥 2026-06-23 卖·MS Tom Wigg · 商业和政府业务拓展 · 营收增长/合同
PLTR's AIP boot camps are converting into real commercial contracts, plus new DoD contracts from the rearmament cycle.
tags: 好观点 · → daily
<a id="atom-a812294556752b66"></a>🟥 2026-06-09 卖·BofA Brian Fenske [老旧] · 评级重申 · 评级调整
BofA reiterates Buy on PLTR after AIPCon 10
tags: 好观点 · → daily
value: rating=Buy
<a id="atom-426f736c4ae32ae0"></a>🟥 2026-07-02 X·@DrNHJ · 与其它软件公司相比的竞争优势 · 竞争格局
팔란티어는 다른 모든 소프트웨어 기업들 대비 몇 가지 경쟁 우위를 지니고 있으며
tags: 好观点 · → daily
value: direction=优势
<a id="atom-8c8d91b6a7b8de32"></a>🟥 2026-06-04 newsletter·Oppenheimer · 与Anthropic关系判定 · 竞争格局/合作
Oppenheimer argues Anthropic is more complementary than competitive to PLTR, with the two companies addressing different layers of the enterprise AI stack.
tags: 好思考 · → daily
🧠 推:Anthropic is more complementary than competitive to PLTR → 观:the two companies addressing different layers of the enterprise AI stack.
<a id="atom-cbdd11924cbf0029"></a>🟥 2026-06-04 newsletter·Oppenheimer · 企业级AI TAM整体判断 · 需求/竞争格局
Oppenheimer highlighted a rapidly expanding enterprise AI TAM, arguing Palantir remains best positioned for complex, mission-critical workflows while Anthropic is likely to dominate broader enterprise automation use cases.
tags: 好思考 · → daily
<a id="atom-2a4e0deee345d054"></a>🟥 2026-07-02 X·@AIStockSavvy · Analyst sees role as crucial AI orchestration layer · 技术路线/竞争格局
Analyst sees Palantir's role as a crucial AI orchestration layer, mitigating enterprise risks of relying on a single AI model provider
tags: 好观点 · → daily
📷 原图
<a id="atom-35f2e111af0abdde"></a>🟥 2026-06-16 newsletter·UBS · 竞争优势判断 · 竞争
UBS says customer checks continue to reinforce the moat and AI adoption story; concerns around rivals (OpenAI, Anthropic, Databricks) have not materially changed customer sentiment.
tags: 好观点 · → daily
<a id="atom-10ea4ec81a48c9cb"></a>🟥 2026-06-16 newsletter·UBS · AI产品价值 · AI应用
Customers highlighted PLTR's strength in operationalizing AI, with AIP and ontology-driven workflows helping enterprises move beyond pilots into production deployments.
tags: 好观点 · → daily

🟥 空头 takes (bearish) (30)

<a id="atom-c748eb4d316d0e54"></a>🟥 2026-04-19 群 [老旧] · 批评战后和平主义与多元化 · 战后政策/多元化批评
Palantir 批评对德国和日本的“战后阉割”及盲目追求多元化
tags: 好观点·好信源 · → daily
<a id="atom-9026bc49788f29d8"></a>🟥 2026-06-10 X·@trevornoren · CEO Alex Karp 对企业客户不满意的陈述 · 客户不满/竞争格局
It’s not just the man and woman on the street that is unhappy with the frontier labs, it’s in private, every single enterprise we deal with...Many customers believe these companies don’t understand their businesses and only care about “tokenmaxxing,”
tags: 好信源·好观点 · → daily
value: date=2026-06-10
📷 原图
<a id="atom-1593ffdb3ae7b361"></a>🟥 2026-05-02 X·@alexbronzini [老旧] · low-profile conference at Yale · 产品发布/监管政策
For @NYMag, I went to a low-profile Palantir conference at Yale, where the firm and its allies spoke freely of the AI-powered future they're building—with or without your consent
tags: 好观点·好信源 · → daily
<a id="atom-c55414ec89258f02"></a>🟥 2026-07-01 X·@8teAPi · Claude Tag竞争影响 · 竞争格局/产品发布
Claude Tag is the end of Palantir by the way. Karp built a business around defining who has access to what information and is allowed to take what actions inside an org. This is exactly the problem solved multi player agents.
tags: 好观点·好思考 · → daily
value: direction=negative · scope=end of Palantir
<a id="atom-83f5d7a05a611d16"></a>🟥 2026-07-01 X·@8teAPi · 产品架构缺陷 · 技术路线/竞争格局
Palantir built the v1 schlepped solution, a janky architecture that takes a forward deployed engineers to maintain and fine tune ad infinitum, and is about to get lapped by proto-AGI.
tags: 好观点·好思考 · → daily
value: direction=negative · scope=v1 schlepped solution
<a id="atom-5052cae3a8919558"></a>🟥 2026-07-01 X·@8teAPi · 企业采用障碍策略 · 竞争格局/合作客户
Palantir needs to push back on this, create fear in DoW and other Fortune 500 firms to deter adoption. The tried and true marketing line is enterprises have “to own it, not rent it”. This has worked to slow down previous waves of disruption include the migration of cloud computing from on premise.
tags: 好观点·好思考 · → daily
value: direction=negative · scope=malpractice not using best AI
<a id="atom-c9b86110ef1e299a"></a>🟥 2026-05-02 X·@alexbronzini [老旧] · AI-powered future building with or without consent · 地缘政治/监管政策
the AI-powered future they're building—with or without your consent
tags: 好观点·好思考 · → daily
<a id="atom-587aa30f2f9714fa"></a>🟥 2026-05-11 群 [老旧] · 竞争威胁 · 竞争威胁/AI部署
OpenAI 收购 Tomoro 并建立 AI 部署合资企业，对 PLTR 商业业务构成竞争？
tags: 好问题·好观点 · → daily
<a id="atom-1750f0662a835683"></a>🟥 2026-07-06 卖·MS Tom Wigg · 批评 AI 实验室和 Tokenmaxxing · 竞争/技术路线
Palantir 批评 AI 实验室和 Tokenmaxxing
tags: 好观点 · → daily
<a id="atom-d223829c43a55833"></a>🟥 2026-07-02 X·@zerohedge · Alex Karp对OpenAI和Anthropic的评论 · 竞争格局
'Something Has Gone Completely Wrong': Palantir's Alex Karp Goes Ballistic On OpenAI, Anthropic
tags: 好观点 · → daily
value: direction=负面
<a id="atom-9f3ba84274cff556"></a>🟥 2026-07-01 X·@Ric_RTP · CEO stance on frontier AI pricing · 定价模型
Karp said they are paying for tokens that create no value
tags: 好观点 · → daily
<a id="atom-0f66f9a7bf18b3ca"></a>🟥 2026-07-01 X·@Ric_RTP · CEO opinion on frontier AI business model · 商业模式
entire frontier AI business model is intellectual property extraction dressed up as a subscription
tags: 好观点 · → daily
<a id="atom-3d4eaf51d1928b7f"></a>🟥 2026-05-09 X·@Alisvolatprop12 [老化中] · CEO Alex Karp mocks AI slop, but investors and employees fear real threat of AI models taking business · 竞争格局
팔란티어 CEO 알렉스 카프가 AI "슬롭(slop)"을 조롱하는 가운데, 투자자들과 일부 직원들은 회사가 인공지능 모델에 사업을 빼앗길 수 있다는 실질적인 위협을 느끼고 있다
tags: 好信源 · → daily
<a id="atom-3523454a60fd1279"></a>🟥 2026-05-05 X·@theinformation [老化中] · 估值争议 · 估值
investors are pushing back on its premium valuation
tags: 好观点 · → daily
<a id="atom-316e246ac642f96c"></a>🟥 2026-05-03 X·@deliprao [老化中] · 隐私风险与CCP国内监控比较 · 隐私风险
We should be more worried about Palantir than the Chinese citizens about CCP domestic surveillance.
tags: 好观点·好问题 · → daily
value: direction=更令人担忧
<a id="atom-0ddf3a63ef479b41"></a>🟥 2026-05-04 群 [老化中] · 预计在消化估值前股价将横盘 · 估值/股价横盘
群友认为在消化估值前股价将横盘
tags: 好观点 · → daily
<a id="atom-d6c9bcb017531309"></a>🟥 2026-07-01 X·@Ric_RTP · CEO question on AI pricing model · 定价模型
Why are they charging for tokens if it's so valuable?
tags: 好问题 · → daily
<a id="atom-97fc57b17bb05311"></a>🟥 2026-07-01 X·@Techmeme · CEO 批评美国依赖 AI 实验室用于军事技术 · 地缘政治
Alex Karp calls US reliance on AI labs for military tech "effing insane"
tags: 好思考 · → daily
<a id="atom-ec4023022fe812c6"></a>🟥 2026-05-05 X·@AIStockSavvy [老化中] · Benchmark评级 · 评级目标价
$PLTR | Palantir: Benchmark reiterates Hold, "Priced for Perfection"
tags: 好观点 · → daily
value: direction=Hold
[图: Benchmark分析师对Palantir (PLTR) 的评级更新及财务要点汇总表 — Current Price: $139.47; Rule of 139+; Required revenue growth: 70-80%; Deals over $1M: 206; Deals over $10M: 47]
📷 原图
<a id="atom-dc80328162d6d35f"></a>🟥 2026-05-05 X·@AIStockSavvy [老化中] · Benchmark认为估值已反映强劲基本面 · 估值
Analyst sees strong fundamentals already priced in at premium valuation, leaving limited room for upside despite solid execution.
tags: 好观点 · → daily
[图: Benchmark分析师对Palantir (PLTR) 的评级更新及财务要点汇总表 — Current Price: $139.47; Rule of 139+; Required revenue growth: 70-80%; Deals over $1M: 206; Deals over $10M: 47]
📷 原图
<a id="atom-a72db85accc732f6"></a>🟥 2026-07-03 X·@pstAsiatech · 公关策略 · 地缘政治/公关策略
Palantir making a lot of noise around them caring about sovereignty makes a lot of sense: it's damage control since they keep being told they're a sovereignty risk.
tags: 好观点 · → daily
value: direction=damage control
<a id="atom-9f1337ca825fa9a1"></a>🟥 2026-07-02 X·@8teAPi · 演示了战场助手系统 · 产品发布/地缘政治
Palantir demo’ed a battlefield assistant calling in drones and quarterbacking a battle in Eastern Europe
tags: 好观点 · → daily
📷 原图
<a id="atom-61050456eeffb5a5"></a>🟥 2026-07-01 X·@bookwormengr · risk from advanced AI models · 竞争格局
Palantir would be as afraid of Fable 5, 6, 7.....or equivalent models eating their business up
tags: 好观点 · → daily
📷 原图
<a id="atom-300555bef2050c9e"></a>🟥 2026-07-01 X·@cnfinancewatch · 估值判断 · 估值
PE极高（>100x），纯概念估值难以支撑
tags: 好观点 · → daily
<a id="atom-5be5268c1fd47fb3"></a>🟥 2026-06-15 X·@boneGPT · cofounder ideology · 管理层表态
the cofounder of palantir is woke
tags: 好观点 · → daily
📷 原图
<a id="atom-a8074fa0e1a54e68"></a>🟥 2026-06-11 X·@cnfinancewatch · CEO警告AI超级加剧财富不平等 · 技术路线
Palantir CEO警告AI可能超级加剧财富不平等
tags: 好观点 · → daily
<a id="atom-ee99725ffafc1e5c"></a>🟥 2026-06-11 X·@TheRegister · CEO 表态 · 市场竞争/监管风险
Everyone hates frontier AI labs, says Palantir boss
tags: 好观点 · → daily
<a id="atom-5fe8eaa4836aa1d5"></a>🟥 2026-05-27 X·@BryceJohanneck · 未能交付数字孪生 · 合作客户
Palantir didn't deliver the Digital Twin to PG&E because they can't. Technical State Estimation limit.
tags: 好观点 · → daily
value: entity=PG&E
📷 原图
<a id="atom-902ed6097a70dac4"></a>🟥 2026-05-27 X·@based16z · price performance exception to Trump champion pattern · 仓位情绪
outside the $pltr post
tags: 好观点 · → daily
<a id="atom-701c85928a7c2a82"></a>🟥 2026-05-20 X·@dakekang · explored selling in China as late as 2018 · 地缘政治
palantir was exploring selling in China as late as 2018
tags: 好观点 · → daily

🟥 中性 takes (neutral) (16)

<a id="atom-e3531d72a7d3a977"></a>🟥 2026-04-21 X·@verge [老化中] · manifesto translation · 管理层表态
We translated the Palantir manifesto for actual human beings
tags: 好信源 · → daily
<a id="atom-35ac6bbb482977ce"></a>🟥 2026-06-16 newsletter·Wolfe Research [老化中] · 评级启动 · 评级调整
Wolfe Resumes Coverage of PLTR at Peer Perform.
tags: 好观点 · → daily
value: rating=Peer Perform
<a id="atom-6b36602631655105"></a>🟥 2026-07-02 X·@8teAPi · 功能认知缺失 · 市场份额/竞争格局
this specific one was because there were lots of comments on not knowing what Palantir does
tags: 好观点 · → daily
value: direction=lots of comments on not knowing what Palantir does
<a id="atom-717636a9e398e536"></a>🟥 2026-06-30 X·@creatine_cycle · 公司文化对神经典型人士友好 · 公司文化
i was too neurotypical for palantir
tags: 好观点 · → daily
<a id="atom-6c8baa33c9fec26e"></a>🟥 2026-06-27 X·@cnfinancewatch · 股价下跌 · 股价波动/仓位情绪
相对泡沫正在挤压：市场到十月就会非常便宜（谷歌、微软、PLTR都跌得到位的时候）
tags: 好观点 · → daily
📷 原图
<a id="atom-dafcde59fd7adb4a"></a>🟥 2026-06-25 X·@cnfinancewatch [老化中] · 持续高put买入 · 仓位情绪
• $PLTR：持续高put买入，对冲需求旺盛
tags: 好观点 · → daily
<a id="atom-14bd75ba956c23f6"></a>🟥 2026-06-04 X·@tbpn · AI copycats and competitors · 竞争格局
Palantir copycats and competitors
tags: 好观点 · → daily
<a id="atom-52ad8a0f06b9902f"></a>🟥 2026-06-04 X·@tbpn · CEO on nationalization risk · 地缘政治
Karp on getting nationalized
tags: 好观点 · → daily
<a id="atom-dad50ce8d6d23652"></a>🟥 2026-06-01 X·@cnfinancewatch · AIP平台构建严谨本体论确保AI操作在企业安全边界内 · 技术路线/竞争优势
Palantir的核心竞争优势在于其人工智能平台（AIP）。除了利用AI能力外，它还构建了严谨的本体论，以确保所有AI操作严格在企业安全和合规边界内运行。
tags: 好观点 · → daily
<a id="atom-4b5dcb6f8aed49a3"></a>🟥 2026-05-29 X·@DeepValueBagger [老旧] · 仓位方向调至中性 · 仓位情绪
reversing my positioning to neutral on $pltr
tags: 好观点 · → daily
📷 原图
<a id="atom-49d9dac9c07a7c19"></a>🟥 2026-05-22 X·@Chartradamus · great example of valuation taking backseat vs theme momentum (as per @Chartradamus) · 估值/仓位情绪
$PLTR is a great example of this.
tags: 好观点 · → daily
<a id="atom-4c5543f4daf96337"></a>🟥 2026-05-12 X·@matt_slotnick [老化中] · dominant player in LLM deployment status uncertain · 竞争格局
jury is still out on whether they're going to to be a dominant player in LLM deployment
tags: 好观点 · → daily
<a id="atom-e58a76252888073e"></a>🟥 2026-05-10 X·@RajaPatnaik [老化中] · FDE 成功难度 · 竞争格局
It’s actually really hard to have the success in FDE that Palantir has had.
tags: 好观点 · → daily
<a id="atom-726ba9441ecdbff7"></a>🟥 2026-05-10 X·@RajaPatnaik [老化中] · FDE 所需能力 · 竞争格局
You need the true FDE experience to make this work.
tags: 好观点 · → daily
<a id="atom-ea10f32dee89265b"></a>🟥 2026-05-05 X·@cnfinancewatch [老化中] · 纳入热点板块新兴成长 · 仓位情绪
3. 新兴成长：TSLA、PLTR、OPEN
tags: 好观点 · → daily
<a id="atom-ac1f710eab25013d"></a>🟥 2026-05-04 X·@TheRegister [老化中] · CEO 声称全球 10% 的人职业上讨厌该公司 · 管理层表态
Palantir CEO: 10 percent of the world 'professionally hates us'
tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-e5822e7010b0fc44"></a>🟦 2026-07-02 X·@wallstengine · 评级上调 · 评级目标价
DA Davidson Upgrades $PLTR to Buy from Neutral
tags: 好信源 · → daily
value: direction=买入 · qty=中性→买入
📷 原图
<a id="atom-a29eafd481ef0191"></a>🟦 2026-07-02 X·@wallstengine · 目标价上调 · 评级目标价
Raises PT to $175 from $165
tags: 好数字·好信源 · → daily
value: qty=$175 · date=2026-07-02 · direction=$165→$175
📷 原图
<a id="atom-32043db8ec73bbc7"></a>🟦 2026-07-02 X·@FirstSquawk · 政府客户迁移到开源AI · 技术路线/合作客户
PALANTIR CEO: SOME U.S. GOVERNMENT CUSTOMERS HAVE MIGRATED TO OPEN SOURCE AI - THE INFORMATION
tags: 好信源 · → daily
<a id="atom-1a31c528f139f74d"></a>🟦 2026-07-01 X·@FirstSquawk · 被西班牙列入黑名单 · 监管政策
SPAIN ORDERS BLACKLISTING OF U.S. TECH GIANT PALANTIR FROM PUBLIC AND PRIVATE COMPANIES AMID CONCERNS OVER POTENTIAL MISUSE OF CLASSIFIED NATIONAL SECURITY INFORMATION
tags: 好信源 · → daily
value: direction=negative
<a id="atom-d0ed94f518235a3c"></a>🟦 2026-06-22 X·@wallstengine · selected as cloud data layer for U.S. Army NGC2 program · 合作客户/订单需求
PLTR was selected as the cloud data layer for the U.S. Army’s NGC2 program.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-73307ce7d77d18d2"></a>🟦 2026-06-22 X·@wallstengine · baseline uses Palantir Foundry for cloud data · 技术路线/合作客户
The baseline uses Palantir Foundry for cloud data
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-474ea3bf07a0b701"></a>🟦 2026-06-16 X·@wallstengine · Wolfe Research评级 · 评级目标价
Wolfe Research Resumes $PLTR at Peerperform from Underperform
tags: 好信源 · → daily
value: direction=中立至优于大盘
<a id="atom-5921710e2626de42"></a>🟥 2026-06-16 X·@wallstengine · 产品市场契合度 · 竞争格局
best product-market fit of any enterprise software company in the market today
tags: 好观点 · → daily
value: direction=最佳
<a id="atom-840b81c197eaffb4"></a>🟦 2026-06-16 X·@wallstengine · 最新NRR (净收入留存率) · 营收
NRR has hit 150%
tags: 好数字 · → daily
value: qty=150%
<a id="atom-3779b8ab7204007a"></a>🟦 2026-06-16 X·@wallstengine · 营收同比增长率 · 营收
revenue has grown 85% Y/Y
tags: 好数字 · → daily
value: qty=85%
<a id="atom-ebe4cbdde0f2543c"></a>🟥 2026-06-16 X·@wallstengine · 营收增速趋势 · 营收
revenue has grown 85% Y/Y and is accelerating
tags: 好数字 · → daily
value: direction=加速
<a id="atom-f3690be64ec99056"></a>🟦 2026-06-16 X·@wallstengine · 待履约合同(RDV)同比增长率 · 订单需求
backlog (RDV) is up 97% Y/Y
tags: 好数字 · → daily
value: qty=97%
<a id="atom-0964fe202f557b16"></a>🟦 2026-06-16 X·@wallstengine · 客户数量 · 出货量
on just 1,000 customers
tags: 好数字 · → daily
value: qty=1000
<a id="atom-f489a1d642e5ef28"></a>🟦 2026-06-16 X·@wallstengine · 员工数量 · 营收
approximately 4,000 employees
tags: 好数字 · → daily
value: qty=4000
<a id="atom-b090c616b6052967"></a>🟦 2026-06-16 X·@wallstengine · TAM (可寻址市场) · TAM
massive TAM at approximately $385B
tags: 好数字 · → daily
value: qty=$385B
<a id="atom-a85059748658e4e9"></a>🟦 2026-06-16 X·@wallstengine · ARPC (每客户平均收入) 同比增长率 · 营收
ARPC, which is up 40% Y/Y
tags: 好数字 · → daily
value: qty=40%
<a id="atom-8b9e33c5efd36d9a"></a>🟥 2026-06-16 X·@wallstengine · FY26-29营收CAGR (基本情景) · 营收
supporting a FY26-29 revenue CAGR of 39% in our base case
tags: 好数字 · → daily
value: qty=39% · date=FY26-29
<a id="atom-581b7612a473c88d"></a>🟥 2026-06-16 X·@wallstengine · FY26-29营收CAGR (乐观情景) · 营收
55% in our upside model
tags: 好数字 · → daily
value: qty=55% · date=FY26-29
<a id="atom-0b8a48cbabc983bc"></a>🟥 2026-05-22 X·@wallstengine · 在美国商业和政府市场的AI增长受益定位 · 订单需求/竞争格局
incrementally more bullish on the company’s positioning to benefit from secular AI growth trends in both U.S. Commercial and Government markets
tags: 好观点 · → daily
<a id="atom-62133f4540fd83a2"></a>🟥 2026-05-22 X·@wallstengine · 在新兴市场中作为企业AI本体和编排层的牵引力 · 技术路线/产品发布
Palantir continues to gain traction in emerging markets as a leading ontology and orchestration layer for Enterprise AI
tags: 好思考 · → daily
<a id="atom-09c155f4b8aff910"></a>🟥 2026-05-22 X·@wallstengine · 基于价值的定价推动新客户增长 · 定价权/订单需求
the company’s value-based pricing should continue to expand the number of new customers leveraging the platform
tags: 好观点 · → daily
<a id="atom-d9cdbdf122e17776"></a>🟥 2026-05-22 X·@wallstengine · 在政府业务领域的稳定可见增长前景 · 营收/管理层表态
stable, visible growth... strong, sustainable growth for the long term in this important segment
tags: 好观点 · → daily
<a id="atom-c83e56ffab6a8247"></a>🟦 2026-05-16 X·@FirstSquawk · Trump bought shares weeks before praising stock · 仓位/监管政策
Trump bought shares of AI company Palantir Technologies weeks before publicly praising the stock on Truth Social.
tags: 好信源 · → daily
value: qty=shares · direction=bought
<a id="atom-0e55ac4bb05f3ff7"></a>🟦 2026-05-16 X·@FirstSquawk · Trump 卖出股份金额上限 · 仓位情绪
Trump sold up to $5 million worth of Palantir shares in February
tags: 好数字 · → daily
value: qty=$5 million · direction=sell
<a id="atom-717d6d4a69e87c16"></a>🟦 2026-05-05 X·@wallstengine · 股价下跌 · 价格动态
Palantir $PLTR shares are down as market focus less on the beat-&-raise & more on valuation
tags: 好数字 · → daily
value: direction=down
[图: Leverage Shares 2X Long PLTR Daily ETF (PLTG) 的当日股价走势图 — 当前价格: $12.96; 今日下跌金额: $2.30; 今日下跌幅度: 15.07%]
📷 原图
<a id="atom-7d58a3d6ae527fb8"></a>🟥 2026-05-05 X·@wallstengine [老化中] · 被分析师认为 priced for perfection · 仓位情绪
multiple analysts saying the stock is already 'priced for perfection' and leaves little room for error even after another strong quarter
tags: 好观点 · → daily
[图: Leverage Shares 2X Long PLTR Daily ETF (PLTG) 的当日股价走势图 — 当前价格: $12.96; 今日下跌金额: $2.30; 今日下跌幅度: 15.07%]
📷 原图
<a id="atom-1e48ad8ae2ffdc3d"></a>🟦 2026-05-04 X·@wallstengine · earnings release scheduled after hours · 财报
16:05: Palantir $PLTR
tags: 好信源 · → daily
value: date=2026-05-04T16:05 EST
<a id="atom-b92fe953d5d4b26a"></a>🟦 2026-05-04 X·@financialjuice · Q1 adjusted EPS · 盈利能力
Adjusted EPS $0.33, est. $0.28
tags: 好数字 · → daily
value: qty=$0.33 · date=Q1 2026
<a id="atom-1e5f337959551b66"></a>🟦 2026-05-04 X·@financialjuice · Q1 revenue · 营收
Revenue $1.63B, est. $1.54B
tags: 好数字 · → daily
value: qty=$1.63B · date=Q1 2026
<a id="atom-e024b974978f11ac"></a>🟦 2026-05-04 X·@financialjuice · Q1 adjusted EBITDA · 盈利能力
Adjusted EBITDA $990.3M, est. $886.7M
tags: 好数字 · → daily
value: qty=$990.3M · date=Q1 2026
<a id="atom-45cc991b67c3c641"></a>🟦 2026-05-04 X·@financialjuice · Q2 revenue guidance · 业绩指引
Sees Q2 revenue $1.80B, est. $1.68B
tags: 好数字 · → daily
value: qty=$1.80B · date=Q2 2026
<a id="atom-761f5d2e3fe68971"></a>🟦 2026-05-04 X·@financialjuice · FY revenue guidance · 业绩指引
Sees FY revenue $7.65B to $7.66B, saw $7.18B to $7.20B
tags: 好数字 · → daily
value: qty=$7.65B to $7.66B · date=FY 2026
<a id="atom-6ed41675e66ad962"></a>🟦 2026-05-04 X·@FirstSquawk · Q1 2026 营收 · 营收
PALANTIR POSTED Q1 2026 REVENUE OF $1.63 BILLION (VS $1.54 BILLION ESTIMATE)
tags: 好数字 · → daily
value: qty=1630000000.0 · date=Q1 2026
<a id="atom-e9502677822e593f"></a>🟦 2026-05-04 X·@FirstSquawk · Q1 2026 adjusted EPS · 盈利能力
ADJUSTED EPS OF $0.33 (VS $0.28)
tags: 好数字 · → daily
value: qty=0.33 · date=Q1 2026
<a id="atom-1b72d884b14076af"></a>🟦 2026-05-04 X·@FirstSquawk · Q1 2026 adjusted EBITDA · 盈利能力
ADJUSTED EBITDA OF $990.3 MILLION (VS $886.7 MILLION)
tags: 好数字 · → daily
value: qty=990300000 · date=Q1 2026
<a id="atom-4d745e5af039b154"></a>🟦 2026-05-04 X·@FirstSquawk · US commercial revenue · 营收
US COMMERCIAL REVENUE ABOVE $3.22 BILLION
tags: 好数字 · → daily
value: qty=3220000000.0 · date=Q1 2026
<a id="atom-e92c0081e9431028"></a>🟦 2026-05-04 X·@FirstSquawk · Q2 2026 营收指引 · 业绩指引
PALANTIR GUIDED Q2 REVENUE TO $1.80 BILLION (VS $1.68 BILLION ESTIMATE)
tags: 好数字 · → daily
value: qty=1800000000.0 · date=Q2 2026
<a id="atom-1495f955bb7c8822"></a>🟦 2026-05-04 X·@FirstSquawk · FY 营收展望 · 业绩指引
LIFTED ITS FY REVENUE OUTLOOK TO $7.65–$7.66 BILLION (FROM $7.18–$7.20 BILLION)
tags: 好数字 · → daily
value: qty_min=7650000000.0 · qty_max=7660000000.0 · date=FY2026
<a id="atom-ec3ecc191b1c164a"></a>🟦 2026-05-04 X·@FirstSquawk · FY adjusted operating profit 展望 · 业绩指引
PROJECTING FY ADJUSTED OPERATING PROFIT OF $4.44–$4.45 BILLION VERSUS THE $4.18 BILLION CONSENSUS
tags: 好数字 · → daily
value: qty_min=4440000000.0 · qty_max=4450000000.0 · date=FY2026
<a id="atom-f0092a79841a0a80"></a>🟦 2026-05-04 X·@wallstengine · Q1 2026 Revenue · 营收
Revenue: $1.63B (Est. $1.54B) 🟢; +85% YoY
tags: 好数字 · → daily
value: qty=$1.63B
📷 原图

⏱ 时间轴 (近 20)

🟥 2026-07-06 · narrative · 批评 AI 实验室和 Tokenmaxxing · → daily
🟦 2026-07-03 · fact · 欧洲政府合同流失 · → daily
🟦 2026-07-03 · fact · 德国政府合同流失 · → daily
🟦 2026-07-03 · fact · 西班牙政府合同限制 · → daily
🟦 2026-07-03 · fact · 英国NHS合同审查 · → daily
🟦 2026-07-03 · fact · 伦敦警察合同被阻 · → daily
🟦 2026-07-03 · fact · 与Nvidia合作发布开放模型 · → daily
🟥 2026-07-03 · narrative · 业务模型依赖炒作中国威胁 · → daily
🟥 2026-07-03 · narrative · 公关策略 · → daily
🟦 2026-07-03 · fact · 客户切换至NVDA Nemotron · → daily
🟥 2026-07-02 · narrative · 演示了战场助手系统 · → daily
🟥 2026-07-02 · narrative · AI 解释能力评价 · → daily
🟥 2026-07-02 · narrative · 功能认知缺失 · → daily
🟦 2026-07-02 · fact · 评级上调 · → daily
🟦 2026-07-02 · fact · 目标价上调 · → daily
🟦 2026-07-02 · narrative · DA Davidson 升级至 Buy · → daily
🟦 2026-07-02 · narrative · DA Davidson 目标价上调至 $175 · → daily
🟥 2026-07-02 · narrative · Analyst sees role as crucial AI orchestration layer · → daily
🟦 2026-07-02 · fact · 获得美军合同 · → daily
🟥 2026-07-02 · narrative · 与其它软件公司相比的竞争优势 · → daily

📊 板块级信号 · 软件板块 (43)

*以下是 软件板块 板块的信号 (PLTR 是成员), 非直接针对 PLTR — 供板块上下文参考*

展开板块信号

🟦▲ 2026-05-29 [twitter] · 超额收益维持至1999年底
总体来看，软件较科技板块的超额收益一直维持到了1999年底
🟥▲ 2026-05-11 [chat] · 仓位与基本面
SPX 强劲反弹但仓位仅 62% = 基本面驱动 → 软件股收入加速 + 利润率扩大但仓位为负 = 逆向做多机会
🟦▲ 2026-06-01 [newsletter] · 本月涨幅
软件板块5月涨幅21%
🟦▼ 2026-04-23 [chat] · 很难找到没跌 5% 的，MSFT 是罕见例外
很难找到没跌 5% 的软件股，MSFT 成为罕见例外
🟦▼ 2026-04-23 [twitter] · 估值已大幅下调
软件板块估值已大幅下调
🟦▼ 2026-04-23 [twitter] · 相较普通股票仍存在溢价
但相较普通股票仍存在溢价
🟥▼ 2026-04-08 [chat] · 终端价值重估
机构将软件比作“新的百货大楼” (new dept store)，认为在 AI 替代预期下缺乏买入理由，终端价值 (terminal value) 逻辑被破坏。
🟦▼ 2026-04-19 [chat] · 亚洲投资者共识交易方向
GS 销售指出，亚洲投资者坚守共识交易：做空软件

📊 板块级信号 · Enterprises (15)

*以下是 Enterprises 板块的信号 (PLTR 是成员), 非直接针对 PLTR — 供板块上下文参考*

展开板块信号

🟦▼ 2026-04-28 [twitter] · fraction without systematic AI misbehavior detection
nearly 1 in 3 enterprises has no systematic way to detect a misbehaving AI model until damage is already done.
🟥▼ 2026-05-31 [twitter] · AI 预算成本控制动机
CFOs will be going into shock over AI budgets this year and people are going to be motivated to find cost savings very s
🟦▼ 2026-04-25 [twitter] · AI 模型异常检测能力
And nearly 1 in 3 enterprises has no systematic way to detect a misbehaving AI model until damage is already done.
🟥▲ 2026-06-28 [twitter] · can host Chinese models under their own GPUs so it’s still compliant a
They can host Chinese models under their own GPUs so it’s still compliant and they would argue they have more control.
🟥▲ 2026-06-28 [twitter] · will post train with their own data on top of Chinese models to build
they will post train with their own data on top of Chinese models. That’s how they build data moat.
🟥▼ 2026-06-28 [twitter] · will not trust anthropic due to data retention for safety concerns
They will not trust anthropic who will retain their data at any time for “safety” concerns like how they did with Fable
🟥▼ 2026-06-25 [twitter] · moving off cloud
enterprises are moving off the cloud
🟥▲ 2026-06-25 [twitter] · acquiring compute
enterprises are...acquiring compute

📊 板块级信号 · US equities (4)

*以下是 US equities 板块的信号 (PLTR 是成员), 非直接针对 PLTR — 供板块上下文参考*

展开板块信号

🟦▼ 2026-06-23 [twitter] · market cap erased today
U.S. stocks erased roughly $1 trillion in market value today as a broad-based selloff swept across equities.
🟥▼ 2026-07-01 [twitter] · short entries recommended until October
Short entries until October imo
🟥▼ 2026-07-01 [twitter] · first crash likely November
First crash November ish? Not sure
🟥▼ 2026-06-21 [twitter] · valuation level
record valuations

📊 板块级信号 · AI companies (19)

*以下是 AI companies 板块的信号 (PLTR 是成员), 非直接针对 PLTR — 供板块上下文参考*

展开板块信号

🟥▼ 2026-06-12 [twitter] · 投资风险
investing in AI companies has just become permanently more risky as the USG could pull the plug at any moment
🟥▲ 2026-06-05 [twitter] · 乐于捐赠股份
And founders / companies are all excited to give! They love the idea of direct philanthropy / private ownership of thei
🟥▲ 2026-06-11 [twitter] · improved margins despite open source
They’ve been able to improve margins & manage around open source anyways
🟥▲ 2026-05-14 [twitter] · focus on pure maths
Talking about the surge of AI research into pure maths, a friend put it a good way: "unfathomable resources from the big
🟥▼ 2026-07-03 [twitter] · 正在失去定价权
AI companies are losing pricing power with increasingly cost-sensitive customers
🟥▲ 2026-06-05 [twitter] · 预计有大公告
Expect some big announcements!
🟥▲ 2026-05-28 [twitter] · 合规成本可能低于从芝加哥获得的收入
the compliance costs are likely to be smaller than the revenue AI companies can make from just Chicago
🟥▲ 2026-05-26 [twitter] · 商业模式持续性
What’ll really happen is AI will become normalised, affordable and integrated into society once the market learns which

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