money2me
2021-10-15
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Palantir Is A Buy: Why This Stock Could Go A Lot Higher<blockquote>Palantir值得买入：为什么这只股票可能会走高</blockquote>
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Palantir is a market leader in big data analytics and has significant growth potential and plenty of market share to capture. The company already caters to top government agencies, corporations, and sectors across numerous industries. The company is continuously improving and growing its business segments, and Palantir should continue to attract new clients in the future. Moreover, the company should continue to increase revenues and grow EPS as we advance. Palantir's stock will likely rise from here and could double within the next several years.</p><p><blockquote>Palantir（纽约证券交易所股票代码：PLTR）在2020年和2021年初强劲上涨，但最近该股大多横盘整理。Palantir是大数据分析领域的市场领导者，拥有巨大的增长潜力和大量的市场份额。该公司已经为众多行业的顶级政府机构、公司和部门提供服务。该公司正在不断改进和发展其业务部门，Palantir未来应该会继续吸引新客户。此外，随着我们的进步，公司应该继续增加收入并增加每股收益。Palantir的股价可能会从这里上涨，并可能在未来几年内翻一番。</blockquote></p><p> <b>The Technical Setup</b></p><p><blockquote><b>技术设置</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ace88581cae461d9a59e70b01abd2c4c\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"><span>Source: Stockcharts.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Stockcharts.com</span></p></blockquote></p><p> Palantir has been in a relatively tight trading range ($20-30) for most of this year. However, we see the stock making slightly higher highs and higher lows in recent months. There is now strong support around the $22 and $20 support levels. Additionally, the full stochastic, the CCI, and other technical indicators imply that the stock will likely shift towards a more positive technical momentum. Given the technical setup, a breakout above the $30 resistance level seems probable within the next several months.</p><p><blockquote>Palantir今年大部分时间都处于相对紧张的交易区间（20-30美元）。然而，我们看到该股近几个月的高点和低点略高。现在在22美元和20美元支撑位附近有很强的支撑。此外，完全随机指标、CCI和其他技术指标意味着该股可能会转向更积极的技术势头。鉴于技术设置，未来几个月内似乎有可能突破30美元阻力位。</blockquote></p><p> <b>Palantir's Businesses</b></p><p><blockquote><b>Palantir的业务</b></blockquote></p><p> Palantir operates out ofthree core segments. Gotham, Metropolis, and Foundry are the three main \"projects\" that the company is known for right now. While Palantir is a leading software big data analytics company, what I find most interesting is the company's client list.</p><p><blockquote>Palantir由三个核心部门运营。哥谭市、大都会和铸造厂是该公司目前闻名的三个主要“项目”。虽然Palantir是一家领先的软件大数据分析公司，但我发现最有趣的是该公司的客户名单。</blockquote></p><p> The company's Gotham program is used by U.S. counter-terrorism analysts at the U.S. Intelligence Community and the Department of Defense. Moreover, the CIA, DOD, and numerous other intelligence and defense branches use Palantir's services. Government contracts are the primary source of income and growth for Palantir, and the company continues to attract clients amongst government agencies. The company signed contracts with the CDC, the U.S. Special Operations Command, the United States Space Force, and others.</p><p><blockquote>该公司的Gotham程序被美国情报界和国防部的美国反恐分析师使用。此外，中央情报局、国防部和许多其他情报和国防部门都使用Palantir的服务。政府合同是Palantir收入和增长的主要来源，该公司继续吸引政府机构的客户。该公司与CDC、美国特种作战司令部、美国太空部队等签订了合同。</blockquote></p><p> The U.S. government would not use the services of an unreliable or incompetent company. The trusted seal of approval of the U.S. government is excellent for Palantir, as it signals that the firm is highly competent and can be trusted. Furthermore, government contracts are often recurring and can deliver steady long-term revenues for Palantir.</p><p><blockquote>美国政府不会使用不可靠或不称职的公司的服务。美国政府值得信赖的批准印章对Palantir来说非常好，因为它表明该公司非常有能力并且值得信赖。此外，政府合同通常是经常性的，可以为Palantir带来稳定的长期收入。</blockquote></p><p> Palantir Metropolis is data integration, information management, and quantitative analytics software used primarily by banks, hedge funds, and other financial institutions. Metropolis is a lucrative area the company can continue to expand operations in.</p><p><blockquote>Palantir Metropolis是一款数据集成、信息管理和定量分析软件，主要由银行、对冲基金和其他金融机构使用。大都会是该公司可以继续扩大业务的利润丰厚的地区。</blockquote></p><p> The company's Foundry program is Palantir's software designed for other corporate clients. Over 200 companies already use Palantir's software, and the list continues to grow. Palantir will likely continue to improve operations and increase clients in its corporate segment. This trend should enable revenues to continue to expand and EPS to rise.</p><p><blockquote>该公司的Foundry计划是Palantir为其他企业客户设计的软件。已经有超过200家公司使用Palantir的软件，而且这个数字还在继续增长。Palantir可能会继续改善运营并增加其企业部门的客户。这一趋势应该会使收入继续扩大，每股收益上升。</blockquote></p><p> <b>Palantir's Growth Story</b></p><p><blockquote><b>Palantir的成长故事</b></blockquote></p><p> With revenues looking to surge by about 38% this year, Palantir is one of the most exciting growth stocks around today. Analysts expect Palantir to report $1.5 billion in revenues in 2021, and sales could triple to more than $5 billion by the end of 2025.</p><p><blockquote>Palantir今年的收入预计将飙升约38%，是当今最令人兴奋的成长型股票之一。分析师预计Palantir 2021年收入将达到15亿美元，到2025年底销售额可能会增加两倍，达到50亿美元以上。</blockquote></p><p> <b>Revenue Growth</b></p><p><blockquote><b>收入增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1058c11240d23ab79899c55af6687fe\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p></p><p> Palantir's revenues have doubled since 2019, and sales growth should continue to surge as we move ahead. The company has a powerful presence amongst government agencies, which provides Palantir with a continuous stream of lucrative government contracts. Additionally, the company continues to expand its reach in the corporate sector as well. It's important to consider that Palantir has a great deal of market share to capture, and the company has a remarkably long growth runway. We could see significant double-digit growth continue for many more years with Palantir as we move ahead. Therefore, the company's P/E ratio will likely remain relatively high well into the future.</p><p><blockquote>自2019年以来，Palantir的收入翻了一番，随着我们的前进，销售增长应该会继续飙升。该公司在政府机构中拥有强大的影响力，为Palantir提供了源源不断的利润丰厚的政府合同。此外，该公司还继续扩大其在企业领域的影响力。重要的是要考虑到Palantir有大量的市场份额需要占领，而且该公司有一个非常长的增长跑道。随着我们的前进，我们可以看到Palantir在未来许多年继续实现两位数的显着增长。因此，该公司的市盈率在未来很长一段时间内可能会保持相对较高的水平。</blockquote></p><p> <b>EPS Projections</b></p><p><blockquote><b>每股收益预测</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ed71a1a8a1164ed597242f76d7c39fc\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> While the company's EPS may appear relatively low right now, earnings will likely surge in the future. After all, this kind of earnings dynamic is what we should expect to see from a growth company. Limited EPS growth while the company is expanding operations and growing revenues is a normal phenomenon. Once Palantir gets more established in its core industries, we will likely see growth slow down and EPS increase as the company begins emphasizing earnings rather than growth.</p><p><blockquote>虽然该公司的每股收益目前可能相对较低，但未来盈利可能会飙升。毕竟，这种盈利动态是我们应该从成长型公司中看到的。在公司扩大业务和增加收入的同时，每股收益增长有限是正常现象。一旦Palantir在其核心行业站稳脚跟，随着公司开始强调盈利而不是增长，我们可能会看到增长放缓，每股收益增加。</blockquote></p><p> <b>Beating the Analysts</b></p><p><blockquote><b>击败分析师</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38b36b5d8c54c212b4e342b80563d88e\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> Palantir is becoming quite adept at beating consensus analysts' projections. While analysts expected the company to produce $0.12 in EPS, Palantir delivered $0.20 instead. This outperformance is a significant 67% beat over the estimates. Now, we may not see 50-100% EPS beats in future years, but Palantir's EPS results could come in towards the higher end of estimates as we advance.</p><p><blockquote>Palantir越来越擅长超出分析师的普遍预测。虽然分析师预计该公司每股收益为0.12美元，但Palantir的每股收益为0.20美元。这一优异表现比预期高出67%。现在，我们可能不会看到未来几年每股收益超过50-100%，但随着我们的进展，Palantir的每股收益结果可能会接近预期的高端。</blockquote></p><p> <b>Here's What Palantir's Earnings Could Look Like in Future Years:</b></p><p><blockquote><b>以下是Palantir未来几年的盈利情况：</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efd80de9939548724af3e938182359c\" tg-width=\"905\" tg-height=\"400\" width=\"100%\" height=\"auto\"><span>Source: Author's material</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者材料</span></p></blockquote></p><p> My earnings estimates are just slightly higher than the consensus analysts' figures. However, I don't believe that I am overly optimistic about the stock price here. Due to Palantir's substantial revenue growth and earning capacity, we will likely continue to see a relatively high P/E ratio for this stock. This dynamic is nothing out of the ordinary, as we see relatively high P/E ratios persist in other dominant market-leading names with high growth prospects.</p><p><blockquote>我的盈利预期仅略高于分析师的普遍预期。不过，我不相信我对这里的股价过于乐观。由于Palantir的大幅收入增长和盈利能力，我们可能会继续看到该股票相对较高的市盈率。这种动态并不罕见，因为我们看到其他具有高增长前景的占主导地位的市场领先公司的市盈率持续存在。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Palantir is a unique company that should continue to expand revenues and increase EPS as we move forward. The company has a very prominent position in the lucrative government software sector. Moreover, Palantir continues to improve its market position in its corporate segments as well. The company has significant growth potential and should continue to deliver double-digit revenue growth for many years. In addition, Palantir is already showing a tenacity for surpassing analysts' expectations, and the company could continue to bring in higher earnings than the market expects. I suspect that Palantir's stock can have a sustainable move up to around $50 over the next 1-3 years. After this appreciation, shares of Palantir can continue to move higher.</p><p><blockquote>Palantir是一家独特的公司，随着我们的前进，它应该会继续扩大收入并增加每股收益。该公司在利润丰厚的政府软件领域拥有非常突出的地位。此外，Palantir也不断提高其在企业领域的市场地位。该公司具有巨大的增长潜力，应该会在许多年内继续实现两位数的收入增长。此外，Palantir已经表现出超出分析师预期的韧性，该公司可能会继续带来高于市场预期的盈利。我怀疑Palantir的股价在未来1-3年内可以持续上涨至50美元左右。此次升值之后，Palantir的股价可以继续走高。</blockquote></p><p> <b>Risks to Consider</b></p><p><blockquote><b>需要考虑的风险</b></blockquote></p><p> Despite my bullish outlook for Palantir, market participants should consider some potential risks. While the growth story is strong at Palantir, shares are far from cheap, and the company's earnings are still quite limited. Moreover, if the company's growth picture were to turn less bullish for whatever reason, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Palantir is not a value company. It is an elevated-risk/high reward potential stock. The company needs to execute almost flawlessly and operate optimally for the stock price to continue to grow.</p><p><blockquote>尽管我看好Palantir的前景，但市场参与者应该考虑一些潜在风险。尽管Palantir的增长故事强劲，但股价远非便宜，而且该公司的盈利仍然相当有限。此外，如果该公司的增长前景因某种原因变得不那么乐观，该股可能会走向错误的方向。例如，如果Palantir失去政府青睐或发生数据泄露，该股可能会大幅下跌。Palantir不是一家价值公司。这是一只高风险/高回报的潜在股票。公司需要近乎完美地执行并以最佳方式运营，股价才能继续增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is A Buy: Why This Stock Could Go A Lot Higher<blockquote>Palantir值得买入：为什么这只股票可能会走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is A Buy: Why This Stock Could Go A Lot Higher<blockquote>Palantir值得买入：为什么这只股票可能会走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-15 22:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir had a strong run-up last year, but shares have been trading sideways for months now.</li> <li>We are likely witnessing a consolidation phase, after which Palantir should head higher.</li> <li>The company enjoys a prominent market position with its government business, and its corporate operations are also expanding.</li> <li>Palantir has enormous growth potential, and its share price should continue to power higher as we advance.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361567f2939770c4946a5568ce8dc7e\" tg-width=\"1536\" tg-height=\"1033\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir去年强劲上涨，但股价几个月来一直横盘整理。</li><li>我们可能会见证一个整合阶段，之后Palantir应该会走高。</li><li>该公司凭借其政府业务享有突出的市场地位，其公司业务也在不断扩大。</li><li>Palantir拥有巨大的增长潜力，随着我们的发展，其股价应该会继续走高。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Palantir(NYSE:PLTR)had a strong run-up in 2020 and early 2021, but lately, the stock has mostly moved sideways. Palantir is a market leader in big data analytics and has significant growth potential and plenty of market share to capture. The company already caters to top government agencies, corporations, and sectors across numerous industries. The company is continuously improving and growing its business segments, and Palantir should continue to attract new clients in the future. Moreover, the company should continue to increase revenues and grow EPS as we advance. Palantir's stock will likely rise from here and could double within the next several years.</p><p><blockquote>Palantir（纽约证券交易所股票代码：PLTR）在2020年和2021年初强劲上涨，但最近该股大多横盘整理。Palantir是大数据分析领域的市场领导者，拥有巨大的增长潜力和大量的市场份额。该公司已经为众多行业的顶级政府机构、公司和部门提供服务。该公司正在不断改进和发展其业务部门，Palantir未来应该会继续吸引新客户。此外，随着我们的进步，公司应该继续增加收入并增加每股收益。Palantir的股价可能会从这里上涨，并可能在未来几年内翻一番。</blockquote></p><p> <b>The Technical Setup</b></p><p><blockquote><b>技术设置</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ace88581cae461d9a59e70b01abd2c4c\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"><span>Source: Stockcharts.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Stockcharts.com</span></p></blockquote></p><p> Palantir has been in a relatively tight trading range ($20-30) for most of this year. However, we see the stock making slightly higher highs and higher lows in recent months. There is now strong support around the $22 and $20 support levels. Additionally, the full stochastic, the CCI, and other technical indicators imply that the stock will likely shift towards a more positive technical momentum. Given the technical setup, a breakout above the $30 resistance level seems probable within the next several months.</p><p><blockquote>Palantir今年大部分时间都处于相对紧张的交易区间（20-30美元）。然而，我们看到该股近几个月的高点和低点略高。现在在22美元和20美元支撑位附近有很强的支撑。此外，完全随机指标、CCI和其他技术指标意味着该股可能会转向更积极的技术势头。鉴于技术设置，未来几个月内似乎有可能突破30美元阻力位。</blockquote></p><p> <b>Palantir's Businesses</b></p><p><blockquote><b>Palantir的业务</b></blockquote></p><p> Palantir operates out ofthree core segments. Gotham, Metropolis, and Foundry are the three main \"projects\" that the company is known for right now. While Palantir is a leading software big data analytics company, what I find most interesting is the company's client list.</p><p><blockquote>Palantir由三个核心部门运营。哥谭市、大都会和铸造厂是该公司目前闻名的三个主要“项目”。虽然Palantir是一家领先的软件大数据分析公司，但我发现最有趣的是该公司的客户名单。</blockquote></p><p> The company's Gotham program is used by U.S. counter-terrorism analysts at the U.S. Intelligence Community and the Department of Defense. Moreover, the CIA, DOD, and numerous other intelligence and defense branches use Palantir's services. Government contracts are the primary source of income and growth for Palantir, and the company continues to attract clients amongst government agencies. The company signed contracts with the CDC, the U.S. Special Operations Command, the United States Space Force, and others.</p><p><blockquote>该公司的Gotham程序被美国情报界和国防部的美国反恐分析师使用。此外，中央情报局、国防部和许多其他情报和国防部门都使用Palantir的服务。政府合同是Palantir收入和增长的主要来源，该公司继续吸引政府机构的客户。该公司与CDC、美国特种作战司令部、美国太空部队等签订了合同。</blockquote></p><p> The U.S. government would not use the services of an unreliable or incompetent company. The trusted seal of approval of the U.S. government is excellent for Palantir, as it signals that the firm is highly competent and can be trusted. Furthermore, government contracts are often recurring and can deliver steady long-term revenues for Palantir.</p><p><blockquote>美国政府不会使用不可靠或不称职的公司的服务。美国政府值得信赖的批准印章对Palantir来说非常好，因为它表明该公司非常有能力并且值得信赖。此外，政府合同通常是经常性的，可以为Palantir带来稳定的长期收入。</blockquote></p><p> Palantir Metropolis is data integration, information management, and quantitative analytics software used primarily by banks, hedge funds, and other financial institutions. Metropolis is a lucrative area the company can continue to expand operations in.</p><p><blockquote>Palantir Metropolis是一款数据集成、信息管理和定量分析软件，主要由银行、对冲基金和其他金融机构使用。大都会是该公司可以继续扩大业务的利润丰厚的地区。</blockquote></p><p> The company's Foundry program is Palantir's software designed for other corporate clients. Over 200 companies already use Palantir's software, and the list continues to grow. Palantir will likely continue to improve operations and increase clients in its corporate segment. This trend should enable revenues to continue to expand and EPS to rise.</p><p><blockquote>该公司的Foundry计划是Palantir为其他企业客户设计的软件。已经有超过200家公司使用Palantir的软件，而且这个数字还在继续增长。Palantir可能会继续改善运营并增加其企业部门的客户。这一趋势应该会使收入继续扩大，每股收益上升。</blockquote></p><p> <b>Palantir's Growth Story</b></p><p><blockquote><b>Palantir的成长故事</b></blockquote></p><p> With revenues looking to surge by about 38% this year, Palantir is one of the most exciting growth stocks around today. Analysts expect Palantir to report $1.5 billion in revenues in 2021, and sales could triple to more than $5 billion by the end of 2025.</p><p><blockquote>Palantir今年的收入预计将飙升约38%，是当今最令人兴奋的成长型股票之一。分析师预计Palantir 2021年收入将达到15亿美元，到2025年底销售额可能会增加两倍，达到50亿美元以上。</blockquote></p><p> <b>Revenue Growth</b></p><p><blockquote><b>收入增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1058c11240d23ab79899c55af6687fe\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p></p><p> Palantir's revenues have doubled since 2019, and sales growth should continue to surge as we move ahead. The company has a powerful presence amongst government agencies, which provides Palantir with a continuous stream of lucrative government contracts. Additionally, the company continues to expand its reach in the corporate sector as well. It's important to consider that Palantir has a great deal of market share to capture, and the company has a remarkably long growth runway. We could see significant double-digit growth continue for many more years with Palantir as we move ahead. Therefore, the company's P/E ratio will likely remain relatively high well into the future.</p><p><blockquote>自2019年以来，Palantir的收入翻了一番，随着我们的前进，销售增长应该会继续飙升。该公司在政府机构中拥有强大的影响力，为Palantir提供了源源不断的利润丰厚的政府合同。此外，该公司还继续扩大其在企业领域的影响力。重要的是要考虑到Palantir有大量的市场份额需要占领，而且该公司有一个非常长的增长跑道。随着我们的前进，我们可以看到Palantir在未来许多年继续实现两位数的显着增长。因此，该公司的市盈率在未来很长一段时间内可能会保持相对较高的水平。</blockquote></p><p> <b>EPS Projections</b></p><p><blockquote><b>每股收益预测</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ed71a1a8a1164ed597242f76d7c39fc\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> While the company's EPS may appear relatively low right now, earnings will likely surge in the future. After all, this kind of earnings dynamic is what we should expect to see from a growth company. Limited EPS growth while the company is expanding operations and growing revenues is a normal phenomenon. Once Palantir gets more established in its core industries, we will likely see growth slow down and EPS increase as the company begins emphasizing earnings rather than growth.</p><p><blockquote>虽然该公司的每股收益目前可能相对较低，但未来盈利可能会飙升。毕竟，这种盈利动态是我们应该从成长型公司中看到的。在公司扩大业务和增加收入的同时，每股收益增长有限是正常现象。一旦Palantir在其核心行业站稳脚跟，随着公司开始强调盈利而不是增长，我们可能会看到增长放缓，每股收益增加。</blockquote></p><p> <b>Beating the Analysts</b></p><p><blockquote><b>击败分析师</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38b36b5d8c54c212b4e342b80563d88e\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"><span>Source: seekingalpha.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：seekingalpha.com</span></p></blockquote></p><p> Palantir is becoming quite adept at beating consensus analysts' projections. While analysts expected the company to produce $0.12 in EPS, Palantir delivered $0.20 instead. This outperformance is a significant 67% beat over the estimates. Now, we may not see 50-100% EPS beats in future years, but Palantir's EPS results could come in towards the higher end of estimates as we advance.</p><p><blockquote>Palantir越来越擅长超出分析师的普遍预测。虽然分析师预计该公司每股收益为0.12美元，但Palantir的每股收益为0.20美元。这一优异表现比预期高出67%。现在，我们可能不会看到未来几年每股收益超过50-100%，但随着我们的进展，Palantir的每股收益结果可能会接近预期的高端。</blockquote></p><p> <b>Here's What Palantir's Earnings Could Look Like in Future Years:</b></p><p><blockquote><b>以下是Palantir未来几年的盈利情况：</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efd80de9939548724af3e938182359c\" tg-width=\"905\" tg-height=\"400\" width=\"100%\" height=\"auto\"><span>Source: Author's material</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者材料</span></p></blockquote></p><p> My earnings estimates are just slightly higher than the consensus analysts' figures. However, I don't believe that I am overly optimistic about the stock price here. Due to Palantir's substantial revenue growth and earning capacity, we will likely continue to see a relatively high P/E ratio for this stock. This dynamic is nothing out of the ordinary, as we see relatively high P/E ratios persist in other dominant market-leading names with high growth prospects.</p><p><blockquote>我的盈利预期仅略高于分析师的普遍预期。不过，我不相信我对这里的股价过于乐观。由于Palantir的大幅收入增长和盈利能力，我们可能会继续看到该股票相对较高的市盈率。这种动态并不罕见，因为我们看到其他具有高增长前景的占主导地位的市场领先公司的市盈率持续存在。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Palantir is a unique company that should continue to expand revenues and increase EPS as we move forward. The company has a very prominent position in the lucrative government software sector. Moreover, Palantir continues to improve its market position in its corporate segments as well. The company has significant growth potential and should continue to deliver double-digit revenue growth for many years. In addition, Palantir is already showing a tenacity for surpassing analysts' expectations, and the company could continue to bring in higher earnings than the market expects. I suspect that Palantir's stock can have a sustainable move up to around $50 over the next 1-3 years. After this appreciation, shares of Palantir can continue to move higher.</p><p><blockquote>Palantir是一家独特的公司，随着我们的前进，它应该会继续扩大收入并增加每股收益。该公司在利润丰厚的政府软件领域拥有非常突出的地位。此外，Palantir也不断提高其在企业领域的市场地位。该公司具有巨大的增长潜力，应该会在许多年内继续实现两位数的收入增长。此外，Palantir已经表现出超出分析师预期的韧性，该公司可能会继续带来高于市场预期的盈利。我怀疑Palantir的股价在未来1-3年内可以持续上涨至50美元左右。此次升值之后，Palantir的股价可以继续走高。</blockquote></p><p> <b>Risks to Consider</b></p><p><blockquote><b>需要考虑的风险</b></blockquote></p><p> Despite my bullish outlook for Palantir, market participants should consider some potential risks. While the growth story is strong at Palantir, shares are far from cheap, and the company's earnings are still quite limited. Moreover, if the company's growth picture were to turn less bullish for whatever reason, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Palantir is not a value company. It is an elevated-risk/high reward potential stock. The company needs to execute almost flawlessly and operate optimally for the stock price to continue to grow.</p><p><blockquote>尽管我看好Palantir的前景，但市场参与者应该考虑一些潜在风险。尽管Palantir的增长故事强劲，但股价远非便宜，而且该公司的盈利仍然相当有限。此外，如果该公司的增长前景因某种原因变得不那么乐观，该股可能会走向错误的方向。例如，如果Palantir失去政府青睐或发生数据泄露，该股可能会大幅下跌。Palantir不是一家价值公司。这是一只高风险/高回报的潜在股票。公司需要近乎完美地执行并以最佳方式运营，股价才能继续增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4459874-why-palantir-could-go-lot-higher\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4459874-why-palantir-could-go-lot-higher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181832255","content_text":"Summary\n\nPalantir had a strong run-up last year, but shares have been trading sideways for months now.\nWe are likely witnessing a consolidation phase, after which Palantir should head higher.\nThe company enjoys a prominent market position with its government business, and its corporate operations are also expanding.\nPalantir has enormous growth potential, and its share price should continue to power higher as we advance.\n\nScott Olson/Getty Images News\nPalantir(NYSE:PLTR)had a strong run-up in 2020 and early 2021, but lately, the stock has mostly moved sideways. Palantir is a market leader in big data analytics and has significant growth potential and plenty of market share to capture. The company already caters to top government agencies, corporations, and sectors across numerous industries. The company is continuously improving and growing its business segments, and Palantir should continue to attract new clients in the future. Moreover, the company should continue to increase revenues and grow EPS as we advance. Palantir's stock will likely rise from here and could double within the next several years.\nThe Technical Setup\nSource: Stockcharts.com\nPalantir has been in a relatively tight trading range ($20-30) for most of this year. However, we see the stock making slightly higher highs and higher lows in recent months. There is now strong support around the $22 and $20 support levels. Additionally, the full stochastic, the CCI, and other technical indicators imply that the stock will likely shift towards a more positive technical momentum. Given the technical setup, a breakout above the $30 resistance level seems probable within the next several months.\nPalantir's Businesses\nPalantir operates out ofthree core segments. Gotham, Metropolis, and Foundry are the three main \"projects\" that the company is known for right now. While Palantir is a leading software big data analytics company, what I find most interesting is the company's client list.\nThe company's Gotham program is used by U.S. counter-terrorism analysts at the U.S. Intelligence Community and the Department of Defense. Moreover, the CIA, DOD, and numerous other intelligence and defense branches use Palantir's services. Government contracts are the primary source of income and growth for Palantir, and the company continues to attract clients amongst government agencies. The company signed contracts with the CDC, the U.S. Special Operations Command, the United States Space Force, and others.\nThe U.S. government would not use the services of an unreliable or incompetent company. The trusted seal of approval of the U.S. government is excellent for Palantir, as it signals that the firm is highly competent and can be trusted. Furthermore, government contracts are often recurring and can deliver steady long-term revenues for Palantir.\nPalantir Metropolis is data integration, information management, and quantitative analytics software used primarily by banks, hedge funds, and other financial institutions. Metropolis is a lucrative area the company can continue to expand operations in.\nThe company's Foundry program is Palantir's software designed for other corporate clients. Over 200 companies already use Palantir's software, and the list continues to grow. Palantir will likely continue to improve operations and increase clients in its corporate segment. This trend should enable revenues to continue to expand and EPS to rise.\nPalantir's Growth Story\nWith revenues looking to surge by about 38% this year, Palantir is one of the most exciting growth stocks around today. Analysts expect Palantir to report $1.5 billion in revenues in 2021, and sales could triple to more than $5 billion by the end of 2025.\nRevenue Growth\nSource: seekingalpha.com\nPalantir's revenues have doubled since 2019, and sales growth should continue to surge as we move ahead. The company has a powerful presence amongst government agencies, which provides Palantir with a continuous stream of lucrative government contracts. Additionally, the company continues to expand its reach in the corporate sector as well. It's important to consider that Palantir has a great deal of market share to capture, and the company has a remarkably long growth runway. We could see significant double-digit growth continue for many more years with Palantir as we move ahead. Therefore, the company's P/E ratio will likely remain relatively high well into the future.\nEPS Projections\nSource: seekingalpha.com\nWhile the company's EPS may appear relatively low right now, earnings will likely surge in the future. After all, this kind of earnings dynamic is what we should expect to see from a growth company. Limited EPS growth while the company is expanding operations and growing revenues is a normal phenomenon. Once Palantir gets more established in its core industries, we will likely see growth slow down and EPS increase as the company begins emphasizing earnings rather than growth.\nBeating the Analysts\nSource: seekingalpha.com\nPalantir is becoming quite adept at beating consensus analysts' projections. While analysts expected the company to produce $0.12 in EPS, Palantir delivered $0.20 instead. This outperformance is a significant 67% beat over the estimates. Now, we may not see 50-100% EPS beats in future years, but Palantir's EPS results could come in towards the higher end of estimates as we advance.\nHere's What Palantir's Earnings Could Look Like in Future Years:\nSource: Author's material\nMy earnings estimates are just slightly higher than the consensus analysts' figures. However, I don't believe that I am overly optimistic about the stock price here. Due to Palantir's substantial revenue growth and earning capacity, we will likely continue to see a relatively high P/E ratio for this stock. This dynamic is nothing out of the ordinary, as we see relatively high P/E ratios persist in other dominant market-leading names with high growth prospects.\nThe Bottom Line\nPalantir is a unique company that should continue to expand revenues and increase EPS as we move forward. The company has a very prominent position in the lucrative government software sector. Moreover, Palantir continues to improve its market position in its corporate segments as well. The company has significant growth potential and should continue to deliver double-digit revenue growth for many years. In addition, Palantir is already showing a tenacity for surpassing analysts' expectations, and the company could continue to bring in higher earnings than the market expects. I suspect that Palantir's stock can have a sustainable move up to around $50 over the next 1-3 years. After this appreciation, shares of Palantir can continue to move higher.\nRisks to Consider\nDespite my bullish outlook for Palantir, market participants should consider some potential risks. While the growth story is strong at Palantir, shares are far from cheap, and the company's earnings are still quite limited. Moreover, if the company's growth picture were to turn less bullish for whatever reason, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Palantir is not a value company. It is an elevated-risk/high reward potential stock. The company needs to execute almost flawlessly and operate optimally for the stock price to continue to grow.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/824610763"}
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