Nice_老虎社区_美港股上老虎

2021-09-23

Nice

Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":863527826,"tweetId":"863527826","gmtCreate":1632407333865,"gmtModify":1632731342342,"author":{"id":3574190927831420,"idStr":"3574190927831420","authorId":3574190927831420,"authorIdStr":"3574190927831420","name":"derricktang8","avatar":"https://static.tigerbbs.com/3e84745b3ca82eead5bdd9e7c4316a3a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":50,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Nice</body></html>","htmlText":"<html><head></head><body>Nice</body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/863527826","repostId":1183348480,"repostType":2,"repost":{"id":"1183348480","kind":"news","pubTimestamp":1632184236,"share":"https://www.laohu8.com/m/news/1183348480?lang=zh_CN&edition=full","pubTime":"2021-09-21 08:30","market":"us","language":"en","title":"Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183348480","media":"TheStreet","summary":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, W","content":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.<blockquote>Palantir在主要讨论板上很受欢迎，但华尔街分析师并不太满意。今天，华尔街迷因仔细研究了PLTR股票和看跌情况。</blockquote> US-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).<blockquote>美国软件公司Palantir在主要在线讨论板上吸引了散户投资者的相当多关注。该公司市值550亿美元，为联邦机构、地方政府和企业提供服务。Palantir还因通过SPAC（特殊目的收购公司）进行投资而闻名。</blockquote> Despite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.<blockquote>尽管散户投资者看好PLTR股票，但华尔街似乎并不持有同样的观点。今天，《华尔街迷因》探讨了卖方对该公司及其股票持怀疑态度的一些关键原因。</blockquote> <img src=\"https://static.tigerbbs.com/5660396ed2f297f385b69dbd9cb45de4\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\">Figure 1: Palantir logo.<blockquote>图1：Palantir标志。</blockquote> Why so bearish?<blockquote>为什么这么看跌？</blockquote> PLTR stock currently&nbsp;has&nbsp;an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.<blockquote>根据过去三个月提交的六份最新华尔街报告，PLTR股票目前的12个月平均目标价为24美元。根据当前股价水平，分析师预计该股下跌16%。</blockquote> <ul> <li>The most bearish is&nbsp;Citigroup’s Tyler Radke.Forecasting&nbsp;a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.</li> </ul> <ul> <li>The other bear is&nbsp;Morgan Stanley.Analyst Keith Weiss has recently&nbsp;reiterated&nbsp;his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.</li> </ul> <ul> <li>Less bearish is&nbsp;Wolfe Research&nbsp;analyst Alex Zukin and&nbsp;RBC Capital&nbsp;analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently&nbsp;raised&nbsp;its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital&nbsp;mentioned&nbsp;some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.</li> </ul> The cautious bull<blockquote><ul><li>最看跌的是花旗集团泰勒·拉德克(Tyler Radke)预测股价将下跌41%，分析师的卖出评级首先受到该公司商业业务放缓的支持。此外，花旗表示，由于Palantir与也是其SPAC投资目标的小公司签署了新合同，因此收入“低质量”。</li></ul><ul><li>另一只熊是摩根士丹利。分析师Keith Weiss最近重申了卖出评级，目标价为22美元。他质疑Palantir维持30%以上增长率的潜力，特别是考虑到Palantir的战略投资计划是增长引擎的核心。然而，分析师承认了一些积极因素，例如账单同比增长40%。</li></ul><ul><li>不那么看跌的是沃尔夫研究分析师亚历克斯·祖金和加拿大皇家银行资本分析师里希·贾鲁里亚。两者对PLTR的评级均为中性，目标价均为25美元。在Palantir第二季度盈利稳健后，Wolfe Research最近将目标从20美元上调，尽管该公司的增长挑战与该股的估值一致。RBC Capital提到了PLTR的一些看涨点，包括有竞争力的护城河、差异化的技术和独特的上市策略。</li></ul>谨慎的公牛</blockquote> The bull case is supported by&nbsp;Jefferies&nbsp;analyst Brent Thill. He&nbsp;maintained&nbsp;his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:<blockquote>牛市理由得到以下支持杰弗里斯分析师布伦特·蒂尔。他维持对PLTR的买入建议，目标价为31美元，较当前水平小幅上涨7%。该分析师意识到人们对Palantir对SPAC的投资持怀疑态度，但也补充道：</blockquote> ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.” Lastly, he mentioned the commercial partnership with&nbsp;IBM as a good investment in Palantir’s sales force.<blockquote>“我们相信PLTR的商业举措旨在将其平台推向大众市场，而这需要数年（而不是几个季度）才能执行。”最后，他提到与IBM的商业合作伙伴关系是对Palantir销售队伍的良好投资。</blockquote> Wall Street Memes’ take<blockquote>华尔街模因的看法</blockquote> Palantir stock has been having a great run since the end of 2020, when the company&nbsp;became&nbsp;an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.<blockquote>自2020年底该公司成为SPAC的积极投资者以来，Palantir股票一直表现出色。对该股增长故事的担忧似乎给华尔街分析师带来了压力，特别是自从围绕SPAC的兴奋开始降温以来。</blockquote> At a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according&nbsp;to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.<blockquote>据雅虎财经称，2022年市盈率约为135倍，远期市销率近30倍，我们认为该股可能是一项棘手的投资。买家在选择按下购买按钮之前应该仔细进行尽职调查。</blockquote>","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>Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</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\">\nWall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看空Palantir。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-09-21 08:30\n\n</h4>\n</header>\n<article>\nPopular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.<blockquote>Palantir在主要讨论板上很受欢迎，但华尔街分析师并不太满意。今天，华尔街迷因仔细研究了PLTR股票和看跌情况。</blockquote> US-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).<blockquote>美国软件公司Palantir在主要在线讨论板上吸引了散户投资者的相当多关注。该公司市值550亿美元，为联邦机构、地方政府和企业提供服务。Palantir还因通过SPAC（特殊目的收购公司）进行投资而闻名。</blockquote> Despite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.<blockquote>尽管散户投资者看好PLTR股票，但华尔街似乎并不持有同样的观点。今天，《华尔街迷因》探讨了卖方对该公司及其股票持怀疑态度的一些关键原因。</blockquote> <img src=\"https://static.tigerbbs.com/5660396ed2f297f385b69dbd9cb45de4\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\">Figure 1: Palantir logo.<blockquote>图1：Palantir标志。</blockquote> Why so bearish?<blockquote>为什么这么看跌？</blockquote> PLTR stock currently&nbsp;has&nbsp;an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.<blockquote>根据过去三个月提交的六份最新华尔街报告，PLTR股票目前的12个月平均目标价为24美元。根据当前股价水平，分析师预计该股下跌16%。</blockquote> <ul> <li>The most bearish is&nbsp;Citigroup’s Tyler Radke.Forecasting&nbsp;a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.</li> </ul> <ul> <li>The other bear is&nbsp;Morgan Stanley.Analyst Keith Weiss has recently&nbsp;reiterated&nbsp;his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.</li> </ul> <ul> <li>Less bearish is&nbsp;Wolfe Research&nbsp;analyst Alex Zukin and&nbsp;RBC Capital&nbsp;analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently&nbsp;raised&nbsp;its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital&nbsp;mentioned&nbsp;some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.</li> </ul> The cautious bull<blockquote><ul><li>最看跌的是花旗集团泰勒·拉德克(Tyler Radke)预测股价将下跌41%，分析师的卖出评级首先受到该公司商业业务放缓的支持。此外，花旗表示，由于Palantir与也是其SPAC投资目标的小公司签署了新合同，因此收入“低质量”。</li></ul><ul><li>另一只熊是摩根士丹利。分析师Keith Weiss最近重申了卖出评级，目标价为22美元。他质疑Palantir维持30%以上增长率的潜力，特别是考虑到Palantir的战略投资计划是增长引擎的核心。然而，分析师承认了一些积极因素，例如账单同比增长40%。</li></ul><ul><li>不那么看跌的是沃尔夫研究分析师亚历克斯·祖金和加拿大皇家银行资本分析师里希·贾鲁里亚。两者对PLTR的评级均为中性，目标价均为25美元。在Palantir第二季度盈利稳健后，Wolfe Research最近将目标从20美元上调，尽管该公司的增长挑战与该股的估值一致。RBC Capital提到了PLTR的一些看涨点，包括有竞争力的护城河、差异化的技术和独特的上市策略。</li></ul>谨慎的公牛</blockquote> The bull case is supported by&nbsp;Jefferies&nbsp;analyst Brent Thill. He&nbsp;maintained&nbsp;his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:<blockquote>牛市理由得到以下支持杰弗里斯分析师布伦特·蒂尔。他维持对PLTR的买入建议，目标价为31美元，较当前水平小幅上涨7%。该分析师意识到人们对Palantir对SPAC的投资持怀疑态度，但也补充道：</blockquote> ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.” Lastly, he mentioned the commercial partnership with&nbsp;IBM as a good investment in Palantir’s sales force.<blockquote>“我们相信PLTR的商业举措旨在将其平台推向大众市场，而这需要数年（而不是几个季度）才能执行。”最后，他提到与IBM的商业合作伙伴关系是对Palantir销售队伍的良好投资。</blockquote> Wall Street Memes’ take<blockquote>华尔街模因的看法</blockquote> Palantir stock has been having a great run since the end of 2020, when the company&nbsp;became&nbsp;an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.<blockquote>自2020年底该公司成为SPAC的积极投资者以来，Palantir股票一直表现出色。对该股增长故事的担忧似乎给华尔街分析师带来了压力，特别是自从围绕SPAC的兴奋开始降温以来。</blockquote> At a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according&nbsp;to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.<blockquote>据雅虎财经称，2022年市盈率约为135倍，远期市销率近30倍，我们认为该股可能是一项棘手的投资。买家在选择按下购买按钮之前应该仔细进行尽职调查。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/why-wall-street-is-bearish-palantir-stock\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://www.thestreet.com/memestocks/other-memes/why-wall-street-is-bearish-palantir-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183348480","content_text":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.\nUS-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).\nDespite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.\nFigure 1: Palantir logo.\nWhy so bearish?\nPLTR stock currently has an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.\n\nThe most bearish is Citigroup’s Tyler Radke.Forecasting a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.\n\n\nThe other bear is Morgan Stanley.Analyst Keith Weiss has recently reiterated his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.\n\n\nLess bearish is Wolfe Research analyst Alex Zukin and RBC Capital analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently raised its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital mentioned some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.\n\nThe cautious bull\nThe bull case is supported by Jefferies analyst Brent Thill. He maintained his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:\n\n ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.”\n\nLastly, he mentioned the commercial partnership with IBM as a good investment in Palantir’s sales force.\nWall Street Memes’ take\nPalantir stock has been having a great run since the end of 2020, when the company became an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.\nAt a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2143,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/863527826"}