$PLTR · Schwab Network · 2026-11-03
PLTR的增长极为亮眼——营收增长96%至23.1亿美元，首次突破20亿美元，GAAP净利润11.3亿美元，美国商业业务增长148%——全年指引也上调至85.3亿至85.34亿美元。尽管如此，股价盘前仍下跌6%，主要源于估值担忧。Dan Ives将PLTR列为值得持有五年的标的之一。
逐段跳播
所以这就是整体情况，我们确实看到 Apple 和 Palunteer 都承受了一点压力。
So that is the big picture and we did see a little bit of pressure on both Apple and Palunteer
现在来说说 Palunteer，它也给出了不错的数字，事实上呃超出了我们看到的美国政府数字，呃那是个有趣的小细节，但让我们谈谈 Palanteer，因为它也在回落，尽管业绩超预期。
let's talk about Palunteer now also gave some good numbers in fact uh beyond what we have the US government numbers uh that was Interesting little tidbit, but let's talk about Palanteer because it is pulling back also even though it had a beat.
是的，Palunteer 下跌6%，主要基于估值，但他们公布的数字非常亮眼。呃 Nicole，这里是具体数据。营收增长96%至23.1亿美元。首次超过20亿美元。GAAP 净利润11.3亿美元。
呃强劲的调整后运营利润率62%，自由现金流增长或53%，利润率全面稳健。全年营收指引超预期并上调至85.3亿至85.34亿美元，同时第四季度预期为26.53亿美元。所以就像我说的，他们公布的数字非常亮眼。
现在，美国商业营收增长148%。这简直是不可思议的数字。记住，这曾经只是一家政府公司。当他们开始进入中小型公司，也就是美国商业领域时，那才真正推动这只股票上涨。所以，我认为这种增长非常出色。
投资者担心的是估值。我们看看这只股票全天如何交易。盘前下跌约6%，Nicole。但是，呃，他们的数字亮眼，增长亮眼。看起来投资者在这里对估值有点担忧。
Yeah, the Palunteer's down 6% mainly on a valuation basis, but the numbers they put up were spectacular. Uh Nicole, here here they are. Revenue 96% growth to 2.31 billion. First time they're ever over $2 billion.
GAP net income 1.13 billion. uh strong adjusted operating 62% free cash flow up or 53% margins solid numbers across the board. Fully year revenue guidance beat and raise 8.53 billion to 8.534 billion alongside Q4 expectations of 2.653 billion.
So like I said these numbers that they put up were spectacular. Now, US commercial revenue growth 148%. That is just incredible numbers. Remember, this used to be just a government company.
And when they started getting into small and medium-sized companies, namely the US commercial, that's what really took took this stock up. So, I think that that growth is excellent.
The valuation is what investors are worried about. Let's see how that stock trades throughout the day. It's down about 6% pre-market, Nicole. But, uh, their numbers spectacular, the growth spectacular.
Looks like investors worried a little bit about, uh, valuation here.
而且，你知道，这很有意思。呃，昨天 Dan Ives 在讲话，他谈到未来五年应该持有哪些股票，以及科技股抛售有点像是一次心理考验。他同时提到了我们刚讨论的这两个名字，Apple 和 Palunteer。这是他未来五年看好的两个名字。
And, you know, it's interesting. Uh, yesterday Dan Ives was speaking and he was talking about what names to own for the next five years and that the tech selloff was a bit of a gut check.
And he had both of these names that we just discussed, Apple and Palunteer. It's two names that he liked for the next five years.
这个频道对 $PLTR 的历次判断
Schwab Network 在这只股票上共 16 条判断，这里只列相邻的几条。