增长前景被低估，是时候趁低买入Palantir了？

智通财经2021-11-11

尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。 Palantir为何值得趁低买入? 从Palantir第三季度的财报来看，这家数据公司表明，市场...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Jing Zhang
2021-11-16
Jing Zhang
分析得很好👍
我是大狮子
2021-11-12
我是大狮子
自己高层不断抛售，你说信心从何而来……
YapWaiHong
2021-11-12
YapWaiHong
了解[微笑]
Moonchj
2021-11-11
Moonchj
留意
- 瀚妈:
  ok

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2182906599?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","is_english":false,"pubTime":"2021-11-11 20:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2182906599","market":"us","top_or_hot":-1,"title":"增长前景被低估，是时候趁低买入Palantir了？","media":"智通财经","content":"<div>\n<p>尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看，这家数据公司表明，市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/600017.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>增长前景被低估，是时候趁低买入Palantir了？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n增长前景被低估，是时候趁低买入Palantir了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 20:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/600017.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看，这家数据公司表明，市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/600017.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PLTR","symbol_name":"Palantir Technologies Inc.","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/600017.html","article_id":"2182906599","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2182906599","pubTimestamp":1636635435,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"translate_title":"The growth prospects are underestimated, so it's time to buy Palantir at a low price?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d91a2849881080ae5fa90f5a57192ab0","symbols_score_info":{"PLTR":0.9},"content_text":"尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看，这家数据公司表明，市场可能仍然低估了其营收增长的潜力，尤其是在持续增长的商业业务方面。\n数据显示，该公司三季度营收同比增长36%至3.92亿美元，高于市场普遍预期的3.85亿美元。其中，商业业务营收同比增长37%至1.74亿美元，美国地区商业营收则同比增长103%;客户方面，三季度净增34个新客户，商业客户数量环比增长46%;年初以来商业业务客户已增长了135%。\n而政府业务营收同比增长34%至2.18亿美元，并被市场认为增速有所放缓。就客户和营收增长而言，Palantir的商业业务正变得越来越重要。\n\n\n除了营收，Palantir在现有客户上的盈利水平也有所提高：第三季度前20大客户的平均营收增至4100万美元，同比增长35%。\n\n另一方面，Palantir在第三季度的自由现金流为1.19亿美元，自由现金流利润率高达30%，而二季度这一数字仅为13%。该公司的盈利能力正在迅速提高，第三季度也是该公司连续第四个季度录得自由现金流利润率为正。\n\n得益于软件及分析业务强劲的增长势头，该公司再次上调了全年自由现金流预期。此前一季度，Palantir预计2021年全年经调整后自由现金流为超过1.5亿美元，二季度则预期为超过3亿美元，此次则进一步将预期上调至超过4亿美元。\n\n此外，Palantir还将2021年全年营收增速由30%上调至40%，原因是业务增长加速、客户获取情况有所改善。Palantir2020年全年营收为11亿美元，新的业绩指引则意味着该公司2021年全年营收将达到15.4亿美元;结合上调预期后的自由现金流和营收，该公司今年的自由现金流利润率将达到26%。\n分析人士预计Palantir明年营收将超过20亿美元，在2025年将达到50亿美元;若自由现金流利润率为30%，则意味着该公司2025年时将拥有高达15亿美元的自由现金流。\n鉴于客户对其分析服务的接受程度和每个客户平均营收的增长，Palantir的盈利能力将不断提高，30%的自由现金流利润率或许都偏比较保守了。因此，该公司2025年时的自由现金流利润率可能会进一步提高至40%、即20亿美元的自由现金流，这意味着这一指标将在4年内增长5倍。\n\n在上调了营收和自由现金流指引后，Palantir的股价本该走高。不过，Palantir还预计第四季度经调整后的营业利润率将为22%，低于三季度的30%，其股价因此下跌。不过，Palantir此番操作或许是出于谨慎，该公司二季度财报中同样预计三季度经调整后的营业利润率为22%，而实际数据比自己的预测要高出8个百分点。\n\n风险\nPalantir在高管薪酬上花费过大，这是一个问题;此外，发行新股作为经理人薪酬方案的一部分，会稀释股东及其未来利润的份额，自2020年末以来，Palantir的股份已然增加了11%，并且可能会继续增加。\n\n除了股权稀释，营收和自由现金流增长放缓同样是Palantir可能面临的风险之一。如果该公司无法实现每年30%的营收增长，其股价可能会承压。\n总结\n鉴于营收和自由现金流强劲的增长势头，Palantir在公布财报后的股价下跌实则为投资者提供了绝佳的买入机会。尽管该股并不便宜，但市场明显低估了该公司的增长前景。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":871348248,"gmtCreate":1637029576282,"gmtModify":1637029739380,"author":{"id":"3562057530816681","authorId":"3562057530816681","name":"Jing Zhang","avatar":"https://static.tigerbbs.com/6a468c34d7ae774a9595281d285dbbb9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3562057530816681","authorIdStr":"3562057530816681"},"htmlText":"分析得很好👍","listText":"分析得很好👍","text":"分析得很好👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871348248","repostId":2182906599,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":879505880,"gmtCreate":1636732411201,"gmtModify":1636732411201,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3547462998639937","authorIdStr":"3547462998639937"},"htmlText":"自己高层不断抛售，你说信心从何而来……","listText":"自己高层不断抛售，你说信心从何而来……","text":"自己高层不断抛售，你说信心从何而来……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879505880","repostId":2182906599,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":879164266,"gmtCreate":1636692168297,"gmtModify":1636692168556,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4088247795049920","authorIdStr":"4088247795049920"},"htmlText":"了解[微笑]&nbsp;","listText":"了解[微笑]&nbsp;","text":"了解[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879164266","repostId":2182906599,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":870529040,"gmtCreate":1636636060872,"gmtModify":1636636061018,"author":{"id":"3586599855226207","authorId":"3586599855226207","name":"Moonchj","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586599855226207","authorIdStr":"3586599855226207"},"htmlText":"留意","listText":"留意","text":"留意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870529040","repostId":2182906599,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6538485,"gmtCreate":1636637189329,"gmtModify":1636637189370,"authorId":3575347610709013,"author":{"id":3575347610709013,"idStr":"3575347610709013","authorId":3575347610709013,"name":"瀚妈","avatar":"https://static.tigerbbs.com/cc130c80435a1df7ae157dd6764e34e0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":870529040,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":19,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2182906599"}