Palantir Touted As 'Next Oracle' By Dan Ives: Here Is Why The Wedbush Analyst Called The Company A 'Table Pounder'
Palantir Touted As 'Next Oracle' By Dan Ives: Here Is Why The Wedbush Analyst Called The Company A 'Table Pounder'
Former Palantir employee Palantir Technologies Inc. (NYSE:PLTR) could emerge as "the next Oracle" in the artificial intelligence revolution, according to Wedbush Securities analyst Dan Ives, who dubbed the data analytics firm "the Messi of AI" despite its stock already surging 395.42% in 2024.
Palantir Technologies Inc.（紐交所：PLTR）可能會在人工智能革命中嶄露頭角，成爲 "下一個甲骨文"，這是Wedbush Securities分析師Dan Ives的看法，他稱這家數據分析公司爲 "人工智能的梅西"，儘管其股票在2024年已經暴漲395.42%。
What Happened: The company's stock, trading at $82.14, has become the S&P 500's top performer this year, pushing its market capitalization to $183.23 billion. This remarkable run has positioned Palantir well above Wedbush's $75 price target, though Ives maintains strong conviction in the company's growth trajectory.
發生了什麼：該公司的股票目前交易價格爲82.14美元，成爲了今年S&P 500的最佳表現者，使其市值達到了1832.3億。這一顯著的上漲使得Palantir的股票價格遠高於Wedbush設定的75美元目標價，但Ives仍然對該公司的增長軌跡充滿信心。
"Looking ahead to the next 5-10 years, I believe it's all about Palantir. In the context of the AI revolution, this is just the beginning," Ives emphasized on CNBC's Closing Bell Overtime. He describes Palantir as a "table-pounder" stock that investors should consider adding to their portfolios, despite its current price-to-earnings ratio of 411.90.
Ives在CNBC的Closing Bell Overtime節目中強調說："展望未來的5至10年，我認爲一切都與Palantir有關。在人工智能革命的背景下，這只是一個開始。" 他將Palantir描述爲一隻 "值得關注的投資股票"，儘管其當前市盈率爲411.90。
Former Palantir employee Alex Fishman, now with Empros Capital, provided additional insight into the company's potential: "When I look at Palantir, it's one of the few companies where I can easily envision it becoming 10 or 20 times its current size."
前Palantir員工Alex Fishman，現在在Empros Capital工作，提供了該公司潛力的進一步見解："當我看着Palantir時，它是爲數不多的幾家公司之一，我可以輕易設想它的規模是現在的10倍或20倍。"
Fishman highlighted Palantir's crucial role in defense and commercial sectors, describing it as "the glue that ties everything together" in coordinating critical technological efforts.
Fishman強調Palantir在國防和商業領域的關鍵角色，稱其爲 "將所有內容聯繫在一起的粘合劑"，在協調關鍵的技術工作中發揮作用。
Why It Matters: Wall Street's broader consensus remains more conservative, with an average price target of $35.58 based on 20 analyst ratings. However, recent updates suggest growing optimism. UBS issued an $80 price target on December 19, while Mizuho and Baird released positive outlooks, though their average target of $64.67 still implies a potential downside.
爲什麼這很重要：華爾街的更廣泛共識依然較爲保守，基於20位分析師的評級，平均目標價爲35.58美元。然而，最近的更新顯示出樂觀情緒。瑞銀在12月19日發佈的目標價爲80美元，而瑞穗和貝爾德發佈了積極的前景，儘管他們的平均目標價爲64.67美元，仍然暗示了潛在的下行風險。
The company's technical indicators suggest room for continued growth, with an RSI reading of 62 indicating the stock isn't yet in overbought territory despite its dramatic rise. The stock's 52-week range of $15.66 to $84.80 reflects its volatile but upward trajectory.
該公司的技術因數顯示出持續增長的空間，RSI讀數爲62表明，該股票尚未進入超買區域，儘管其劇烈上升。該股票的52周區間爲15.66美元至84.80美元，反映出其波動但向上的趨勢。
In the same discussion, Ives also raised Apple Inc.'s (NASDAQ:AAPL) price target to $325, citing AI initiatives, though he emphasized Palantir's unique position in the enterprise AI space. As companies increasingly adopt AI solutions, Ives believes Palantir's commercial expansion and defense sector dominance position it for continued growth into 2025.
在同一討論中，Ives還將Apple Inc.（納斯達克：AAPL）的目標價提高到325美元，提到了人工智能的倡議，儘管他強調Palantir在企業人工智能領域的獨特地位。隨着公司日益採用人工智能解決方案，Ives認爲Palantir在商業擴展和國防領域的主導地位，使其有望在2025年繼續增長。
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Image Via Pixabay
圖片來自Pixabay
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譯文內容由第三人軟體翻譯。
