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Jim Cramer Predicts Palantir Buying Surge Tonight After Morgan Stanley's Underweight Rating: 'Unless Another Analyst Starts With A Sell...'

Jim Cramer Predicts Palantir Buying Surge Tonight After Morgan Stanley's Underweight Rating: 'Unless Another Analyst Starts With A Sell...'

吉姆·克萊默預測,在摩根士丹利的低於大盤評級後,Palantir今晚將迎來買入熱潮:『除非另一個分析師開始推薦賣出……』
Benzinga ·  01/07 10:33

Morgan Stanley initiated coverage of Palantir Technologies Inc. (NYSE:PLTR) with an underweight rating and $60 price target on Monday, prompting CNBC's Jim Cramer to predict a late-day buying surge in response.

摩根士丹利在週一對Palantir Technologies Inc.(紐交所:PLTR)啓動了覆蓋,給予減持評級和60美元的目標價,這促使CNBC的吉姆·克雷默預測會出現遲來的買盤激增。

What Happened: "Unless another analyst starts with a sell, I think we will see the buying in Palantir starting at around 3:30 [a.m.]," Cramer wrote on X, formerly Twitter.

發生了什麼:"除非另一位分析師開始賣出,否則我認爲我們將在大約凌晨3:30左右看到Palantir的買盤,"克雷默在X(前身爲Twitter)上寫道。

Pre-market trading on Nasdaq generally takes place from 4:00 AM to 9:30 AM Eastern Time.

納斯達克的美股盤前交易通常從東部時間早上4:00進行到9:30。

Unless another analyst starts with a sell i think we will see the buying in Palantir starting at around 3:30 a.,. tonight

— Jim Cramer (@jimcramer) January 7, 2025

除非另一位分析師開始賣出,我認爲今晚大約在凌晨3:30我們會看到Palantir的買盤。

— 吉姆·克雷默 (@jimcramer) 2025年1月7日

The Morgan Stanley rating comes as analyst Sanjit Singh takes over coverage following the firm's temporary rating suspension in November. Despite acknowledging Palantir's strong performance in U.S. commercial and government sectors, Singh expressed concerns about the stock's valuation after its 350% gain in 2024.

摩根士丹利的評級出現在分析師Sanjit Singh接管覆蓋,接替了該公司在11月的暫時評級暫停。儘管承認Palantir在美國商業和政府部門的強勁表現,辛格對該股在2024年350%的增長後的估值表示擔憂。

"To put it bluntly, if executive management teams and decision makers want to get their AI initiative into live production environment rapidly, Palantir has emerged as one the select few partners to call," Singh noted while pointing out that the stock trades at an 80% premium compared to high-growth software peers.

"簡單地說,如果高管團隊和決策者希望迅速將他們的人工智能計劃投入到實際生產環境中,Palantir已經成爲少數值得合作的夥伴之一,"辛格指出,同時指出該股票相比高速增長的軟體同行交易時溢價達80%。

The data analytics company, led by CEO Alex Karp, has seen its shares surge nearly 350% last year, closing at $75.92 on Monday. However, current analyst price targets range widely, from UBS' $80 to Wolfe Research's $7.5, according to data from Benzinga Pro.

這家由首席執行官亞歷克斯·卡普領導的數據分析公司,去年其股價幾乎飆升了350%,週一收於75.92美元。然而,根據Benzinga Pro的數據,目前分析師的目標價格區間差異較大,從瑞銀的80美元到沃爾夫研究的7.5美元。

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Why It Matters: The divergent views on Palantir's valuation come amid growing interest from prominent investors. Recently, Cramer described the company as a "protective intellectual blanket" for his investing club portfolio, highlighting its appeal in the artificial intelligence sector.

重要性:對Palantir估值的不同看法出現在來自知名投資者日益增長的興趣中。最近,克雷默將該公司形容爲其投資俱樂部投資組合的「保護性知識產權毛毯」,突顯了其在人工智能板塊的吸引力。

The stock's remarkable run has been supported by strong investor sentiment and notable endorsements, including billionaire Stanley Druckenmiller's praise for Karp's book, "The Technological Republic."

該股票的顯著上漲得到了強烈的投資者情緒和顯著的背書的支持,包括億萬富翁斯坦利·德魯肯米勒對卡普的書籍《技術共和國》的讚揚。

However, Morgan Stanley's analysis suggests that while revenue estimates for 2025 have increased by only 10%, the stock's rise has been primarily driven by multiple expansions.

然而,摩根士丹利的分析表明,儘管2025年的營業收入預估僅增加了10%,但該股票的上漲主要是由多個擴張驅動的。

Price Action: Palantir stock closed at $75.92 on Monday, down 4.97%. In after-hours trading, the stock dropped slightly by 0.24%, according to data from Benzinga Pro.

價格動態:Palantir股票在週一收盤於75.92美元,下跌4.97%。在美股盤後交易中,根據Benzinga Pro的數據,該股票輕微下跌0.24%。

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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本內容部分使用人工智能工具生成,並經Benzinga編輯審核發佈。

譯文內容由第三人軟體翻譯。


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