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$PLTR

BULLISH2026-05-05
Price around the call
↑ 2026-05-05
By horizon✓ hit+0.8%
1d
✓ +2.7%
5d
✗ -4.0%
21d
✓ +0.8%
Original post
投资TALK君 · 2026-05-05

$PLTR 炸裂的财报 1. 营收增速85%,美国100%+ 2. 87%的毛利润率(远超同行SAAS) 3. 运营利润率46%,5个季度前是1%,1年前是20% 随着最近股价的回调,TTM PE来到了154倍,算上现在市场预期,2.8倍的PEG RATIO,如果算上公司超预期的EPS,我预估2.4的PEG RATIO。绝对没有上年8月份或者11月份那么贵了,我认为现在PLTR属于有点贵,但没有到离谱的程度。

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