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← @jimmyhuli

$PLTR

BULLISH2026-08-03
Price around the call
↑ 2026-08-03
By horizon✓ hit+5.0%
1d
✗ -2.4%
5d
✓ +7.6%
21d
✓ +5.0%
Original post
Jimmy狐狸 · 2026-08-03

所有人都在找软件股,质地最好的软件股就在你眼皮底下。(虽然有点贵) Palantir ( $PLTR ) Q2 FY26 财报,这份财报后不用等回落就可以建仓了 核心财务表现 - 营收:$1.94B,同比增长 93%(est. $1.8B) - EPS:$0.41(est. $0.35) - 营业利润:$1.19B(est. $1.06B) - Rule of 40:155% 业务细分与区域亮点 - US 业务总营收:$1.6B,同比增长 115% - US 商业收入:$764M,同比增长 149% - US 政府收入:$809M,同比增长 90% 指引 (Guidance) Q3 FY26 指引: - 营收:$2.160B – $2.164B(est. $2B) - 营业利润:$1.29B – $1.30B(est. $1.14B)。 全面上调 FY26 全年指引: - 营收:$8.15B – $8.16B(est. $7.69B) - US 商业收入:>$3.4B,同比增幅 134%+ - 营业利润:$4.89B – $4.90B(est. $4.46B) - Adj. FCF:$4.5B – $4.7B(est. $4.27B)。 https://t.co/gEEyvHOnYl

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