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Palantir 2025年Q4業績超預期,收入增長70%,淨利潤達6.09億美元

美東時間盤後,Palantir(PLTR)股價在發佈2025年第四季度財報後,表現強勁,收盤上漲1.17美元,報147.76美元,漲幅0.80%。此前,該公司發佈的財報超出市場預期,顯示出強勁的增長勢頭。

(圖源:uSMART HK app)

 

收入強勁增長,超預期表現

Palantir的2025年第四季度總收入達到14.07億美元,同比大幅增長70%,環比增長19%。其中,美國市場的收入表現尤為亮眼,達到了10.76億美元,同比增長93%,環比增長22%。這一增長反映了Palantir在本土市場的強勁需求。美國商業收入更是實現了137%的同比增長,環比增長28%,達到了5.07億美元。與此同時,美國政府收入也表現穩健,達到5.7億美元,同比增長66%,環比增長17%。

 

盈利能力強勁,現金流充裕

在利潤方面,Palantir的GAAP淨利潤為6.09億美元,利潤率達到了43%。調整後的自由現金流更是達到了7.91億美元,調整後每股收益(EPS)為0.25美元,運營現金流為7.77億美元,利潤率高達55%。這一系列財務指標充分展示了Palantir在盈利和現金流方面的強大能力,為未來的投資和擴張奠定了堅實的基礎。

 

大宗交易繼續增長,客戶深度擴展

2025年第四季度,Palantir在全球範圍內完成了180筆至少100萬美元的交易,84筆金額達到500萬美元,61筆金額突破1000萬美元。這些交易表明Palantir不僅在數量上取得了突破,更在大宗交易領域持續鞏固了其市場領導地位。

 

展望2026,繼續高歌猛進

對於2026年,Palantir充滿信心,預計第一季度收入將在15.32億美元至15.36億美元之間,全年收入將在71.82億美元至71.98億美元之間,尤其是美國商業收入預計將增長至少115%,超過31.44億美元。同時,調整後的營運收入預計將在41.26億美元至41.42億美元之間。這些預期顯示出公司在未來幾個月和全年的強勁增長動力,特別是在商業和政府領域的持續拓展。隨著2025年第四季度業績的強勁表現,Palantir在數據分析領域的領導地位更加穩固,憑藉健康的現金流、盈利能力和不斷擴大的客戶群,Palantir的未來前景依然充滿潛力,繼續吸引市場和投資者的關注。

 

如何在 uSMART 上購買 Palantir

登入 uSMART HK APP 後,於頁面最右上方點擊「搜索」,輸入標的代碼(PLTR.US)並進入詳情頁,瞭解交易詳情與歷史走勢。點擊右下角「交易」,選擇交易類型,最後填寫交易條件後送出訂單即可。

(圖源:uSMART HK app)

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