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2021-09-23

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Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看跌 Palantir。原因如下。</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":863527826,"tweetId":"863527826","gmtCreate":1632407333865,"gmtModify":1632731342342,"author":{"id":3574190927831420,"idStr":"3574190927831420","authorId":3574190927831420,"authorIdStr":"3574190927831420","name":"derricktang8","avatar":"https://static.tigerbbs.com/3e84745b3ca82eead5bdd9e7c4316a3a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":50,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Nice</body></html>","htmlText":"<html><head></head><body>Nice</body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/863527826","repostId":1183348480,"repostType":2,"repost":{"id":"1183348480","kind":"news","pubTimestamp":1632184236,"share":"https://www.laohunote.com/m/news/1183348480?lang=zh_CN&edition=full","pubTime":"2021-09-21 08:30","market":"us","language":"en","title":"Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看跌 Palantir。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183348480","media":"TheStreet","summary":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, W","content":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.<blockquote>Palantir 在主要讨论板上很受欢迎，但并不完全取悦华尔街分析师。今天，华尔街模因仔细研究了 PLTR 股票和看跌案例。</blockquote> US-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).<blockquote>美国软件公司 Palantir 在主要在线讨论板上吸引了散户投资者的相当多关注。该公司市值为 550 亿美元，为联邦机构、地方政府和企业提供服务。Palantir 还因通过 SPAC（特殊目的收购公司）进行投资而闻名。</blockquote> Despite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.<blockquote>尽管散户投资者看好 PLTR 股票，但华尔街似乎并不认同同样的观点。今天，华尔街模因探讨了卖方对该公司及其股票持怀疑态度的一些主要原因。</blockquote> <img src=\"https://static.tigerbbs.com/5660396ed2f297f385b69dbd9cb45de4\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\">Figure 1: Palantir logo.<blockquote>图1：Palantir标志。</blockquote> Why so bearish?<blockquote>为什么这么看跌？</blockquote> PLTR stock currently&nbsp;has&nbsp;an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.<blockquote>根据过去三个月提交的六份华尔街报告，PLTR 股票目前的 12 个月平均目标价为 24 美元。根据当前股价水平，分析师认为该股下跌 16%。</blockquote> <ul> <li>The most bearish is&nbsp;Citigroup’s Tyler Radke.Forecasting&nbsp;a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.</li> </ul> <ul> <li>The other bear is&nbsp;Morgan Stanley.Analyst Keith Weiss has recently&nbsp;reiterated&nbsp;his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.</li> </ul> <ul> <li>Less bearish is&nbsp;Wolfe Research&nbsp;analyst Alex Zukin and&nbsp;RBC Capital&nbsp;analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently&nbsp;raised&nbsp;its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital&nbsp;mentioned&nbsp;some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.</li> </ul> The cautious bull<blockquote><ul><li>最看跌的是花旗集团分析师预测股价将下跌 41%，其卖出评级首先受到公司商业业务放缓的支撑。此外，花旗还表示，由于 Palantir 与小公司签订了新合同，而这些小公司也是其 SPAC 投资的目标。</li></ul><ul><li>另一只熊是摩根士丹利。分析师基思·韦斯 (Keith Weiss) 最近重申了卖出评级，目标价为 22 美元。他质疑 Palantir 维持 30% 以上增长率的潜力，尤其是考虑到 Palantir 的战略投资计划是增长引擎的核心。然而，这位分析师承认了一些积极因素，例如账单同比增长 40%。</li></ul><ul><li>不那么悲观沃尔夫研究分析师 Alex Zukin 和加拿大皇家银行资本分析师 Rishi Jaluria。两家公司对 PLTR 的评级均为中性，目标价均为 25 美元。沃尔夫研究公司（Wolfe Research）最近将目标价从 20 美元上调，此前 Palantir 第二季度盈利表现稳健，尽管该公司面临的增长挑战与股票估值相符。加拿大皇家银行资本提到了 PLTR 的一些看好点，包括竞争护城河、差异化技术和独特的上市策略。</li></ul>谨慎的多头</blockquote> The bull case is supported by&nbsp;Jefferies&nbsp;analyst Brent Thill. He&nbsp;maintained&nbsp;his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:<blockquote>牛市理由得到以下支持杰富瑞分析师布伦特·希尔。他维持对 PLTR 的买入建议，目标价为 31 美元，较当前水平小幅上涨 7%。这位分析师意识到人们对 Palantir 投资 SPAC 持怀疑态度，但他也补充道：</blockquote> ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.” Lastly, he mentioned the commercial partnership with&nbsp;IBM as a good investment in Palantir’s sales force.<blockquote>“我们相信，PLTR 的商业计划旨在将其平台推向大众市场，而这需要数年（而不是几个季度）的时间来执行。”最后，他提到与 IBM 的商业合作是对 Palantir 销售队伍的一项很好的投资。</blockquote> Wall Street Memes’ take<blockquote>华尔街迷因的看法</blockquote> Palantir stock has been having a great run since the end of 2020, when the company&nbsp;became&nbsp;an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.<blockquote>自 2020 年底以来，Palantir 股票一直表现出色，当时该公司成为 SPAC 的积极投资者。对该股增长情况的担忧似乎给华尔街分析师带来了压力，尤其是在围绕 SPAC 的兴奋情绪开始降温之后。</blockquote> At a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according&nbsp;to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.<blockquote>根据雅虎财经的数据，2022 年市盈率约为 135 倍，远期市销率接近 30 倍，我们认为该股可能是一项棘手的投资。买家在选择按下购买按钮之前应该仔细进行尽职调查。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看跌 Palantir。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Is Bearish on Palantir. Here's Why.<blockquote>华尔街看跌 Palantir。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-09-21 08:30\n\n</h4>\n</header>\n<article>\nPopular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.<blockquote>Palantir 在主要讨论板上很受欢迎，但并不完全取悦华尔街分析师。今天，华尔街模因仔细研究了 PLTR 股票和看跌案例。</blockquote> US-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).<blockquote>美国软件公司 Palantir 在主要在线讨论板上吸引了散户投资者的相当多关注。该公司市值为 550 亿美元，为联邦机构、地方政府和企业提供服务。Palantir 还因通过 SPAC（特殊目的收购公司）进行投资而闻名。</blockquote> Despite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.<blockquote>尽管散户投资者看好 PLTR 股票，但华尔街似乎并不认同同样的观点。今天，华尔街模因探讨了卖方对该公司及其股票持怀疑态度的一些主要原因。</blockquote> <img src=\"https://static.tigerbbs.com/5660396ed2f297f385b69dbd9cb45de4\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\">Figure 1: Palantir logo.<blockquote>图1：Palantir标志。</blockquote> Why so bearish?<blockquote>为什么这么看跌？</blockquote> PLTR stock currently&nbsp;has&nbsp;an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.<blockquote>根据过去三个月提交的六份华尔街报告，PLTR 股票目前的 12 个月平均目标价为 24 美元。根据当前股价水平，分析师认为该股下跌 16%。</blockquote> <ul> <li>The most bearish is&nbsp;Citigroup’s Tyler Radke.Forecasting&nbsp;a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.</li> </ul> <ul> <li>The other bear is&nbsp;Morgan Stanley.Analyst Keith Weiss has recently&nbsp;reiterated&nbsp;his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.</li> </ul> <ul> <li>Less bearish is&nbsp;Wolfe Research&nbsp;analyst Alex Zukin and&nbsp;RBC Capital&nbsp;analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently&nbsp;raised&nbsp;its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital&nbsp;mentioned&nbsp;some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.</li> </ul> The cautious bull<blockquote><ul><li>最看跌的是花旗集团分析师预测股价将下跌 41%，其卖出评级首先受到公司商业业务放缓的支撑。此外，花旗还表示，由于 Palantir 与小公司签订了新合同，而这些小公司也是其 SPAC 投资的目标。</li></ul><ul><li>另一只熊是摩根士丹利。分析师基思·韦斯 (Keith Weiss) 最近重申了卖出评级，目标价为 22 美元。他质疑 Palantir 维持 30% 以上增长率的潜力，尤其是考虑到 Palantir 的战略投资计划是增长引擎的核心。然而，这位分析师承认了一些积极因素，例如账单同比增长 40%。</li></ul><ul><li>不那么悲观沃尔夫研究分析师 Alex Zukin 和加拿大皇家银行资本分析师 Rishi Jaluria。两家公司对 PLTR 的评级均为中性，目标价均为 25 美元。沃尔夫研究公司（Wolfe Research）最近将目标价从 20 美元上调，此前 Palantir 第二季度盈利表现稳健，尽管该公司面临的增长挑战与股票估值相符。加拿大皇家银行资本提到了 PLTR 的一些看好点，包括竞争护城河、差异化技术和独特的上市策略。</li></ul>谨慎的多头</blockquote> The bull case is supported by&nbsp;Jefferies&nbsp;analyst Brent Thill. He&nbsp;maintained&nbsp;his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:<blockquote>牛市理由得到以下支持杰富瑞分析师布伦特·希尔。他维持对 PLTR 的买入建议，目标价为 31 美元，较当前水平小幅上涨 7%。这位分析师意识到人们对 Palantir 投资 SPAC 持怀疑态度，但他也补充道：</blockquote> ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.” Lastly, he mentioned the commercial partnership with&nbsp;IBM as a good investment in Palantir’s sales force.<blockquote>“我们相信，PLTR 的商业计划旨在将其平台推向大众市场，而这需要数年（而不是几个季度）的时间来执行。”最后，他提到与 IBM 的商业合作是对 Palantir 销售队伍的一项很好的投资。</blockquote> Wall Street Memes’ take<blockquote>华尔街迷因的看法</blockquote> Palantir stock has been having a great run since the end of 2020, when the company&nbsp;became&nbsp;an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.<blockquote>自 2020 年底以来，Palantir 股票一直表现出色，当时该公司成为 SPAC 的积极投资者。对该股增长情况的担忧似乎给华尔街分析师带来了压力，尤其是在围绕 SPAC 的兴奋情绪开始降温之后。</blockquote> At a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according&nbsp;to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.<blockquote>根据雅虎财经的数据，2022 年市盈率约为 135 倍，远期市销率接近 30 倍，我们认为该股可能是一项棘手的投资。买家在选择按下购买按钮之前应该仔细进行尽职调查。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/why-wall-street-is-bearish-palantir-stock\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/why-wall-street-is-bearish-palantir-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183348480","content_text":"Popular on the main discussion boards, Palantir does not quite please Wall Street analysts. Today, Wall Street Memes takes a closer look at PLTR stock and the bearish case.\nUS-based software company Palantir draws quite a bit of attention from retail investors across the main online discussion boards. The company, valued at a market cap of $55 billion, provides services to federal agencies, local governments, and enterprises. Palantir is also known for making investments via SPAC (special purpose acquisition companies).\nDespite retail investors’ bullishness on PLTR stock, Wall Street does not seem to share the same sentiment. Today, Wall Street Memes looks at some of the key reasons why the sell side is skeptical about the company and its stock.\nFigure 1: Palantir logo.\nWhy so bearish?\nPLTR stock currently has an average 12-month price target of $24, based on the six most recent Wall Street reports filed in the last three months. Analysts see 16% downside on the stock based on current share price levels.\n\nThe most bearish is Citigroup’s Tyler Radke.Forecasting a 41% drop in share price, the analyst’s sell rating is supported first by a slowdown in the company’s commercial business. Also, Citi suggests “low-quality revenues” due to Palantir signing new contracts with small companies that are also the target of its SPAC investments.\n\n\nThe other bear is Morgan Stanley.Analyst Keith Weiss has recently reiterated his sell rating with a $22 price target. He questioned Palantir’s potential to sustain its 30%-plus growth rate, especially due to Palantir’s strategic investment program being at the core of the growth engine. However, the analyst acknowledged a few positives, like 40% year-over-year billings growth.\n\n\nLess bearish is Wolfe Research analyst Alex Zukin and RBC Capital analyst Rishi Jaluria. Both have a neutral rating on PLTR and same price target of $25. Wolfe Research recently raised its target from $20, after Palantir’s solid second quarter earnings, despite the company’s growth challenges being in line with the stock’s valuations. RBC Capital mentioned some bullish points on PLTR, including competitive moat, differentiated technology, and unique go-to-market strategy.\n\nThe cautious bull\nThe bull case is supported by Jefferies analyst Brent Thill. He maintained his buy recommendation on PLTR with a price target of $31, for modest 7% upside from current levels. The analyst is aware of skepticism regarding Palantir’s investments in SPACs, but also added:\n\n ”We believe that PLTR's commercial initiatives aim to bring its platform to the mass market and that this will take years (not quarters) to execute.”\n\nLastly, he mentioned the commercial partnership with IBM as a good investment in Palantir’s sales force.\nWall Street Memes’ take\nPalantir stock has been having a great run since the end of 2020, when the company became an aggressive investor in SPACs . Concerns over the stock’s growth story seem to be weighing on Wall Street analysts, especially since the excitement around SPACs began to cool down.\nAt a 2022 P/E of around 135 times and forward price-to-sales of nearly 30 times,according to Yahoo Finance, we believe that the stock can be a tricky investment. Buyers should perform their due diligence carefully before choosing to push the buy button.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2615,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/863527826"}