摩根大通表示，随着大型企业日益采用人工智能以提升回报，Palantir Technologies有望上涨。该投资银行以增持评级和262美元的12个月目标价启动了对这只软件股的研究覆盖，目标价较周三收盘价高出33%。Palantir计划于11月2日（周一）盘后公布第三季度业绩。
Palantir Technologies is likely to rally as large businesses increasingly embrace artificial intelligence to boost returns, according to JPMorgan. The investment bank initiated research coverage of the software stock with an overweight rating and a $262 12-month price target, 33% above the Wednesday close. Palantir is scheduled to report third-quarter results post-market on Monday Nov. 2.
分析师布莱恩·埃塞克斯周四在给客户的报告中表示：“企业的关注点正转向PLTR所提供的AI价值创造。该公司……拥有独特盈利的超高速增长基本面，在其主要细分市场内具有重大颠覆性上行潜力。”埃塞克斯指出，企业越来越多地采用Palantir的技术，以获得更好的AI投资回报。
"Enterprise focus is shifting toward the AI value creation that PLTR provides," analyst Brian Essex said Thursday in a note to clients. "The company … [has] uniquely profitable hyper-growth fundamentals, with potential for substantial disruptive upside within its primary market segments." Essex noted that businesses are increasingly adopting technology from Palantir in order to get better returns on their AI investments.
埃塞克斯写道：“Palantir已经通过利用其平台从根本上改造客户的业务运营来交付投资回报，而且增长正在加速。”该分析师补充说，Palantir专注于AI主权，这使客户能够控制整个人工智能技术栈。埃塞克斯表示，这使得该公司的产品和服务受到大型企业以及政府客户的欢迎，这应能支撑未来的市场份额增长。
"Palantir is already delivering ROI by leveraging its platform to fundamentally transform the business operations of its customers, and growth is accelerating," Essex wrote. The analyst added that Palantir focuses on AI sovereignty, which gives clients control of the entire artificial intelligence stack. That makes the company's products and services popular with large enterprises as well as government clients, which should support future market share growth, Essex said.
摩根大通表示：“对AI主权的需求正在加速。Palantir使企业和政府组织能够保护和拥有其生产资料和服务，或其阿尔法和价值创造。”
"Demand for AI Sovereignty is accelerating," JPMorgan said. "Palantir enables Enterprise and Government organizations to secure and own their means of production and services, or their alpha and value creation."
摩根大通的看法与华尔街其他机构一致。LSEG数据显示，35位分析师中有26位将Palantir评为买入或强力买入。FactSet数据显示，Palantir股价在2026年迄今跑输标普500指数，但过去三个月飙升了59%。
JPMorgan's call matches the rest of Wall Street, where 26 of 35 analysts rate Palantir a buy or strong buy, LSEG data shows. Palantir shares have trailed the S & P 500 so far in 2026, but have soared 59% in the past three months, according to FactSet data.