瑞穗在高管会议后重申表现出色，帕兰蒂尔成为焦点

2026-03-19 22:45

Palantir Technologies (PLTR) was in the spotlight on Thursday as Mizuho Securities reiterated its Outperform rating and $195 price target on the enterprise software company after a meeting with executives.
“We recently hosted meetings with Peter Czimback, Independent Advisor to the PLTR CFO and former VP of Experience Innovation at Aramark (a PLTR customer), along with a current PLTR customer in the Architectural, Engineering and Construction vertical,” analyst Gregg Moskowitz wrote in a note to clients. “During our discussions, the executives highlighted compelling deployment use cases, PLTR's differentiated bespoke approach to enterprise transformation, and the absence of any comparable alternative. We reiterate our view that PLTR is in a category of one, delivering total revenue growth, acceleration, and margin expansion at scale that is unlike anything else in software. We also remain bullish on a surging US Commercial business fueled by rising enterprise adoption of AIP and growing urgency around operationalizing AI. And more broadly, we remain steadfast in our view that PLTR is increasingly well-positioned to benefit from long-term trends in AI, government digital transformation, and industrial modernization.”

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