{"id":2200,"date":"2025-08-28T11:21:28","date_gmt":"2025-08-28T11:21:28","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2200"},"modified":"2025-08-28T11:21:28","modified_gmt":"2025-08-28T11:21:28","slug":"jak-se-palantiru-podarilo-stat-technologickou-ikonou-ery-ai","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/08\/28\/jak-se-palantiru-podarilo-stat-technologickou-ikonou-ery-ai\/","title":{"rendered":"Jak se Palantiru poda\u0159ilo st\u00e1t technologickou ikonou \u00e9ry AI?"},"content":{"rendered":"\n

P\u0159ed p\u00e1r m\u011bs\u00edci jsem analyzovala spole\u010dnost, kter\u00e1 je definov\u00e1na p\u0159edev\u0161\u00edm jako poskytovatel softwaru pro arm\u00e1du Spojen\u00fdch st\u00e1t\u016f a dal\u0161\u00ed vl\u00e1dn\u00ed agentury. \u0158e\u010d je o Palantiru, jeho\u017e vnit\u0159n\u00ed hodnota se od za\u010d\u00e1tku roku v\u00fdrazn\u011b zlep\u0161ila, co\u017e dokl\u00e1d\u00e1 za\u0159azen\u00ed mezi TOP 10 americk\u00fdch technologick\u00fdch spole\u010dnost\u00ed. Nav\u00edc aktu\u00e1ln\u00ed v\u00fdhled veden\u00ed Palantiru nazna\u010duje, \u017ee r\u016fst je st\u00e1le na sv\u00e9m za\u010d\u00e1tku.<\/strong><\/p>\n\n\n\n

Symbol miliardy<\/strong><\/p>\n\n\n\n

Druh\u00fd kvart\u00e1l roku 2025 byl z historick\u00e9ho hlediska pro Palantir mimo\u0159\u00e1dn\u011b d\u016fle\u017eit\u00fd, proto\u017ee celkov\u00e9 tr\u017eby poprv\u00e9 p\u0159ekro\u010dily hranici 1 miliardy USD a p\u0159ekonaly odhady analytik\u016f ze spole\u010dnosti LSEG, kte\u0159\u00ed p\u0159edpokl\u00e1dali horn\u00ed hranici tr\u017eeb na \u00farovni 940 milion\u016f USD. Ve srovn\u00e1n\u00ed s lo\u0148sk\u00fdm rokem jde o 48% n\u00e1r\u016fst, odr\u00e1\u017eej\u00edc\u00ed stabiln\u00ed expanzi. Je\u0161t\u011b z\u00e1sadn\u011bj\u0161\u00ed r\u016fst zaznamenal \u010dist\u00fd zisk, kter\u00fd meziro\u010dn\u011b vzrostl o 144 %, co\u017e poukazuje na zefektivn\u011bn\u00ed podnikatelsk\u00fdch proces\u016f Palantiru.<\/p>\n\n\n\n

Kde se da\u0159ilo nejv\u00edce?<\/strong><\/p>\n\n\n\n

Z investi\u010dn\u00edho hlediska je nepochybn\u011b kl\u00ed\u010dov\u00e9 vn\u00edmat i p\u0159\u00edb\u011bh, kter\u00fd se za uveden\u00fdmi \u010d\u00edsly skr\u00fdv\u00e1. Z geografick\u00e9ho pohledu si Palantir dr\u017e\u00ed nejsiln\u011bj\u0161\u00ed pozici pr\u00e1v\u011b v USA. Tr\u017eby v tomto regionu se zv\u00fd\u0161ily o 68 % na pozoruhodn\u00fdch 733 milion\u016f USD. Tradi\u010dn\u011b lze vid\u011bt struktur\u00e1ln\u00ed rozd\u011blen\u00ed mezi vl\u00e1dn\u00edm a komer\u010dn\u00edm segmentem. Siln\u011bj\u0161\u00ed roli standardn\u011b hraj\u00ed vl\u00e1dn\u00ed kontrakty, kter\u00e9 ve srovn\u00e1n\u00ed s minul\u00fdm rokem vygenerovaly o 53 % vy\u0161\u0161\u00ed tr\u017eby, a to na kone\u010dn\u00fdch 426 milion\u016f USD. Nejaktu\u00e1ln\u011bj\u0161\u00ed zpr\u00e1vou je bezpochyby smlouva s arm\u00e1dou USA, kter\u00e1 pro nadch\u00e1zej\u00edc\u00ed obdob\u00ed zajistila p\u0159\u00edjem v objemu 10 miliard USD. Ambice Palantiru v\u0161ak ji\u017e del\u0161\u00ed dobu sm\u011b\u0159uj\u00ed do komer\u010dn\u00edho segmentu, jeho\u017e tr\u017eby se p\u016fsobiv\u011b t\u00e9m\u011b\u0159 zdvojn\u00e1sobily, konkr\u00e9tn\u011b na \u00farove\u0148 306 milion\u016f USD.<\/p>\n\n\n\n

Firemn\u00ed filozofie<\/strong><\/p>\n\n\n\n

Neodd\u011blitelnou sou\u010d\u00e1st\u00ed kvart\u00e1ln\u00edch v\u00fdsledk\u016f firmy byl tak\u00e9 dopis akcion\u00e1\u0159\u016fm od gener\u00e1ln\u00edho \u0159editele Alexe Karpa, ve kter\u00e9m uvedl, \u017ee pl\u00e1nuje dos\u00e1hnout desetin\u00e1sobn\u00e9ho r\u016fstu tr\u017eeb, a to nav\u00edc p\u0159i sn\u00ed\u017een\u00e9m po\u010dtu zam\u011bstnanc\u016f. Lidsk\u00e9 zdroje spole\u010dnosti jsou moment\u00e1ln\u011b na \u00farovni 4 100 zam\u011bstnanc\u016f, p\u0159i\u010dem\u017e c\u00edlov\u00fd po\u010det je 3 600.<\/p>\n\n\n\n

Co na to akcie spole\u010dnosti?<\/strong><\/p>\n\n\n\n

Trh na fundament\u00e1ln\u00ed s\u00edlu Palantiru nereaguje chladn\u011b. Relativn\u011b ihned po zve\u0159ejn\u011bn\u00ed v\u00fdsledk\u016f do\u0161lo k r\u016fstu ceny akci\u00ed o 3 %, co\u017e je v souladu s dlouhodob\u00fdm r\u016fstov\u00fdm trendem, kter\u00fd cena akci\u00ed Palantiru udr\u017euje. V kone\u010dn\u00e9m d\u016fsledku \u2013 investo\u0159i, kte\u0159\u00ed vid\u011bli ve firm\u011b potenci\u00e1l ji\u017e v roce 2023, mohou p\u0159i aktu\u00e1ln\u00ed cen\u011b akci\u00ed zaznamenat zhodnocen\u00ed o v\u00edce ne\u017e 2 400 %.* Jeliko\u017e cena akci\u00ed tedy p\u0159i sv\u00e9m v\u00fdvoji do zna\u010dn\u00e9 m\u00edry zohled\u0148uje v\u00fdkonnost z hlediska tr\u017eeb, zisku a dal\u0161\u00edch finan\u010dn\u00edch ukazatel\u016f, je pro investory nezbytn\u00e9 zn\u00e1t i konkr\u00e9tn\u00ed odhady do budoucna.<\/p>\n\n\n\n

\"Obsah
V\u00fdkonnost ceny akci\u00ed spole\u010dnosti Palantir za posledn\u00edch p\u011bt let (Zdroj: Google Finance)<\/figcaption><\/figure><\/div>\n\n\n\n

Co d\u00e1l? V\u00fdhled hovo\u0159\u00ed jasn\u011b<\/strong><\/p>\n\n\n\n

Na z\u00e1klad\u011b pozitivn\u00edho z\u00edsk\u00e1v\u00e1n\u00ed nov\u00fdch zak\u00e1zek, a\u0165 u\u017e ze strany vl\u00e1dy nebo komer\u010dn\u00edch \u00fa\u010dastn\u00edk\u016f trhu, firma zv\u00fd\u0161ila sv\u016fj celoro\u010dn\u00ed v\u00fdhled tr\u017eeb do rozmez\u00ed od 4,142 miliardy do 4,150 miliardy USD. P\u016fvodn\u00ed interval byl 3,89 a\u017e 3,90 miliardy USD. Stejn\u011b povzbudiv\u00e1 jsou i o\u010dek\u00e1v\u00e1n\u00ed na zlep\u0161en\u00ed provozn\u00edho zisku a toku voln\u00fdch finan\u010dn\u00edch prost\u0159edk\u016f, co\u017e jsou dal\u0161\u00ed kl\u00ed\u010dov\u00e9 ukazatele finan\u010dn\u00edho zdrav\u00ed spole\u010dnosti. Lze tedy konstatovat, \u017ee Palantir z\u016fst\u00e1v\u00e1 i nad\u00e1le velmi atraktivn\u00edm kandid\u00e1tem k za\u0159azen\u00ed do portfolia, a to na z\u00e1klad\u011b jasn\u00fdch parametr\u016f, kter\u00e9 jsem rozebrala v t\u00e9to anal\u00fdze.<\/p>\n\n\n\n

Ol\u00edvia Lacenov\u00e1, analyti\u010dka <\/strong>Wonderinterest Trading Ltd.<\/strong><\/a><\/p>\n\n\n\n

Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

P\u0159ed p\u00e1r m\u011bs\u00edci jsem analyzovala spole\u010dnost, kter\u00e1 je definov\u00e1na p\u0159edev\u0161\u00edm jako poskytovatel softwaru pro arm\u00e1du Spojen\u00fdch st\u00e1t\u016f a dal\u0161\u00ed vl\u00e1dn\u00ed<\/p>\n","protected":false},"author":1,"featured_media":2202,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[190,400,271,266],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2200"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2200"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2200\/revisions"}],"predecessor-version":[{"id":2203,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2200\/revisions\/2203"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2202"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}