[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-palantir-stock-valuation-pltr-2026-KO":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":269},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},134573,"지난 12개월 동안 9%만 상승한 팔란티어 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","2026-10-26T12:45:00","2026-10-26T12:25:41","\u003Cp>팔란티어 주가는 1년 동안 4%만 상승했습니다. TIKR의 가치 평가 모델이 PLTR의 상승 가능성에 대해 2028년 12월까지 $529의 목표가를 제시하는 내용을 확인해 보세요.\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>주요 요약:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>주권 AI 수요:\u003C\u002Fstrong> 기업들이 자체 AI를 소유하려 하면서 Palantir의 미국 매출이 2분기에 115% 성장했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>가격 전망:\u003C\u002Fstrong> 현재 실행 속도를 기준으로, PLTR 주식은 2028년 12월까지 $529에 도달할 수 있습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>잠재적 수익:\u003C\u002Fstrong> 이 목표는 현재 가격 $196.75 대비 총 수익률 169%를 의미합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>연간 수익률:\u003C\u002Fstrong> 투자자들은 향후 2.2년 동안 연간 약 57%의 성장을 볼 수 있습니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">지금 확인하세요: TIKR의 새로운 가치 평가 모델을 사용하여 관심 주식의 잠재 상승폭을 알아보세요 (무료입니다)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">&gt;&gt;&gt;\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palantir Technologies(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=43580005&amp;tid=687999699&amp;ref=49x9sy\">PLTR\u003C\u002Fa>)가 사상 최고의 분기 실적을 발표했습니다. 2분기 매출은 93% 증가하여 19억 4천만 달러를 기록했으며, 회사는 또한 연간 매출 가이던스를 약 81억 5천만 달러(82% 성장률 의미)로 상향 조정했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">미국 사업이 주도하고 있습니다. 이제 미국 사업은 전체 매출의 81% 이상을 차지합니다. 미국 상업 매출은 149% 급증했으며, 미국 정부 매출은 90% 성장했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">고객들이 더 큰 계약을 체결하고 있습니다. Palantir는 100만 달러 이상 가치의 계약 220건을 체결했으며, 순 달러 보존율은 157%에 달해 기존 고객들의 지출이 훨씬 더 늘어났음을 의미합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">회사는 또한 매우 수익성이 좋습니다. 조정 자유 현금 흐름 12억 2천만 달러를 창출했으며, 이는 63%의 마진에 해당합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">경영진은 이 수요가 \"주권 AI\"에서 비롯된다고 말합니다. 기업들은 데이터, 로직 및 모델 가중치를 외부 AI 연구소에 넘기는 대신 자체적으로 소유하려 합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CEO Alex Karp는 향후 18개월 동안 이 성장 속도를 유지하고 싶다고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그러나 주가는 지난 1년 동안 9%만 상승했습니다. $196.75의 가격에서 투자자들은 여전히 할인된 가격에 매수할 기회를 얻고 있을 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">PLTR 주식에 대한 애널리스트들의 완전한 성장 전망 및 추정치 확인하기 (무료입니다) &gt;&gt;&gt;\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-model-says-for-palantir-stock\" class=\"wp-block-heading\">Palantir 주식에 대한 모델의 시사점\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">우리는 Palantir가 정부 계약자에서 광범위한 AI 플랫폼으로 이동하는 과정을 살펴보았습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">우리 모델은 연간 매출 성장률 58.5%, 영업 마진 57.5%, P\u002FE 배수 103.4배를 사용합니다. 이를 종합하면 2028년 12월 31일까지 주당 가격이 $528.51에 도달할 것으로 지목됩니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">P\u002FE 배수는 Palantir의 최근 평균인 1년 평균 122.7배 및 3년 평균 102.6배보다 낮은 수준입니다. 따라서 이 모델은 투자자들이 이익 1달러당 더 많은 돈을 지불하는 것에 의존하지 않습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions\" class=\"wp-block-heading\">우리의 가치 평가 가정\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3486\" height=\"3975\" data-public-id=\"images\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3486,h_3975,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA\" alt=\"\" class=\"wp-post-134573 wp-image-145406\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793003530\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 3486w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_875,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1347,h_1536,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 1347w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1796,h_2048,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 1796w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1368,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1596,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_342,c_scale\u002Ff_webp,q_auto\u002Fv1793003530\u002Fimages\u002FPLTR_valuation_model_guided_145406ee40f\u002FPLTR_valuation_model_guided_145406ee40f.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3486px) 100vw, 3486px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">PLTR 주식 가치 평가 모델 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">기업의 공정 가치를 즉시 추정하세요 (TIKR 무료 이용) &gt;&gt;&gt;\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions-0\" class=\"wp-block-heading\">우리의 가치 평가 가정\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR의 가치 평가 모델을 사용하면 기업의 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers?ref=tikrblog\">매출 성장\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula?ref=tikrblog\">영업 마진\u003C\u002Fa> 및 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio?ref-tikrblog\">P\u002FE 배수\u003C\u002Fa>에 대한 자신만의 가정을 입력하고 주식의 예상 수익률을 계산할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">다음은 PLTR 주식에 대해 우리가 사용한 내용입니다:\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-1-revenue-growth-58-5\" class=\"wp-block-heading\">\u003Cstrong>1. 매출 성장\u003C\u002Fstrong>: \u003Cstrong>58.5%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palantir의 2025년 매출 성장률은 56.2%였으며, 3년 및 5년 평균 성장률은 약 33%에 더 가까웠습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">우리의 수치는 최근 run-rate(연간화된 속도)에 가깝습니다. 2분기 성장률은 93%로 더 빨랐기 때문입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">대형 고객들의 지출도 증가하고 있습니다. 상위 20개 고객의 매출은 67% 증가하여 고객당 1억 2,400만 달러에 달했습니다. 총 잔여 계약 가치는 83% 증가하여 131억 달러를 기록했습니다.\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-2-operating-margins-57-5\" class=\"wp-block-heading\">\u003Cstrong>2. 영업 마진\u003C\u002Fstrong>: \u003Cstrong>57.5%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palantir의 지난 12개월 영업 마진은 50.4%였으며, 3년 평균은 39.4%였습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">회사의 조정 영업 마진은 2분기에 62%에 달했습니다. 우리는 비용 증가를 허용하기 위해 약간 낮은 평균을 가정합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">경영진은 신규 채용 인력이 시작되면서 3분기 비용이 증가할 것으로 예상하며, 또한 AI 인재와 제품에 대한 투자를 계속할 계획입니다.\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-3-exit-p-e-multiple-103-4x\" class=\"wp-block-heading\">\u003Cstrong>3. 종료 시 P\u002FE 배수: 103.4배\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">주식은 현재 선행 이익 기준 103.4배에 거래되고 있습니다. 우리는 배수가 확대되지 않고 이 수준을 유지한다고 가정합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 5년 평균 102.5배에 가깝고, 10년 평균 114배보다 훨씬 낮습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palantir의 이익은 빠르게 성장할 것으로 예상됩니다. 또한 회사는 현금 및 단기 국채로 92억 달러를 보유하고 있습니다. 이는 자금 조달 없이도 투자할 여력을 제공합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">자신만의 가치 평가 모델을 구축하여 모든 주식을 평가하세요 (무료입니다!) &gt;&gt;&gt;\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happens-if-things-go-better-or-worse\" class=\"wp-block-heading\">상황이 더 좋아지거나 나빠지면 어떻게 될까요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palantir의 가치 평가는 성장이 지속되는지에 달려 있습니다. 다음은 2030년 12월까지 다양한 시나리오에서 주식이 어떻게 수행될 수 있는지에 대한 내용입니다:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>하락 시나리오:\u003C\u002Fstrong> 매출 성장이 52.1%로 둔화되고 순이익 마진이 45.3%에 머물 경우, 투자자들은 여전히 총 수익률 375.8%(연간 45.1%)를 볼 수 있습니다. 이는 $936.15의 가격을 의미합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>중립 시나리오:\u003C\u002Fstrong> 57.9%의 성장과 48.6%의 마진을 가정할 경우, 총 수익률 612.3%(연간 59.7%)를 기대합니다. 이는 $1,401.47의 가격을 의미합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>상승 시나리오:\u003C\u002Fstrong> 성장이 63.7%에 도달하고 마진이 51.1%를 유지할 경우, 수익률은 총 928.0%(연간 74.4%)에 달할 수 있습니다. 이는 $2,022.65의 가격을 의미합니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4886\" height=\"4080\" data-public-id=\"images\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4886,h_4080,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA\" alt=\"\" class=\"wp-post-134573 wp-image-145408\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793003597\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 4886w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_641,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1283,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1710,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1002,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1169,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_250,c_scale\u002Ff_webp,q_auto\u002Fv1793003597\u002Fimages\u002FPLTR_valuation_model_adv_145408d1635\u002FPLTR_valuation_model_adv_145408d1635.webp?_i=AA 299w\" sizes=\"auto, (max-width: 4886px) 100vw, 4886px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">PLTR 주식 가치 평가 모델 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">애널리스트들이 현재 PLTR 주식에 대해 어떻게 생각하는지 확인하세요 (TIKR 무료 이용) &gt;&gt;&gt;\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이 범위는 AI 계약 붐이 얼마나 오래 지속되는지 반영합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하락 시나리오에서는 고객들의 지출이 둔화되거나 미국 이외 지역의 성장이 보통 수준에 머무릅니다. 2분기 국제 상업 매출은 26%만 성장했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">상승 시나리오에서는 주권 AI가 더 많은 산업으로 확산됩니다. 그러면 Palantir는 파일럿을 오늘날의 속도대로 다년 계약으로 전환하는 것을 계속 유지합니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-palantir-stock-have-from-here\" class=\"wp-block-heading\">Palantir 주식의 향후 상승 잠재력은 얼마나 될까요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR의 \u003Cstrong>새로운 가치 평가 모델 도구\u003C\u002Fstrong>를 사용하면 1분 이내에 주식의 잠재적 주가를 추정할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">필요한 것은 세 가지 간단한 입력입니다:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>매출 성장\u003C\u002Fli>\n\n\n\n\u003Cli>영업 마진\u003C\u002Fli>\n\n\n\n\u003Cli>종료 시 P\u002FE 배수\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">무엇을 입력해야 할지 모르겠다면, TIKR이 애널리스트들의 합의 추정치를 사용하여 각 입력을 자동으로 채워 신속하고 신뢰할 수 있는 출발점을 제공합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그런 다음 TIKR은 \u003Cstrong>상승, 중립 및 하락 시나리오\u003C\u002Fstrong>에서 잠재적 주가와 총 수익률을 계산하여 주식이 저평가되었는지 고평가되었는지 빠르게 확인할 수 있게 합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>60초 이내에 주식의 진정한 가치를 확인하세요 (TIKR 무료 이용) &gt;&gt;&gt;\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>새로운 기회를 찾고 계신가요?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong> \u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>억만장자 투자자들이 매수 중인 주식\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong> \u003C\u002Fstrong>을 확인하여 스마트 머니를 따라가세요.\u003C\u002Fli>\n\n\n\n\u003Cli>TIKR의 올인원, 사용하기 쉬운 플랫폼으로 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>5분 만에 주식을 분석\u003C\u002Fstrong>\u003C\u002Fa>하세요.\u003C\u002Fli>\n\n\n\n\u003Cli>더 많은 돌을 뒤집을수록… 더 많은 기회를 발견하게 될 것입니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>TIKR로 10만 개 이상의 글로벌 주식, 글로벌 주요 투자자 보유 종목 등을 검색하세요.\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">면책 조항:\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR이나 저희 콘텐츠 팀의 투자 또는 재정 조언 역할을 하거나 특정 주식을 매수 또는 매도하도록 권장하기 위한 것이 아님을 유의해 주십시오. 우리는 TIKR Terminal의 투자 데이터와 애널리스트들의 추정치를 바탕으로 콘텐츠를 작성합니다. 우리의 분석에는 최근 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 어떠한 포지션도 보유하고 있지 않습니다. 읽어주셔서 감사드리며, 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",1024,"ko","\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":165,"imageCredit":166},"Up Just 9% in the Last 12 Months, Can Palantir Stock Give Better Returns in 2026?","@surachet_shotivaranon from surachetsh's Images via Canva, @SORAPOP UDOMSRI from Sorapop Udomsri via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Aditya Raghunath","adityatikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Thomas Richmond","thomastikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Palantir stock is up just 4% in a year. See what TIKR’s Valuation Model says about PLTR’s upside, with a $529 target by December 2028.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","예상 독서 시간","6 minutes",1200,630,[194,209,224,239,254],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"지난 12개월 동안 48% 하락한 SoFi 주식, 2026년에는 더 나은 성과를 보일 수 있을까?","2026-10-26 12:45:00","SoFi 주식은 1년 만에 51% 하락했습니다. TIKR의 밸류에이션 모델이 SOFI의 상승 가능성에 대해 2028년 12월까지 22달러의 목표 주가를 제시하는 내용을 확인해 보세요.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"지난 12개월 동안 56% 하락한 AppLovin 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","2026-10-26 12:33:00","AppLovin 주가는 1년 만에 60% 하락했습니다. TIKR의 밸류에이션 모델이 APP의 상승 가능성에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 $366의 목표가를 제시합니다.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"마스터카드 주가는 지난 1년간 횡보 중, 2028년까지 MA 주가 상승 여력이 있을까?","2026-09-29 12:50:00","마스터카드 주식은 강력한 성장과 새로운 AI 결제 이니셔티브에도 불구하고 횡보했습니다. TIKR의 모델이 2028-2030년까지 MA에 대해 예측하는 내용을 확인하세요.",1076,"\u002Fblog\u002Fmastercard-ma-stock-valuation-2026","mastercard-ma-stock-valuation-2026","images\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva-1_1345771e5c2\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva-1_1345771e5c2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1790693569\u002Fimages\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva-1_1345771e5c2\u002FMA-stock-@Alexmak7-via-Canva-@pixelshot-via-Canva-1_1345771e5c2.png?_i=AA",{"altText":225},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":235},[],[237],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":251,"relatedPosts":253},"킨더 모건 주식이 천연가스 호황을 타고 있는데, KMI가 2028년까지 계속 상승할 수 있을까?","2026-09-25 12:20:53","킨더 모건 주가는 급증하는 천연가스 수요와 확대되는 프로젝트 백로그로 혜택을 보고 있습니다. TIKR 모델이 2028-2030년까지 KMI에 대해 예측하는 내용을 확인해 보세요.",1090,"\u002Fblog\u002Fkinder-morgan-kmi-stock-valuation-2026","kinder-morgan-kmi-stock-valuation-2026","images\u002FKMI-stock-@Photocreo-via-Canva-@kamranaydinov-via-Canva_13307472475\u002FKMI-stock-@Photocreo-via-Canva-@kamranaydinov-via-Canva_13307472475","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1790256652\u002Fimages\u002FKMI-stock-@Photocreo-via-Canva-@kamranaydinov-via-Canva_13307472475\u002FKMI-stock-@Photocreo-via-Canva-@kamranaydinov-via-Canva_13307472475.png?_i=AA",{"altText":240},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":250},[],[252],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"GeneDx 주식은 지난 1년간 30% 하락했는데, 2027년에 다시 상승할 수 있을까?","2026-09-24 13:33:10","GeneDx는 유전체 커버리지가 급증하면서 조기에 수익성으로 복귀했습니다. 2028-2030년까지 WGS 주식에 대한 TIKR 모델의 전망을 확인하세요.",1087,"\u002Fblog\u002Fgenedx-wgs-stock-valuation-2026","genedx-wgs-stock-valuation-2026","images\u002FWGS-stock-@Kittiphat-Abhiratvorakul-from-Getty-Images-via-Canva-@zmeel-from-Getty-Images-Signature-via-Canva\u002FWGS-stock-@Kittiphat-Abhiratvorakul-from-Getty-Images-via-Canva-@zmeel-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1790248111\u002Fimages\u002FWGS-stock-@Kittiphat-Abhiratvorakul-from-Getty-Images-via-Canva-@zmeel-from-Getty-Images-Signature-via-Canva\u002FWGS-stock-@Kittiphat-Abhiratvorakul-from-Getty-Images-via-Canva-@zmeel-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":255},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":265},[],[267],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[270,287,301,316,331,346,366,381,396,411],{"id":183,"title":271,"date":196,"excerpt":272,"wordCount":273,"uri":274,"slug":275,"cloudinaryAssetId":276,"featuredImageOriginalUrl":277,"featuredImageMetadata":278,"author":279,"categories":281,"relatedPosts":286},"SpaceX, AI 칩 구매를 위해 400억 달러의 부채 자금 조달 확보","SpaceX가 AI 칩을 구매하기 위해 400억 달러의 부채를 조달했다고 밝혔습니다. 이번 자금 조달이 SpaceX 주식과 AI 추진 전략에 어떤 의미를 갖는지 살펴봅니다.",646,"\u002Fblog\u002Fspacex-40-billion-debt-financing-ai-chips","spacex-40-billion-debt-financing-ai-chips","images\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-16\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-16","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792992807\u002Fimages\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-16\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-16.png?_i=AA",{"altText":271},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":280},[],[282],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":288,"date":196,"excerpt":289,"wordCount":290,"uri":291,"slug":292,"cloudinaryAssetId":293,"featuredImageOriginalUrl":294,"featuredImageMetadata":295,"author":296,"categories":298,"relatedPosts":300},"인스타카트, 우버와 도어대시와 협상 시작하며 잠재적 매각 모색","인스타카트가 매각을 검토 중이며 우버와 도어대시와 협의를 진행했습니다. 도어대시 주가가 4% 하락한 이유와 앞으로 주목해야 할 점을 살펴보세요.",613,"\u002Fblog\u002Finstacart-explores-sale-talks-uber-doordash","instacart-explores-sale-talks-uber-doordash","images\u002FDASH-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@pixelshot-via-Canva\u002FDASH-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@pixelshot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792844887\u002Fimages\u002FDASH-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@pixelshot-via-Canva\u002FDASH-stock-@SUMALI-IBNU-CHAMID-from-Alemedia.id-via-Canva-@pixelshot-via-Canva.png?_i=AA",{"altText":288},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":297},[],[299],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":302,"date":303,"excerpt":304,"wordCount":305,"uri":306,"slug":307,"cloudinaryAssetId":308,"featuredImageOriginalUrl":309,"featuredImageMetadata":310,"author":311,"categories":313,"relatedPosts":315},"PhillipCapital, SpaceX 주식에 대한 목표가를 대폭 상향하며 더블 업그레이드","2026-10-26 12:41:00","PhillipCapital이 SpaceX의 평가를 매도에서 매수로 상향 조정하고 목표가를 75달러에서 250달러로 인상했습니다. SpaceX 주식에 대한 이 평가 전환의 배경을 살펴보세요.",581,"\u002Fblog\u002Fphillipcapital-double-upgrades-spacex-shares-price-target-hike","phillipcapital-double-upgrades-spacex-shares-price-target-hike","images\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-13\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-13","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792833561\u002Fimages\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-13\u002FSPCX-stock-@Kmeel_com-from-pixabay-via-Canva-@3DSculptor-from-Getty-Images-via-Canva-13.png?_i=AA",{"altText":302},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":312},[],[314],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":317,"date":318,"excerpt":319,"wordCount":320,"uri":321,"slug":322,"cloudinaryAssetId":323,"featuredImageOriginalUrl":324,"featuredImageMetadata":325,"author":326,"categories":328,"relatedPosts":330},"미국 상원의원 마샤 블랙번, 메타의 예정된 상업적 이용 약관 변경에 우려 제기","2026-10-26 12:31:00","로드아일랜드 주가 페이스북, 인스타그램, 왓츠앱에서의 사기 광고 혐의로 메타를 제소했습니다. 이 소송이 메타 주식에 미칠 의미는 다음과 같습니다.",620,"\u002Fblog\u002Fus-senator-marsha-blackburn-raises-concerns-over-planned-meta-commercial-terms-update","us-senator-marsha-blackburn-raises-concerns-over-planned-meta-commercial-terms-update","images\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-11\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-11","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792917224\u002Fimages\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-11\u002FMETA-stock-@Omar_Nasif-from-pixabay-via-Canva-@Diego-Maravilla-©-2022-from-Diego-Maravilla-via-Canva-Copy-11.png?_i=AA",{"altText":317},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":327},[],[329],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":343,"relatedPosts":345},"Nvidia 재무 전략, AI 신용 시장 긴축 속 스트레스 테스트 직면","2026-10-26 12:29:00","Nvidia의 AI 금융 추진이 첫 번째 큰 시험을 맞이하며, 네오클라우드 주식이 하락하고 신용이 긴축되고 있습니다. Nvidia 주식에 어떤 의미인지 살펴보세요.",615,"\u002Fblog\u002Fnvidia-financial-strategy-stress-test-ai-credit-markets-tighten","nvidia-financial-strategy-stress-test-ai-credit-markets-tighten","images\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-12\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-12","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792990969\u002Fimages\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-12\u002FNVDA-stock-@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@jamesteohArt-via-Canva-12.png?_i=AA",{"altText":332},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":342},[],[344],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"엑슨모빌 주가, 브렌트유 116달러 돌파하며 사상 최고 종가 기록. 2030년까지 주가 전망은?","2026-10-26 07:55:00","엑슨모빌은 10월 23일 브렌트유가 116달러를 넘어서면서 사상 최고치인 183.21달러에 마감했으며, 현재는 애널리스트들의 평균 목표가를 상회하며 거래되고 있습니다. 회사의 최고재무책임자(CFO)는 파이오니어 인수로 인한 시너지 효과가 두 배로 증가했으며, 엑슨은 더 적은 시추정으로 페미안 지역의 회수율을 두 배로 높이는 것을 목표로 하고 있다고 밝혔습니다. 이는 회사가 통제할 수 있는 비용 레버리지입니다.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":347},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":359},"Wiltone Asuncion","wiltonetikr",[],[361],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"Rivian이 AI 시뮬레이션 스타트업을 인수한 다음날 52주 신저가를 기록했습니다. 10월 29일이 보여주는 것은 다음과 같습니다.","2026-10-26 07:50:00","Rivian은 AI 시뮬레이션 스타트업을 인수한 다음 날 52주 신저가를 기록하며, 몇 주 전부터 시작된 19% 하락세를 이어갔습니다. 10월 29일 발표된 보고서는 이제 자율주행 기술에 대한 지출을 비용 구조가 감당할 수 있는지를 보여줘야 합니다.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":367},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"로빈후드 주가, 3분기 실적 발표 전 10월에 15% 하락. 2030년까지 어디로 갈 수 있을지 살펴보기","2026-10-26 07:45:00","Robinhood는 10월 27일 실적 발표를 앞두고 Coinbase와 보조를 맞춰 두 세션 동안 6.73% 하락했습니다. 10월 22일의 두 가지 소식은 그 암호화폐 매출 항목에 반영되지 않을 수 있는 암호화폐 관련 활동을 시사합니다: 비트코인 가격 계약과 Morpho의 주식 토큰에 대한 첫 대출 시장 개설입니다.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":382},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":392},[],[394],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"월마트 주가, 10월에 15% 상승했지만 이익 전망은 상향되지 않았다. 2031년까지 어디까지 갈 수 있을까","2026-10-26 07:40:00","월마트는 9월 30일부터 10월 23일까지 15.4% 상승했지만, 애널리스트들의 향후 12개월 주당순이익(EPS) 추정치는 주당 $3.00으로 유지됐다. 0%에서 3%의 EPS 성장을 예고한 11월 19일 실적 발표를 앞두고, 상승분의 거의 대부분은 더 높은 주가배수에서 비롯됐다.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":397},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":407},[],[409],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":412,"date":413,"excerpt":414,"wordCount":415,"uri":416,"slug":417,"cloudinaryAssetId":418,"featuredImageOriginalUrl":419,"featuredImageMetadata":420,"author":421,"categories":423,"relatedPosts":425},"애플이 엔비디아의 하락폭이 12%에 달하는 동안 잠시 엔비디아를 제쳤습니다. 2030년까지 애플 주식이 어디로 갈 수 있을지 살펴봅니다.","2026-10-26 07:35:00","Apple이 10월 23일 Nvidia를 잠시 제치고 사상 최고치인 351.73달러를 기록하며 세계에서 가장 가치 있는 기업이 되었습니다. Apple의 AI 전략은 자본 지출이 거의 필요하지 않지만, PER 38배 수준에서 11월 2일 발표될 마진 실적이 이 배수를 지지해야 합니다.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":412},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":422},[],[424],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[]]