【ONDS財報快閃】Q1 2026：10倍年增長、3.9億全年引導，這份成績單說明了什麼？
ONDS Q1 2026：營收 5,012 萬美元（年增 1,065%），毛利率 49%，積壓訂單 4.57 億，全年指引 3.9 億。單季完成 5 大收購（Mistral、World View、Rotron、4M+INDO Earth、Bird），Palantir SkyWeaver 合作確立，投資論點全面兌現。
Palantir
Ondas Holdings (ONDS) Q1 2026 Earnings: +1,065% Revenue, Entering Hypergrowth Orbit
ONDS Q1 2026: Revenue $50.1M (+1,065% YoY), gross margin 49%, backlog $457M, FY guidance $390M. Mistral IDIQ ($982M), World View, Rotron, 4M Defense, Bird Aerosystems — five acquisitions in one quarter. Palantir SkyWeaver announced. All four thesis pillars confirmed.
Palantir Q1 2026：成長再加速，估值再突破——財報打爆了，股價卻跌了
PLTR Q1 2026：Rule of 40 飆至 145%、NDR 150%、美國市場首次突破 100% 成長，財報史詩級打爆。但股價財報後跌 6.59%，Forward P/E 從 75x 升到 110x+。估值清算不是結束，而是進入新階段。
Palantir Q1 2026: Growth Reaccelerates, Valuation Re-breaks — Best Earnings Ever, Stock Still Fell
Palantir Q1 2026: revenue +85%, Rule of 40 at 145%, NDR at 150%, US revenue surpassing 100% growth for the first time. The best earnings print in company history. The stock fell 6.59%. Forward P/E climbed from 75x to 110x+. The valuation reckoning is entering a new phase.
Palantir：史詩級財報，估值清算期——你買的不是公司，是時間期望
Palantir Q4 財報亮眼：營收年增 70%、Rule of 40 達 127%、NDR 139%。但史詩級財報背後是史詩級估值——75x Forward P/E 的市場定價，讓任何一個「普通季度」都可能引爆清算。跌 30% 不代表便宜，代表泡沫從瘋狂回到偏貴。
Palantir: Epic Earnings, Valuation Reckoning — You're Not Buying the Company, You're Buying Time Expectations
Palantir Q4 blowout: 70% revenue growth, Rule of 40 at 127%, NDR at 139%. Epic earnings, but also an epic valuation at 75x forward P/E. A 30% decline does not make it cheap — it makes it merely overpriced. Five bear arguments and five rational entry conditions explained.