Latest news with #ArtificialIntelligencePlatform
Business Insider
10 hours ago
- Business
- Business Insider
CRWV vs. PLTR vs. NVDA: Which Is the Best AI Stock to Buy Now, According to Analysts?
The stock market remains volatile due to geopolitical tensions and macro uncertainty, raising concerns about a potential slowdown in AI (artificial intelligence) spending. Nonetheless, Wall Street remains confident about several AI stocks, given the massive growth opportunity in the generative AI space over the long term. Using TipRanks' Stock Comparison Tool, we placed CoreWeave (CRWV), Palantir Technologies (PLTR), and Nvidia (NVDA) against each other to find the best AI stock, according to Wall Street analysts. Confident Investing Starts Here: CoreWeave (NASDAQ:CRWV) Stock CoreWeave, a cloud provider that specializes in AI infrastructure, is experiencing strong traction for its offerings amid the ongoing AI boom. The company has been in the news for its strategic deals. Notably, CoreWeave struck a $11.9 billion 5-year cloud computing contract with ChatGPT-maker OpenAI. The two AI companies also signed an expanded agreement of up to $4 billion to meet the growing demand for high-performance computing. Furthermore, CoreWeave is reportedly powering the recently announced cloud deal between Alphabet's Google (GOOGL) and OpenAI. CRWV stock has rallied by a staggering 359% from its IPO (initial public offering) price of $40. Is CRWV a Good Stock to Buy? Recently, Bank of America analyst Bradley Sills downgraded CoreWeave stock to Hold from Buy on valuation concerns, following the stellar rally in the AI infrastructure stock in reaction to the Q1 earnings. The 4-star analyst highlighted that CRWV stock is trading at an elevated valuation of 2027 EV/EBIT (enterprise value-to-earnings before interest and taxes) of 25x. While Sills noted several positives, like the expansion of CoreWeave's partnership with OpenAI and impressive revenue momentum, he pointed out the company's huge capital expenditure ($46.1 billion through 2027). Consequently, the analyst expects $21 billion of negative free cash flow through 2027. Turning to Wall Street, CoreWeave stock scores a Moderate Buy consensus rating based on six Buys, 11 Holds, and one Sell recommendation. The average CRWV stock price target of $78.53 indicates a significant downside risk of 57.2% from current levels. Palantir Technologies (NASDAQ:PLTR) Stock Data analytics company Palantir Technologies is considered one of the hottest AI stocks. PLTR stock has rallied more than 81% so far in 2025. The company's revenue is growing at a rapid pace across its Government and Commercial businesses. Palantir's AIP (Artificial Intelligence Platform) offering is bolstering its business. Palantir's market-beating first-quarter results reinforced the strength of its AI-powered offerings. Notably, Q1 2025 revenue increased by 39% year-over-year to $884 million, while adjusted EPS (earnings per share) jumped 62%. Additionally, the company raised its full-year guidance, as it believes that it is in the 'middle of a tectonic shift' in the adoption of its software, mainly in the U.S. Is Palantir Stock a Buy? While several analysts are cautious on Palantir stock due to its lofty valuation, Loop Capital analyst Mark Schappel reiterated a Buy rating and boosted the price target from $130 to a Street-high of $150. Following a meeting with management, the 5-star analyst stated that he is more convinced about PLTR's AI growth story and his bullish investment thesis. Schappel believes that Palantir is an early software leader in enterprise AI, which he thinks is at a 'tipping point,' as small-scale pilots move into production and AI use cases increase exponentially across all industries. Trading at 48x EV/2027 revenue, the analyst agrees that PLTR stock is 'not for the faint of heart.' That said, he contends that investors should look at the big picture, which indicates that Palantir is exposed to a massive AI opportunity. With 10 Holds, three Buys, and four Sells, Wall Street has a Hold consensus rating on Palantir Technologies stock. The average PLTR stock price forecast of $104.27 indicates a possible downside of 24.1% from current levels. Nvidia (NASDAQ:NVDA) Stock After a tough start to the year due to concerns about rising competition in the AI space, chip export restrictions, and tariff woes, Nvidia stock has recovered 21% over the past three months and is up 7.1% year-to-date. While uncertainty around chip exports and competition from custom AI chips remain an overhang, the semiconductor giant continues to gain from robust demand for its GPUs (graphics processing units) in the AI space, as reflected in the market-beating first-quarter results. Looking ahead, the demand for NVDA's Blackwell platform is expected to boost its top-line growth. Moreover, the company's focus on 'sovereign AI,' which it defines as a country's ability to develop and deploy AI, could drive its revenue higher. In this regard, Nvidia's lucrative deals, like the recently announced agreement with Saudi Arabia and Germany, are worth noting. Is Nvidia Stock a Buy, Hold, or Sell? Earlier this month, Bank of America Securities analyst Vivek Arya reiterated a Buy rating on Nvidia stock with a price target of $180. Following a meeting with management, the 5-star analyst noted that the tone of the team was very positive regarding demand for Nvidia's products and continued customer interest across cloud and enterprise, backed by a full-scale supply ramp. Arya believes that management addressed three key investor debates that have been weighing on NVDA stock over the past year – Blackwell rack ramp and execution, AI diffusion and sovereign demand, and China AI shipments. The analyst stated that Nvidia stock remains a top sector pick for Bank of America, as it is 'best positioned' to benefit from the ongoing AI boom, bolstered by a multi-year lead in 'performance (AI scaling), pipeline, incumbency, scale, and developer support.' Despite near-term challenges, Wall Street has a Strong Buy consensus rating on Nvidia stock based on 35 Buys, four Holds, and one Sell recommendation. The average NVDA stock price target of $173.19 indicates 20.4% upside potential from current levels. Conclusion Wall Street is highly bullish on Nvidia stock, cautiously optimistic on CoreWeave, and sidelined on Palantir stock. Currently, analysts forecast further upside in chip giant Nvidia's stock while they see possible downside risk in the other two AI stocks. The optimism of most analysts on Nvidia stock is backed by its strong fundamentals, robust demand for its AI chips, continued innovation, and solid execution.
Yahoo
3 days ago
- Business
- Yahoo
Even $200 in These Stocks Could Mint a Fortune
With explosive U.S. commercial growth and an 83% Rule of 40 score, Palantir Technologies is positioned to grow even more in the coming years. SoundHound is well positioned to become a dominant force in the conversational AI space. 10 stocks we like better than Palantir Technologies › After a strong market rebound since April, some of the market's most attractive artificial intelligence (AI) stocks are no longer cheap. However, that doesn't mean that they have no upside potential. In fact, for long-term investors who can tolerate short-term volatility and premium valuations, there are still a few attractive picks that can help them build wealth, especially as AI adoption has accelerated across all walks of business and life. You also would not need boatloads of cash to build this fortune. Even with $200 to invest today (which is not required for paying bills or contingencies), picking a stake in Palantir Technologies (NASDAQ: PLTR) and SoundHound AI (NASDAQ: SOUN) can prove to be quite brilliant. Here's why. Data analytics giant Palantir has delivered an impressive financial performance in its recent first-quarter fiscal 2025 results (ending March 31), and the growth trajectory is likely to remain strong in the long run. The company's revenues jumped 39% year over year to $884 million. The growth rate is nearly double the 21% top-line growth rate achieved in the same quarter of the previous year, indicating that the company is on an accelerated growth trajectory. The U.S. commercial business has emerged as a significant growth catalyst, with year-over-year growth of 71%, crossing the $1 billion annual run rate threshold in the first quarter. Palantir also posted a Rule of 40 score of 83%, a two-percentage-point increase compared to the previous quarter. It is a critical metric for evaluating the performance of software-as-a-service (SaaS) and other high-growth technology companies, stating that the combination of revenue growth and profit margins should be at least 40%. With Palantir operating at approximately double the cutoff, it underscores the quality growth of this AI giant. The company also generated $370 million in free cash flow, demonstrating that it has sufficient funds to support its growth initiatives. Palantir differentiates itself from other AI players with its "Warp Speed" manufacturing operating system, built atop the Artificial Intelligence Platform (AIP), to streamline various industrial operations. Furthermore, instead of focusing on building newer and more advanced AI models, which eventually lose their competitive advantage, the company has developed a solid ontological framework that helps it relate the assets and relationships within an organization to its digital counterparts. This data advantage is leading to huge switching costs for customers, as replacing it becomes not only expensive but also disruptive for the overall business. Palantir trades at 208.3 times forward earnings, which is very expensive. However, profitable and practically debt-free AI companies with accelerating top-line growth and a huge $5.4 billion cash balance are not easy to come by. Hence, the stock is a smart buy for long-term investors who are ready to ride some volatility, even at elevated valuation levels. Amidst multiple AI stocks with unproven technologies, SoundHound AI (NASDAQ: SOUN) stands out with its voice AI platform, which is already seeing strong traction in the enterprise world. This is evident considering that the company's revenues soared a dramatic 151% year over year in the first quarter of fiscal 2025 to $29.1 million. Additionally, the company has also built a $1.2 billion backlog of cumulative subscriptions and bookings. This implies that the company has impressive revenue visibility for several more years to come. SoundHound is leveraging its multimodal and multilingual proprietary Polaris foundational model to power its conversational AI solutions. However, what makes SoundHound's technology stand out is its ability to directly process voice commands to understand the underlying meaning. On the other hand, traditional voice systems first convert the voice to text and then to a meaningful representation. This "speech-to-meaning technology" has helped dramatically reduce latency in real time, thereby making voice communications four times faster than competitors, while also improving accuracy to twice the level of competitors, even in noisy environments. The superior technology has helped the company build a sticky customer base. Although previously geared mainly toward the restaurant industry, SoundHound is now actively diversifying its customer base into healthcare, automotive, and financial services. Furthermore, no single customer accounted for more than 10% of its revenue in the first quarter. SoundHound has also been focusing on strategic acquisitions to build a comprehensive voice ecosystem. The acquisition of SYNQ3 has dramatically expanded its market reach in the restaurant industry. The Amelia acquisition has also strengthened the company's position in the massive enterprise AI market. Recently, SoundHound launched Amelia 7.0, powered by a proprietary multiprocess agentic framework called "Agentic Plus." This platform will enable businesses to deploy fleets of AI agents that can understand, reason, and autonomously complete actions. Finally, the Allset acquisition has positioned SoundHound as a key player in the voice commerce space. The company is developing technology that allows drivers to order food while driving, thereby enabling SoundHound to leverage its automotive partnerships with restaurant networks. It is indisputable that the stock looks expensive at 36.7 times sales, but that misses the bigger picture. With $245.8 million in cash and just $4.6 million in debt, SoundHound has the financial flexibility to focus on several growth initiatives. Management also expects to reach adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) profitability by the end of 2025. Considering the company's cutting-edge conversational AI technology, robust financial trajectory, and focused inorganic growth strategy, SoundHound seems an attractive buy now. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Even $200 in These Stocks Could Mint a Fortune was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
6 days ago
- Business
- Business Insider
Palantir Stock Lands a New Street-High Price Target
AI stock Palantir (NASDAQ:PLTR) presents a bit of a conundrum for investors right now. On the one hand, the company has been on a steady upward trajectory, delivering strong earnings reports and gaining real traction with its products – particularly its AI offering, AIP (Artificial Intelligence Platform). On the other hand, the share gains that followed its success have left the stock with an extremely lofty valuation. Confident Investing Starts Here: This point was brought up by Loop Capital analyst Mark Schappel, who notes that the stock is now trading at a sky-high 48x EV/2027E Revenue – the richest multiple in the entire enterprise software space. In short, 'PLTR is not for the faint of heart.' However, Schappel says the key to investing in PLTR is to 'buy into the big picture.' First, there's the massive AI market opportunity still in its early innings. Second, the breadth of AI applications has the potential to reshape how entire industries operate – meaning Palantir's growth potential isn't capped by market size. And third, Palantir is uniquely positioned to lead this shift. 'For those wanting exposure to this dynamic, we think it's hard to put a price on the opportunity,' Schappel adds. His comments followed an investor meeting with Palantir CFO David Glazer – a meeting that left the analyst with 'increased conviction in the story.' It opened with a demo of AIP, Palantir's platform that fuses large language models, enterprise data, and internal business logic to power real-world operations. The presentation showcased AIP's ability to manage complex data, integrate LLMs, and automate workflows – reinforcing the view that Palantir isn't just another data infrastructure provider. Schappel emphasized that Palantir goes beyond traditional analytics tools. 'Instead,' he explained, 'PLTR is a platform that combines data integration with operational business logic, where it orchestrates business workflows for AI-driven operational decision making.' As for competition – the most common question from investors – Schappel noted that Palantir doesn't view data-centric firms like Snowflake, Databricks, or cloud providers as direct threats. Those companies largely handle data storage and historical analysis, whereas Palantir aims to be an enterprise operating system that actively powers decision-making across dynamic environments. Summing up, Schappel believes Palantir is an 'early software leader in enterprise AI,' positioned 'at a tipping point as small-scale pilots move into production and as AI use cases grow exponentially across all industries.' Backing that view, he lifts his price target from $130 to a Street-high of $155, implying a potential upside of 14.5%. Schappel keeps his Buy rating firmly in place. (To watch Schappel's track record, click here) Most analysts, though, have a more skeptical bent; based on a mix of 11 Holds, 4 Sells and 3 Buys, the stock claims a Hold consensus rating. The average target stands at $104, 23% below the current share price. (See PLTR stock forecas t) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
10-06-2025
- Business
- Yahoo
The Zacks Analyst Blog Highlights Palantir, Nvidia and Oracle
Chicago, IL – June 10, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Palantir Technologies Inc. PLTR, Nvidia NVDA and Oracle ORCL. Palantir Technologies Inc. has surged 69% year to date, eclipsing the industry's modest 13% average and outshining heavyweights like Nvidia and Oracle. Nvidia, a leading force in AI and graphics processing technology, has recorded a 6% gain so far this year. Similarly, Oracle, renowned for its enterprise software and cloud infrastructure services, has gained 5% year to date. In a macroeconomic landscape that has left many tech giants limping, Palantir's relentless rally stands out, but does this pace leave any meaningful upside for new investors? While Nvidia continues wrestling with cyclical demand and Oracle faces pressure on its cloud transition pace, Palantir is thriving by doubling down on artificial intelligence and data-centric enterprise software. The key question now: Is this AI darling still a buy, or has the market already priced in perfection? The backbone of Palantir's recent success is its Artificial Intelligence Platform (AIP), which is rapidly transforming into the company's biggest commercial catalyst. U.S. commercial revenues skyrocketed 71% year over year and 19% sequentially in the first quarter of 2025, pushing the annual run rate past the $1 billion mark for the first time. Total contract value in this segment skyrocketed 239% YoY, with deal sizes proliferating, more than double the number of $1 million contracts closed compared to last year. The rising popularity of AIP bootcamps — short, targeted training sessions for enterprise AI deployment — is a major driver. These bootcamps reduce implementation timelines and showcase AIP's plug-and-play value, helping customers scale AI operations faster than ever. Palantir's flexible, modular sales model allows clients to start small with specific components, further lowering adoption friction. Combined with usage-based pricing, this strategy has broadened Palantir's reach in the U.S. commercial sector, making AI integration more accessible and scalable for new clients. As of March 31, 2025, Palantir boasted $5.4 billion in cash and no debt. This fortress balance sheet gives the company strategic flexibility to reinvest in growth without external financing pressures. Revenue growth remains robust—first quarter sales soared 39.3% YoY. Deal momentum is equally encouraging with Palantir closing 139 deals of at least $1 million, 51 deals of at least $5 million and 31 deals of at least $10 million in the quarter. The Zacks Consensus Estimate for second-quarter 2025 EPS stands at 14 cents, up 55.6% from a year ago. Full-year earnings are projected to grow 44% in 2025 and 25% in 2026. Sales estimates are equally bullish, with 38% expected growth in the second quarter and full-year top-line increases of 37% and 28% for 2025 and 2026, respectively. Despite its strong fundamentals, PLTR's valuation is hard to ignore. Its forward P/E ratio of 197 dwarfs the industry average of 40. This lofty premium reflects high expectations around future AI monetization and government contracts. While the growth story is compelling, the stock is priced for near-flawless execution, leaving minimal margin for error. Such a valuation exposes the stock to heightened volatility, especially if earnings or guidance falter in any quarter. Investors must weigh long-term promise against short-term risk. Palantir is proving itself as a real contender in AI-powered enterprise solutions. It has the momentum, the product-market fit, and the financial strength to keep growing. But the current price likely already reflects much of this optimism. While long-term investors should hold onto their positions, chasing the stock at these levels could prove risky. A better entry point may emerge after a pullback and valuation reset. PLTR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
09-06-2025
- Business
- Yahoo
Palantir Stock Soars 69% Year to Date: Time to Hold or Chase?
Palantir Technologies Inc. PLTR has surged 69% year to date, eclipsing the industry's modest 13% average and outshining heavyweights like Nvidia NVDA and Oracle ORCL. Image Source: Zacks Investment Research Nvidia, a leading force in AI and graphics processing technology, has recorded a 6% gain so far this year. Similarly, Oracle, renowned for its enterprise software and cloud infrastructure services, has gained 5% year to date. In a macroeconomic landscape that has left many tech giants limping, Palantir's relentless rally stands out, but does this pace leave any meaningful upside for new investors? While Nvidia continues wrestling with cyclical demand and Oracle faces pressure on its cloud transition pace, Palantir is thriving by doubling down on artificial intelligence and data-centric enterprise software. The key question now: Is this AI darling still a buy, or has the market already priced in perfection? The backbone of Palantir's recent success is its Artificial Intelligence Platform (AIP), which is rapidly transforming into the company's biggest commercial catalyst. U.S. commercial revenues skyrocketed 71% year over year and 19% sequentially in the first quarter of 2025, pushing the annual run rate past the $1 billion mark for the first time. Total contract value in this segment skyrocketed 239% YoY, with deal sizes proliferating, more than double the number of $1 million contracts closed compared to last year. The rising popularity of AIP bootcamps — short, targeted training sessions for enterprise AI deployment — is a major driver. These bootcamps reduce implementation timelines and showcase AIP's plug-and-play value, helping customers scale AI operations faster than ever. Palantir's flexible, modular sales model allows clients to start small with specific components, further lowering adoption friction. Combined with usage-based pricing, this strategy has broadened Palantir's reach in the U.S. commercial sector, making AI integration more accessible and scalable for new clients. As of March 31, 2025, Palantir boasted $5.4 billion in cash and no debt. This fortress balance sheet gives the company strategic flexibility to reinvest in growth without external financing pressures. Revenue growth remains robust—first quarter sales soared 39.3% YoY. Deal momentum is equally encouraging with Palantir closing 139 deals of at least $1 million, 51 deals of at least $5 million and 31 deals of at least $10 million in the quarter. The Zacks Consensus Estimate for second-quarter 2025 EPS stands at 14 cents, up 55.6% from a year ago. Full-year earnings are projected to grow 44% in 2025 and 25% in 2026. Image Source: Zacks Investment Research Sales estimates are equally bullish, with 38% expected growth in the second quarter and full-year top-line increases of 37% and 28% for 2025 and 2026, respectively. Image Source: Zacks Investment Research Despite its strong fundamentals, PLTR's valuation is hard to ignore. Its forward P/E ratio of 197 dwarfs the industry average of 40. This lofty premium reflects high expectations around future AI monetization and government contracts. While the growth story is compelling, the stock is priced for near-flawless execution, leaving minimal margin for error. Such a valuation exposes the stock to heightened volatility, especially if earnings or guidance falter in any quarter. Investors must weigh long-term promise against short-term risk. Palantir is proving itself as a real contender in AI-powered enterprise solutions. It has the momentum, the product-market fit, and the financial strength to keep growing. But the current price likely already reflects much of this optimism. While long-term investors should hold onto their positions, chasing the stock at these levels could prove risky. A better entry point may emerge after a pullback and valuation reset. PLTR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
