We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies
Read MoreHide Full Article
For Immediate Release
Chicago, IL – February 5, 2026 – Zacks.com 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: NVIDIA Corp. (NVDA - Free Report) and Palantir Technologies Inc. (PLTR - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
NVIDIA vs. Palantir: One AI Stock Is a Clear Buy Right Now
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corp. and Palantir Technologies Inc., making them some of the most sought-after stocks on Wall Street.
Over the past year, Palantir's shares have even outperformed NVIDIA's (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let's take a closer look.
The Bullish Case for NVDA Stock
U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Ltd. (BABA) and ByteDance, to purchase NVIDIA's H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA's sales.
Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales.
NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company's third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion.
The Bullish Case for PLTR Stock
Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems.
For the fourth quarter of 2025, Palantir's revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter.
Palantir's future looks particularly bright, backed by a scalable business model, as reflected in its Rule of 40 score of 127%, well above the 40% threshold. The company now forecasts total full-year 2026 revenues of $7.182-$7.198 billion, more than double its 2025 revenue of $3.320 billion.
At the heart of such optimism is Palantir's strong competitive advantage. Neither of its premiere platforms, Gotham or Foundry, faces significant competition, supporting predictable operating cash flows over the long term.
NVDA Has the Edge: Why It's a Better AI Buy Than PLTR Now
No doubt, both NVIDIA and Palantir are well-positioned for strong growth, fueled by rising AI demand, robust product adoption, scalable business models and their competitive advantages in the market. However, NVIDIA is still a better stock, hands down, than Palantir.
This is because if companies cut back on AI investments due to unprofitable projects, Palantir may face headwinds. Its heavy reliance on government contracts also exposes it to potential risks from defense budget cuts. On the other hand, NVIDIA's leading position in the AI market provides stronger pricing power and greater revenue generation opportunities.
NVIDIA, anyhow, consistently delivered stronger profits than Palantir, reflected in its return on equity (ROE) of 103.9% compared with Palantir's 29.8%.
At the same time, buying NVIDIA's shares is relatively more affordable than Palantir's, giving investors a potential advantage. Per the price/earnings ratio, NVDA trades at 38.67 forward earnings. In comparison, the PLTR's forward earnings multiple is 151.81.
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 https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies
For Immediate Release
Chicago, IL – February 5, 2026 – Zacks.com 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: NVIDIA Corp. (NVDA - Free Report) and Palantir Technologies Inc. (PLTR - Free Report) .
Here are highlights from Wednesday’s Analyst Blog:
NVIDIA vs. Palantir: One AI Stock Is a Clear Buy Right Now
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corp. and Palantir Technologies Inc., making them some of the most sought-after stocks on Wall Street.
Over the past year, Palantir's shares have even outperformed NVIDIA's (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let's take a closer look.
The Bullish Case for NVDA Stock
U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Ltd. (BABA) and ByteDance, to purchase NVIDIA's H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA's sales.
Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales.
NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company's third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion.
The Bullish Case for PLTR Stock
Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems.
For the fourth quarter of 2025, Palantir's revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter.
Palantir's future looks particularly bright, backed by a scalable business model, as reflected in its Rule of 40 score of 127%, well above the 40% threshold. The company now forecasts total full-year 2026 revenues of $7.182-$7.198 billion, more than double its 2025 revenue of $3.320 billion.
At the heart of such optimism is Palantir's strong competitive advantage. Neither of its premiere platforms, Gotham or Foundry, faces significant competition, supporting predictable operating cash flows over the long term.
NVDA Has the Edge: Why It's a Better AI Buy Than PLTR Now
No doubt, both NVIDIA and Palantir are well-positioned for strong growth, fueled by rising AI demand, robust product adoption, scalable business models and their competitive advantages in the market. However, NVIDIA is still a better stock, hands down, than Palantir.
This is because if companies cut back on AI investments due to unprofitable projects, Palantir may face headwinds. Its heavy reliance on government contracts also exposes it to potential risks from defense budget cuts. On the other hand, NVIDIA's leading position in the AI market provides stronger pricing power and greater revenue generation opportunities.
NVIDIA, anyhow, consistently delivered stronger profits than Palantir, reflected in its return on equity (ROE) of 103.9% compared with Palantir's 29.8%.
At the same time, buying NVIDIA's shares is relatively more affordable than Palantir's, giving investors a potential advantage. Per the price/earnings ratio, NVDA trades at 38.67 forward earnings. In comparison, the PLTR's forward earnings multiple is 151.81.
NVIDIA, currently, has a Zacks Rank #2 (Buy), while Palantir has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
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 https://www.zacks.com/performance for information about the performance numbers displayed in this press release.