Quick Read – Palantir (PLTR) trades at $134 with a trailing P/E of 152 and a 61x price-to-sales ratio, while NVIDIA (NVDA) at $225 trades at 27x forward P/E on 70%+ revenue growth, $96.58B in free cash flow, and 75.2% gross margins. – Palantir posted $0.33 Q1 EPS beating…
nsensus by 18% with 61% FY26 revenue guidance and 115% U.S. commercial growth, while NVIDIA delivered $68.13B in Q4 revenue (+73.2% YoY) with Data Center hitting $62.31B (+75%) and Networking up 263%. – Palantir’s valuation embeds aggressive forward growth with little margin for error despite strong execution, while NVIDIA’s multiple matches fundamentals as China-conservative guidance and multi-year Blackwell-to-Rubin demand from Meta and Anthropic provide visibility. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE
At $134, Palantir (NASDAQ:PLTR) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively on the numbers. Both anchor the AI trade, but their setups differ sharply. Palantir builds data and AI software (Gotham, Foundry, AIP) for U.S. defense, intelligence, and commercial markets.
After reaching a $207.52 high in February, the stock unwound to the low $130s, with Polymarket pegging a 99.5% probability close in the $132 to $134 band. The analyst who called NVIDIA in 2010 just named his top 10 stocks. Get them here FREE.