By Vandita Jadeja
Publication Date: 2026-05-19 13:58:00
At $134, Palantir (NASDAQ:PLTR | PLTR Price Prediction) 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.
NVIDIA designs the GPUs powering hyperscale AI build-outs. It sits at a roughly $5.46 trillion market cap with partnerships across Meta, Anthropic, AWS, Azure, Oracle, and CoreWeave, and guided Q1 FY27 revenue to $78.0B, ahead of prior expectations.
Why the AI bull case still has legs
NVIDIA’s most recent quarter delivered $68.13B in revenue, up 73.2% YoY, with Data Center hitting $62.31B (+75%) and Networking up 263%. FY26 free cash flow reached $96.58B, and management returned $41.1B to shareholders. A forward P/E of 27 on accelerating growth is rare at this scale.
Palantir posted Q1 FY26 EPS of $0.33, beating the $0.28 estimate, extending six beats in eight quarters. FY26 guidance calls for revenue of $7.182 to $7.198 billion (61% YoY growth) with U.S. commercial up at least 115%. The pullback from $207 to $134 offers a cheaper entry into a software story still compounding rapidly.
Where the bear thesis bites
Palantir trades at a trailing P/E near 152, price/sales of 61, and…
