Palantir vs. Nvidia: Wall Street Says This Is the Best AI Stock to Buy Now

Palantir vs. Nvidia: Wall Street Says This Is the Best AI Stock to Buy Now

By Trevor Jennewine
Publication Date: 2026-02-17 00:00:00

Key Points

  • Wall Street analysts expect shares of Palantir and Nvidia to move higher in the next year, but consensus estimates imply more upside in Palantir.

  • Palantir is a leader in AI decisioning platforms, but the stock’s valuation looks expensive compared to forward earnings estimates.

  • Nvidia is a leader in AI infrastructure, and the stock’s valuation looks rather cheap compared to forward earnings estimates.

  • 10 stocks we like better than Palantir Technologies ›

Interest in artificial intelligence exploded following the release of ChatGPT in November 2022. Since that time, Palantir Technologies (NASDAQ: PLTR) shares have added 1,650% and Nvidia (NASDAQ: NVDA) shares have advanced 980%. Yet, many Wall Street analysts think both stocks are undervalued.

  • Among 30 analysts, Palantir has a median target price of $199 per share. That implies 51% upside from its current share price of $132.
  • Among 74 analysts, Nvidia has a median target price of $250 per share. That implies 37% upside from its current share price of $183.

Between the two, Wall Street’s consensus estimates suggest Palantir is the best stock to buy right now. Here’s what investors should know.

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Image source: Getty Images.

Palantir Technologies: 51% upside implied by the median target price

Palantir develops data integration…