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

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

By Trevor Jennewine
Publication Date: 2026-02-17 08:12:00

Palantir and Nvidia have been rewarding investments since the artificial intelligence trade exploded in late 2022.

Interest in artificial intelligence exploded following the release of ChatGPT in November 2022. Since that time, Palantir Technologies (PLTR +1.71%) shares have added 1,650% and Nvidia (NVDA 2.21%) 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.

Image source: Getty Images.

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

Palantir develops data integration and analytics platforms, as well as adjacent artificial intelligence (AI) software that lets developers build large language models into workflows and applications. The company has distinguished itself through its use of forward deployed engineers, onsite consultants that work directly with clients to build custom applications atop its core platforms.

Palantir has also differentiated itself by building its analytics platforms around a decision-making framework known as an ontology. Machine learning models integrated into the ontology form a…