By Keith Speights
Publication Date: 2025-12-29 09:44:00
The bigger winner in 2025 may not be the better stock to own in the new year.
Nvidia (NVDA +1.09%) is on track to deliver another sizzling performance in 2025. The chipmaker’s gain, though, won’t come anywhere close to matching that of Palantir Technologies (PLTR 2.81%). Unless Palantir’s stock implodes in the final trading days of the year, it should finish 2025 up more than 150%.
Does Palantir’s momentum make it the more attractive choice going into the new year? I don’t think so. Instead, I believe that Nvidia is the hands-down better stock to buy than Palantir for 2026.
Image source: Nvidia.
Two similar growth stories
Don’t get me wrong: Palantir has an impressive growth story. In the third quarter of 2025, the software company reported that its total revenue increased 63% year-over-year and 18% quarter-over-quarter to $1.18 billion.
As it has in the past, Palantir continues to generate the majority of its revenue in the U.S. Over half of its U.S. revenue stems from contracts with the federal government. However, that might not be the case for much longer. The company’s U.S. commercial revenue is growing at a much faster pace than its government revenue.
Today’s Change
(-2.81%) $-5.46
Current Price
$188.71
Key Data Points
Market Cap
$450B
Day’s Range
$188.62 – $196.35
52wk Range
$63.40 – $207.52
Volume
127K
Avg Vol
48M
Gross Margin
80.81%
Nvidia’s growth is remarkably similar to that of Palantir. The GPU maker reported Q3 revenue of $57 billion, up 62% year-over-year and 22%…
