The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies

For Immediate ReleaseChicago, IL – February 5, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA and Palantir Technologies Inc. PLTR.Here are highlights from Wednesday’s Analyst Blog:NVIDIA vs. Palantir: One AI Stock Is a Clear Buy Right NowThe rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corp. and Palantir Technologies Inc., making them some of the most sought-after stocks on Wall Street.Over the past year, Palantir's shares have even outperformed NVIDIA's (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let's take a closer look.The Bullish Case for NVDA StockU.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Ltd. (BABA) and ByteDance, to purchase NVIDIA's H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA's sales.Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales.NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company's third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion.The Bullish Case for PLTR StockPalantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems.For the fourth quarter of 2025, Palantir's revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter.Palantir's future looks particularly bright, backed by a scalable business model, as reflected in its Rule of 40 score of 127%, well above the 40% threshold. The company now forecasts total full-year 2026 revenues of $7.182-$7.198 billion, more than double its 2025 revenue of $3.320 billion.At the heart of such optimism is Palantir's strong competitive advantage. Neither of its premiere platforms, Gotham or Foundry, faces significant competition, supporting predictable operating cash flows over the long term.NVDA Has the Edge: Why It's a Better AI Buy Than PLTR NowNo doubt, both NVIDIA and Palantir are well-positioned for strong growth, fueled by rising AI demand, robust product adoption, scalable business models and their competitive advantages in the market. However, NVIDIA is still a better stock, hands down, than Palantir.This is because if companies cut back on AI investments due to unprofitable projects, Palantir may face headwinds. Its heavy reliance on government contracts also exposes it to potential risks from defense budget cuts. On the other hand, NVIDIA's leading position in the AI market provides stronger pricing power and greater revenue generation opportunities.NVIDIA, anyhow, consistently delivered stronger profits than Palantir, reflected in its return on equity (ROE) of 103.9% compared with Palantir's 29.8%.At the same time, buying NVIDIA's shares is relatively more affordable than Palantir's, giving investors a potential advantage. Per the price/earnings ratio, NVDA trades at 38.67 forward earnings. In comparison, the PLTR's forward earnings multiple is 151.81.NVIDIA, currently, has a Zacks Rank #2 (Buy), while Palantir has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks