The Zacks Analyst Blog Highlights NVIDIA, Palantir Technologies and Micron

For Immediate ReleaseChicago, IL – December 2, 2025 – 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, Palantir Technologies Inc. PLTR and Micron Technology, Inc. MU.Here are highlights from Monday’s Analyst Blog:2 Fast-Growing AI Stocks That Could Become the Next NVIDIAThe artificial intelligence (AI) boom helped NVIDIA Corp. become the most valuable company, with a market capitalization of $4.3 trillion. Major tech firms are increasingly relying on NVIDIA's graphics processing units (GPUs) to power new AI applications, while its state-of-the-art Blackwell chips are witnessing explosive demand. NVIDIA's leadership in the AI hardware market has consistently boosted its sales and profits, propelling its share price by 27.7% over the past year (read more: 3 Reasons to Buy NVIDIA After Its Massive 62% Revenue Surge).However, rising interest in AI has fueled impressive gains for Palantir Technologies Inc. and Micron Technology, Inc., outpacing NVIDIA over the past year, with stock gains of 153.7% and 140%, respectively. Both companies boast a scalable business model and are considered among the few with the potential to emulate NVIDIA's success. Here's why –AI Adoption Surges, Raises Palantir's Earnings and RevenuesThe rising demand for Palantir's successful Artificial Intelligence Platform (AIP) in both the U.S. commercial sector and the government segment is expected to fuel the company's revenue and profit growth. Demand for Palantir's AI solutions prompted the company to raise its revenue outlook for the fourth quarter to between $1.327 billion and $1.331 billion, and for the full year to between $4.396 billion and $4.400 billion, citing investors.palantir.com.Palantir's third-quarter revenues were $1.18 billion, up 63% year over year and 18% quarter over quarter. The bulk of the revenues came from the U.S. commercial segment, whose sales soared to $397 million in the third quarter, up 121% year over year and 29% quarter over quarter, while sales from the government segment increased 52% year over year and 14% quarter over quarter, totaling $486 million. This revenue growth signals potential long-term growth as more clients adopt Palantir's AIP, while growing government contracts strengthen barriers to entry.It's worth noting that Palantir's U.S. commercial clientele is still limited, leaving ample room for growth. Palantir's expected earnings growth for the current quarter and next year are 64.3% and 42.5%, respectively. It has already posted an impressive $476 million in GAAP net income in the third quarter.Micron Boosts Guidance as AI HBM Demand Fuels Strong GrowthThe growing demand for Micron's AI-focused high-bandwidth memory (HBM) chips, powering AI-enabled smartphones and certain NVIDIA semiconductors, is driving the company's strong performance lately. The HBM chips have the inherent capacity to process large volumes of data and reduce power consumption.The demand for HBM chips has encouraged Micron to raise its fiscal first-quarter revenue guidance to $12.5 billion. Micron's revenues in the fiscal fourth quarter were $11.32 billion, up from $7.75 billion a year ago. At the same time, Micron's revenues of $37.38 billion for full fiscal 2025 were up from $25.11 billion in the prior year. Notably, Micron's core cloud memory business saw a significant increase in sales, with additional increases projected.Citing investors.micron.com, Sanjay Mehrotra, Micron's CEO, said that the company "is entering fiscal 2026 with strong momentum and our most competitive portfolio to date. As the only U.S.-based memory manufacturer, Micron is uniquely positioned to capitalize on the AI opportunity ahead." Banking on this hopefulness, Micron's projected earnings growth rate for the current quarter and next year are 110.6% and 23.4%, respectively. Micron's net income for the full fiscal year was a healthy $8.54 billion.Micron currently has a Zacks Rank #1 (Strong Buy), while Palantir has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 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 Micron Technology, Inc. (MU): Free Stock Analysis 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