"While Nvidia and Palantir May Shine in AI, Here's Why Investors Might Find an Even Greater Opportunity."
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 18 2025
0mins
Should l Buy PLTR?
Source: NASDAQ.COM
Nvidia and Palantir's Growth: Nvidia and Palantir have experienced significant sales and profit increases due to the rising demand for AI technologies, with Nvidia's market cap reaching $4 trillion and Palantir's shares increasing over 22 times since late 2022.
Opportunities for Small Businesses: The AI revolution is expected to benefit smaller companies by enhancing operational efficiencies and market reach, similar to the internet boom, potentially leading to faster earnings growth compared to larger firms.
Historical Context: The article draws parallels between the current AI landscape and the internet revolution, suggesting that smaller companies may emerge as the biggest winners, as seen during the dot-com era when small-cap stocks outperformed large-cap stocks.
Investment Strategies: Investors are encouraged to consider small-cap stocks or index funds, like the S&P 600 or Avantis U.S. Small Cap Value ETF, to capitalize on the potential growth driven by AI advancements, especially as these stocks are currently undervalued compared to large-cap stocks.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 129.130
Low
50.00
Averages
192.88
High
255.00
Current: 129.130
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Palantir's Revenue Soars Amid AI Boom
- Significant Revenue Growth: Palantir has achieved double-digit revenue growth for several consecutive quarters amid the AI boom, demonstrating strong market performance and reinforcing its position as a tech startup.
- Substantial Investment Returns: An investment of $10,000 at Palantir's IPO would now be worth over $142,820, despite a decline from a peak of $180,000, indicating robust investment return potential.
- Dual Growth from Government and Commercial Clients: Palantir's government revenue continues to grow in double digits, while commercial clients are rapidly increasing, reflecting widespread demand for its software in data application and strategy revamping, suggesting significant future growth potential.
- AI Platform Boosts Earnings: The launch of the Artificial Intelligence Platform (AIP) in 2023 has supercharged Palantir's technology and earnings growth, with a surge in commercial customer numbers indicating that the company may see more shareholder gains ahead.
See More
Palantir Technologies IPO Investment Returns Astound Investors
- Significant Investment Returns: An investment of $10,000 in Palantir at its 2020 IPO would now exceed $142,820, despite a recent decline from a peak of $180,000, highlighting the company's robust growth potential in the AI sector.
- Government Contract Growth: Palantir has built a solid portfolio of government contracts, with government revenue continuing to grow in double digits, indicating a strong foundation in the public sector that is likely to drive future revenue growth.
- Surge in Commercial Customers: The launch of Palantir's software has led to a rapid increase in commercial customers, enhancing their ability to leverage data for decision-making, suggesting significant expansion potential in the commercial market with ample room for future growth.
- AI Platform Boost: The introduction of the Artificial Intelligence Platform (AIP) in 2023 has supercharged Palantir's technology and earnings growth, and combined with strong government and commercial performance, indicates the potential for increased shareholder returns in the future.
See More
Palantir Technologies Stock Soars Amid AI Boom
- Significant Revenue Growth: Palantir has achieved double-digit revenue growth over the past few quarters, driven by innovations in artificial intelligence that enable customers to easily apply AI, thereby rapidly boosting the company's performance.
- Substantial Investment Returns: An investment of $10,000 at Palantir's 2020 IPO would now be worth over $142,820, despite a recent pullback in stock price, indicating strong investment potential.
- Growing Government Contracts: Palantir has long relied on government contracts, with current government revenue continuing to grow in double digits, while commercial customers are also rapidly increasing, reflecting strong demand across multiple sectors.
- AI Platform Launch: The launch of Palantir's Artificial Intelligence Platform (AIP) in 2023 has further enhanced its technological capabilities and driven growth in its commercial business, suggesting that shareholders may see more gains in the future.
See More
AI Concerns Trigger Market Turmoil
- Market Volatility Intensifies: The S&P 500 and Nasdaq Composite both fell over 1% last week due to AI concerns, with sell-offs in Financial Services, Consumer Discretionary, and tech stocks indicating the potential impact of AI across multiple industries.
- Logistics Sector Hit: Shares of C.H. Robinson and Universal Logistics dropped 11% and 9%, respectively, after a Florida-based company announced a new tool to scale freight volumes without increasing headcount, highlighting AI's threat to traditional logistics models.
- Wealth Management Turmoil: Charles Schwab and Raymond James saw their stocks decline by 10% and 8%, respectively, as the launch of an AI-driven tax tool raised fears about pressure on high advisory fees, further fueling market concerns over automation.
- Investor Sentiment Cautious: Despite the sell-off, analysts believe the current pullback is a short-term phenomenon, forecasting the S&P 500 to reach 7,600 by year-end, reflecting optimism towards other sectors amidst the volatility.
See More
AI's Growing Role in the Pentagon Highlighted by Palantir Contract
- Contract Signing: The contract between the Pentagon and Palantir signifies the increasing importance of AI in defense, expected to enhance military decision-making and operational efficiency.
- Technology Application: Through this contract, Palantir's AI models will be utilized to analyze and process vast amounts of military data, thereby improving the speed and accuracy of intelligence collection and analysis, ultimately strengthening defense capabilities.
- Strategic Implications: This collaboration not only reflects the U.S. Department of Defense's emphasis on advanced technologies but may also influence the formulation of future military strategies, driving the modernization of defense operations.
- Industry Impact: As AI technology becomes more integrated into defense, the demand for related tech companies is likely to surge, potentially sparking an investment boom and fostering innovation within the industry.
See More
U.S. Defense Department Utilizes AI to Capture Maduro
- Partnership Background: The U.S. Department of Defense successfully captured former Venezuelan President Nicolás Maduro by leveraging the partnership between Anthropic (ANTHRO) and Palantir Technologies (PLTR), highlighting the government's reliance on AI technology in military operations.
- Technology Application: Anthropic's AI tool Claude was reportedly used in the mission, including a bombing campaign in Caracas, despite its usage guidelines explicitly prohibiting applications involving violence or weapons development, raising ethical concerns about technology deployment.
- Compliance Issues: An Anthropic spokesperson stated that all uses of Claude must comply with their usage policies, ensuring adherence with partners, which underscores the complexities and potential risks of employing AI in military and governmental contexts.
- Strategic Implications: The success of this operation not only demonstrates the potential of AI in modern warfare but may also spark broader discussions regarding the use of AI technology in national security, influencing future policies and technological development directions.
See More
Palantir's Revenue Soars Amid AI Boom
- Significant Revenue Growth: Palantir has achieved double-digit revenue growth for several consecutive quarters amid the AI boom, demonstrating strong market performance and reinforcing its position as a tech startup.
- Substantial Investment Returns: An investment of $10,000 at Palantir's IPO would now be worth over $142,820, despite a decline from a peak of $180,000, indicating robust investment return potential.
- Dual Growth from Government and Commercial Clients: Palantir's government revenue continues to grow in double digits, while commercial clients are rapidly increasing, reflecting widespread demand for its software in data application and strategy revamping, suggesting significant future growth potential.
- AI Platform Boosts Earnings: The launch of the Artificial Intelligence Platform (AIP) in 2023 has supercharged Palantir's technology and earnings growth, with a surge in commercial customer numbers indicating that the company may see more shareholder gains ahead.
See More
Palantir Technologies IPO Investment Returns Astound Investors
- Significant Investment Returns: An investment of $10,000 in Palantir at its 2020 IPO would now exceed $142,820, despite a recent decline from a peak of $180,000, highlighting the company's robust growth potential in the AI sector.
- Government Contract Growth: Palantir has built a solid portfolio of government contracts, with government revenue continuing to grow in double digits, indicating a strong foundation in the public sector that is likely to drive future revenue growth.
- Surge in Commercial Customers: The launch of Palantir's software has led to a rapid increase in commercial customers, enhancing their ability to leverage data for decision-making, suggesting significant expansion potential in the commercial market with ample room for future growth.
- AI Platform Boost: The introduction of the Artificial Intelligence Platform (AIP) in 2023 has supercharged Palantir's technology and earnings growth, and combined with strong government and commercial performance, indicates the potential for increased shareholder returns in the future.
See More
Palantir Technologies Stock Soars Amid AI Boom
- Significant Revenue Growth: Palantir has achieved double-digit revenue growth over the past few quarters, driven by innovations in artificial intelligence that enable customers to easily apply AI, thereby rapidly boosting the company's performance.
- Substantial Investment Returns: An investment of $10,000 at Palantir's 2020 IPO would now be worth over $142,820, despite a recent pullback in stock price, indicating strong investment potential.
- Growing Government Contracts: Palantir has long relied on government contracts, with current government revenue continuing to grow in double digits, while commercial customers are also rapidly increasing, reflecting strong demand across multiple sectors.
- AI Platform Launch: The launch of Palantir's Artificial Intelligence Platform (AIP) in 2023 has further enhanced its technological capabilities and driven growth in its commercial business, suggesting that shareholders may see more gains in the future.
See More
AI Concerns Trigger Market Turmoil
- Market Volatility Intensifies: The S&P 500 and Nasdaq Composite both fell over 1% last week due to AI concerns, with sell-offs in Financial Services, Consumer Discretionary, and tech stocks indicating the potential impact of AI across multiple industries.
- Logistics Sector Hit: Shares of C.H. Robinson and Universal Logistics dropped 11% and 9%, respectively, after a Florida-based company announced a new tool to scale freight volumes without increasing headcount, highlighting AI's threat to traditional logistics models.
- Wealth Management Turmoil: Charles Schwab and Raymond James saw their stocks decline by 10% and 8%, respectively, as the launch of an AI-driven tax tool raised fears about pressure on high advisory fees, further fueling market concerns over automation.
- Investor Sentiment Cautious: Despite the sell-off, analysts believe the current pullback is a short-term phenomenon, forecasting the S&P 500 to reach 7,600 by year-end, reflecting optimism towards other sectors amidst the volatility.
See More
AI's Growing Role in the Pentagon Highlighted by Palantir Contract
- Contract Signing: The contract between the Pentagon and Palantir signifies the increasing importance of AI in defense, expected to enhance military decision-making and operational efficiency.
- Technology Application: Through this contract, Palantir's AI models will be utilized to analyze and process vast amounts of military data, thereby improving the speed and accuracy of intelligence collection and analysis, ultimately strengthening defense capabilities.
- Strategic Implications: This collaboration not only reflects the U.S. Department of Defense's emphasis on advanced technologies but may also influence the formulation of future military strategies, driving the modernization of defense operations.
- Industry Impact: As AI technology becomes more integrated into defense, the demand for related tech companies is likely to surge, potentially sparking an investment boom and fostering innovation within the industry.
See More
U.S. Defense Department Utilizes AI to Capture Maduro
- Partnership Background: The U.S. Department of Defense successfully captured former Venezuelan President Nicolás Maduro by leveraging the partnership between Anthropic (ANTHRO) and Palantir Technologies (PLTR), highlighting the government's reliance on AI technology in military operations.
- Technology Application: Anthropic's AI tool Claude was reportedly used in the mission, including a bombing campaign in Caracas, despite its usage guidelines explicitly prohibiting applications involving violence or weapons development, raising ethical concerns about technology deployment.
- Compliance Issues: An Anthropic spokesperson stated that all uses of Claude must comply with their usage policies, ensuring adherence with partners, which underscores the complexities and potential risks of employing AI in military and governmental contexts.
- Strategic Implications: The success of this operation not only demonstrates the potential of AI in modern warfare but may also spark broader discussions regarding the use of AI technology in national security, influencing future policies and technological development directions.
See More
