Nvidia and Palantir Deliver Over 2600% Returns in AI Investment Trend
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Significant Shareholder Returns: Since 2023, Palantir's stock has surged over 2600%, while Nvidia's has approached 1100%, showcasing both companies' strong performance in the AI investment trend, which has attracted considerable investor interest.
- Strong Growth in 2025: Palantir and Nvidia experienced growth rates of 134% and 27% respectively in 2025, indicating sustained market demand and investment enthusiasm for AI technologies, despite differing growth speeds.
- Robust Market Demand: Nvidia's Q3 for fiscal year 2026 saw a 62% year-over-year revenue increase to $57 billion, highlighting the immense demand for AI computing power, with global data center capital expenditures expected to reach $3 trillion to $4 trillion by 2030.
- Significant Valuation Discrepancy: Palantir's PE ratio is nearly 250 times, almost 7 times that of Nvidia, suggesting that Palantir's stock may be overvalued and could face a substantial pullback, while Nvidia may present a better investment opportunity in 2026.
NVDA
$180.99+Infinity%1D
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 174.140
Low
185.00
Averages
255.63
High
352.00
Current: 174.140
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
