PLTR vs. SMCI: Which AI Stock Is a Better Pick, According to Analysts?

Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks

Palantir Technologies (NASDAQ:PLTR) Stock

Earlier this month, data analytics company Palantir Technologies yet again delivered market-beating revenue and earnings. The company reported solid growth across its Commercial and Government businesses for Q1 2026, with robust demand for its Artificial Intelligence Platform (AIP). Notably, Q1 2026 revenue surged 85%, marking PLTR’s fastest growth since its public market debut in 2020. Moreover, Palantir ended the quarter with $4.45 billion in remaining performance obligations (RPO), up 134% year-over-year.

Despite such impressive metrics, PLTR stock is down 25% year-to-date. While there are concerns about PLTR stock’s steep valuation, most analysts are bullish about continued growth.

Is PLTR Stock a Buy, Sell, or Hold?