From Nasdaq: 2025-06-13 03:18:00

Artificial intelligence giants Palantir Technologies and Nvidia have seen impressive stock price gains, but analysts are now recommending selling. Brent Thill has a sell rating on Palantir with a target price of $60 per share, while Jay Goldberg has a sell rating on Nvidia with a target price of $100 per share.

Palantir Technologies, with a 55% implied downside, is recognized for its analytics platforms that drive operational efficiency across industries. Analysts praise its leadership in artificial intelligence and machine learning software. Palantir reported a revenue increase of 39% in the first quarter, with raised full-year guidance projecting 36% revenue growth in 2025.

Nvidia, with a 30% implied downside, is known for its high-demand GPUs and software tools. Despite strong financial results in the first quarter, concerns exist over capacity constraints and export restrictions impacting revenue. However, Wall Street expects Nvidia’s earnings to grow at 40% annually through fiscal 2027, making the current valuation reasonable.

While Palantir and Nvidia face challenges, patient shareholders may see long-term benefits. Palantir’s valuation is a concern, but its technology and execution are praised. Nvidia’s potential is hindered by capacity constraints and export restrictions, but its position in the semiconductor industry could lead to substantial growth. Investors should consider the long-term outlook for both companies before making decisions.



Read more at Nasdaq: 2 Popular AI Stocks to Sell Before They Drop 30% and 55%, According to Select Wall Street Analysts