NVIDIA poised to outperform Palantir in 2nd half of 2025 with lower valuation

From Nasdaq: 2025-07-03 15:00:00

Shares of Palantir Technologies Inc. (PLTR) have surged 74.7% this year, outperforming NVIDIA Corporation’s (NVDA) 17.1% gain. NVIDIA’s sales grew 69% to $44.1 billion in Q1, overcoming supply-chain bottlenecks. Palantir’s revenue growth led to net income of $217.7 million, with a strong outlook for the future. (Source: Nasdaq)

NVIDIA benefits from strong demand for AI chips and GPUs, supported by major cloud computing companies. President Trump’s tariffs on AI chips to China may impact sales, but NVIDIA is adjusting its hardware specifications. Palantir’s rise in commercial and government contracts has driven revenue growth and profitability. (Source: Nasdaq)

Palantir’s AI Platform and new products are expected to drive revenue growth, with ongoing geopolitical tensions potentially benefiting the company. Despite its strong performance, Palantir’s lofty valuations could pose a risk. NVIDIA’s lower forward earnings multiple makes it a safer bet for stable returns. (Source: Nasdaq)

Looking ahead, NVIDIA is poised to outperform Palantir in the second half due to its lower valuation and profit margins. Palantir, while offering potential commercial success, may be riskier for investors. Both stocks currently hold a Zacks Rank #3 (Hold). (Source: Nasdaq)

Zacks Investment Research highlights 5 stocks set to double, offering potential home runs for investors. These picks, chosen by experts, have the potential to gain over 100% in the coming year. Most of these stocks are flying under Wall Street’s radar, providing an opportunity for significant growth. (Source: Zacks Investment Research)



Read more at Nasdaq: Better AI Stock for 2H25: NVIDIA or Palantir?