Why Is Wall Street Much More Bullish About Nvidia Than Palantir?

Motley Fool10-06

Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...

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BAITHISRINIVASCBCUOAOBAITHISRINIVASGOVUS
·10-06
BAITHISRINIVASTECNOLOGY!.
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WealthBuilder
·10-06
Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop
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Merdeka1981
·10-06
If can't decide which to buy, just buy both, coz they're bullish on both anyway, yeah?
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But Wall Street thinks Nvidia is still the better pick.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4023":"应用软件","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4543":"AI","BK4527":"明星科技股","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4579":"人工智能","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4581":"高盛持仓"},"translate_title":"为什么华尔街比Palantir更看好英伟达？","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTR":1,"NVDA":1},"content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":357224277127488,"gmtCreate":1728215043474,"gmtModify":1728218159958,"author":{"id":"4191206984139362","authorId":"4191206984139362","name":"BAITHISRINIVASCBCUOAOBAITHISRINIVASGOVUS","avatar":"https://community-static.tradeup.com/news/f61565a50b01aecd2ae78d00a9ceb67d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4191206984139362","authorIdStr":"4191206984139362"},"htmlText":"&nbsp;BAITHISRINIVASTECNOLOGY!.","listText":"&nbsp;BAITHISRINIVASTECNOLOGY!.","text":"BAITHISRINIVASTECNOLOGY!.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357224277127488","repostId":2472939287,"repostType":2,"repost":{"id":"2472939287","pubTimestamp":1728181800,"share":"https://ttm.financial/m/news/2472939287?lang=&edition=fundamental","pubTime":"2024-10-06 10:30","market":"us","language":"en","title":"Why Is Wall Street Much More Bullish About Nvidia Than Palantir?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472939287","media":"Motley Fool","summary":"Palantir's hot right now. But Wall Street thinks Nvidia is still the better pick.","content":"<html><head></head><body><ul style=\"\"><li><p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.</p></li><li><p>They seem to prefer Nvidia&#39;s growth prospects and financial strength.</p></li><li><p>Analysts likely think Nvidia&#39;s valuation is also more attractive than Palantir&#39;s.</p></li></ul><p>What a year it&#39;s been for <strong>Palantir Technologies</strong>. Shares of the data analytics software company have soared 112%. Palantir was added to the <strong>S&amp;P 500</strong> in September. The company has announced major deals and partnerships with big names including <strong>BP</strong>, <strong>Microsoft</strong>, and <strong>Wendy&#39;s</strong>.</p><p><strong>Nvidia</strong> has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker&#39;s shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia&#39;s delayed launch of its new Blackwell GPU platform.</p><p>Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?</p><h2 id=\"id_54078553\">What Wall Street thinks about Nvidia and Palantir</h2><p>Global financial markets data provider <strong>LSEG</strong> surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a &#34;strong buy&#34; (or equivalent rating). A whopping 37 analysts recommended Nvidia as a &#34;buy.&#34; The remaining five analysts viewed the stock as a &#34;hold.&#34;</p><p>The picture wasn&#39;t quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a &#34;strong buy.&#34; Another three analysts rated Palantir as a &#34;buy.&#34; Six analysts recommended holding the stock. Four rated the software stock as &#34;underperform&#34; while two others recommended selling Palantir&#39;s shares.</p><p>Wall Street&#39;s 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia&#39;s shares could soar another 73% over the next 12 months.</p><p>It&#39;s a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% <em>below</em> the current share price. The most optimistic analyst predicts Palantir could rise 37%.</p><h2 id=\"id_4106512475\">Why Nvidia enjoys much more support from analysts</h2><p>Wall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies&#39; growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.</p><p>Although Nvidia&#39;s Blackwell GPUs won&#39;t begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company&#39;s history.</p><p>Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia&#39;s GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.</p><p>Nvidia&#39;s financial metrics are much stronger than Palantir&#39;s as well. In the second quarter of 2024, the company&#39;s revenue soared 122% year over year to $30 billion. By comparison, Palantir&#39;s Q2 revenue rose 27% year over year to $678 million.</p><p>Wall Street no doubt prefers Nvidia&#39;s valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia&#39;s price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir&#39;s forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.</p><h2 id=\"id_285544397\">Is Wall Street right about Nvidia and Palantir?</h2><p>I&#39;m not sure if Nvidia&#39;s shares will jump another 27% and Palantir&#39;s shares will fall 25% over the next 12 months as the average analysts&#39; price targets project. My hunch is analysts aren&#39;t super-confident about those price targets, either.</p><p>However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn&#39;t seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Wall Street Much More Bullish About Nvidia Than Palantir?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Wall Street Much More Bullish About Nvidia Than Palantir?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4023":"应用软件","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4543":"AI","BK4527":"明星科技股","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4579":"人工智能","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472939287","content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":357210608128416,"gmtCreate":1728213031045,"gmtModify":1728218160717,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"htmlText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","listText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","text":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357210608128416","repostId":2472939287,"repostType":2,"repost":{"id":"2472939287","pubTimestamp":1728181800,"share":"https://ttm.financial/m/news/2472939287?lang=&edition=fundamental","pubTime":"2024-10-06 10:30","market":"us","language":"en","title":"Why Is Wall Street Much More Bullish About Nvidia Than Palantir?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472939287","media":"Motley Fool","summary":"Palantir's hot right now. But Wall Street thinks Nvidia is still the better pick.","content":"<html><head></head><body><ul style=\"\"><li><p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.</p></li><li><p>They seem to prefer Nvidia&#39;s growth prospects and financial strength.</p></li><li><p>Analysts likely think Nvidia&#39;s valuation is also more attractive than Palantir&#39;s.</p></li></ul><p>What a year it&#39;s been for <strong>Palantir Technologies</strong>. Shares of the data analytics software company have soared 112%. Palantir was added to the <strong>S&amp;P 500</strong> in September. The company has announced major deals and partnerships with big names including <strong>BP</strong>, <strong>Microsoft</strong>, and <strong>Wendy&#39;s</strong>.</p><p><strong>Nvidia</strong> has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker&#39;s shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia&#39;s delayed launch of its new Blackwell GPU platform.</p><p>Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?</p><h2 id=\"id_54078553\">What Wall Street thinks about Nvidia and Palantir</h2><p>Global financial markets data provider <strong>LSEG</strong> surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a &#34;strong buy&#34; (or equivalent rating). A whopping 37 analysts recommended Nvidia as a &#34;buy.&#34; The remaining five analysts viewed the stock as a &#34;hold.&#34;</p><p>The picture wasn&#39;t quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a &#34;strong buy.&#34; Another three analysts rated Palantir as a &#34;buy.&#34; Six analysts recommended holding the stock. Four rated the software stock as &#34;underperform&#34; while two others recommended selling Palantir&#39;s shares.</p><p>Wall Street&#39;s 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia&#39;s shares could soar another 73% over the next 12 months.</p><p>It&#39;s a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% <em>below</em> the current share price. The most optimistic analyst predicts Palantir could rise 37%.</p><h2 id=\"id_4106512475\">Why Nvidia enjoys much more support from analysts</h2><p>Wall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies&#39; growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.</p><p>Although Nvidia&#39;s Blackwell GPUs won&#39;t begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company&#39;s history.</p><p>Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia&#39;s GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.</p><p>Nvidia&#39;s financial metrics are much stronger than Palantir&#39;s as well. In the second quarter of 2024, the company&#39;s revenue soared 122% year over year to $30 billion. By comparison, Palantir&#39;s Q2 revenue rose 27% year over year to $678 million.</p><p>Wall Street no doubt prefers Nvidia&#39;s valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia&#39;s price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir&#39;s forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.</p><h2 id=\"id_285544397\">Is Wall Street right about Nvidia and Palantir?</h2><p>I&#39;m not sure if Nvidia&#39;s shares will jump another 27% and Palantir&#39;s shares will fall 25% over the next 12 months as the average analysts&#39; price targets project. My hunch is analysts aren&#39;t super-confident about those price targets, either.</p><p>However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn&#39;t seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Wall Street Much More Bullish About Nvidia Than Palantir?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Wall Street Much More Bullish About Nvidia Than Palantir?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4023":"应用软件","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4543":"AI","BK4527":"明星科技股","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4579":"人工智能","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472939287","content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":357179062341776,"gmtCreate":1728211477395,"gmtModify":1728211481699,"author":{"id":"4102568791638160","authorId":"4102568791638160","name":"Merdeka1981","avatar":"https://community-static.tradeup.com/news/370fc16a4d1090b47fe92034808ebbdd","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":0,"idStr":"4102568791638160","authorIdStr":"4102568791638160"},"htmlText":"If can't decide which to buy, just buy both, coz they're bullish on both anyway, yeah?","listText":"If can't decide which to buy, just buy both, coz they're bullish on both anyway, yeah?","text":"If can't decide which to buy, just buy both, coz they're bullish on both anyway, yeah?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357179062341776","repostId":2472939287,"repostType":2,"repost":{"id":"2472939287","pubTimestamp":1728181800,"share":"https://ttm.financial/m/news/2472939287?lang=&edition=fundamental","pubTime":"2024-10-06 10:30","market":"us","language":"en","title":"Why Is Wall Street Much More Bullish About Nvidia Than Palantir?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472939287","media":"Motley Fool","summary":"Palantir's hot right now. But Wall Street thinks Nvidia is still the better pick.","content":"<html><head></head><body><ul style=\"\"><li><p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.</p></li><li><p>They seem to prefer Nvidia&#39;s growth prospects and financial strength.</p></li><li><p>Analysts likely think Nvidia&#39;s valuation is also more attractive than Palantir&#39;s.</p></li></ul><p>What a year it&#39;s been for <strong>Palantir Technologies</strong>. Shares of the data analytics software company have soared 112%. Palantir was added to the <strong>S&amp;P 500</strong> in September. The company has announced major deals and partnerships with big names including <strong>BP</strong>, <strong>Microsoft</strong>, and <strong>Wendy&#39;s</strong>.</p><p><strong>Nvidia</strong> has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker&#39;s shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia&#39;s delayed launch of its new Blackwell GPU platform.</p><p>Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?</p><h2 id=\"id_54078553\">What Wall Street thinks about Nvidia and Palantir</h2><p>Global financial markets data provider <strong>LSEG</strong> surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a &#34;strong buy&#34; (or equivalent rating). A whopping 37 analysts recommended Nvidia as a &#34;buy.&#34; The remaining five analysts viewed the stock as a &#34;hold.&#34;</p><p>The picture wasn&#39;t quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a &#34;strong buy.&#34; Another three analysts rated Palantir as a &#34;buy.&#34; Six analysts recommended holding the stock. Four rated the software stock as &#34;underperform&#34; while two others recommended selling Palantir&#39;s shares.</p><p>Wall Street&#39;s 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia&#39;s shares could soar another 73% over the next 12 months.</p><p>It&#39;s a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% <em>below</em> the current share price. The most optimistic analyst predicts Palantir could rise 37%.</p><h2 id=\"id_4106512475\">Why Nvidia enjoys much more support from analysts</h2><p>Wall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies&#39; growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.</p><p>Although Nvidia&#39;s Blackwell GPUs won&#39;t begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company&#39;s history.</p><p>Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia&#39;s GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.</p><p>Nvidia&#39;s financial metrics are much stronger than Palantir&#39;s as well. In the second quarter of 2024, the company&#39;s revenue soared 122% year over year to $30 billion. By comparison, Palantir&#39;s Q2 revenue rose 27% year over year to $678 million.</p><p>Wall Street no doubt prefers Nvidia&#39;s valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia&#39;s price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir&#39;s forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.</p><h2 id=\"id_285544397\">Is Wall Street right about Nvidia and Palantir?</h2><p>I&#39;m not sure if Nvidia&#39;s shares will jump another 27% and Palantir&#39;s shares will fall 25% over the next 12 months as the average analysts&#39; price targets project. My hunch is analysts aren&#39;t super-confident about those price targets, either.</p><p>However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn&#39;t seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Wall Street Much More Bullish About Nvidia Than Palantir?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Wall Street Much More Bullish About Nvidia Than Palantir?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4023":"应用软件","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4543":"AI","BK4527":"明星科技股","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4579":"人工智能","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472939287","content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":16,"commentSize":3,"repostSize":3,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}