The Zacks Analyst Blog Highlights NVIDIA, Palantir, Microsoft, Alphabet and Intel

For Immediate ReleaseChicago, IL – March 27, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corporation NVDA, Palantir Technologies Inc. PLTR, Microsoft Corp. MSFT, Alphabet Inc. GOOGL and Intel Corp. INTC.Here are highlights from Wednesday’s Analyst Blog:Which AI Stock to Buy: NVIDIA or Palantir?Over the past year, advancements in artificial intelligence (AI) have driven NVIDIA Corporation and Palantir Technologies Inc. to top trading stocks on Wall Street. With AI in its early expansionary phase, let’s explore which one has more growth potential and investment appeal.Reasons to be Bullish on NVDA StockNVIDIA notched commendable financial results in fiscal 2025 (ended in January), with revenues jumping 114% to $130 billion and adjusted earnings climbing 130% to $2.99 a share. Dominance in data center graphics processing units (GPUs) helped NVIDIA report impressive results. After all, NVIDIA accounted for 98% of data center GPU sales.Due to the stronger position in the GPU market, NVIDIA’s sales are poised to increase this year. The high demand for advanced Blackwell chips with faster AI interface and energy efficiency will likely improve NVIDIA’s revenues and boost the stock price.Prominent tech firms Microsoft Corp. and Alphabet Inc. have already chosen Blackwell chips, while demand for old Hopper chips remains steady owing to their superior quality compared to its competitor Intel Corp.DeepSeek’s threat, by the way, is overblown. Its inexpensive model will boost AI usage and increase the demand for NVIDIA chips. Nonetheless, autonomous vehicles could drive increased demand for NVIDIA’s technology. NVIDIA’s solutions are in demand for developing autonomous vehicle systems, and the company expects its automotive revenues to touch $5 billion in fiscal 2026, up 3X from the prior fiscal year.Reasons to be Bullish on PLTR StockPalantir posted encouraging financial results in 2024, with revenues improving 29% to $2.8 billion and non-GAAP net income surging 64% to $0.41 per share. An increase in demand for the company’s Artificial Intelligence Platform (AIP), which can automate tasks beyond human capabilities helped Palantir report notable results.Additionally, the unrecorded sales in the last reported quarter surpassed revenue growth, indicating a possible expansion. Also, increased spending from U.S. commercial and government clients signals strong growth possibilities.Meanwhile, Palantir’s leadership in AI-driven process mining signals promising growth potential, enhanced by innovative AI and machine learning integration.Why Choose NVIDIA Over Palantir?Despite the positives, NVIDIA has the upper hand over Palantir. Insane demand for NVIDIA’s chips and its initiative to provide an extensive AI computing solution gives Jensen Huang-led NVIDIA an edge over Palantir, which may face bottlenecks if AI investment diminishes. Lest we forget, Palantir’s major customer, Uncle Sam, is trimming spending amid indecision over future software budgets.Anyhow, NVIDIA’s growth potential is much stronger than Palantir’s. This is because NVIDIA estimates sales to soar 65% year over year in the first quarter, significantly outpacing Palantir’s revenue growth projection of 31% for this year.Maybe that is why brokers have more faith in NVIDIA than Palantir, making the former a tempting buy. They have raised NVIDIA’s average short-term price target by 45.9% to $177.19 from the previous $121.41.On the other hand, they have lowered Palantir’s average short-term price target by almost 13% to $84.22 from the previous $96.75.Having said that, NVIDIA also has an investment advantage. Its price/earnings ratio of 27.41 is lower than Palantir’s 173.56, making it more affordable.NVIDIA, thus, rightfully has a Zacks Rank #2 (Buy), whereas Palantir has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks