Palantir vs. Alphabet: Analyst Opinions on AI Giants
$Palantir (PLTR.US)$ : 37% Downside Predicted
Current Status: Strong AI software for data analytics, but priced very high at 140 times earnings.
Growth: 41% rise in customer count and 27% revenue growth, but its valuation could outpace earnings, making the stock appear risky.
Analysts’ Take: Despite success in the AI/ML market, Wall Street warns of an overvaluation, expecting Palantir shares to dip as competition and slower earnings growth impact performance.
Current Status: Strong AI software for data analytics, but priced very high at 140 times earnings.
Growth: 41% rise in customer count and 27% revenue growth, but its valuation could outpace earnings, making the stock appear risky.
Analysts’ Take: Despite success in the AI/ML market, Wall Street warns of an overvaluation, expecting Palantir shares to dip as competition and slower earnings growth impact performance.
$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ : 24% Upside Predicted
Core Strengths: Dominance in digital advertising and advancements in AI, particularly with the Gemini model.
Growth Outlook: Revenue up 14%, driven by cloud services and AI-powered advertising. Alphabet’s 24 times earnings valuation seems sustainable, with projected 16% earnings growth.
Analysts’ Take: Most expect Alphabet’s stock to continue climbing as its AI integration strengthens, although regulatory risks remain.
Core Strengths: Dominance in digital advertising and advancements in AI, particularly with the Gemini model.
Growth Outlook: Revenue up 14%, driven by cloud services and AI-powered advertising. Alphabet’s 24 times earnings valuation seems sustainable, with projected 16% earnings growth.
Analysts’ Take: Most expect Alphabet’s stock to continue climbing as its AI integration strengthens, although regulatory risks remain.
Bottom Line
Wall Street's Suggestion: Sell Palantir due to overvaluation; Buy Alphabet for more stable growth and value in the AI market.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
101572862 : nice Summary