Palantir Technologies Inc. (PLTR) and NVIDIA Corporation (NVDA) reported significant quarterly earnings, driven by the surge in artificial intelligence (AI) adoption. Palantir’s total revenue for Q4 2025 was $1.4 billion, up 70% year-over-year, with U.S. commercial segment revenue increasing by 137% to $507 million. NVIDIA’s overall revenue reached $68.1 billion for Q4 fiscal 2026, a 73% year-over-year increase, primarily due to a 75% rise in data center revenue, which hit $62.3 billion.
Palantir generated a GAAP net income of $609 million, yielding a 43% margin, and expects revenues to rise to between $7.182 billion and $7.198 billion in 2026. Conversely, NVIDIA is projecting $78 billion in revenue for Q1 fiscal 2027. In terms of valuation, NVIDIA is more attractively priced, trading at a forward price/earnings ratio of 24.68, compared to Palantir’s 108.41.
Both companies have received a Zacks Rank #2 (Buy), signaling potential investment opportunities, but NVIDIA’s lower valuation may provide investors with an edge in the current market.
