Geopolitical risks and concerns about the timing of payoffs from massive artificial intelligence (AI) spending have affected investor sentiment toward AI stocks. However, Wall Street sees strong growth potential in some AI stocks, backed by robust demand trends. Using TipRanks’ Stock Comparison Tool, we placed CoreWeave (CRWV), Palantir Technologies (PLTR), and Super Micro Computer (SMCI) against each other to find the AI stock that has the highest upside potential, according to Wall Street analysts.
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CoreWeave (NASDAQ:CRWV) Stock
CoreWeave stock rose significantly last week, after the neocloud company announced a $21 billion deal with Meta Platforms (META) and a multi-year agreement with AI startup Anthropic to power its Claude AI models. Shares are up 55% year-to-date.
These deals reflect strong demand trends and have eased investor concerns to some extent about CoreWeave’s high debt load stemming from massive infrastructure investments. They have also helped address concerns about customer concentration risk. Notably, CoreWeave CEO Mike Intrator told CNBC that, following the Meta deal, no customer accounts for more than 35% of the company’s overall sales.
Is CRWV a Good Stock to Buy?
Macquarie analyst Paul Golding upgraded CoreWeave stock to Buy from Hold and raised the price target to $125 from $90. The 5-star analyst cited Meta and Anthropic deals as the basis for his upgrade, as he believes they indicate that CoreWeave’s “ecosystem role is becoming structural.”
While Golding remains cautious about GPU recontracting in out years, he also sees diversification in compute becoming central to AI strategies. He added that recent financings point to solid demand, counterparty commitment, favorable contract terms, and broader supply constraints, supporting CoreWeave’s position at an investment-grade level.
Currently, Wall Street has a Moderate Buy consensus rating on CoreWeave stock based on 14 Buys, eight Holds, and one Sell recommendation. The average CRWV stock price target of $115.57 indicates about 5% upside potential.
Palantir Technologies (NASDAQ:PLTR) Stock
Data analytics company Palantir Technologies has consistently delivered solid results, driven by demand for its AIP (artificial intelligence platform) offering across its Commercial and Government businesses. After generating a 56% rise in its revenue in 2025, Palantir expects its top-line growth to accelerate to about 61% in 2026. The company is also expected to gain from ongoing geopolitical tensions in the Middle East.
Despite robust demand, PLTR shares have declined 26% year-to-date due to concerns about the stock’s elevated valuation and ability to sustain high growth rates. Also, last week, “Big Short” investor Michael Burry’s post (later deleted) on X spooked investors about competitive pressure from AI startup Anthropic. Burry highlighted Anthropic’s phenomenal growth and said that it is “eating Palantir’s lunch.”
Despite President Donald Trump publicly praising PLTR, Burry stuck to his bearish stance. According to CNBC, in a Substack post, Burry stated that he continues to hold long-dated put options on the AI software company.
Is PLTR Stock a Buy, Sell, or Hold?
Following Burry’s warning about competition from Anthropic, Wedbush analyst Daniel Ives reiterated a Buy rating on Palantir stock with a price target of $230. Ives believes that Burry’s view on PLTR is a “wrong take and fictional narrative,” as the company is a core player in the AI boom, with the product moat for its AIP offering remaining “unmatched.”
While Ives acknowledged Anthropic’s impressive growth, he believes that it is not at the expense of Palantir’s business, as reflected in the 137% and 66% revenue increase in the latter’s U.S. Commercial and Government businesses, respectively, in Q4 2025.
Overall, Wall Street has a Moderate Buy consensus rating on Palantir Technologies stock based on 14 Buys, five Holds, and two Sell recommendations. The average PLTR stock price target of $194.61 indicates 47% upside potential.
Super Micro Computer (NASDAQ:SMCI) Stock
Super Micro Computer stock has declined 16% over the past month, despite strong demand for its AI servers. However, news of the indictment of SMCI’s co-founder and two other individuals associated with the company for export-control violations involving the routing of shipments to China shook investor confidence. Last week, SMCI disclosed an ongoing independent investigation into this matter.
While SMCI is not named as a defendant in the indictment and is not accused of any wrongdoing, there are concerns about the potential impact of this matter on the company’s reputation and relationships with customers/suppliers. Moreover, intense competition from rivals like Dell (DELL), margin pressures, and customer concentration risk are other headwinds weighing on SMCI stock.
Is SMCI Stock a Good Buy Now?
Recently, Mizuho analyst Vijay Rakesh lowered the price target for Super Micro Computer stock to $25 from $33 and reiterated a Hold rating. The 5-star analyst said that he sees solid AI server demand for 2026-2027, with Nvidia (NVDA) data center revenue expected to rise more than 50% year-over-year. While SMCI continues to be a leader in AI server technology, with solid capital spending tailwinds through 2027, Rakesh cautioned that near-term headlines related to China could shift orders to rival Dell.
Given the ongoing challenges, Wall Street has a Hold consensus rating on Super Micro Computer stock, based on eight Holds, three Buys, and three Sells. The average SMCI stock price target of $31.44 indicates 21.1% upside potential.
Conclusion
Wall Street is cautiously optimistic on CoreWeave and Palantir and sidelined on Super Micro Computer. Currently, analysts see higher upside potential in PLTR stock than in the other two AI stocks. PLTR bulls see the recent pullback as an opportunity to buy the stock, given strong AI-led demand tailwinds.