AI stocks Palantir Technologies (PLTR) and Super Micro Computer (SMCI) are set to report earnings in early February, and investors are weighing which stock looks more attractive. Both carry Hold ratings from Wall Street. However, analysts see higher upside in SMCI, with potential gains of 39%, compared with about 14% for Palantir. Still, Palantir remains a solid AI play, backed by steady growth, rising profits, and strong commercial demand.
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Using TipRanks’ Stock Comparison tool, we stacked PLTR against SMCI across multiple metrics—including analyst sentiment, upside potential, valuation, and earnings momentum—to help investors see which stock looks more attractive ahead of earnings.
Let’s dig deeper.
What Analysts Expect from Palantir’s Q4 Earnings
Wall Street expects Palantir to post Q4 FY25 earnings of $0.23 per share, up 64% from a year ago, with revenue expected to come in at $1.32 billion versus $827.5 million in the year-ago quarter.
Investors will focus on revenue growth, with close attention on U.S. commercial customers. Markets want to see if demand for Palantir’s AI software is still rising and whether growth is coming more from businesses than from government work. At the same time, investors will watch profits to see if margins remain steady as the company spends on AI. Also, guidance from management will be key, offering insight into future revenue, spending, and the pace of growth in 2026.
Wall Street’s View on PLTR
Overall, Wall Street remains cautious on Palantir because the stock is expensive, even though the business outlook is improving. Phillip Securities analyst Alif Fahmi recently started coverage with a Buy rating and a $208 price target. He said Palantir is seeing faster growth, led by strong U.S. demand and wider use of its AI platform by businesses. He expects commercial revenue to grow faster than government sales as more companies adopt Palantir’s AI tools, and he also sees profits rising.
Meanwhile, Wedbush’s top analyst, Daniel Ives, kept a Buy rating and raised his price target to $230. He said Palantir stands out as a key winner in AI, as it helps companies turn AI spending into real results and revenue, not just promises.
PLTR stock carries 6 Buys, 10 Holds, and two Sell ratings from analysts with an average price target of $193.76.
What to Expect from SMCI’s Q2 Earnings
For Super Micro, Wall Street expects Q2 FY26 earnings of $0.49 per share, down from $0.51 a year ago. However, revenue is expected to rise 83% year-over-year to around $10.42 billion.
Investors will focus on Super Micro to see if demand for AI servers remains strong. The key will be revenue growth from AI systems and whether orders from cloud and business customers continue at a healthy pace. Investors will also watch margins closely, as higher costs and fast expansion can weigh on profits in the near term. Overall, solid AI demand should support results, even if margins remain under pressure.
Wall Street’s Take on Super Micro Stock
Similar to Palantir, Wall Street maintains a cautious stance on SMCI stock. Recently, Five-star Citi analyst Asiya Merchant cut his price target for SMCI stock to $39 from $48. The analyst also reiterated a Hold rating for Super Micro Computer.
Meanwhile, top investor Stone Fox Capital said the recent selloff in Super Micro stock, driven by delayed Q1 2026 sales and lingering concerns over past issues, has created an attractive buying opportunity. Pointing to strong data-center demand and rising AI infrastructure spending, the investor believes SMCI can beat current revenue expectations over the next few years, leaving room for a rebound as sentiment improves.
SMCI stock carries five Buys, five Holds, and two Sell ratings from analysts, with an average price target of $44.00.
