{"id":280087,"date":"2025-11-08T21:53:12","date_gmt":"2025-11-08T21:53:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/280087\/"},"modified":"2025-11-08T21:53:12","modified_gmt":"2025-11-08T21:53:12","slug":"pltr-vs-amd-vs-smci-which-ai-stock-is-wall-street-bullish-on-amid-valuation-woes","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/280087\/","title":{"rendered":"PLTR vs. AMD vs. SMCI: Which AI Stock Is Wall Street Bullish on Amid Valuation Woes?"},"content":{"rendered":"

Artificial intelligence<\/a> (AI) and tech stocks took a major hit in recent trading sessions amid concerns about their lofty valuations. While some companies are witnessing solid demand and have struck massive AI-related deals, others are not justifying their high valuations. Using TipRanks\u2019 Stock Comparison Tool<\/a>, we placed Palantir Technologies (PLTR)<\/a>, Advanced Micro Devices (AMD)<\/a>, and Super Micro Computer (SMCI)<\/a> against each other to pick the most attractive AI<\/a> stock, according to Wall Street analysts.<\/p>\n

Meet Your ETF AI Analyst<\/p>\n

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Palantir Technologies (NASDAQ:PLTR) Stock<\/p>\n

AI-powered data analytics company Palantir Technologies yet again delivered robust quarterly results and issued solid guidance<\/a>, reflecting strong execution and continued demand for its AIP (Artificial Intelligence Platform) offering across its commercial and government businesses.<\/p>\n

Despite stellar results, PLTR stock fell due to valuation concerns. Moreover, \u201cBig Short\u201d investor Michael Burry<\/a> revealed bets against Palantir and Nvidia<\/a> (NVDA)<\/a>, making matters worse. In response, in an interview with CNBC, Palantir CEO Alex Karp accused short sellers of \u201cmarket manipulation.\u201d<\/a><\/p>\n

While many Wall Street analysts acknowledge Palantir\u2019s operational excellence and robust growth prospects, they remain cautious given the stock\u2019s steep valuation. Notably, PLTR stock trades at a forward P\/E (based on non-GAAP earnings) multiple of 246x compared to the sector median of 23.9x.<\/p>\n

What Is the Price Target for Palantir Stock?<\/p>\n

Impressed by Q3 results, Cantor Fitzgerald analyst Thomas Blakey<\/a> increased his price target for Palantir Technologies stock to $198 from $155 and reiterated a Hold rating. The 5-star analyst raised his price target to reflect his increased revenue and profit estimates following the strong results.<\/p>\n

Blakey acknowledged that he remains impressed with Palantir due to its products, Forward Deployed Engineer (FDE)-driven business model, and strong execution. Moreover, checks by Cantor indicate that Palantir is well-positioned to benefit from enterprise and government adoption of AI tech. Despite all these positives, Blakey remains cautious on PLTR stock due to its high relative valuation, with shares trading at a 5x higher multiple<\/a> than the median for stocks in Cantor\u2019s infrastructure software coverage.<\/p>\n

Turning to Wall Street, the Hold consensus rating on Palantir Technologies stock is based on 11 Holds, three Buys, and two Sell recommendations. At $187.87, the average PLTR stock price target<\/a> indicates 5.6% upside potential. Even after the recent selloff, PLTR stock is up more than 135% year-to-date.<\/p>\n

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See more PLTR analyst ratings<\/a><\/p>\n

Advanced Micro Devices (NASDAQ:AMD) Stock<\/p>\n

Despite the pullback in AI stocks due to valuation concerns, Advanced Micro Devices stock is still up by an impressive 93% year-to-date<\/a>. The chipmaker\u2019s shares gained from the growing data center business and demand for the new AI GPUs (graphics processing units), bolstered by\u00a0deals with OpenAI<\/a>\u00a0(PC:OPAIQ<\/a>) and Oracle\u2019s\u00a0(ORCL)<\/a> OCI (Oracle Cloud Infrastructure).<\/p>\n

AMD recently reported upbeat Q3 results<\/a> and issued a solid revenue outlook for the fourth quarter, driven by strength in its data center and gaming segments as well as artificial intelligence (AI)-led demand.<\/p>\n

Looking ahead, several analysts are optimistic about AMD\u2019s growth potential, driven by the upcoming data center GPU ramps and demand for server CPUs needed for AI workloads. Investors now await updates on AMD\u2019s innovations at the upcoming Analyst Day on November 11<\/a>.<\/p>\n

Is AMD Stock a Buy or Sell?<\/p>\n

In reaction to the Q3 performance, Piper Sandler analyst Harsh Kumar<\/a> increased the price target for AMD stock to $280 from $240 and reiterated a Buy rating. The 5-star analyst highlighted AMD\u2019s robust results, with the chipmaker surpassing estimates across all metrics and \u201cimportantly in the data center line item.\u201d Kumar noted the 22% year-over-year jump in AMD\u2019s data center business, with solid demand for both MI series and EPYC servers.<\/p>\n

Additionally, Kumar noted that AMD\u2019s Q4 revenue outlook beat estimates by nearly $400 million, with both EPYC and Instinct series expected to deliver strong sequential growth. While AMD\u2019s GPU server business is smaller than its EPYC server business, Kumar expects a \u201ccrossover\u201d in late 2026, with the OpenAI deployment in Q4 2026. Overall, Kumar increased his price target based on AMD\u2019s GPU growth prospects and revenues from the OpenAI deal in the times ahead.<\/p>\n

Currently, Wall Street has a Moderate Buy consensus rating on Advanced Micro Devices stock based on 27 Buys and 10 Holds. The average AMD stock price target<\/a> of $278.09 indicates 19.1% upside potential.<\/p>\n

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See more AMD analyst ratings<\/a><\/p>\n

Super Micro Computer (NASDAQ:SMCI) Stock<\/p>\n

Shares of AI server company Super Micro Computer took a hit after reporting lower revenue and weak earnings for the first quarter<\/a> of Fiscal 2026. In its preliminary update ahead of the Q1 earnings release, the company had cautioned that \u201cdesign win upgrades\u201d pushed some revenue to the second quarter.<\/p>\n

The AI boom has fueled robust demand for SMCI\u2019s servers that feature Nvidia GPUs. However, intense competition from players like Dell Technologies (DELL)<\/a> and concerns about contracting margins have impacted sentiment about SMCI stock.<\/p>\n

Is SMCI a Good Stock to Buy?<\/p>\n

Following the print, Bank of America analyst Ruplu Bhattacharya<\/a> reduced his price target for Super Micro Computer stock to $34 from $37 and reiterated a Sell rating. The 4-star analyst expects SMCI and its peers to deliver solid revenue growth as long as AI capital spending remains robust. He highlighted that SMCI\u2019s competitive advantage is its significant manufacturing capacity, which enables monthly shipments of thousands of liquid-cooled racks.<\/p>\n

That said, Bhattacharya remains concerned about the intense rivalry in the AI server market and the lower margins on large deals resulting from competitive bidding. In particular, he highlighted that SMCI\u2019s gross margin guidance for the December quarter significantly lagged his estimates, impacted by a rise in certain costs as the company ramps production of the new Nvidia GPU racks (Blackwell Ultra). The analyst contends that such costs can recur with subsequent GPU launches where the rack structure undergoes a notable change.<\/p>\n

Overall, Wall Street has a Hold consensus rating on Super Micro Computer stock based on five Buys, five Holds, and two Sell recommendations. The average SMCI stock price target<\/a> of $47.18 indicates about 19% upside potential. SMCI stock has risen over 30% year-to-date.<\/p>\n

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See more SMCI analyst ratings<\/a><\/p>\n

Conclusion<\/p>\n

Currently, Wall Street is sidelined on Palantir and Super Micro Computer stocks and cautiously optimistic on Advanced Micro Devices amid the ongoing valuation concerns. The bullish stance on AMD stock is backed by the demand for its server CPUs and GPU offerings amid the AI boom. The company\u2019s recent deals and strong AI spending have bolstered Wall Street\u2019s confidence about the chipmaker\u2019s long-term growth potential.<\/p>\n

Disclaimer & Disclosure<\/a>Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Artificial intelligence (AI) and tech stocks took a major hit in recent trading sessions amid concerns about their…\n","protected":false},"author":2,"featured_media":280088,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":{"0":"post-280087","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/280087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=280087"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/280087\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/280088"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=280087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=280087"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=280087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}