{"id":291615,"date":"2025-11-14T18:24:14","date_gmt":"2025-11-14T18:24:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/291615\/"},"modified":"2025-11-14T18:24:14","modified_gmt":"2025-11-14T18:24:14","slug":"amd-vs-pltr-which-is-the-better-ai-stock-amid-a-macro-downturn","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/291615\/","title":{"rendered":"AMD vs. PLTR: Which Is the Better AI Stock amid a Macro Downturn?"},"content":{"rendered":"

Advanced Micro Devices (AMD)<\/a> and Palantir Technologies (PLTR)<\/a> are both prominent artificial intelligence<\/a> (AI) players, but operate in different parts of the AI<\/a> ecosystem. AMD designs cutting-edge AI hardware, while Palantir develops AI-powered data analytics software. AMD serves a wide range of enterprise clients, such as data centers and cloud providers, giving it a strong position in the growing AI hardware market. In contrast, Palantir relies heavily on government and defense contracts, which makes it vulnerable to political and budget-related risks.<\/p>\n

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

Amid growing concerns of an \u201cAI bubble\u201d and a slowing global economy, both companies face distinct challenges and opportunities that shape their risk-reward profiles. \u00a0<\/p>\n

AMD Boasts Strength in Hardware Innovation<\/p>\n

AMD recently reported better-than-expected third-quarter results<\/a> and offered upbeat guidance, signaling strong demand for its AI infrastructure products. However, much of this optimism was already reflected in the share price, leading to a modest post-earnings pullback. At its Financial Analyst Day on November 11, AMD announced ambitious goals, including a 35% total revenue CAGR, 60% data center growth, and a $100 billion AI revenue target by 2030.<\/p>\n

Loop Capital analyst Gary Mobley<\/a> initiated coverage of AMD with a Buy rating and $290 price target, implying nearly 17% upside potential. He emphasized AMD\u2019s potential to grow data center revenue, expand share in server and PC markets<\/a> versus Intel (INTC)<\/a>, and reach over $20 in non-GAAP earnings per share within five years. He even cited challenges, including competition from Arm (ARM)<\/a> licensees, margin sacrifices entering data center GPUs, Nvidia\u2019s (NVDA)<\/a> AI GPU lead, and custom AI chips.<\/p>\n

Meanwhile, Goldman Sachs analyst James Schneider<\/a> reiterated his Hold rating and $210 price target, implying 15.3% downside potential. He cited AMD\u2019s promising long-term growth targets but remained cautious about the company\u2019s reliance on its OpenAI partnership<\/a> and execution risks.<\/p>\n

Palantir Is Expanding AI Software Lead<\/p>\n

Palantir also reported blockbuster Q3 results and raised its full year guidance<\/a>, yet shares fell nearly 8% after the results. Analysts and investors remain skeptical about Palantir\u2019s high valuation, especially after famed investor Michael Burry disclosed bearish bets<\/a> against the company. Many analysts acknowledge Palantir\u2019s growth momentum but view its valuation as pricing in years of future success.<\/p>\n

Recently, Morgan Stanley analyst Sanjit Singh<\/a> kept his Hold rating on PLTR, while raising the price target from $155 to $205, implying 19.1% upside potential. Singh highlighted that Palantir\u2019s revenue growth accelerated for the ninth consecutive quarter, reaching 63%. He expects this momentum to continue<\/a>, with Q4 guidance forecasting 61% growth driven by strong bookings in Q3.<\/p>\n

Conversely, Freedom Capital Markets analyst\u00a0Almas Almaganbetov<\/a> kept his Sell rating on PLTR, but raised his price target from $125 to $170, implying 31.4% downside potential. He warned that U.S. commercial demand could cool<\/a> next year due to tighter budgets and rising costs from AI talent hiring. Despite solid near-term performance, he argued that Palantir\u2019s valuation leaves little room for disappointment.<\/p>\n

AMD vs PLTR: Which Is the Better AI Stock, According to Analysts?<\/p>\n

We used the TipRanks Stock Comparison Tool<\/a> to determine which AI stock among the two is currently favored by analysts.<\/p>\n

AMD stock has a Moderate Buy consensus rating, a higher upside potential<\/a> over the next twelve months, and a Smart Score<\/a> of Perfect 10, implying it is highly likely to outperform expectations.<\/p>\n

\"\"<\/a><\/p>\n

Disclaimer & Disclosure<\/a>Report an Issue<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Advanced Micro Devices (AMD) and Palantir Technologies (PLTR) are both prominent artificial intelligence (AI) players, but operate in…\n","protected":false},"author":2,"featured_media":291616,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":{"0":"post-291615","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\/291615","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=291615"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/291615\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/291616"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=291615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=291615"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=291615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}