Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
The article evaluates NVIDIA, AMD, and Palantir, rating NVIDIA as a buy, AMD as a hold, and Palantir as a sell based on their current valuations and recent financial performances. NVIDIA's Q4 FY2026 revenue hit $68.13 billion, up 73.2% YoY, while AMD posted $10.25 billion in revenue (+37.85% YoY) and Palantir's Q1 FY2026 revenue rose 85%.
NVIDIA, AMD, and Palantir are three AI-focused companies with different valuations. NVIDIA's Q4 FY2026 revenue was $68.13 billion, up 73.2% YoY, with Data Center revenue at $62.31 billion (+75%). The company's forward P/E of 24 is considered cheap given its growth profile. AMD posted $10.25 billion in revenue (+37.85% YoY) and has a trailing P/E of 137. Palantir's Q1 FY2026 revenue rose 85%, but its valuation is considered a hurdle. NVIDIA is rated a buy at $196.50, AMD a hold at $355.26, and Palantir a sell at $135.91. The companies' valuations and recent price actions are key factors in these ratings.
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