Broadcom vs Palantir

This page compares Broadcom Inc. and Palantir Technologies Inc., examining business models, financial performance, and market context to help readers understand how the two companies operate. The information is presented in a neutral, accessible way to support informed consideration of their strengths and priorities. Educational content, not financial advice.

This page compares Broadcom Inc. and Palantir Technologies Inc., examining business models, financial performance, and market context to help readers understand how the two companies operate. The info...

Comparison Snapshot

Key Financial Metrics

AVGO

Metric

PLTR

$1.54T

Market Cap

$313.08B

37.13%

Potential Profit

39.68%

Buy

Analyst Rating

Hold

Why It's Moving

Broadcom Surges on Google's Massive AI Spending Pledge, Fueling Optimism for Chip Demand

Google's historic AI buildout highlights Broadcom's critical supplier role, with $21B in secured orders signaling robust near-term revenue streams.
Wolfe Research upgraded AVGO to Outperform, citing heightened confidence in Google's program and Broadcom's AI dominance.
Broadcom guided $8.2B in AI revenue for Q1 2026, doubling last year and reflecting explosive growth in custom chip demand.

Sentiment:

🐃Bullish

Palantir Stock Surges on Technical Strength Ahead of Earnings Momentum

Stock rallied 4.53% on February 6, reflecting stronger technical forecasts and buying interest after recent dips.
Investors eye 51% revenue growth for 2025 to $4.4 billion, with operating income and free cash flow doubling and rising 60%, highlighting robust AI execution.
Palantir's track record of beating expectations and raising guidance has driven over 2,400% gains since the AI boom, with biggest spikes post-earnings.

Sentiment:

🐃Bullish

Broadcom Surges on Google's Massive AI Spending Pledge, Fueling Optimism for Chip Demand

Google's historic AI buildout highlights Broadcom's critical supplier role, with $21B in secured orders signaling robust near-term revenue streams.
Wolfe Research upgraded AVGO to Outperform, citing heightened confidence in Google's program and Broadcom's AI dominance.
Broadcom guided $8.2B in AI revenue for Q1 2026, doubling last year and reflecting explosive growth in custom chip demand.

Sentiment:

🐃Bullish

Palantir Stock Surges on Technical Strength Ahead of Earnings Momentum

Stock rallied 4.53% on February 6, reflecting stronger technical forecasts and buying interest after recent dips.
Investors eye 51% revenue growth for 2025 to $4.4 billion, with operating income and free cash flow doubling and rising 60%, highlighting robust AI execution.
Palantir's track record of beating expectations and raising guidance has driven over 2,400% gains since the AI boom, with biggest spikes post-earnings.

Sentiment:

🐃Bullish

Investment Analysis

Broadcom

AVGO

Pros

Broadcom is a global leader in designing and supplying semiconductors and infrastructure software solutions, showcasing strong market positioning.
The company demonstrates robust profitability and cash flow generation typical of mature technology firms.
Broadcom benefits from diversified exposure to high-demand markets including data centres, networking, and wireless communications.

Considerations

Broadcom's business is cyclically sensitive to semiconductor industry downturns and supply chain disruptions.
The company's growth is partly dependent on capital-intensive markets that face constant competitive pressure and technological change.
Recent market volatility and sector-wide pullbacks have negatively affected Broadcom’s stock price despite solid fundamentals.

Palantir

PLTR

Pros

Palantir is experiencing exceptional revenue growth, with 63% year-over-year increase and 121% growth in U.S. commercial sales in Q3 2025.
The company has a strong cash position, holding $6.4 billion in cash and short-term securities, supporting operations and growth investments.
Palantir’s software platforms are prominent in enterprise AI and government sectors, positioning it as a leader in AI-driven data analytics.

Considerations

Palantir trades at a very high valuation with a forward P/E exceeding 460x, reflecting significant investor premium and risk of sharp correction.
Despite strong revenue growth, the stock is highly volatile and has experienced steep sell-offs, highlighting market sensitivity to sentiment shifts.
The company faces risks related to maintaining its rapid growth trajectory and translating AI platform leadership into sustainable profitability.

Related Market Insights

Building The AI Future: Nvidia's $100B Data Centre Plan

Nvidia's £100B AI data centre investment with OpenAI creates vast opportunities across the tech supply chain. Discover companies poised to benefit. Invest commission-free with Nemo.