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...
Why It's Moving
Broadcom charges toward record highs on AI momentum ahead of pivotal earnings.
- CEO Hock Tan previously revealed a $10B deal from a new major customer, supercharging the AI revenue forecast for fiscal 2026.
- Analysts anticipate adjusted EPS of $1.87 on $17.5B revenue, with commentary on AI chips set to drive post-earnings volatility.
- Options volume exploded to 2.4x the 5-day average, 59% calls, pricing in a 6.6% expected move around the Dec 12 expiration.
Palantir's stock surges amid sky-high valuations, but can explosive growth sustain into 2026?
- Q3 revenues skyrocketed 63% year-over-year to $1.18 billion, with commercial revenue jumping 73% to $548 million, underscoring robust AI platform adoption by diverse clients.[1]
- Government revenue climbed 55% to $633 million, highlighting Palantir's entrenched position in public sector deals despite high expectations already priced in.[1]
- Shares traded volatile on December 12 between $177.67 and $186.87, reflecting market debates over sustainability of triple-digit gains against extreme multiples like 438x trailing earnings.[1][2]
Broadcom charges toward record highs on AI momentum ahead of pivotal earnings.
- CEO Hock Tan previously revealed a $10B deal from a new major customer, supercharging the AI revenue forecast for fiscal 2026.
- Analysts anticipate adjusted EPS of $1.87 on $17.5B revenue, with commentary on AI chips set to drive post-earnings volatility.
- Options volume exploded to 2.4x the 5-day average, 59% calls, pricing in a 6.6% expected move around the Dec 12 expiration.
Palantir's stock surges amid sky-high valuations, but can explosive growth sustain into 2026?
- Q3 revenues skyrocketed 63% year-over-year to $1.18 billion, with commercial revenue jumping 73% to $548 million, underscoring robust AI platform adoption by diverse clients.[1]
- Government revenue climbed 55% to $633 million, highlighting Palantir's entrenched position in public sector deals despite high expectations already priced in.[1]
- Shares traded volatile on December 12 between $177.67 and $186.87, reflecting market debates over sustainability of triple-digit gains against extreme multiples like 438x trailing earnings.[1][2]
Which Baskets Do They Appear In?
AI Infrastructure Stocks (Nvidia's $100B Project)
Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.
Published: September 25, 2025
Explore BasketInsider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketEnterprise AI Revolution
Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.
Published: July 2, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Infrastructure Stocks (Nvidia's $100B Project)
Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.
Published: September 25, 2025
Explore BasketInsider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketEnterprise AI Revolution
Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.
Published: July 2, 2025
Explore BasketInvestment 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.
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