Live Report · Updated January 26, 2026

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

$398.99B

33.81%

Potential Profit

10.52%

Buy

Analyst Rating

Hold

Why It's Moving

Broadcom Shares Slide on China Crackdown, Insider Sales, and Debt Raise

Chinese officials directed local firms to ditch U.S. vendors like Broadcom's VMware, amplifying fears of revenue hits in a key market.
CEO Hock Tan offloaded $24.3 million in shares, with CFO Kirsten Spears selling 30,000 and insiders dumping $284 million worth over three months, signaling potential caution.
The $4.5 billion senior note sale to repay debt, amid a falling Nasdaq, fueled doubts about balance sheet strength and growth outlook amid broader market weakness.

Sentiment:

🐻Bearish

Bank of America Doubles Down on Palantir as Top AI Pick for 2026 Amid Surging Growth Momentum.

Bank of America spotlights Palantir's Q3 2025 results, including 121% YoY U.S. commercial revenue growth to signal booming enterprise AI demand.
Record $2.76 billion in total contract value, up 151% YoY, with $1.31 billion from U.S. commercial deals, points to a swelling pipeline.
Shares traded around $169 on January 26, reflecting resilience amid analyst targets implying 14-19% upside potential from ongoing AI tailwinds.

Sentiment:

🐃Bullish

Broadcom Shares Slide on China Crackdown, Insider Sales, and Debt Raise

Chinese officials directed local firms to ditch U.S. vendors like Broadcom's VMware, amplifying fears of revenue hits in a key market.
CEO Hock Tan offloaded $24.3 million in shares, with CFO Kirsten Spears selling 30,000 and insiders dumping $284 million worth over three months, signaling potential caution.
The $4.5 billion senior note sale to repay debt, amid a falling Nasdaq, fueled doubts about balance sheet strength and growth outlook amid broader market weakness.

Sentiment:

🐻Bearish

Bank of America Doubles Down on Palantir as Top AI Pick for 2026 Amid Surging Growth Momentum.

Bank of America spotlights Palantir's Q3 2025 results, including 121% YoY U.S. commercial revenue growth to signal booming enterprise AI demand.
Record $2.76 billion in total contract value, up 151% YoY, with $1.31 billion from U.S. commercial deals, points to a swelling pipeline.
Shares traded around $169 on January 26, reflecting resilience amid analyst targets implying 14-19% upside potential from ongoing AI tailwinds.

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.

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