CRWV vs. PLTR vs. NVDA: Which Is the Best AI Stock to Buy Now, According to Analysts?
The stock market remains volatile due to geopolitical tensions and macro uncertainty, raising concerns about a potential slowdown in AI (artificial intelligence) spending. Nonetheless, Wall Street remains confident about several AI stocks, given the massive growth opportunity in the generative AI space over the long term. Using TipRanks' Stock Comparison Tool, we placed CoreWeave (CRWV), Palantir Technologies (PLTR), and Nvidia (NVDA) against each other to find the best AI stock, according to Wall Street analysts.
Confident Investing Starts Here:
CoreWeave (NASDAQ:CRWV) Stock
CoreWeave, a cloud provider that specializes in AI infrastructure, is experiencing strong traction for its offerings amid the ongoing AI boom. The company has been in the news for its strategic deals. Notably, CoreWeave struck a $11.9 billion 5-year cloud computing contract with ChatGPT-maker OpenAI. The two AI companies also signed an expanded agreement of up to $4 billion to meet the growing demand for high-performance computing.
Furthermore, CoreWeave is reportedly powering the recently announced cloud deal between Alphabet's Google (GOOGL) and OpenAI. CRWV stock has rallied by a staggering 359% from its IPO (initial public offering) price of $40.
Is CRWV a Good Stock to Buy?
Recently, Bank of America analyst Bradley Sills downgraded CoreWeave stock to Hold from Buy on valuation concerns, following the stellar rally in the AI infrastructure stock in reaction to the Q1 earnings. The 4-star analyst highlighted that CRWV stock is trading at an elevated valuation of 2027 EV/EBIT (enterprise value-to-earnings before interest and taxes) of 25x.
While Sills noted several positives, like the expansion of CoreWeave's partnership with OpenAI and impressive revenue momentum, he pointed out the company's huge capital expenditure ($46.1 billion through 2027). Consequently, the analyst expects $21 billion of negative free cash flow through 2027.
Turning to Wall Street, CoreWeave stock scores a Moderate Buy consensus rating based on six Buys, 11 Holds, and one Sell recommendation. The average CRWV stock price target of $78.53 indicates a significant downside risk of 57.2% from current levels.
See more CRWV analyst ratings
Palantir Technologies (NASDAQ:PLTR) Stock
Data analytics company Palantir Technologies is considered one of the hottest AI stocks. PLTR stock has rallied more than 81% so far in 2025. The company's revenue is growing at a rapid pace across its Government and Commercial businesses. Palantir's AIP (Artificial Intelligence Platform) offering is bolstering its business.
Palantir's market-beating first-quarter results reinforced the strength of its AI-powered offerings. Notably, Q1 2025 revenue increased by 39% year-over-year to $884 million, while adjusted EPS (earnings per share) jumped 62%. Additionally, the company raised its full-year guidance, as it believes that it is in the 'middle of a tectonic shift' in the adoption of its software, mainly in the U.S.
Is Palantir Stock a Buy?
While several analysts are cautious on Palantir stock due to its lofty valuation, Loop Capital analyst Mark Schappel reiterated a Buy rating and boosted the price target from $130 to a Street-high of $150. Following a meeting with management, the 5-star analyst stated that he is more convinced about PLTR's AI growth story and his bullish investment thesis.
Schappel believes that Palantir is an early software leader in enterprise AI, which he thinks is at a 'tipping point,' as small-scale pilots move into production and AI use cases increase exponentially across all industries. Trading at 48x EV/2027 revenue, the analyst agrees that PLTR stock is 'not for the faint of heart.' That said, he contends that investors should look at the big picture, which indicates that Palantir is exposed to a massive AI opportunity.
With 10 Holds, three Buys, and four Sells, Wall Street has a Hold consensus rating on Palantir Technologies stock. The average PLTR stock price forecast of $104.27 indicates a possible downside of 24.1% from current levels.
See more PLTR analyst ratings
Nvidia (NASDAQ:NVDA) Stock
After a tough start to the year due to concerns about rising competition in the AI space, chip export restrictions, and tariff woes, Nvidia stock has recovered 21% over the past three months and is up 7.1% year-to-date. While uncertainty around chip exports and competition from custom AI chips remain an overhang, the semiconductor giant continues to gain from robust demand for its GPUs (graphics processing units) in the AI space, as reflected in the market-beating first-quarter results.
Looking ahead, the demand for NVDA's Blackwell platform is expected to boost its top-line growth. Moreover, the company's focus on 'sovereign AI,' which it defines as a country's ability to develop and deploy AI, could drive its revenue higher. In this regard, Nvidia's lucrative deals, like the recently announced agreement with Saudi Arabia and Germany, are worth noting.
Is Nvidia Stock a Buy, Hold, or Sell?
Earlier this month, Bank of America Securities analyst Vivek Arya reiterated a Buy rating on Nvidia stock with a price target of $180. Following a meeting with management, the 5-star analyst noted that the tone of the team was very positive regarding demand for Nvidia's products and continued customer interest across cloud and enterprise, backed by a full-scale supply ramp.
Arya believes that management addressed three key investor debates that have been weighing on NVDA stock over the past year – Blackwell rack ramp and execution, AI diffusion and sovereign demand, and China AI shipments. The analyst stated that Nvidia stock remains a top sector pick for Bank of America, as it is 'best positioned' to benefit from the ongoing AI boom, bolstered by a multi-year lead in 'performance (AI scaling), pipeline, incumbency, scale, and developer support.'
Despite near-term challenges, Wall Street has a Strong Buy consensus rating on Nvidia stock based on 35 Buys, four Holds, and one Sell recommendation. The average NVDA stock price target of $173.19 indicates 20.4% upside potential from current levels.
See more NVDA analyst ratings
Conclusion
Wall Street is highly bullish on Nvidia stock, cautiously optimistic on CoreWeave, and sidelined on Palantir stock. Currently, analysts forecast further upside in chip giant Nvidia's stock while they see possible downside risk in the other two AI stocks. The optimism of most analysts on Nvidia stock is backed by its strong fundamentals, robust demand for its AI chips, continued innovation, and solid execution.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
CTV News
an hour ago
- CTV News
America's economy faces a potential war shock: Surging oil prices
The American economy faces the unwelcome prospect of reignited inflation after the United States launched strikes on three nuclear facilities in Iran. High oil and gas prices are a near certainty, experts say. The big question now: How long will the fossil fuels price spike last? Oil prices are expected to rise by about $5 per barrel when markets open on Sunday, according to experts. 'We are looking at $80 oil on the open,' said Andy Lipow of Lipow Oil Associates. U.S. oil hasn't closed above $80 a barrel since January and has largely hovered between $60 and $75 a barrel since August 2024. Relatively tame oil prices have lowered gas prices to below $3 a gallon in many parts of the country, a major source of price relief for inflation-weary consumers. It's unclear if any major spike in oil prices will be sustained for a long period. Oil prices have risen about 10% since Israel's surprise attack on June 13 and then fell on Friday after U.S. President Donald Trump announced a two-week deadline on whether to strike Iran. 'One shouldn't necessarily assume that just because the price of oil goes up, it's going to stay there. It doesn't,' said Joe Brusuelas, chief economist for the accounting firm RSM. The direction oil prices take is likely to depend on whether Iran's parliament decides to block the Strait of Hormuz, a key trade route that accounts for about 20% of the world's crude oil. On Sunday, Iran's Foreign Minister Abbas Araghchi said his country has 'a variety of options' when deciding how to respond to the U.S. attacks and a prominent adviser to Iran's supreme leader has already called for the closure of the Strait of Hormuz. Bob McNally, president of consulting firm Rapidan Energy Group and former energy adviser to President George W. Bush, said that should Iran cut off the world's oil supply by closing the strait it would risk more military force from the United States and its allies. Iran could also attack infrastructure in the Persian Gulf that treats and exports oil and gas. 'It's possible they will decide the only thing that can dissuade President Trump is the fear of an oil price spike,' he said. 'They have to actually create that fear.' Appearing Sunday on Fox News, Secretary of State Marco Rubio called on China to prevent Iran from closing the Strait of Hormuz, adding that closing it would do more damage to other economies than the U.S. economy. China buys a third of all oil that comes from the Persian Gulf, while the United States buys less than 3%. 'I encourage the Chinese government in Beijing to call them about that, because they heavily depend on the Straits of Hormuz for their oil,' Rubio said. Rubio added that closing the strait would hurt other countries' economies more than the U.S. economy. Meanwhile, American consumers may soon feel a price shock at the pump. 'It takes five days or so for stations to pass along the prices they see in one day. If oil markets do surge today and then tomorrow, it could start showing up at the pump in a matter of hours,' said Patrick De Haan, vice president of petroleum analysis at GasBuddy, a fuel tracking platform. According to Lipow, should the Strait of Hormuz be affected, the price of oil could rise to $100 a barrel, which would raise gas and diesel prices by about 75 cents per gallon from recent levels. Meanwhile, U.S. trade policies combined with the war with Iran 'strongly suggest inflation will be moving faster and higher over the next 90 days,' according to Brusuelas. Many mainstream economists argue that the low inflation of the spring represents a calm before the summer storm, when they expect prices to rise because of Trump's tariffs.
Globe and Mail
2 hours ago
- Globe and Mail
Will Quantum Computing Stocks Soar in the Second Half?
Quantum computing stocks skyrocketed in 2024, with names such as Quantum Computing and Rigetti Computing surging by more than 1,000%. Investors were eager to get in on what could become the next game-changing technology, and revenue growth as well as scientific progress from some of these quantum specialists boosted optimism. Even after those gains, it's very possible that quantum stocks will climb in the second half of this year, and here's why. Why investors buy quantum computing stocks So, first, a quick note about why investors see so much potential in quantum computing. This is because this type of computing, based on quantum mechanics, makes it possible to solve problems that today's classic computers can't handle. Quantum computing can do this by using qubits -- instead of the bits used by today's computers -- to store data. And while bits store and process data as zeros or 1s, qubits can represent a zero, a one, or both at the same time. This allows for tremendous scaling, and as a result, a problem that would take a classic computer 1,000 years to solve may take a quantum machine about five minutes. Right now, quantum companies offer hardware and services to customers, but we're still in the early stages of development. Experts have said that truly useful quantum computers are several years away. The good news is that this means these companies have plenty of room to run when it comes to revenue growth and share price performance. It's clear that if quantum companies reach their development goals, these computers could revolutionize many industries. Quantum stocks in 2024 and 2025 All of this helped quantum computing pure-play companies climb last year. The bull market and optimism about the economy ahead offered the perfect environment for growth stocks to excel. But in recent months, concerns about President Donald Trump's import tariff plan weighed on these players. The idea was that tariffs could lead to higher prices at home, prompting customers of quantum companies to rein in their spending. But over the past few weeks, progress in trade talks and even initial deals with the U.K. and China have made investors more optimistic about the future. And corporate earnings haven't suggested any slowdown in spending on technology -- in fact, companies continue to reiterate their commitments to such projects. This backdrop supports the idea of more gains for quantum companies in the second half, especially for certain players such as Rigetti and IonQ, which haven't yet fully recovered -- they're down 25% and 5%, respectively, year to date. And if they show some growth in revenue in the coming quarters, this could act as a positive catalyst for share performance, too. Can D-Wave keep soaring? But this doesn't mean that stocks that have continued to advance, such as D-Wave Quantum (NYSE: QBTS), which is heading for an increase of more than 80%, won't keep on rising. For example, D-Wave just recently released its Advantage2 quantum computer, which is accessible both on the cloud and on-premises. More than 20 million customer problems have been run through the prototype, and the company says the computer is now ready for use in areas such as materials simulation and artificial intelligence (AI). Uptake of this new platform and further revenue gains -- D-Wave's revenue last quarter soared 500% to a record $15 million -- could offer this highflier an additional boost. Of course, it's important to keep in mind that these pure-play quantum companies aren't yet profitable and are involved in a relatively new, cutting-edge technology, and that involves some risk. Any economic headwinds could hurt investors' appetite for these sorts of players. These companies depend on a strong economy, as this increases the likelihood that potential customers will spend on their products and services. And investors generally feel more comfortable getting in on growth stocks when the economy is thriving. So, the economic situation in the second half could determine the near-term direction of these players. But right now, there's reason to be optimistic that the U.S. trade talks, along with some better-than-expected economic data, signal better days ahead -- and that the worst-case scenario of a recession and tough times for corporate earnings will be averted. With this in mind, quantum computing stocks could be set to soar in the second half as investors look to get in on the next big technology that could deliver explosive returns. Should you invest $1,000 in D-Wave Quantum right now? Before you buy stock in D-Wave Quantum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and D-Wave Quantum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor 's total average return is994% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Globe and Mail
2 hours ago
- Globe and Mail
3 Dividend Aristocrats Ready for an (Upward) Technical Breakout
Technical analysis has always been a hit or miss for many investors. The guidelines and metrics can be as clear as day, but one must remember that the readings have to be taken with a grain of salt. Not only that, there's always the possibility of human error during analysis. Misinterpreting data and patterns or relying too heavily on specific indicators when a broader perspective would have been more ideal could result in an opposite desired outcome. Mix that with the various emotions that come from seeing the market go up and down on uncertain trade policies, and you have a recipe for disaster. Thankfully, Barchart has an objective way of compiling trade analysis and multiple data points into a simple yet elegant presentation called Trend Seeker ®. So today, let's use Trend Seeker ® in conjunction with one of my favorite income stock subsets - the Dividend Aristocrats - to evaluate which stocks have the strongest technical setups to act as a springboard for your long-term trading. How I Came Up With The Following Stocks Using Barchart's Stock Screener, I selected the following filters to get my list: Trend Seeker® Direction: Set at Strongest. Limits the results to stocks with a very strong bullish trend based on Trend Seeker®, which uses Barchart's computerized trend analysis system based on wave theory, market momentum, and volatility to identify potential buy and sell areas. Trend Seeker® Signal: Buy ratings based on Trend Seeker®'s analysis. Number of Analysts: 16 analysts. Indicator of a very high buy confidence in a stock. Current Analyst rating: Moderate to Strong Buy. Watchlist: Dividend Aristocats. This list limits the results to S&P 500 companies that have increased their dividends for 25 consecutive years or more. Having these filters set, I ran the screen and got 6 hits: I arranged the stocks in order from highest to lowest analyst ratings and selected the top three. However, Barchart Trend Seeker ® works in conjunction with Barchart Opinion to generate a complete analysis of stocks, and a buy signal from Trend Seeker ® may not necessarily mean a buy signal from Barchart Opinion or overall. For that reason, I'll remove XOM, CVX, and ALB from the list, as their opinion ratings are 'sell' - at least at the time I wrote this. With that out of the way, let's discuss the only three top Dividend Aristocrats on the on the list, starting with number one: Abbott Laboratories (ABT) Abbott is one of the most diversified healthcare companies in the world - and a frequent name featured in my top dividend stock lists. The company develops and markets medical devices, diagnostics, nutritional products, and branded generic medicines, and it is so well-known that there's a good chance that you or close family members are using its products. Abbott pays an annual $2.36 dividend, which translates to a yield of around 1.73% based on its current trading price. Trend Seeker ® Data ABT stock has a 100% overall buy rating based on Barchart Opinion and Trend Seeker, which, unsurprisingly, is based on a 100% buy rating across short, medium, and long-term indicators. It has maintained that rating from last month. However, its short-term averages are weakening as it approaches its first resistance point at $137.07, so it might be prudent to wait and see if it crosses above that or drops to its nearest support level before deciding on the stock. Caterpillar Inc (CAT) When you see heavy equipment on construction sites, you know there's going to be a Caterpillar product or machine right there. The company is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and locomotives. It operates across many industries, including infrastructure, energy, and transportation. It also offers financing options under Cat Financial to help clients acquire their products more easily. The company pays a $5.64 annual dividend, which translates to around a 1.56% yield. Trend Seeker ® Data CAT has been leaning towards the sell side in recent times, although current price action - particularly when it broke through its short-term resistance-turned-support level at around $358.55 - has pushed its overall rating to a weak buy. Result? This can be a great buying opportunity for those who want to ride its growth up. International Business Machines (IBM) IBM was like Google or Microsoft back in the day, being one of the first companies to heavily and successfully focus on technology. Back then, offices were filled with the company's computers and devices. Although it lost a lot of traction in the 90s, the company is now making a grand comeback as a relevant player in the AI-heavy and quantum tech space. Dividend-wise, the company pays $6.72 annually, which translates to approximately a 2.39% yield — the highest on this list. Trend Seeker ® Data The company has had a strong run, with IBM stock up 27.84% year-to-date and 66.29% in the last twelve months, with the stock reaching a new all-time high of $283.06 on Thursday, June 12, 2025. It also maintains high current strength and direction scores. This tells me that IBM stock has the momentum to move higher, though a bit of profit-taking may be around the corner. I'd be cautious during the next few trading sessions, especially if the stock reaches around $285 and $290, as they're the closest psychological resistance levels for the stock. Final Thoughts These three Dividend Aristocrats are primed for a bullish trend, and they could be a great addition to your portfolio with the significant yield it can bring. If you are a long-term investor looking to maximize gains, these stocks are worth considering. However, these are based on current signals and analysis - which can change at the drop of a dime. That's why it's crucial to monitor the markets as and when you trade.
