Analysts Compare Top AI Stocks: BBAI, PLTR, NVDA

As the demand for artificial intelligence (AI) technologies surges, investors are increasingly focusing on leading AI stocks. Recent developments from major technology companies, including Nvidia (NVDA), are central to this interest. However, analysts are cautious about the long-term valuations of various companies within the sector, raising concerns about a potential AI bubble. This article compares three prominent AI stocks: BigBear.ai Holdings (BBAI), Palantir Technologies (PLTR), and Nvidia, through insights gathered from Wall Street analysts.

BigBear.ai Holdings (BBAI)

BigBear.ai specializes in AI-driven decision intelligence solutions, specifically for national security and defense. The stock has seen a significant rise, appreciating over 62% year-to-date, primarily due to optimism surrounding its government contracts. However, concerns linger regarding BBAI’s financial fundamentals. The company reported an 18% drop in Q2 revenue along with a larger-than-expected loss, attributed to disruptions in federal contracts.

Analyst Insights on BBAI

• Analyst Scott Buck from H.C. Wainwright maintains a Buy rating on BBAI but has adjusted his price target from $9 to $8.
• Buck acknowledges the disappointing Q2 results but notes they align with industry trends of program delays.
• The consensus on BBAI is a Moderate Buy, with a target price averaging $5.75, indicating a possible downside of 20.4% from current levels.

Palantir Technologies (PLTR)

Palantir has experienced a remarkable 132% increase year-to-date, fueled by robust performance across its government and commercial sectors. The company’s Q2 2025 revenues surpassed the $1 billion milestone, reflecting growing demand for its AI-driven analytics.

Analyst Perspectives on PLTR

• Mizuho analyst Gregg Moskowitz reiterates a Hold rating on PLTR, setting a price target of $165.
• He highlights the company’s recent execution as impressive while noting the need for caution regarding its steep valuation.
• The Wall Street consensus on PLTR is a Hold, composed of 13 Holds, four Buys, and two Sell recommendations. The average price target suggests an 11% downside.

Nvidia (NVDA)

Nvidia stands out as a primary beneficiary of the AI boom, largely due to strong demand for its advanced graphics processing units (GPUs). Despite rising competition and geopolitical concerns, analysts hold a predominantly positive outlook on the stock.

Nvidia’s Strategic Moves and Market Potential

• Analyst C.J. Muse from Cantor Fitzgerald raised NVDA’s price target to $300, asserting it as a top pick among AI hardware.
• Muse argues that we are in the early stages of a significant multi-trillion-dollar AI infrastructure expansion.
• The consensus on Nvidia is a Strong Buy, with 35 Buys and a projected price target of $219.86, indicating a potential 20% upside.

Conclusion

Currently, Wall Street shows bullish sentiments towards Nvidia, with a cautious approach towards BigBear.ai and Palantir Technologies. Analysts express concerns about potential downside risks for BBAI and PLTR stocks based on valuation issues. In contrast, Nvidia is expected to thrive amid significant AI spending, continued innovation, and strong operational execution.