Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
Key takeaways
- Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell.
- AMD (AMD) posted $10.25B in Q1 revenue (+37.85% Yo Y) with Data Center +57% but now trades at a 51 forward P/E after a 63.34% month-to-date surge.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and AMD wasn t one of them.
Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call Vandita Jadeja Thu, May 7, 2026 at 12:16 AM GMT+7 4 min read NVDA AMD PLTR Quick Read Nvidia (NVDA) reported Q4 FY2026 revenue of $68.13B (+73.2% Yo Y) with Data Center at $62.31B (+75%) and free cash flow of $34.9B for the quarter, trading at a 24 forward P/E with 37% upside to the $269.17 consensus target.
AMD (AMD) posted $10.25B in Q1 revenue (+37.85% Yo Y) with Data Center +57% but now trades at a 51 forward P/E after a 63.34% month-to-date surge. Palantir (PLTR) grew U.S. commercial revenue 133% and raised FY2026 guidance to 61% growth yet trades at a 154 P/E and 73 price-to-sales multiple.
Nvidia offers market-leading AI data center growth at a reasonable multiple, while AMD and Palantir have both priced in significant upside despite exceptional fundamentals, creating a divergence in risk-reward profiles across the three agentic-AI leaders.