3 AI Stocks That Will Trounce Palantir in 2026, According to Wall Street

• Broadcom's AI-related bid backlog is higher than ever.

• Microsoft is poised to payment from the expanding adoption of agentic AI.

• The request for Nvidia's GPUs continues to soar.

• 10 stocks we similar amended than Broadcom ›

Artificial quality (AI) stocks person been monolithic winners successful caller years. However, fewer person been hotter than Palantir Technologies (NASDAQ: PLTR). The AI bundle provider's shares person skyrocketed much than 23x implicit the past 3 years.

Palantir's momentum whitethorn proceed this year. The statement 12-month terms people for the banal reflects a imaginable upside of astir 14%. But analysts don't deliberation it volition beryllium the champion AI banal to ain going forward. Here are 3 AI stocks that volition trounce Palantir successful 2026, according to Wall Street.

Broadcom (NASDAQ: AVGO) has been 1 of the best-performing AI stocks not named Palantir implicit the past 12 months. Demand for its AI semiconductors has been robust, helping thrust the company's wide gross 28% higher twelvemonth implicit twelvemonth successful the 4th fourth of 2025.

Wall Street expects Broadcom to spell adjacent higher successful 2026. The mean terms people for the banal is astir 38% higher than the existent stock price. One particularly bullish expert predicts that Broadcom's banal could soar by astir 62% implicit the adjacent 12 months.

The enthusiasm for Broadcom connected Wall Street is broad. Of the 50 analysts surveyed by S&P Global (NYSE: SPGI) successful January, each but 2 rated the banal arsenic a "buy" oregon "strong buy." The 2 exceptions recommended holding Broadcom.

Is this bullish exuberance justified? I deliberation so. Broadcom's full AI-related bid backlog topped $73 cardinal astatine the extremity of 2025. CEO Hock Tan said successful the Q4 update, "We person ne'er seen bookings of the quality than what we person seen implicit the past 3 months." Tan expects AI spot gross to treble successful the archetypal 4th of 2026.

Microsoft (NASDAQ: MSFT) has been a laggard among AI stocks implicit the past 12 months. Shares of the tech elephantine accrued by lone a single-digit percent during the period. That could soon change, if Wall Street is right.

The statement terms people for Microsoft reflects a imaginable upside of astir 38%. Support among analysts for the banal is adjacent stronger than for Broadcom. S&P Global surveyed 58 analysts successful January who screen Microsoft. Forty-five of them rated the banal a "buy," with 12 standing it a "strong buy." The lone outlier recommended holding Microsoft.

Generative AI continues to supply a important tailwind for the company. Microsoft's Azure and different unreality services gross jumped 40% twelvemonth implicit twelvemonth successful the archetypal 4th of fiscal 2026, which ended Sept. 30, 2025.