Sean Williams, The Motley Fool
Tue, December 23, 2025 astatine 2:26 AM CST 6 min read
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Palantir Technologies has go Wall Street's 19th most-valuable nationalist company, acknowledgment to its sustainable moat.
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However, headwinds are mounting for Palantir, which tin effect successful important downside for the stock.
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Three brand-name businesses person the tools and intangibles indispensable to leapfrog Palantir successful the marketplace headdress column.
Over the past 3 years, nary inclination has captured the attraction and superior of investors rather similar the artificial quality (AI) revolution. The imaginable for bundle and systems to marque split-second decisions and germinate without quality oversight is simply a planetary accidental that PwC analysts judge volition surpass $15 trillion by 2030.
Arguably, nary AI banal has been hotter since the opening of 2023 than Palantir Technologies (NASDAQ: PLTR), with its shares skyrocketing by much than 2,900%. In presumption of marketplace cap, Palantir vaulted from a tech banal of fringe value to the 19th-largest publically traded institution connected Wall Street, arsenic of the closing doorbell connected Dec. 19.
Although Palantir's shareholders would emotion for this parabolic ascent to widen into 2026, past suggests this is highly unlikely. No megacap institution astatine the forefront of a next-big-thing technological inclination has ever been capable to prolong a price-to-sales (P/S) ratio supra 30 for immoderate extended magnitude of time. Palantir ended past week astatine a P/S ratio of astir 127!
Palantir shares would besides beryllium susceptible to important weakness if an AI bubble were to signifier and subsequently burst. There hasn't been a game-changing innovation connected Wall Street for much than 30 years that hasn't endured an aboriginal signifier bubble-bursting event. Since each innovations request clip to mature and evolve, it bodes poorly for the prospects of Palantir banal successful the caller year.
With humanities precedent pointing to a unsmooth 2026 for Palantir, the pursuing 3 unstoppable stocks each person the tools and intangibles indispensable to leapfrog it successful the marketplace headdress column.
As of the closing doorbell connected Dec. 19, beverage behemoth Coca-Cola (NYSE: KO) trailed Palantir by astir $159 cardinal successful marketplace value. However, there's a existent anticipation of a 180 taking spot successful the caller year.
What makes Coca-Cola specified an unthinkable concern is the predictability of its operating model. Beverages are a basal necessity, meaning consumers volition acquisition Coke's products careless of however good oregon poorly the U.S. and planetary system are performing. This leads to dependable operating currency travel twelvemonth aft year.

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