2 Powerhouse Artificial Intelligence (AI) Stocks That Could Soar as Much as 115%, According to Select Wall Street Analysts

Core Insights - The recent slowdown in AI stock performance presents a buying opportunity for investors as the market is still in the early stages of AI adoption [1][2] Company Analysis: Palantir Technologies - Palantir Technologies has an implied upside of 854%, addressing the knowledge gap in generative AI adoption through hands-on boot camps [4][6] - The company reported a 40% year-over-year increase in U.S. commercial revenue and a 69% rise in customer count, with remaining deal value growing by 74% [7] - Analyst Dan Ives projects Palantir's stock could reach $50 by 2025, indicating an 85% upside potential [8] - Despite a high valuation at 227 times earnings, its forward PEG ratio of 0.3 suggests it may be undervalued [9] Company Analysis: Super Micro Computer - Super Micro Computer has an implied upside of 115%, providing high-end servers essential for AI applications [10] - The company experienced a 200% year-over-year revenue increase to approximately $3.8 billion, with diluted earnings per share rising 329% to $6.56 [12] - Analyst Ananda Baruah has set a price target of $1,500 for Supermicro, reflecting a potential 115% upside [13] - The company is projected to achieve a revenue run rate of $40 billion by fiscal 2026, with fiscal 2023 revenue at $7.1 billion and an expected $14.5 billion for fiscal 2024 [14] - Among 17 analysts, 12 rated Supermicro as a buy or strong buy, indicating strong market confidence [15]