Palantir vs UiPath: Which AI Orchestration Stock Will Outperform in 2026?

Core Insights - The article discusses the competitive landscape of AI orchestration, highlighting Palantir Technologies and UiPath as leading companies in this field [1][2]. Company Performance - Palantir has experienced significant stock performance in 2025, with a gain of over 135%, while UiPath's stock has increased by more than 25% [2]. - Palantir's revenue has accelerated for nine consecutive quarters, with a 63% increase in the third quarter [4]. - UiPath is in the early stages of growth, transitioning into an AI agent orchestration platform [9]. Growth Drivers - Palantir's growth is driven by its Artificial Intelligence Platform (AIP), which organizes data from various sources, reducing AI hallucinations and addressing real-world problems [5]. - Palantir's customer base has grown by 45% in the last quarter, with a net revenue retention rate of 134% over the past year [7]. - UiPath's Maestro platform allows for the creation and management of AI agents, addressing the challenge of "agent sprawl" in organizations [12]. Market Position - Palantir's largest customer is the U.S. government, which is leveraging its AI technology for military and intelligence modernization [8]. - UiPath's platform integrates both AI agents and software bots, optimizing task assignments to save costs for customers [13]. Valuation - Palantir's stock is considered expensive, trading at a forward price-to-sales (P/S) multiple of 68 times 2026 revenue estimates, while UiPath trades at a much lower forward P/S of 5 [14]. - UiPath's revenue growth has recently accelerated to 16%, indicating potential for significant upside if its Maestro platform gains traction [15].