Certain Wall Street analysts see The Trade Desk (TTD 0.46%) and Upstart (UPST 5.82%) as no-brainer buying opportunities at their current prices, as detailed below: Here's what investors should know about The Trade Desk and Upstart. The Trade Desk: 90% implied upside The Trade Desk operates the leading independent demand-side platform (DSP), software that helps media buyers plan, measure, and optimize ad campaigns. The Trade Desk is considered an independent ad tech company because it does not own media cont ...

Group 1: Palantir Technologies - Palantir is expected to become a $1 trillion company within three years, indicating a 240% upside from its current market value of $294 billion [1] - The company has shifted focus from bespoke data analytics for the U.S. intelligence community to modular software platforms for commercial and government sectors, with core products Gotham and Foundry [3] - In 2023, Palantir launched an Artificial Intelligence Platform (AIP) that integrates generative AI into data analytics workflows, recognized by Forrester Research as a technology leader in AI and machine learning [4] - In Q1, Palantir's customer count rose 39% to 769, average spend per customer increased 24%, and revenue grew 39% to $884 million, with non-GAAP earnings jumping 62% to $0.13 per diluted share [5][6] - Wall Street estimates adjusted earnings will grow at 31% annually through 2026, leading to a current valuation of 270 times earnings [6] Group 2: Upstart - Upstart's lending platform utilizes AI to assess credit risk more accurately than traditional methods, benefiting from a network effect that enhances its machine learning models [8] - The company reported strong Q1 results, with loan originations more than doubling, revenue increasing 67% to $2.1 billion, and non-GAAP net income rising to $0.30 per diluted share from a loss of $0.31 in the same quarter last year [9] - Despite strong performance, Upstart's stock declined post-earnings due to investor concerns about the lending environment and potential economic recession [10] - Wall Street anticipates adjusted earnings growth of 195% annually through 2026, making the current valuation of 140 times earnings appear reasonable [11] - Upstart-powered loans have outperformed the two-year Treasury yield by an average of 8 percentage points over the last eight quarters, indicating strong demand potential in a $3 trillion addressable market [12]