<div id="readability-page-1"><p>Palantir Technologies (PLTR) and Oracle (ORCL) rank among the top global AI infrastructure providers.  TipRanks' AI Analyst rates PLTR &#34;Outperform&#34; but rates ORCL with a &#34;Neutral&#34; rating. It praises Palantir's U.S. growth and AI focus, while flagging Oracle's high leverage and negative cash flows.</p><h3>Claim 50% Off TipRanks Premium and Invest with Confidence </h3><ul><li>Unlock  hedge-fund level data  and  powerful investing tools  designed to help you make smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  so your portfolio is always positioned for maximum potential</li></ul> <p>Interestingly, the AI Analyst's ratings are quite contrasting compared to Wall Street's projections. On TipRanks, PLTR has a Hold consensus rating while ORCL has a Moderate Buy consensus rating.</p> <p>TipRanks' AI Stock Analysis tool provides quick, data-driven stock evaluations to help investors quickly spot potential. It combines insights from top models like OpenAI's (<strong>PC:OPAIQ</strong>) GPT-4o and Google's (GOOGL) Gemini. The AI analysis also weighs both positive and negative factors influencing the company's stock performance.</p> <h2><strong>Positive on Palantir's AI Potential</strong></h2> <p>Palantir stock earns a solid score of 74 out of 100 on the AI tool based on the OpenAI 4o model. It also assigns a price target of $203, implying 4.7% upside from current levels.</p> <p>Key positives include Palantir's robust U.S. revenue growth and product adoption that drive expanding U.S. market reach and is key to its long-term success. PLTR's Northslope partnership boosts its AI capabilities and market presence, strengthening its edge and innovation potential across industries. Also, its strong cash generation capability gives financial flexibility to invest in growth and handle economic uncertainties.</p> <p>On the other hand, Palantir's stagnant European growth limits its global expansion and revenue potential. Plus, a potential reduction in contract revenue could hurt Palantir's profitability, while regulatory scrutiny of its government contracts could cause reputational risks and disrupt future deals, impacting long-term operations.</p> <h2><strong>Cautious About Oracle's High Leverage</strong></h2> <p>Oracle stock earns a Neutral score of 66 out of 100 on the AI tool based on the OpenAI 4o model. It also assigns a price target of $215, implying nearly 9% upside from current levels.</p> <p>Among concerning factors, Oracle's high leverage signals financial risk, limiting its ability to invest in growth and handle downturns. Moreover, the software giant's negative free cash flow strains operations and growth. Its capital-intensive AI infrastructure model pressures Oracle's resources, which stand to hinder long-term investments and profitability.</p> <p>Meanwhile, the AI Analyst remains positive about Oracle's strong cloud revenue growth potential, AI integrations that boost product capabilities, giving a competitive edge in the growing AI market. Also, the multi-cloud strategy expands Oracle's reach and flexibility, meeting diverse customer needs and compliance, strengthening its market position.</p> <h2><strong>Wall Street Prefers ORCL Over PLTR</strong></h2> <p>Below, we can see how both ORCL and PLTR perform on TipRanks' Stock Comparison Tool. ORCL's Moderate Buy consensus with a huge 56.8% upside potential exceeds the AI Analyst's target. PLTR's Hold rating indicates 2.8% downside risk, contrasting the AI Analyst's upside view.</p> <p>To conclude, for 2026, the AI-driven upside appears to hinge more on Palantir's U.S. growth and adoption, while Oracle's opportunity relies on cloud and multi-cloud expansion despite leverage concerns.</p></div>

PLTR

ORCL

<p>TipRanks' AI Analyst rates Palantir (PLTR) as "Outperform" due to its strong U.S. growth and AI focus, while Oracle (ORCL) receives a "Neutral" rating due to high leverage and negative cash flows. Despite contrasting Wall Street projections, PLTR shows potential with a 4.7% upside, while ORCL has a 9% upside. The analysis highlights PLTR's U.S. market reach and Oracle's cloud growth potential.</p>

- Palantir Technologies (PLTR) is rated "Outperform" by TipRanks' AI Analyst, while Oracle (ORCL) receives a "Neutral" rating, reflecting contrasting growth evaluations.  
- Palantir shows strong U.S. revenue growth and AI potential, despite challenges in Europe and possible revenue declines, whereas Oracle faces high leverage and negative cash flows but has a robust cloud revenue outlook.  
- Wall Street favors ORCL's potential with a Moderate Buy consensus, while PLTR is rated Hold, indicating differing views on long-term profitability and market positioning for 2026.

Palantir (PLTR) vs. Oracle (ORCL): AI Analyst Picks the Best AI Stock for 2026