These 10 Large-Cap Stocks Have Outgained Palantir in 2025. Here’s How Wall Street Thinks They’ll Do.

Regardless of perspective, Palantir Technologies (PLTR) is undeniably a sizzling stock. This year alone, the share price for this AI and data analytics software firm has soared over twice its original value.

As an avid investor, I must clarify that while Palantir has seen remarkable growth, it’s far from being the hottest stock on the market. In terms of performance among large-cap stocks, there are others that outshine it significantly.

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The top 10

In the year 2025, it’s worth noting that ten companies with a market capitalization of at least $10 billion have performed better than Palantir Technologies.

Stock Sector Market Cap* YTD Gain*
CoreWeave (CRWV) Technology $61.5 billion 216%
Robinhood Markets (HOOD) Financial services $98.3 billion 197%
Circle Internet Group (CRCL) Financial services $56.7 billion 182%
NuScale Power (SMR) Industrials $13.8 billion 171%
AST SpaceMobile (ASTS) Technology $18.8 billion 163%
Symbotic (SYM) Industrials $31.3 billion 125%
Joby Aviation (JOBY) Industrials $14.8 billion 115%
Roblox (RBLX) Communication services $83.1 billion 113%
AngloGold Ashanti (AU) Basic materials $24.2 billion 107%
Futu Holdings (FUTU) Financial services $22.4 billion 105%

This list showcases several burgeoning sectors, and among them, three companies share a significant link to artificial intelligence (AI). Coreweave is a company specializing in cloud-based AI computing solutions, while Symbotic leads the way in AI-driven robotics for warehouses. Notably, NuScale Power focuses on creating small nuclear reactors that produce electricity, with a particular emphasis on powering AI data centers. Similar to Palantir, these three companies have strong ties to AI technology.

In simpler terms, Roblox offers a digital playground for internet game enthusiasts. Beyond just being a gaming platform, it’s also connected to artificial intelligence. Take, for instance, the Roblox Cube, an AI-driven tool designed to assist users in creating intricate 3D and even 4D objects and settings suitable for their gaming environment.

This year, three companies excelling more than Palantir are from the financial sector: Robinhood, an well-known online trading platform, Circle Internet Group, which focuses on creating the framework for stablecoins, and Futu Holdings, that manages a digital brokerage and wealth management system.

AngloGold Ashanti operates as a worldwide gold-mining corporation, yet its operations are closely tied to the realm of finance. The surge in gold prices can be attributed primarily to investor anxiety over market instability.

I’m absolutely thrilled about two other ventures soaring to new heights! AST SpaceMobile, where I’m an ardent follower, is all about constructing a satellite-powered broadband network that could revolutionize global communication. On the other hand, Joby Aviation, another intriguing venture I can’t help but admire, is pioneering vertical takeoff and landing air taxis! These innovations are truly pushing the boundaries of technology and transportation, aren’t they?

Wall Street’s take

Wall Street appears to be cautious about Palantir, as only four out of the analysts surveyed by LSEG in July advised purchasing the stock. The overall forecast suggests a decrease in the company’s stock value, with the average predicted price for the next 12 months being 34% lower than its current share price.

It is generally not the case that analysts hold a higher regard for the top ten large-cap stocks that have surpassed Palantir’s performance this year.

The projected prices for Coreweave, Robinhood, NuScale Power, Symbotic, and Roblox are at least 30% lower than their current stock prices. The average predicted price for Joby Aviation is over 50% less than its current share value. Furthermore, analysts anticipate that the shares of Circle Internet Group, Futu Holdings, and AST SpaceMobile will decrease by more than ten percent in the upcoming year.

Among the top 10 large-cap stocks surpassing Palantir in performance during 2025, only one – AngloGold Ashanti – has a collective analyst prediction showing potential for growth. However, it’s important to note that these experts anticipate AngloGold Ashanti’s shares will increase by approximately 3% in the short term.

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Are the analysts right?

It seems plausible that Wall Street analysts are justified in their cautious outlook towards these rapidly growing stocks, given their expensive valuations – an aspect that applies to most of them (with a few exceptions), including Palantir.

Despite AngloGold Ashanti’s significant share price increases, it still trades at a relatively low multiple of 10.4 times forward earnings. On the other hand, Symbotic’s earnings multiples are quite high, but its price-to-sales ratio is a more balanced 1.33.

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Here’s my take:

I’m thoroughly excited about the potential growth trajectory of some stocks in the near future! Personally, I believe the smart picks among them would be AngloGold Ashanti and Symbotic. These two seem to offer the most promising value for money at the moment.

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2025-07-21 13:03