Zacks Investment Ideas feature highlights: Palantir and NVIDIA
Chicago, IL – August 4, 2025 – Today, Zacks Investment Ideas feature highlights Palantir PLTR and NVIDIA NVDA.
AI Earnings: 2 Key Reports to Watch
The 2025 Q2 earnings season keeps chugging along this week, with a notable number of companies on the reporting docket. Among the bunch are several Mag 7 members, with several other heavyweights also reporting.
But concerning notable companies reporting in the coming weeks, Palantir and NVIDIA reflect highly consequential reports concerning the AI frenzy.
Both stocks have enjoyed stellar growth over recent periods thanks to the red-hot demand, with many expecting the upcoming releases to further confirm the bullish trend.
For those interested in the AI frenzy, let's take a closer look at what analysts are expecting for each.
Palantir Reports August 4th
Palantir's latest set of quarterly results continued to impress, with sales climbing 40% year-over-year alongside an upgrade to its current-year sales outlook. Massive growth has been driven by red-hot demand that's seemingly only continuing to grow.
The company's sales growth has been outstanding over recent periods, a reflection of the red-hot demand PLTR has been enjoying.
Importantly, customer count grew nearly 40% year-over-year and 8% sequentially. Palantir also booked a record U.S. commercial total contract value throughout the period ($810 million), which grew a staggering 180% year-over-year.
Customer growth will be the key metric to watch for the release, one that PLTR has consistently positively shocked on over recent periods. Analysts have been silent concerning their EPS and sales revisions, with expectations unchanged over recent months.
The AI-favorite is expected to see 55% EPS growth on 38% higher sales.
NVIDIA Reports August 27th
Unrelenting demand for its Data Center products has provided NVIDIA with unprecedented growth over recent years. The AI favorite again came out with rock-solid results in its latest quarterly print, with Data Center sales of $39.1 billion climbing 73% from the $22.5 billion print in the same period last year.
Below is a chart illustrating NVIDIA's Data Center sales on a quarterly basis. While the results themselves will (unsurprisingly) be the focal point of the release, commentary surrounding upcoming periods and new product launches will be a key post-earnings factor concerning share movement.
EPS revisions for NVDA's print have remained stagnant over recent months, with the current $1.00 Zacks Consensus EPS estimate suggesting 47% year-over-year growth. The $48.5 billion expected in sales is up a marginal 0.9% over the same timeframe, reflecting sizable YoY growth of 52%.
Bottom Line
The 2025 Q2 earnings cycle continues to roll along, with this week's reporting docket notably stacked. And concerning the broader AI frenzy, reports from NVIDIA and Palantir will be key in getting a better gauge on the current AI landscape.
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Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
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