Palantir and Salesforce Tipped as Top AI Software Stocks for 2025 by Analyst

Wedbush's Dan Ives highlights Palantir's AI-driven growth and Salesforce's positioning in the evolving enterprise AI landscape.

Palantir's stock has surged 350% over the past year, driven by strong Q4 earnings and growing enterprise AI adoption.
Wedbush analyst Dan Ives predicts Palantir and Salesforce will lead the AI software sector in 2025, citing their strategic investments and expanding use cases.
Palantir's recent earnings report showed a 45% increase in U.S. government revenue and a 64% rise in U.S. commercial revenue, exceeding analyst expectations.
Concerns about Palantir's high valuation persist, with a price-to-earnings ratio significantly above industry averages, raising questions about sustainability.
The AI infrastructure spending multiplier effect is expected to benefit software companies like Palantir, with every dollar spent on Nvidia chips driving $8-$10 across the ecosystem.