Better Artificial Intelligence Stock: Palantir vs. UiPath

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':"";if(a){var r=n.promos.showYahooLogo?"":"yns-no-logo";a=a.replace("{notifOnboardBtnLabel}",n.promos.notifOnboardBtnLabel).replace("{notifOnboardMsg}",n.promos.notifOnboardMsg).replace("{subscriptionTopic}",n.promos.subscriptionTopic).replace("{noLogoClass}",r).replace("{promoLogo}",n.promos.promoLogo)}var s=t.newCount>n.panel.maxCount?t.newCount:"",c=n.panel.notificationCenterPath,l=c?"":R,u=n.panel.headerMsg?"":" "+R,d=c?H:"",p=void 0;t.count?p=t.markup:p='{emptyPanelMsg}'.replace("{emptyPanelMsg}",n.panel.emptyPanelMsg);return e=e.replace("{notifMarkup}",p).replace("{promoMarkup}",a).replace("{hideClass}",l).replace("{notifCenterLink}",c).replace("{paddingClass}",d).replace("{headerMsg}",n.panel.headerMsg).replace("{hideHeaderClass}",u).replace(/{notificationCenterNavMsg}/g,n.panel.notificationCenterNavMsg).replace(/{newCount}/g,s)}},{key:"render",value:function(e,t){var n=this;if(n._panelNode){var o=void 0,i=n._panelNode,a=void 0,r=void 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n=e.getConfig();"smartphone"===n.device&&("finance"===n.property&&"crunch"===n.ytheme&&e.addElementListener(t.searchInput,"click",(function(){var n,o;n="search_input_focus_click",null!==(o=re())&&(oe[n]||(oe[n]=o)),e.addElementListener(t.searchForm,"click",(function(){if(t.ybar){if(t.ybar.classList.contains("ybar-searchbox-assist-fullscreen"))return;t.ybar.classList.add("ybar-searchbox-assist-fullscreen"),t.ybar.classList.add("ybar-searchbox-assist-fadein")}if(!document.documentElement.classList.contains("ybar-overlay")){document.documentElement.classList.toggle("ybar-overlay"),document.body.classList.add("ybar-overlay-noscroll");te("ybar","websrch","",{elm:"expand",subsec:"searchbox",itc:"1"})}}))})),e.addElementListener(t.searchBoxPlaceholder,"click",(function(){zt(e,t)})),e.addElementListener(t.searchBoxPlaceholder,"keydown",(function(n){var 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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Leo Sun, The Motley FoolSun, November 9, 2025 at 2:30 PM GMT+1 5 min readPalantir is growing like a weed, but its valuations are getting overheated.UiPath faces tough near-term challenges, but its stock looks a lot cheaper.Both stocks are risky plays in this frothy market, but one is clearly the safer bet.10 stocks we like better than Palantir Technologies ›Palantir (NASDAQ: PLTR) and UiPath (NYSE: PATH) are both well poised to profit from the secular expansion of the artificial intelligence (AI) market. Palantir aggregates and analyzes large amounts of data for government agencies and large companies, while UiPath develops software robots for automating repetitive tasks across large organizations.I compared these two AI stocks last October and concluded that Palantir's stronger growth, superior scale, and rising profits made it a better buy than UiPath. Since then, Palantir's stock has soared more than 340% while UiPath's stock has only risen about 13%. Let's take a fresh look at both companies to see if Palantir remains the stronger AI play.Image source: Getty Images.Palantir operates two main platforms: Gotham for its government customers and Foundry for its commercial customers. Both platforms aggregate data from disparate sources to help their clients spot trends and make more informed decisions. Gotham is already widely used across the U.S. government to plan military and law enforcement missions, and it leverages that battle-hardened reputation to promote Foundry to more commercial customers.UiPath's robotic process automation (RPA) tools can be integrated into an organization's software to automate repetitive tasks like onboarding customers, entering data, processing invoices, and sending out mass emails. It's also been rolling out more AI services to analyze the data that flows through those software robots. It's now the world's largest RPA company by a wide margin.In their latest fiscal years, Palantir generated twice as much revenue as UiPath. Palantir has also been profitable on a generally accepted accounting principles (GAAP) basis since 2023, while UiPath is expected to generate its first GAAP profit in fiscal 2026 (which ends next March).From 2020 to 2024, Palantir's revenue grew at a CAGR of 27% from $1.1 billion to $2.9 billion. Its GAAP net income more than doubled in 2024 as it reined in its spending.Its top-line growth decelerated in 2022 and 2023 as it struggled with lumpy government spending and intense macro headwinds for its commercial business. But in 2024 and 2025, its growth accelerated again. The military conflicts in Ukraine and the Middle East drove many of its government customers to ramp up their spending on its data crunching services, and more enterprise customers signed up for its services as the macro environment stabilized.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,832.43 +103.63 (+1.54%)Dow 3047,368.63 +381.53 (+0.81%)Nasdaq23,527.17 +522.64 (+2.27%)Russell 20002,455.65 +22.82 (+0.94%)VIX17.60 -1.48 (-7.76%)Gold4,122.70 +112.90 (+2.82%)PortfolioSign in to access your portfolioSign inTop gainersCOGT Cogent Biosciences, Inc. 32.46 +17.64 (+119.03%)NVTS Navitas Semiconductor Corporation 9.60 +1.76 (+22.45%)OPEN Opendoor Technologies Inc. 7.97 +1.41 (+21.49%)MLYS Mineralys Therapeutics, Inc. 44.50 +6.48 (+17.04%)TSEM Tower Semiconductor Ltd. 98.10 +14.03 (+16.69%)Top losersSGRY Surgery Partners, Inc. 16.04 -5.47 (-25.42%)BTDR Bitdeer Technologies Group 17.65 -4.34 (-19.74%)OSCR Oscar Health, Inc. 14.61 -3.11 (-17.55%)MTSR Metsera, Inc. 70.87 -12.31 (-14.80%)MNDY monday.com Ltd. 166.21 -23.38 (-12.33%)Most activeOPEN Opendoor Technologies Inc. 7.97 +1.41 (+21.49%)PLUG Plug Power Inc. 2.5600 -0.0900 (-3.40%)NVDA NVIDIA Corporation 199.05 +10.90 (+5.79%)PFE Pfizer Inc. 24.39 -0.04 (-0.16%)ONDS Ondas Holdings Inc. 5.88 +0.07 (+1.20%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersRIVN Rivian Automotive, Inc. 16.41 +1.18 (+7.75%)GLTO Galecto, Inc. 17.25 +12.30 (+248.48%)COGT Cogent Biosciences, Inc. 32.46 +17.64 (+119.03%)XRP-USD XRP USD 2.52 +0.19 (+8.08%)AI C3.ai, Inc. 16.08 +0.56 (+3.61%)Top economic events