2 Artificial Intelligence (AI) Stocks That Won in 2025 Are Losing in 2026. Why This Is a Buying Opportunity

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However, it has been a different story in 2026, with many of these stocks stumbling through the first quarter of the year.While not every AI stock that outperformed in 2025 deserved to, the reverse is true this year, in that not every stock that has fallen has done so for good reason. And that is where the big opportunity lies.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »With the onset of the war with Iran and fears of peak AI infrastructure spending, the market has rotated out of growth stocks and into value stocks. However, as the market has shown over the past two decades, top technology growth stocks are where you want to be invested for the long term.Let's look at two AI stocks that outperformed in 2025 that look like buys on this 2026 pullback.Image source: Getty Images.Palantir Technologies (NASDAQ: PLTR) has been one of the best-performing tech stocks of the past three years, and that continued with a 135% gain in 2025. However, the stock has cooled off to start 2026, with its shares trading down nearly 18% in the first quarter.The stock's weak performance this year can be attributed to its high valuation and it getting caught up in the software-as-a-service (SaaS) sell-off. However, the company has proven to be one of the biggest winners in AI, with its revenue growth accelerating for 10 straight quarters, culminating in 70% sales growth last quarter.Meanwhile, nothing has changed with the Palantir story. The company's Foundry AI platform is a critical component in making AI more useful for businesses. It essentially acts as an AI operating system, helping gather and cleanse an organization's data and linking it to real-world assets and processes to significantly reduce hallucinations and make AI more useful and actionable. Its platform can be implemented across a wide range of industries for various use cases, which just gives it a huge runway of growth ahead.At the same time, Palantir's government business remains strong, and the company has demonstrated the power of its technology during the current conflict with Iran. Its Maven Smart System is now viewed as the central nervous system of the U.S. military.While still not cheap, the stock is becoming more reasonably valued and has the potential to grow into one of the world's largest companies with a highly valuable platform and no real competitors at the moment.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersBTC-USD Bitcoin USD 71,272.56 +2,931.90 (+4.29%)F Ford Motor Company 12.11 +0.59 (+5.12%)GOOG Alphabet Inc. 316.43 +12.50 (+4.11%)OMEX Odyssey Marine Exploration, Inc. 1.5001 +0.6686 (+80.41%)QNCX Quince Therapeutics, Inc. 0.2127 +0.0497 (+30.55%)PortfolioSign in to access your portfolioSign inTop gainersAXTI AXT, Inc. 54.84 +9.38 (+20.63%)HUT Hut 8 Corp. 62.09 +9.43 (+17.91%)NVTS Navitas Semiconductor Corporation 9.93 +1.36 (+15.87%)VICR Vicor Corporation 182.65 +22.82 (+14.28%)VSEC VSE Corporation 211.49 +25.60 (+13.77%)Top losersPTEN Patterson-UTI Energy, Inc. 9.90 -1.33 (-11.89%)VG Venture Global, Inc. 14.14 -1.85 (-11.60%)PBF PBF Energy Inc. 41.18 -5.01 (-10.84%)APA APA Corporation 38.33 -4.63 (-10.78%)LYB LyondellBasell Industries N.V. 71.64 -8.62 (-10.74%)Most activeHOLX Hologic, Inc. 76.01 0.00 (0.00%)INTC Intel Corporation 58.15 +5.24 (+9.89%)NVDA NVIDIA Corporation 181.57 +3.46 (+1.95%)NOK Nokia Oyj 9.48 +0.63 (+7.12%)AAL American Airlines Group Inc. 11.63 +0.81 (+7.54%)Top economic eventsEarnings eventsMy earnings eventsEarnings events