AI stocks Palantir and Intel may face large analyst-implied drops in 2026.

Some Wall Street analysts have published target prices that imply steep declines for Palantir and Intel in 2026. Palantir rose about 145% in 2025 and trades at a high price-to-sales ratio, while Intel gained about 88% this year.

Some Wall Street analysts have set lower target prices for Palantir Technologies and Intel that imply sizable declines in 2026. Those targets were published after both stocks gained strongly in 2025. Palantir has shown rapid revenue growth and is valued at a high multiple relative to peers. Intel also recovered this year but faces lower bear-case targets from several firms. What was reported: - RBC Capital set a target price for Palantir that implies about a 72% downside from the current share level reported in late 2025. - Jefferies has a lower target for Palantir that implies a smaller but still large potential decline. - Morgan Stanley published a bear-case target for Intel that implies roughly a 50% downside versus the late-2025 price. - Wedbush provided another lower target for Intel implying a similar near-50% move in a downside scenario. - Palantir gained about 145% in 2025 and was noted to trade at around 115 times sales; Intel rose about 88% in 2025. Summary: Analysts at several firms published target prices that suggest potential for large price swings in 2026 for both Palantir and Intel. The immediate impact will depend on market reactions and the companies' future results. Undetermined at this time.