2 Stocks Like Palantir (PLTR) to Buy Now

Palantir (NASDAQ: PLTR) is down hard from its highs. The AI tailwind is real, the government contracts are real, and the brand is stronger than ever.

But is this the dip to buy?

There's good reason to consider it. For instance, our own Zen Investor Editor-in-Chief Steve Reitmeister recently disclosed that he himself took a position. 

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But we’re here to remind you that it’s not the only option. We’ve also located two high-potential stocks benefiting from the same tailwinds as Palantir. 

Here’s the story — and the two tickers…

The Dip Doesn't Fix the Math

Here’s the bearish case on PLTR — not as a company, but as a current addition to your portfolio.

At 200+ times earnings, buying Palantir (even on a pullback) means you're not just buying a company. You're buying a bet that it executes flawlessly, faces no meaningful competition, and grows faster than almost anything in market history, for years on end.

The dip only looks cheap relative to where it was. Not relative to what the fundamentals actually support.

Currently, Palantir has strong Growth and Financials, but is scoring a D in both Value and Momentum:

Click here to see PLTR’s Zen Rating

One bad quarter and the high multiple could contract fast and hard. That's the risk the price doesn't reflect.

Two AI Stocks Our System Rates Higher

If you like the AI infrastructure thesis (and there are good reasons to) there are better-priced ways to own it.

Our Zen Ratings system runs 115 factors across every stock we track. Two AI names score higher than Palantir right now, and almost nobody is talking about either of them.

1. Teradata (NYSE: TDC)

Every large enterprise in the world has the same AI problem. Decades of data spread across cloud systems, on-premise servers, and legacy platforms … and they want to run AI on it. They can't feed sensitive data into a public model. They don't have the infrastructure to run serious AI workloads internally.

That's the exact problem Teradata has been solving for decades. And the assumption that cloud providers would make them obsolete has turned out to be wrong. In 2025, AI proof-of-concept projects at Teradata customers doubled year-over-year. Cloud recurring revenue grew 15%. The company also just launched Enterprise AgentStack: a toolkit designed to move AI pilots into production with governance built in from day one.

The market is staring at softening top-line revenue and missing what's actually happening underneath. Teradata has beaten earnings estimates 7 consecutive quarters. The transition from legacy license contracts to recurring cloud revenue compresses the revenue line temporarily, and the market is penalizing it for exactly the wrong reason.

The valuation reflects none of this. TDC trades at roughly 10x forward earnings with a PEG of 0.49. Our system gives it an A overall: top marks in Value and Financials, solid Bs in Sentiment and Safety.

Click here to see how TDC scores on all Component Grades.

The strong Financial ratings alone is reason enough to keep the stock on your radar: here’s why.

2. LiveRamp (NYSE: RAMP)

Here's a question worth sitting with. When a brand runs a targeted ad campaign, how does its data reach the right audience without violating privacy laws? When Netflix wants to measure whether an ad drove a subscription, how does that happen without exposing user data?

In most cases, the answer is LiveRamp.

They run the world's largest consented identity graph with over 900 partners including Disney, Netflix, Spotify, Google, and Amazon. The business model is simple: any time data needs to move between companies in a privacy-safe, identity-resolved, auditable way, LiveRamp is the connector. Their neutrality is the moat. Nobody wants a competitor sitting in the middle of their data flows.

Now layer in what's happened recently. In January 2026, LiveRamp launched an AI Marketplace. Companies can license data to train AI models, access third-party AI models, and run AI applications, all within LiveRamp's governed environment. In March 2026, they added agentic AI capabilities, letting autonomous agents run marketing workflows end-to-end using LiveRamp's identity and measurement data.

LiveRamp didn't pivot to AI. They were already the infrastructure. AI just made that infrastructure more essential.

The numbers back it up. Eight consecutive earnings beats. Revenue growing around 9% with expanding margins. A $200 million share repurchase extension in February … management telling you directly what they think the stock is worth.

RAMP trades at a PEG of 0.67 and roughly 10x forward earnings. Our system gives it an A overall, with Bs across Value, Growth, Sentiment, Safety, Financials … and a B on the AI component grade specifically, reflecting the platform's growing relevance to the AI buildout.

Click here to see how RAMP scores on all Component Grades.

The Bottom Line

Is it finally time to buy the Palantir dip?

If you believe in the AI infrastructure thesis, and the evidence says you should, there may be two better-priced ways to own it right now. One is the enterprise data platform that agentic AI depends on. The other is the identity infrastructure every AI agent needs to run through.

They’re our two best-rated software infrastructure stocks in the market right now.

Both are A-rated. Both are beating estimates consistently. And neither one requires a miracle.

Analyze TDC

Analyze RAMP

See all A-rated software infrastructure stocks

What to Do Next?

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