Prediction: This Artificial Intelligence (AI) Software Stock Will Outperform Palantir, According to Wall Street (Hint: It’s Significantly Cheaper)

Twilio, a cloud communications provider, is expected to outperform Palantir Technologies over the next 12 months despite being significantly cheaper in valuation. Twilio's stock has jumped 46% in 2026 while Palantir has remained flat. Wall Street analysts project 32% upside for Twilio versus 26% for Palantir, driven by Twilio's strong earnings growth, AI integration, and improving customer spending metrics.