Palantir and Salesforce Positioned to Lead AI Monetization in 2025

Enterprise AI spending is projected to claim a larger share of IT budgets in 2025.

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Dec 26, 2024
Summary
  • Wedbush analysts compare Palantir’s long-term potential to Oracle.
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With Palantir Technologies (PLTR, Financials) and Salesforce (CRM, Financials) leading in using artificial intelligence, Wedbush analysts predict that enterprise expenditure on AI will climb dramatically in 2025.

Lead by Daniel Ives, Wedbush analysts underlined in a December 26 report that businesses such as Salesforce and Palantir lead in monetizing AI breakthroughs. In the fast changing technological scene, enterprise-scale solutions and strong artificial intelligence ecosystems are driving their competitive edge.

Pioneer of artificial intelligence-driven software systems, Palantir is enjoying increasing acceptance of its flagship products, which include its Artificial Intelligence Platform. The business claims increasing demand for enterprise-ready generative AI technologies and has developed a strong partner network. Analysts at Wedbush view this as a significant expansion path for Palantir, forecasting the business may follow a trajectory similar to that of Oracle (ORCL, Financials) over the next decade.

The financial might of Palantir supports this perspective. Along with 30% year-over-year sales increase, the corporation closed its third quarter with $4.6 billion in net cash and debt free. With a 54% increase in demand, the American commercial sector is clearly doing very well. Its value is still up for discussion, however, as some market watchers wonder whether it can be sustainable given lofty growth projections.

With its Agentforce 2.0 system, Salesforce is also strategically moving in the AI domain. Designed to combine cutting-edge consumer data with automation, the platform seeks to save company expenses by allowing AI agents to oversee difficult chores. As companies use these technologies, Wedbush projects that Salesforce shares may see a $80 upside over the next 12 to 18 months.

Agentforce 2.0 uses high trust layers to guarantee effective and safe use of artificial intelligence technologies. Wedbush analysts see this strategy separating Salesforce in a competitive industry and positioning it as a major participant in the next wave of digital labor and automation.

Both Palantir and Salesforce are likely to profit from increased use of enterprise artificial intelligence, therefore influencing the direction of digital innovation and corporate automation.

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