2 Popular AI Stocks to Sell Before They Drop 57% and 60%, According to Wall Street Analysts

Jefferies and Susquehanna are both calling for steep declines in two of the market's most popular AI names, with price targets implying 57% to 60% downside.

Jefferies' Brent Thill set an $80 target on Palantir (PLTR), 60% below the $199 share price cited. Thill acknowledges strong fundamentals but argues the valuation is excessive. Interpretation: the call rests on price, not business deterioration, so it targets multiple compression rather than an earnings miss.

Susquehanna's Mehdi Hosseini takes a harsher view on Super Micro Computer (SMCI), setting a $15 target against a $35 share price, a 57% drop. His case cites declining margins and corporate governance issues. Unlike the Palantir call, this one points to operating and oversight problems, which is a different kind of risk. SMCIP, the related security, would be exposed to the same issuer-level concerns, though the analysts did not address it directly.

The analysts' focus on only two names offers no read on other AI-linked stocks such as NVDA or AMD. Nothing in the calls extends the bearish thesis to them, so any sympathy selling would be sentiment-driven, not fundamental.