Robinhood's Top 10 Stocks: These 2 Stocks Are the Best Buys, According to Wall Street
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By Trevor Jennewine – Feb 3, 2026 at 4:50AM ESTKey PointsAmong Robinhood's 10 most popular stocks, Wall Street analysts forecast the largest gains in Palantir and Microsoft.Palantir achieved a Rule of 40 score of 114% in the third quarter, unprecedented for a software company, but the stock is outrageously expensive.Microsoft stock dropped 10% following its most recent financial report due to concerns about heavy spend on AI, but the stock price is attractive.NASDAQ: PLTRPalantir TechnologiesMarket Cap$352BToday's Changeangle-down(1.03%) $1.51Current Price$148.10Price as of February 2, 2026 at 3:59 PM ETWall Street analysts forecast material upside in Palantir and Microsoft.Trading platform Robinhood keeps tabs on which stocks are most popular with its clients. The top 10 stocks are listed below in descending order. Beside each stock, I have included Wall Street's median target price and the implied upside (or downside) as of Feb. 1. Tesla: The median target price of $474 per share implies 10% upside. Nvidia: The median target price of $250 per share implies 31% upside. Apple: The median target price of $300 per share implies 16% upside. Amazon: The median target price of $300 per share implies 25% upside.
Ford Motor Company: The median target price of $13.50 per share implies 3% downside. Microsoft (MSFT 1.52%): The median target price of $600 per share implies 39% upside. Palantir Technologies (PLTR +1.03%): The median target price of $202.50 per share implies 38% upside. Meta Platforms: The median target price of $850 per share implies 19% upside. Alphabet: The median target price of $350 per share implies 3% upside. Netflix: The median target price of $111 per share implies 33% upside. Among the 10 most popular stocks on Robinhood, Wall Street sees Palantir and Microsoft as the best buys right now. Here are the important details about each company. Image source: Getty Images. Palantir Technologies: 38% upside implied by the median target price Palantir develops analytics and artificial intelligence (AI) platforms for commercial and government clients. Its software not only helps organizations turn complex information into actionable insights, but also lets them train and deploy machine learning (ML) models that improve decision-making over time. Last year, Forrester Research recognized Palantir as a leader in AI decisioning platforms, praising the company for its capabilities, overall strategy, and positive customer feedback. And the International Data Corp. ranked the company as a leader in AI-enabled source-to-pay software, which helps organizations optimize supply chain management. Palantir reported exceptional financial results in the third quarter. Revenue increased 63% to $1.1 billion, the ninth straight acceleration, and non-GAAP (adjusted) operating margin expanded 13 percentage points to 51%. Those values give a Rule of 40 score of 114%, which is unprecedented for a software company. And non-GAAP net income jumped 110% to $0.21 per diluted share. Palantir stock is down 29% from its record high, but still trades at 230 times earnings. That is an incredibly expensive valuation for a company whose adjusted earnings are forecast to grow at 44% annually through 2026. Morningstar analyst Mark Giarelli says Palantir's revenue would need to grow at 45% annually for the next five years to justify buying the stock today. I think investors should wait for a better entry point. ExpandNASDAQ: PLTRPalantir TechnologiesToday's Change(1.03%) $1.51Current Price$148.10Key Data PointsMarket Cap$352BDay's Range$146.66 - $151.3952wk Range$66.12 - $207.52Volume64KAvg Vol45MGross Margin80.81% Microsoft: 39% upside implied by the median target price Microsoft is the largest enterprise software company. While best known for its office productivity suite, the company also enjoys a strong position in other market verticals, including business intelligence, cybersecurity, and enterprise resource planning. Microsoft is exploiting that strength with generative AI copilots. The company has integrated generative AI copilots into many of its software products. For instance, Microsoft 365 Copilot automates tasks across office applications like Word, Excel, and PowerPoint. Paid copilot seats increased 160% in the December-ended quarter, and daily active users increased tenfold, according to CEO Satya Nadella. Microsoft Azure is the second largest public cloud and revenue has increased faster than 30% in 10 straight quarters as the company has benefited from demand for AI infrastructure. Azure is well positioned to maintain that momentum due to its partnership with OpenAI, which affords the company exclusive rights to the models that power ChatGPT through 2032. Microsoft reported decent financial results in the December quarter, beating estimates on the top and bottom lines. Revenue rose 17% to $81 billion, due to particularly strong sales growth in software and cloud services. And non-GAAP net income increased 24% to $4.14 per diluted share. Yet the stock fell 10% after the report because Azure narrowly missed estimates and capital expenditures increased more than expected. I have consistently said Microsoft stock looks expensive, but the recent drawdown creates an opportunity. Shares now trade at 27 times earnings. That is reasonable for a company whose adjusted earnings are projected to increase at 14% annually through the fiscal year ending in June 2027, especially because Microsoft beat the consensus earnings estimate by an average of 7% over the last six quarters.Read NextFeb 3, 2026 •By Sean WilliamsThe Worst Day for Silver in 46 Years Serves as a Warning for the Stock Market's 2 Hottest Trends: AI and Quantum ComputingFeb 2, 2026 •By James BrumleyForget SoundHound AI: This Enterprise AI Name With Deep Government Roots Is the Safer 10X ShotFeb 2, 2026 •By Josh Kohn-LindquistStock Market Today, Feb. 2: Palantir Technologies Rises on William Blair Upgrade and Subsequent Earnings BeatFeb 2, 2026 •By Scott LevineWhy Shares of Palantir Are Soaring in After-Hours TradingFeb 2, 2026 •By Danny Vena, CPACEO Alex Karp Just Delivered Fantastic News for Palantir Stock InvestorsFeb 2, 2026 •By Sean WilliamsPrediction: AI Titan Palantir Technologies Is 27% Below Its All-Time High -- and This Decline Is Just Getting StartedAbout the AuthorTrevor Jennewine is a contributing Motley Fool stock market analyst covering technology, cryptocurrency, and investment planning. Prior to The Motley Fool, Trevor managed several pharmacies. He holds a doctor of pharmacy degree from Oregon State University, a master’s degree in business administration from Miami University, and a bachelor’s degree in biology from Miami University.TMFphoenix12X@tjennewine1Stocks MentionedPalantir TechnologiesNASDAQ: PLTR$148.10 (+0.01%) $+1.51MicrosoftNASDAQ: MSFT$423.75 (0.02%) $6.54*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.