Despite the strong outlook for the industry, Wall Street analysts only expect one of these enterprise-software leaders to keep climbing higher over the next 12 months. Palantir has a median-price target of $38 per share, based on the estimates of 22 analysts. That implies a downside of 30% from its share price, as of this writing.

U.S. stocks are drifting as momentum comes out of the “Trump trade” that swept Wall Street following Donald Trump’s presidential victory. The S&P 500 was flat early Tuesday, coming off its latest all-time high.