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.

European markets have opened higher while Asian stocks fell following a record-setting day for U.S. stocks as China’s stimulus package disappointed investor expectations. China on Friday approved a $8