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.

Most U.S. stocks rose as the Federal Reserve cut interest rates again to make things easier for the economy. The S&P 500 climbed 0.7% Thursday. The Dow Jones Industrial Average