Move over, semiconductor stocks. After a hot run for big software stocks, now smaller ones are getting in on the party - and there could be more room for gains across the whole sector.

Palantir was the best-performing member of the S&P 500 ( ^GSPC -0.01%) during that period. In fact, it beat the next closest ...

More broadly, Wall Street is thinking along the same lines. Palantir's median target price of $96 per share implies 18% ...