U.S. stocks are drifting as some momentum comes out of the torrid “Trump trade” that swept Wall Street following Donald Trump’s presidential victory.

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.