Goldman Sachs Palantir · PLTR

Goldman Sachs Raises Palantir Price Target to $90

Analyst: Gabriela Borges 1 min read Reproduced verbatim
Rating
Neutral
Target
$90
from $80 (+13%)
Downside
−51%
PLTR at $184 today
Goldman Sachs and Palantir logos

What the analyst said

Goldman Sachs analyst Gabriela Borges raised the price target on Palantir Technologies Inc.

(NASDAQ: PLTR) to $90 (from $80) while maintaining a Neutral rating.

“We continue to view Palantir as well positioned to continue to deliver best-in-class growth given the secular trend towards enterprise AI adoption; the continued push for efficiency and technology adoption in the US government; and adoption of Operation Warp Speed among new defense entrants, traditional defense companies, and the broader manufacturing industry.

Our positive view of Palantir’s growth is balanced by longer term ecosystem risks (the industry moving from peak custom to more off the shelf adoption) and the stock premium valuation.

Palantir trades at an EV/Sales/growth multiple of 2.2x, EV/sales multiple of 81x, and EV/Sales/”Rule of 40″ of 0.97x; vs. 20%+ Software growers at 0.5x, 12x, and 0.28x, respectively.

We maintain a Neutral rating on the stock and raise our PT to $90.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

PLTR trades at $184. The 18 analysts who set a target in the last 3 months range from $90 to $265, with a median of $245. This $90 target is 63% below the median, the lowest on the Street.

Since the note PLTR has moved +49% (from $124). The 12-month window closed on May 6, 2026.

Track record

Firm track recordGoldman Sachs: 81% of its 32 targets at least a year old were reached within 12 months (#11 of 25 firms). Accuracy ranking →

Goldman Sachs on Palantir

Goldman Sachs price targets on Palantir

7 calls from February 5, 2025 to October 8, 2026. The target went from $80 to $230 (+188%). The rating moved from Hold to Buy.

Goldman Sachs targetPLTR share price
  1. October 8, 2026Upgraded to Buy, target raised from $204 (+13%)Buy$230
  2. September 28, 2026Target raised from $188 (+9%)Hold$204
  3. November 4, 2025Target raised from $141 (+33%)Hold$188
  4. August 5, 2025Target raised from $90 (+57%)Hold$141
  5. May 6, 2025 This noteTarget raised from $80 (+13%)Hold$90
  6. March 28, 2025Kept the $80 targetHold$80
  7. February 5, 2025Earliest call shownHold$80
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Other analysts on Palantir

CantorHold Raised price target +33%, kept rating Nov 2 $207from $156 OppenheimerBuy Raised price target +18%, kept rating Oct 29 $235from $200 BairdBuy Kept rating and price target Oct 29 $250maintained JP MorganBuy Initiated coverage Oct 29 $262 RBC CapitalSell Kept rating and price target Oct 28 $90maintained
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.