Goldman Sachs Palantir · PLTR

Goldman Sachs Raises Palantir Price Target to $141

Analyst: Gabriela Borges 1 min read Reproduced verbatim
Rating
Neutral
Target
$141
from $90 (+57%)
Outcome
Reached
on February 4, 2026
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 $141 (from $90) while maintaining a Neutral rating.

“Palantir’s commentary and results increasingly demonstrate that the enterprise ecosystem is engaging with Palantir with meaningful share of wallet as a proven way of executing AI strategy.

Consistent with many of our investor conversations, we struggle to reconcile a) the fundamental bull case of being in the early stages of a custom AI software era (our tech deep dive is linked here); with b) our concern that we are at peak bespoke build (as other parts of the AI ecosystem like SaaS incumbents, AI natives and system integrators will likely mature); and c) a valuation approach that takes into account upside at 80x EV/Sales (vs.

20%+ growth peers at 8x on 2026) and >150x EV/FCF (vs. peers at 40x on 2026). We maintain a Neutral rating on the stock and raise our PT to $141.”

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 $178. The 15 analysts who set a target in the last 3 months range from $90 to $265, with a median of $245. This $141 target is 42% below the median.

Since the note PLTR has moved +11% (from $161). The 12-month window closed on August 5, 2026.

Track record

This call✓ Target reached on February 4, 2026, 6 months after the note.

Firm track recordGoldman Sachs: 78% of its 36 targets at least a year old were reached within 12 months (#16 of 26 firms); on Palantir, 2 of 3. 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, 2025 This noteTarget raised from $90 (+57%)Hold$141
  5. May 6, 2025Target raised from $80 (+13%)Hold$90
  6. March 28, 2025Kept the $80 targetHold$80
  7. February 5, 2025Earliest call shownHold$80
Share

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
Share on
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.