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Goldman Sachs Raises PT on Palantir Technologies Inc. (PLTR) to $141; Maintains ‘Neutral’ Rating

With strong share price gains and significant hedge fund interest, Palantir Technologies Inc. (NASDAQ:PLTR) secures a spot on our list of the 11 Hot Software Stocks to Buy Now.

A medical professional demonstrating the use of a Software-Based Prescription Digital Therapeutics Platform for treating Type 2 Diabetes.

On August 5, 2025, Goldman Sachs raised its price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $90 to $141, maintaining a ‘Neutral’ rating. The company’s share price has grown by over 5x in the past year. Rising enterprise adoption has fueled the company’s recent growth, increasing investor confidence.

The price revision comes after a solid Q2 performance. The company’s total revenue grew 48% YoY, reaching just over $1 billion. During the quarter, Palantir Technologies Inc. (NASDAQ:PLTR) closed a record-setting $2.27 billion of total contract value, a 222% YoY growth. Furthermore, the company raised its FY25 revenue guidance to 45% and U.S. commercial revenue guidance to 85% YoY, beating estimates. Meanwhile, customer count increased by 43% YoY and 10% quarter-over-quarter.

Goldman Sachs cited the company’s strong fundamentals and the early-stage potential of the custom AI software market. At the same time, the investment firm remains wary of the increasing competition, which could potentially impact the company’s dominant position.

Palantir Technologies Inc. (NASDAQ:PLTR) enables strategic, operational, and security decision-making for enterprises and governments with its AI-driven software platforms. It is included in our list of the hot stocks to buy.

While we acknowledge the potential of PLTR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PLTR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best AI Stocks to Buy Under $3 and Bill Ackman Stock Portfolio: Top 10 Stock Picks.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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