According to CNBC, Goldman Sachs upgraded Palantir Technologies to buy from neutral and set a 12-month price target of $230 a share, implying 18% upside from Thursday's close. Analyst Gabriela Borges said the company is positioned to keep benefiting from artificial intelligence opportunities in software, citing a potential expansion in the total addressable market tied to sovereign AI and bespoke applications. She also said Palantir's forward-deployed engineering model gives it an edge over peers and that enterprises are still early in applying AI to proprietary data. Goldman Sachs' view aligns with broader Wall Street sentiment, with 23 of 33 analysts covering Palantir rating the stock buy or strong buy, according to LSEG data. Shares of Palantir have risen nearly 47% over the past three months.