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Goldman Sachs Sees 18% Upside in Palantir on Sovereign AI — SkimNews

By Google News Business · Summarized & edited by · 2026-10-08
Goldman Sachs Sees 18% Upside in Palantir on Sovereign AI

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Why it matters: Goldman Sachs specifically ties its 18% upside call to sovereign AI—a niche within the broader AI boom driven by government and national AI infrastructure demand—not the general AI rally. The upgrade arrives alongside other bullish analyst notes ahead of Palantir's Q3 earnings, suggesting multiple firms independently see the same sovereign-AI thesis.

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