NYSE:GS

Goldman Sachs (GS)

1,002.59
-29.42 (2.85%)
as of Jun 10, 2026, 5:40:36 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Goldman Sachs (GS) has garnered a robust interest among analysts due to its strength in capital markets, investment banking, and M&A activities. The company is expected to benefit significantly from the upcoming IPO boom, especially following its recent successes with SpaceX and OpenAI. Analysts highlight its impressive dividend growth, reportedly increasing nearly 22% annually over the past five years, and a remarkable total return of 248% over three years. While concerns persist regarding private credit markets, the majority view GS as a strong player poised for continued growth in a favorable economic environment, especially as deregulation persists and risk appetite returns. The consensus suggests that with its strategic positioning, management excellence, and ongoing strength in financial activities, GS is expected to turn out solid quarterly results, reaffirming its status in the investment banking sector.

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Consensus
Bullish
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Valuation
Fair Value
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Similar
JPM, JPM
TOP PICK
Ran into trouble with ROE being subpar and some scandals. They are now back in business and are well positioned. It has one of the best investment banking business, and growing their wealth management business. Trading at 10x earnings when it should be trading around 15x earnings. A cheap play and one of his favourite financials. (Analysts’ price target is $329.58)
COMMENT
Has been a juggernaut, but it needs to massively beat the street, not meet its expectations. A normal beat is not enough. Also need to offer sunny guidance. They report Tuesday.
PAST TOP PICK
(A Top Pick Dec 18/19, Up 13%) It's lagged like the other US banks, but is enjoying a pop now that they are allowed to buyback shares. The runway here is long.
WEAK BUY
They could have a good report next week in their report. It's not a good time for regular banks, but it's better for investment ones.The stock is cheap and fundamentally solid, but each time he's recommended it, the stock pulls back.
BUY
US banks are cheap, as they've done nothing for years. You have to own tomorrow's story. Plant seeds that will grow. Will do better in the next 10 years than in the last 10.
COMMENT

US financials? They own JPM as they have a well diversified business and strong balance sheet. GS is more a capital market sensitive company, which puts more pressure on them. She suggests having Canadian and US banks in your portfolio.

PAST TOP PICK

(A Top Pick Feb 12/19, Up 28%) It has rallied well. They are transitioning more into retail banking. They are behind the Apple credit card. As they move into the retail banking space, they have to increase reserve holdings, which has created a headwind. However, he thinks they are beyond that now. He continues to remain constructive on them.

TOP PICK
The Malaysian issue which could cost them several billions. Trades at a cheap 10x earnings and offers fantastic earnings and dividends growth. It's the last bank in derivatives which offer great margins. (Analysts’ price target is $242.13)
WEAK BUY
Never discount Goldman Sachs. They're skilled. Management is not afraid of change. Good valuation. But can they execute is the big question. He wouldn't argue with you strenuously if you decided to take a position.
PAST TOP PICK
(A Top Pick Dec 13/18, Up 27%) He recommended just before the December sell-off. The lawsuits are still immaterial. It’s still a powerful investment company. He thinks you can still buy here. Good CEO who is building the business. There is a rumour that they might buy e-trade.
PAST TOP PICK
(A Top Pick Oct 02/18, Down 7%) It has been weak like the global banking sector. Most other banks have gotten out of derivatives trading, that most people don’t understand. By staying in that business they will derive fantastic profits in that area. They are a cash machine and are buying back stock over time.
DON'T BUY
He used to own this and sold it recently. It rose nicely since Dec. 24, but still short of where it was a few years ago and he didn't think it could return.
DON'T BUY
Tough time in the cycle to add this one. After the financial crisis, it became very heavily regulated. This caused them to change business strategy away from hyper aggressive earnings. It trades now below book value, but it is not the same company it once was. They can't do prop trading anymore. They just don't have the same arrows in the quiver. He would not pay up for them now. He would prefer to buy the exchanges, who will benefit from rising trading volumes.
HOLD
It's the leading investment bank in the U.S. There's alot of investing money and GS will take advantage of this. Hold onto this; it'll pay off.
BUY
It is a bank that went through a lot of headline risk. It is transitioning. The CEO is turning things around, trying to turn it into a commercial bank. It is a good opportunity to pick up a good company with a great reputation that will probably be around for the long haul.
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