NYSE:GS

Goldman Sachs (GS)

1,011.37
-8.84 (0.87%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Goldman Sachs (GS) is highlighted as a strong performer in the financial sector, poised to benefit from increasing mergers and acquisitions (M&A) activity, as well as a growing IPO market. The company's recent dividend hike reflects its robust financial health, and a majority of analysts project continued growth fueled by rising interest rates and improving investment banking volumes. There is a consensus among experts that GS is well-positioned in the ever-evolving financial landscape, particularly in advisory roles within the M&A space. However, some caution exists regarding broader market conditions and exposure to private credit, indicating a need for careful monitoring despite the positive sentiment surrounding GS's various business segments.

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Consensus
Bullish
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Valuation
Fair Value
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Feb 02/21, Up 18.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GS is progressing well. We are now recommending trailing up the stop (from $280) to $320. This would all but ensure a minimum investment return of 16%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Jan 28/21, Up 17.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UAL has achieved its $327 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $280 (just above our initial recommended entry level). This would all but guarantee a minimum investment return exceeding 9%.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly GS is a world leader in investment banking and wealth management services. It has global diversification and is ideally situated for an evitable rebound in IPO and M&A activity. Recent earnings showed a 22% increase in revenues over the year and EPS that beat analyst expectations. It trades at 12x earnings, compared to 21x for its peers. It pays a decent yield, backed by a payout ratio of under 40% of cashflow. We would buy this with a stop-loss at $225, looking to achieve $327 -- over 16% upside. Yield 1.83% (Analysts’ price target is $327.06)

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.
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