NYSE:GS

Goldman Sachs (GS)

1,085.56
+30.53 (2.89%)
as of Jul 21, 2026, 8:10:43 pm Market Open.
229 watching
0
Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Goldman Sachs (GS) is currently experiencing strong momentum, characterized by a significant rise in its stock price following impressive earnings reports and a robust performance in the IPO market. Analysts are optimistic about the company's growth potential, citing a favorable environment for mergers and acquisitions (M&A) and rising interest rates that will enhance profitability. The bank has also demonstrated a commitment to returning value to shareholders by increasing its dividend by 11%. While some experts acknowledge concerns about exposure to private credit and a shift in focus towards higher-margin asset management, the general sentiment remains bullish. GS is viewed as well-positioned to capitalize on upcoming IPO opportunities, benefiting from a strong capital markets environment and making it a core holding for many investors.

consensus icon
Consensus
Bullish
valuation icon
Valuation
Fair Value
review icon
Similar
JPM, JPM
TOP PICK
A premier in investment banking franchise even though they did not get the Google deal. Top 3 in investment banking globally. Trading at 0.8X Book and will trade at book if it has a good upside.
TOP PICK
9% upside. Lower risk play. You can sleep at night even if something goes wrong in Europe. Could go up to $200 if all clear signal is given in terms of financials. There are good signs that this is ready to get back to where it was after 5 years.
DON'T BUY
Trading volumes are low and investment banking has not that great recently.
BUY
Just reported and beat their numbers. Believes the US system in stabilizing so this would be a good entry point. This is an investment arm so it needs to have global investments going on.
DON'T BUY
Reporting next week. Just barely above where it was at the time of the credit crisis. Outlook for its market making activity and its volume of trade is not good.
DON'T BUY
Pretty much every US Bank has been facing challenges. The biggest issue is their ability to pick up margins in a volatile market with low interest rates. If you want to have a focus on the capital market side of the business, this is where you would go. Would prefer the retail banking side.
COMMENT
Extreme volatility going on and you just don't know. Lost money in 21 days in the last quarter. You can take advantage of the volatility and use some option plays but the low valuation will be sustainable for quite a while.
PAST TOP PICK
(A Top Pick Nov 25/11. Down 33.74%.) Still likes.
DON'T BUY
Buys in small amounts and writes them out on covered calls at about $5 ahead. Good strategy? Risk profile is higher than what he would normally invest in. Poor performer. Although an investment bank, it is really a bank and he would prefer that it wasn’t.
PAST TOP PICK
(Top Pick Oct 20/10, Down 34.59%) With problems in Europe, they are staying very cautious. They are not likely to in this kind of environment.
PARTIAL BUY
Has been hurt badly through the macro issues, the same as the US financials in general. The premier company in the investment banking business. Good time to start nibbling. Trading just a shade over BV.
TOP PICK
4.1% due Nov 3/15. With what is happening in the market and that financials have under preformed a lot, this one is trading from the spread and almost back to where it was during the crisis.
BUY
Trading below book and maybe a little above tangible book. Trading at 9X earnings. Likes the dynamics of the company. Consensus earnings is around $17 for 2012 and if you put a 10X multiple on that, a gives you a $170 stock.
DON'T BUY

Buying Calls? He doesn't like this stock. Chart shows it is in a bear market right now.

PAST TOP PICK
(Top Pick Jun 24/10, Down 1.06%) Under the political eye of the world. A great franchise. Investment banking is not going away.
Showing 286 to 300 of 401 entries