NYSE:GS

Goldman Sachs (GS)

1,013.00
-7.21 (0.71%)
as of Jun 30, 2026, 8:11:12 pm Market Open.
228 watching
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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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DON'T BUY
Not a bank but the chart shows just how sick the US financials are. Wouldn’t touch this.
PAST TOP PICK
(A Top Pick May 19/10. Up 5.87%.)
PAST TOP PICK
(A Top Pick April 14/10. Down 13.26%.) Still likes.
TOP PICK
Best global investment banking franchise. Competitive environment has been consolidated. Cheap at 8X earnings. 1% yield. With all their cash they’ll be doing buy-backs, M & A, etc so a lot of growth opportunity. Will make a lot of money when governments sell assts such as General Motors.
PAST TOP PICK

(Top Pick Oct 29/09, Down 7%) It was a buy/write - sold calls so he only owned the stock for a month. Doesn’t like any of the financials right now. No earnings growth in Canada and US financials are still sick. A lot of the bull market is hidden because the financials are bringing the averages down.

TOP PICK
Best of breed. Best leverage to benefit from a recovering economy. Stock was depressed by all the bad press.
TOP PICK
International investment banking institution. They have settled all the issues with the SEC. Everything is lined up to do reasonably well in a growing market. Good growth prospects.
TOP PICK
They are back in the saddle. Earnings just came up and Investment banking is up 24%. He thinks it’s a good place to go.
BUY ON WEAKNESS
Caller took ½ position and wants to know at what price he should take the other ½. The pre-eminent investment bank. Profit is closely connected to health of the financial market. Highly uncertain in this newly de-leveraged environment how much capital they can deploy into the business. Try to get it at 10%-15% lower.
TOP PICK
Think they have settled their issues with the SEC. Trades at 1.1X Book. Has one of the best investment banking franchises in the world.
TOP PICK
SEC charged them for misleading investors in a subprime mortgage product but settled this in far more advantageous terms than he expected. Trading at 1.2X Book versus historically 1.5 to 2X book.
TOP PICK
One of the largest investment banks globally. Known for taking a lot of risks in the proprietary banking side and will continue to do so. Trading at about 7X earnings with a little more than 1% yield.
BUY
Regulatory concerns are driving the stock down along with global credit concerns. Prefers other US financials such as Morgan Stanley (MS-N) that has a little less regulatory risk. Good entry point.
COMMENT
Trading at book value. They should come through their problems okay. The dominant franchise in the business. Will be punished with some sort of fine or settlement at some time but that is more than baked into the stock price right now. Expect earnings to grow at 15%-20% a year, which would give you a 60%-70% return over a couple of years.
SELL
Prefers to avoid a company with possible criminal charges against it. He would prefer to short it.
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