NYSE:GS

Goldman Sachs (GS)

1,079.81
+24.78 (2.35%)
as of Jul 21, 2026, 3:48:16 pm Market Open.
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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.

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Consensus
Bullish
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Valuation
Fair Value
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BUY
A key financial and you can’t have a bull market without financials. Have had 5 down corrections and is now back at a key support, which he believes will hold. Point and figure shows deep support last year and the stock and the sector should move higher.
BUY
Wants to be involved with US financials because ultimately they have to participate in a US recovery. It’s just a matter of timing. A lot of them have priced in the current environment and are trading at the lower end of their historical valuation. This one is more of an investment centred bank and will benefit from a healthy economy and an M & A cycle.
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.
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