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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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.
DON'T BUY
Risk of regulatory investigation.
BUY
With some of the SEC news out and perhaps more to come, prices dropped considerably and it is a good entry point. Trading under BV. Still sees good earnings growth with earning power of $16-$20 over the next year or so.
TOP PICK
Trades at 7X earnings and 6X next year's earnings. Earnings have gone up in the last little while even with all the regulatory issues. Great global franchise.
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