NYSE:GS

Goldman Sachs (GS)

1,079.81
+24.78 (2.35%)
as of Jul 21, 2026, 3:48:16 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
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.
SELL
Had a wonderful run and then pulled back. You now have a falling stock and a falling 200-day moving average.
DON'T BUY
Don't buy stocks on the way down. Also, he believes in the cockroach theory in that there is never just one. He expects more things to come out on this company.
PAST TOP PICK

(Top Pick Sep 3/09, Up 7% two months) Covered Call Writing: Own stock and write covered Oct calls.

TOP PICK
Benefiting from its global investment banking franchise. They are in the top 5 in every field of investment banking.
TOP PICK
Report their earnings next week. J.P. Morgan (JPM-N) and this are the best of the breed.
PAST TOP PICK
(A Top Pick March 26/09. Up 58.1% excluding dividends.) A lot of their competitors disappeared. Investment banking is not going away. Well capitalized.
TOP PICK
Things are heating up in private equities, IPO’s and M&A’s. Leader in the industry and will continue to dominate. Trading at 1.3X Book, which leaves room for upside to 1.5-1.6. Bonus payments are capped, which is a win for shareholders.
BUY
Has always had the ability to be a little better than the other managers on the street. ROE is fantastic. Expecting a very large merger/acquisition stage in the cycle.
COMMENT
3.47% due 2014 bond. From a credit standpoint this company has, and will continue to do very well. The real question is, where are interest rates going as well as currency exposure. Corporate bond spreads have narrowed but might have a little bit more to go so doesn't expect a lot of performance from this.
PAST TOP PICK
(A Top Pick June 19/09. Up 21%.) Still likes. Beat estimates once again. Trades at 9X forward earnings.
Showing 316 to 330 of 401 entries