NYSE:GS

Goldman Sachs (GS)

1,055.03
-10.19 (0.96%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 20, 2026, 12:00 am

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

Goldman Sachs (GS) has experienced spectacular earnings, reflected in a notable price jump and a new all-time high. Analysts are bullish, anticipating a booming IPO market that could further benefit the firm, especially as they solidify their position in investment banking and advisory services. The company has raised its dividend significantly, showcasing its commitment to returning capital to shareholders. While experts recognize potential challenges, particularly due to competition and market conditions, many still regard GS as a top choice within the financial sector, especially in light of stronger merger and acquisition activities expected in the near future. The stock is viewed favorably against larger market trends and is expected to yield considerable returns in the coming years, fueling optimism about its growth trajectory.

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Consensus
Positive
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Valuation
Fair Value
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JPM, JPM
TOP PICK
Bear Stearns and Lehman went bankrupt and Merrill Lynch is part of Bank of America. Basically got rid of 3 of the 5 competitors. In bed with US government and US has to be completely restructured. Basically a license to print money. Crushed earnings last quarter and think they would do it again.
TOP PICK
Bull put spread: Sell Jan. puts @21.45, buy Apr. puts @9.60. Net credit $11.85/sh. Your risk is that you are below $180 in April in which case you would have to buy it at $200 and you have the right to sell it at $180, loosing $20 with $11.85 credit. If it is above $200 in April, you are just going to keep that $11.85 credit.
SELL
(Market Call Minute) People there take way too much money off the table and shareholders do not get enough.
PARTIAL SELL
Has run up a lot so there could be a bit of a pullback. If you made some money, consider taking some off the table and then buying it back. Thinks it will be the premier investment bank and should continue to do well.
BUY
Smartest guys on the street. Along with JP Morgan (JPM-N) the only 2 surviving investment banks. Right now there is a lot of investment banking going on. Doesn't think the US Feds will be crushing the investment banks.
WEAK BUY
Buy it on good metrics and it will do well.
TOP PICK
One of the few investment banks left in the US. A way to make money above and beyond owning the stock is to sell Call Options against it. If you buy at $160 you sell a call option at $165 for October, 44 days away.
TOP PICK
Went into the financial crisis of 07 and 08 as one of the leaders and have emerged as the leader in the financial services space. Probably the most respected name in the investment banking business. Trading at 10X forward earnings, which is a bargain. 2nd quarter below way everyone's estimates. Estimates for the next quarter and for the full year are going up very quickly. Very shrewd management.
COMMENT
Time to short trade this one? Wouldn't recommend this. Last quarter was fantastic and beat expectations handily. Also sitting on excess liquidity, which could be as high as $70 billion that can be redeployed and could add up to $1 in earnings.
DON'T BUY
Exposed to every part of investment banking and have proven too big to fail. Too expensive.
BUY ON WEAKNESS
One of the best companies on the planet. Have less competition now. Have paid back the TARP. Going to get back to business and bonuses are going to be flowing back in. Could very easily get back to $130.
TOP PICK
(A Top Pick March 20/08. Down 29.9%.) Investment banking business is not going to go away. This is the kind of company that will become stronger, bigger and better as the market changes. Very well run company. Tops in mergers and acquisitions.
COMMENT
A fantastic company and likes it long-term. Probably have to raise equity at some point so you have to watch for an equity issue. Just sold his holdings.
COMMENT
Has a nice series of higher highs and higher lows since November that you can use to recognize inflection points where behaviour is changing.
PARTIAL BUY
Never felt the Wall Street investment banks where all that thick. When push came to shove, they were illiquid. A small position might be very interesting.
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