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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Wouldn’t touch any of these investment banks yet. Expect there will continue to be earnings disappointments. This has been the best one. There will be a slowing in investment activity and a slowing in M & A.
TOP PICK
Premier investment bank globally. Has stayed away from the mortgage issues. They will be able to grow their business a lot faster than anyone else. Trades at around 8.5X earnings. Management has done a great job on the risk side.
DON'T BUY
The premier Wall Street investment bank. A lot has come out of it so maybe too late to Short. Not optimistic on investment banking stocks. They don't have a lot of product to sell.
DON'T BUY
Was the best investment bank by a country mile. However expensive relative to the opportunities. Trading about 2X book value. There will be increased regulations on the investment banks and that will impact margins, especially on this one. Wait to see what the legislation will be and how regulated these companies will be.
BUY
Very good entry point. Only 17%-18% is Capital Market business. ROE averages about 20%.
TOP PICK
Because of the credit crunch a lot of these companies valuations have collapsed. This one is a premier investment bank and was not involved in the credit issues. Trading at 8X earnings. Beat estimates in their last quarterly numbers.
TOP PICK
When a market is coming out of a financial crisis, you want to buy the best company. This is one that didn't have all the issues on the debt side. They were able to get out of it and hedged their position. Trading at about 11X earnings.
TOP PICK
Trading at about 8X earnings. A global franchise in the equity, M & A business. They will continue to do well. The best Company in the sector.
DON'T BUY
Basically dodged the bullet with sub prime mortgages, etc. Could be opportunities for traders. Highest quality investment bank you can find. Expects additional regulations for investment bankers creating significant pressure on the stock and will be lack lustre for the next couple of years.
PAST TOP PICK
(A Top Pick Apr 12/07. Down 14%.) Has survived and will continue to survive going forward. His model price is $192.80, a 9% differential. If the financials turn around, this will be the main guy going forward.
WAIT
Is the premier investment bank in the world. Their ability to generate profits in the near future has evaporated. Investment banks are very highly leveraged, this bank isn’t as bad. A great company, one day it will be great again. Buy when there’s more stability in the market.
WEAK BUY
Is the highest quality of the bunch of financials. It could have a bounce here. The problem is they could have a short term bounce, but the earnings picture is not overly rosy. He says you could trade on the bounce but he's not going to...
BUY
Being hurt along with the other investment management businesses. Really doesn't have a large business in the capital markets area. About 70% of revenues and earnings come from proprietary trading activity, only 17% from capital markets. Trading at less than 10X earnings for 2008 and 7X for 2009. Trading at about 1.6 price to book.
PAST TOP PICK
(A Top Pick Feb 20/07. Down 20%.) He is short the financials. Uses ProSh UlShrt Financial E.T.F. (SKF-A), which goes up when the financial sector goes down. Spreads that brokers have to pay to borrow money have continued to widen.
PAST TOP PICK
(A Top Pick Oct 16/07. Down 11.7%.) Did pretty well in the subprime market and even made some money off it. A great reason to buy them. Unlike a lot of the other brokerages, it isn't built around M & A activities, underwriting and capital markets. 70% of their business comes from principal trading. Trading at about 7X earnings.
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