NYSE:GS

Goldman Sachs (GS)

1,011.37
-8.84 (0.87%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Goldman Sachs (GS) is highlighted as a strong performer in the financial sector, poised to benefit from increasing mergers and acquisitions (M&A) activity, as well as a growing IPO market. The company's recent dividend hike reflects its robust financial health, and a majority of analysts project continued growth fueled by rising interest rates and improving investment banking volumes. There is a consensus among experts that GS is well-positioned in the ever-evolving financial landscape, particularly in advisory roles within the M&A space. However, some caution exists regarding broader market conditions and exposure to private credit, indicating a need for careful monitoring despite the positive sentiment surrounding GS's various business segments.

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Consensus
Bullish
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Valuation
Fair Value
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DON'T BUY
One of two brokerage companies left. In the near term, business is a little uncertain for brokerages. Short term, business is still a little uncertain. Long term they will be big winners.
TOP PICK
Top Short Earnings are going to come down, but they are one of the survivors and have stayed out of the issues of sub-prime. They are a global company. They are one of the top 5.
COMMENT
Investment banking models are no longer going to be as profitable. Now must play by the commercial banking rules of only 9 or 10 times leverage. Would prefer Canadian commercial banks. Today's 24% drop is a reflection of short-term liquidation. It will survive but it is questionable if you will make much money over the next 4 to 5 years.
SELL
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...
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