NYSE:GS

Goldman Sachs (GS)

1,083.96
+28.93 (2.74%)
as of Jul 21, 2026, 7:07:39 pm Market Open.
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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.

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Consensus
Bullish
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Valuation
Fair Value
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TOP PICK
(Using this as an example.) He suggests writing bullish PUT spreads. Sells a $190 PUT obligates him to buy the stock at this price until Jan/08. Buys a $160 PUT in case he is wrong and the stock collapses and this gives him limited risk on the downside.
TOP PICK
Brokers have been severely hit. Great opportunity. Would also buy Lehman (LEH-N), Morgan Stanley (MS-N), Bear Stearns (BSC-N) and Merrill Lynch (MER-N). They are all raving buys here.
DON'T BUY
She has a Short on this stock because they are so involved in the privatization and private equity deals.
BUY
Has managed risk very well.
DON'T BUY
Did well in the past.
COMMENT
Caller - Which bank for RRSP, Goldman Sachs (GS-N) or Bank of Nova Scotia (BNS-T). If a more conservative bent with international exposure, he would opt for BNS. However, Goldman Sachs is one of the best investment banks and not hideously expensive, but can be volatile.
TOP PICK
Has been weak against the markets but broke out quite strongly today. This is a short-term buy.
BUY
Trades at a very low multiple relative to other major investment banks. As the best investment banking franchise in the world. One thing that buffers their earnings is their great asset management business.
TOP PICK
Best-performing group in earnings this quarter was financial services, specifically investment dealers. This is a play on asset management, global trading volumes and investment banking. Trades at 11 X earnings.
BUY ON WEAKNESS
Has had a pretty nice uptrend from September. Would be inclined to wait for a pullback to about $179 before buying.
WAIT
Great company and incredibly well run and has had wonderful earnings over the last little while. 2006 was a good year for acquisitions and mergers but expectations may be too high for the next year. Wait for the 1st quarter to see if there is a pull back where you can buy the stock cheaper.
DON'T BUY
Trading around 11 X next year’s numbers and well below market’s expectation. Merger/acquisitions have been strong for the last 1.5 years. People’s expectations on earnings are too high and this will probably languish or come off.
WEAK BUY
If we do start to see a turnaround come out of the US, options on this are pretty cheap if you really want to take a flyer on a company. Wait for November on this one.
PAST TOP PICK
(A Top Pick Nov 22/05. Up 11%.) A Jan/07 call.
HOLD
Like all the investment banks, this has had a huge run. As long as the economies continue to do well, and underwriting fees continue to grow because more deals are being done, they will do well.
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