NYSE:GS

Goldman Sachs (GS)

1,013.00
-7.21 (0.71%)
as of Jun 30, 2026, 8:11:12 pm Market Open.
228 watching
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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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Similar
JPM, JPM
BUY
They report Tuesday. If they put up good numbers, GS could soar. Trading at only 10s PE. The investment banking business can't stay down forever IPOs and mergers will return.
PARTIAL BUY

Though he's bearish long term, an investor can nibble away here. Small caps are a good place to be, because of less exposure to the strong US dollar. Also, supply chain woes are easing. So, he has been adding to Goldman Sachs, Bank of America and Morgan Stanley. The market can move higher (short term). Caveat: Gas prices are up again, and inflation remains ridiculously high.

WEAK BUY
He owns MS instead, especially likes its wealth management. GS has tried to get into retail side, but hard to get into fintech side at this point. Both very good operators. He wouldn't object too strenuously if you chose GS.
BUY
Very consistent track record of making money. Large generator of free cash flow. Return on equity is strong. Trading at book value with ~3% dividend.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 07/22, Up 4.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GS has triggered its stop $310. To remain disciplined, we recommend covering the position at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 07/22, Up 11.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is progressing well. We now recommend trailing up the stop (from $236) to $310.
BUY
has many qualities of Morgan Stanley, but less focused on wealth management and more into capital markets, which has been poor. But GS always finds a way. Their fixed income commodity trading has been doing well and the bond market has come to life recently. Their last report beat the street, very strong. Trades at a cheap price-to-book. For the next 5 years, GS is a good option.
DON'T BUY
Too volatile in their proprietary trading and public market activity. That's he sold this to buy JPM.
BUY
This can go higher, recently from $275 to $330.
BUY
Buy US banks? He's very bullish on the money-centered banks. Global banks are all down, so now is a good buying opportunity. They're down because the are exposed to investment banking. There is less M&A and few IPOs coming, so these revenues are certainly down. Secondly, the yield curve is flat to inverted, so net interest margins are squeezed. However, this is a short-term cyclical problem that will self-correct. These banks pay good dividends and offer good free cash flow at low PE's. What are you waiting for?
WAIT
A trade or a long-term opportunity? Best of breed investment bank. Good risk management. You're going to see rising credit delinquencies for the banks. More downside for the banks, especially US ones. Definitely one to look at in the new year.
BUY
Reported a surprisingly strong quarter by beating revenues and all divisions are doing well, especially trading. Is a cheap stock and pays a great yield. (He used to work here.)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This investment bank powerhouse is trading at 6x earnings -- half of its peer group -- and trades at book value. It pays a reasonable dividend backed by a payout ratio under 25% of cash flow. Rising interest rates favour this capital asset management company. We are watching the debt level as it has recently been on the rise, but trust management will exploit its value. We recommend a stop loss at $236, looking to achieve $433 -- upside potential over 45%. Yield 2.69% (Analysts’ price target is $433.46)
BUY
options Options in GS gives him versatility--he can sell options against it. GS has incredible implied volatility, so he can at least withstand this current downside. He bought this close to $312 and it's now $284, but he just took in over $20 in option premiums.
BUY
He bought around $312. Likes their 1x price-to-book ratio vs. JPM's 1.5x They did well on their earnings
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