NYSE:GS

Goldman Sachs (GS)

1,072.49
+17.46 (1.65%)
as of Jul 21, 2026, 2:53:43 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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Similar
JPM, JPM
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
TOP PICK
9x earnings, 1x tangible book value, the lowest valuation in years. Rock solid dividend growth, huge share buybacks over time. Phenomenal franchise. Yield is 2.58%. (Analysts’ price target is $419.04)
BUY
It trades around 1x book and the cheapest among banks. They had $8 billion in revenue this past quarter, so they are doing a lot of things right.
COMMENT
They reported a strong quarter and yet the market didn't reward them. PE fell from 9x to 8x.
BUY
JPM is too pricey at 2x price-to-book. GS is only 1x, so he prefers this. He also likes regional banks to some degree.
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TOP PICK
Slightly up after earnings report. Exceeded profit estimates by about 20%. Lots of discussions on social medias concerning their involvement with the Twitter purchase offer. Kourtney Gibson, Rob Sechan, and Karen Firestone recently gave BUY signals. Social media mentions increased by 39% over the last 24h.
BUY
Trades at 1.1x book. They're not getting credit for their asset and wealth management businesses. The Q1 will be terrible for investment banks, but the rest of their businesses are the reasons why you own GS.
BUY ON WEAKNESS
They saw healthy deposit growth, and net interest income and capital markets revenues were above expectations. Buy on the dip. Expenses were in line.
BUY
GS has had problems (unspecified). That's why its valuation is cheaper than other banks like MS'. But this makes GS a reasonable entry point now.
BUY
He's been watching this for a while. MS and GS stand out among financials, but GS is an easy pick. Why? It's at 52-week lows and trades at a book value vs. MS is trading around 1.5x. GS has executed well over the years though is being punished lately (like other banks). They are positioned to be in a great trading market now.
COMMENT
He's staying with it despite it hitting 52-week lows now. He expects it to go lower. The fundamentals for all financials will deteriorate this quarter, but they will recover.
PAST TOP PICK
(A Top Pick Jan 22/21, Up 13.06%) Selloff is an amazing opportunity. Trading at 1.2x tangible book, PE of around 10x. Dividend will probably grow double digits over next 5 years. Best in class global investment banking.
COMMENT
There will be a pretty bad quarter in their investment banking businesses among the US banks. Rough. Who is buying SPACs anymore and where are the IPOs? He likes the managers of both banks and these shares will be higher in a year.
COMMENT
(He used to work here.) It was the best bank last year, but shares lag its peers a lot. It has one of the lowest PEs on the S&P.
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