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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BUY
In addition to rising rates, she also likes financials that have asset managers or investment arms or broker dealers. The more volatility we're seeing, those who trade stocks bonds traders make money on that flow, and so they will do better and get more trading volumes. Also, trading platforms (that make money on the trading of securities) will do well in the next cycle.
PAST TOP PICK
(A Top Pick Jan 22/21, Up 22%) Financials are cheap, will benefit from rising interest rates. Buying back a whack of shares, raising dividend by 50-50%. Evil geniuses. A core holding.
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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 Jan 28/21, Up 29.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GS has triggered its stop at $360. To remain disciplined, we recommend covering the position at this time.
BUY
U.S. bank forecast The yield curve won't invert. If so, it will pressure the bank margins. The banks had a good catch-up in 2021. You have to own them because of coming loan growth. Also, he sees M&A increasing a lot in 2022, another tailwind.
STRONG BUY
They reported a blow-out today, a monster earnings and sales beat. Shares jumped 3.8% today. Sells at 10x earnings and still trading below its August peak. Q3 net revenues were up 31% YOY. This is their best year in history. Nearly a slam-dunk stock.
BUY
They report Friday. He expects a good report--expenses are under control, the wealth management business is strong while fixed income is pretty cool. Corporate finance strong. The good thing about this stock is that it actually tracks the earnings.
WAIT
They always seem to have unexpected gains or losses. Often controversial. New leadership, tremendous staff turnover. A black box as to what it actually owns. Trying to diversify revenue streams. Reasonable PE multiple. Its performance will track closely the movement of the capital markets. Invest on bad news, not during good news.
BUY
Really likes the broker dealers and those who have transitioned to asset management. Great job growing asset management business. Stock's pulled back to its 150-day MA. He'd buy it absolutely. Business will continue to grow nicely. Will probably see 20% dividend growth going forward.
BUY
Capital market business is on fire in the US. There is tremendous amounts of liquidity. Goldman has been successful in this business. Chosen to go with other opportunities with banking, loan spreads, but still likes this.
BUY
GS trades at a super-low PE even after its 56% run this year. Crazy cheap.
BUY

Sells at only 8x earnings and he expects earnings to be very good this year. Stick with this and hold it for a long time. It's well-run. Also likes Morgan Stanley.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 Jan 28/21, Up 44.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GS is progressing well. We now recommend trailing up the stop (from $320) to $360. If triggered this would all but guarantee a investment return over 23%, when including the previous recommendation to cover half.
BUY
Their headline numbers were jaw-dropping last week, earning $15/share and beating the expected $10. Much of that came from gains in equity investments. Nearly every business of their beats, even fixed income and currency trading. Profit and revenue beat last week. Their investment banking division has its best quarter in the previous quarter, and its second-best in the most recent quarter. So it looks like GS peaked in the first three months this year, though he isn't convinced. It trades cheaply, trading under 7x earnings.
BUY ON WEAKNESS
About to report earnings. Was down $4 this morning, then bounced $12. It was down because of negative market futures. An example of using futures to buy on dips.
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