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Investor Insights

This summary was created by AI, based on 25 opinions in the last 12 months.

Based on the reviews from different experts, the consensus is that Goldman Sachs (GS-N) is in a good financial shape and has shown strong performance in investment banking and asset management. There are concerns about the durability of earnings, potential impact of consumer business, and trading activity, but overall, the company is seen as a top asset manager and investment bank with strong underwriting. The stock is viewed as a top U.S. bank with potential for growth in capital markets and M&A deals, especially as interest rates decline.

Consensus
Positive
Valuation
Fair Value
Similar
JPMorgan, JPM
BUY
Goldman Sachs

The question was on his preference of this group of wealth management companies. He owns all three for different reasons. The possible lack of regulation under the new administration has already boosted them. They are in excellent financial shape and have good dividend growth. It is not an expensive sector.

investment companies / funds
DON'T BUY
Goldman Sachs

Durability of earnings not as high as, say, MS. Earnings are more cyclical. For Q3, surprised even themselves compared to what they were guiding going in. So if even the company doesn't know what to expect, it puts the investor in a tough spot. Still a reasonable business.

investment companies / funds
BUY
Goldman Sachs

They just delivered a blow-out Q3 with  =20% investment banking fees, +16% asset management and $12.7 billion revenue as operating expenses were -8% YOY with 11% tangible equity return. A monster bottom-line beat.

investment companies / funds
BUY
Goldman Sachs

They report tomorrow. Earnings are often predictable, though you don't know what he trading and investment activity will be for GS. He expects earnings to be robust and the messaging positive. For GS he also wants to hear about their foray into retail, though this is absorbed in the stock price. BAC's retail operation has been successful, and he wants to hear about credit delinquencies given that consumer debt is at all-time highs. He expects more of the same from these two banks.

investment companies / funds
BUY
Goldman Sachs

An investment-focused name. Bit more leverage, bit more beta. Likes this space, but it's not as conservative as the money-centre banks.

investment companies / funds
BUY
Goldman Sachs

He bought more GS this week. Their credit cards have been their major overhang; they announced they will get out of the consumer business and are close to a deal with Barclays. The charge-offs could be 10%, twice the industry norm. And who will take the Apple credit cards off their hands? These won't impact GS long term. They did give a target of raising $225 billion in third-party assets to support their wealth management business, which they've already surpassed. Their pipeline has increased a lot, too. Trading revenues are -10%, but last year's comps were so great. Is trading a little over 11x PE 2025.

investment companies / funds
TRADE
Goldman Sachs

As long as the CEO continues to execute, the stock will be fine. However, before he was dismayed to watch GS get into ill-fated consumer finance, so it's important they are mostly exiting these businesses and returning to what they DO best: IPOs, capital markets and trading. Technically, it's not good: an RSI of 36 and is partially oversold. It broke the rising 50-day moving average last week. There should be support around $426-430 and would look at it then as a trade but not an investment.

investment companies / funds
BUY
Goldman Sachs

He sold this a few months ago. The net-interest income pressure will challenge the money-centered banks. JPM can withstand that (he owns). For GS, the culture they once had has returned; they have strong underwriting. Volatility will raise their trading revenue in coming quarters. He likes GS and JPM among the money-centred banks. The direction of GS company is great now.

investment companies / funds
BUY
Goldman Sachs

Likes them for managing risk like not helping Musk buy Twitter.

investment companies / funds
BUY
Goldman Sachs

2025 will see a rebound in capital markets activity and underwriting and will benefit banks like GS. GS is up 24% though down 5% today. The FEd will cut rates in September, another tailwind.

investment companies / funds
BUY
Goldman Sachs

Tied to the market. Big capital markets bank that benefits when there's M&A and lots of trading. Yield is ~2.5%, growing at about 20% a year. Returning capital to shareholders. Benefits if we're headed into another economic cycle. Relatively low payout ratio of about 25% of earnings. Really attractive.

investment companies / funds
BUY
Goldman Sachs

Is a top asset manager and investment bank. Will benefit as more IPOs happen. Same with M&As as interest rates tick down. Given these, GS is in the sweet spot. Great managers.

investment companies / funds
BUY
Goldman Sachs

The bank stress test won't impact this either way. GS is in good shape and won't effect their plan to do share buybacks or pay dividends. It's still his favourite bank stock.

investment companies / funds
TOP PICK
Goldman Sachs

Business continues to grown (revenues + earnings). The dominate investment banking & trading business in the world. Also adding "asset management" to product line. Good for long term investors. 

investment companies / funds
BUY
Goldman Sachs

He just bought more. GS are the best in breed, across all bank categories.

investment companies / funds
Showing 1 to 15 of 354 entries

Goldman Sachs(GS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 20

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 23

Stockchase rating for Goldman Sachs is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Goldman Sachs(GS-N) Frequently Asked Questions

What is Goldman Sachs stock symbol?

Goldman Sachs is a American stock, trading under the symbol GS-N on the New York Stock Exchange (GS). It is usually referred to as NYSE:GS or GS-N

Is Goldman Sachs a buy or a sell?

In the last year, 23 stock analysts published opinions about GS-N. 20 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Goldman Sachs.

Is Goldman Sachs a good investment or a top pick?

Goldman Sachs was recommended as a Top Pick by on . Read the latest stock experts ratings for Goldman Sachs.

Why is Goldman Sachs stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Goldman Sachs worth watching?

23 stock analysts on Stockchase covered Goldman Sachs In the last year. It is a trending stock that is worth watching.

What is Goldman Sachs stock price?

On 2024-12-03, Goldman Sachs (GS-N) stock closed at a price of $606.99.