GS The Goldman Sachs Group, Inc. Loading... : Bullish and Bearish Analyst Opinions
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12:04
Jul 17
Jul 17
AlphaSense Financials Sentiment Index rose 24 points to 45, erasing last quarter's steep drop and returning near all-time highs for bank executives.
18:53
Jul 16
Jul 16
Goldman Sachs reported record Q2 revenue and raised its dividend, but a neutral Quant rating and regulatory capital constraints temper the bullish outlook.
17:03
Jul 16
Jul 16
Watch GS as the tweet flags a research note questioning hyperscaler AI spend justification; no explicit position or ownership language.
MED
14:00
Jul 16
Jul 16
Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley reported significant increases in investment banking fees and equity trading revenue in the second quarter due to market volatility.
05:36
Jul 16
Jul 16
Strong investment banking backlogs signal continued growth.
Large US financial institutions like Morgan Stanley and Goldman Sachs posted blowout numbers in equities trading and investment banking, and their growing investment banking backlogs suggest continued strength and better days ahead in the second half of the year.
MED
17:22
Jul 15
Jul 15
MS and GS leverage AI capital raising
Morgan Stanley and Goldman Sachs have near-identical one-year performance and both serve as prime ways to leverage the capital raising and deployment cycle tied to AI.
MED
04:19
Jul 15
Jul 15
JPMorgan raises its price target for Goldman Sachs by 55 dollars to 955 from 900.
00:01
Jul 15
Jul 15
Goldman blowout, cheap at 18x
Goldman Sachs had a blowout quarter with 39% revenue growth, massive EPS beat ($20.98 vs ~$14), improved efficiency ratio, stock still cheap at ~18x earnings, durable business, early innings of the dealmaking cycle, and is a top-five position in the charitable trust.
HIGH
22:16
Jul 14
Jul 14
Bull market fuels big bank profits
We are in a classic equity bull market where the business lines that benefit the most—trading, prime brokerage, equity finance, IPOs, secondaries—are booming. JPMorgan and Goldman Sachs are the prime beneficiaries, posting explosive equity trading revenues and record banking fees, with strong consumer and small business resilience underpinning the economy.
HIGH
22:03
Jul 14
Jul 14
Capital markets banks profit from AI financing.
US banks with strong capital markets arms are outperforming as AI capex fuels financing demand and equity trading remains robust. Goldman Sachs surged 9% on AI capital raising demand, Bank of America benefited from strong securities revenue, and JPMorgan posted a record quarterly profit from trading volatility, reflecting a favorable financial environment. Wells Fargo and Citigroup lagged due to weaker securities exposure.
HIGH
21:13
Jul 14
Jul 14
Capital markets boom lifts Goldman and Morgan Stanley
Capital markets trading desks are experiencing a historic boom with record revenues, fueled by volatility from geopolitical tensions, AI fervor, and market moves. The stocks most tethered to these markets — Goldman Sachs and Morgan Stanley — have surged and are continuing to outperform, setting high bars for future quarters.
MED
18:22
Jul 14
Jul 14
GS is noted as benefiting from AI investment cycle; price up but no explicit position from author.
MED
16:20
Jul 14
Jul 14
Goldman Sachs CEO David Solomon expresses confidence in long-term AI infrastructure growth while acknowledging short-term uncertainty and volatility.
15:48
Jul 14
Jul 14
Watch GS as a broad AI capex-cycle beneficiary; the call notes nonlinear risk despite current momentum.
MED
14:26
Jul 14
Jul 14
Watch GS as GAI-related business lines accelerate and lower rates support infrastructure financing and deal flow; record equities trading and investment banking results reinforce the thesis but no explicit long position stated.
MED
13:35
Jul 14
Jul 14
Goldman Sachs CEO Solomon states that the AI investment cycle is expanding capital needs beyond core technology into infrastructure, energy, and data centers.
13:34
Jul 14
Jul 14
Goldman Sachs shares extended gains to 5.2 percent after the company reported second quarter results that beat analyst expectations.
12:22
Jul 14
Jul 14
Goldman Sachs earnings momentum continues strongly.
Goldman Sachs posted record stock-trading revenue, and the runway is still very good for additional earnings. Another really good quarter in Q3 is likely. The stock is not expensive on 2027 earnings, estimates can rise, and capital build leading to more buybacks will expand the PE multiple.
HIGH
12:18
Jul 14
Jul 14
Apple falls after KeyBanc downgrade, IBM plunges on weak sales, Goldman rises on record trading, and Trex gains on earnings beat in premarket movers.
12:16
Jul 14
Jul 14
Goldman could break equity trading record
Goldman Sachs is expected to report a really strong result this morning due to its high capital markets and investment banking exposure, and the overall strong quarter for banks with 70% year-on-year growth. Capital markets results are very strong, and trading should have eye-popping numbers.
LOW
12:05
Jul 14
Jul 14
US pre-market movers show IBM falling 24% on disappointing preliminary Q2 results while Goldman Sachs rises 2% on earnings beat and other banks and stocks report mixed results.
11:30
Jul 14
Jul 14
Goldman Sachs reports record second quarter earnings with net revenues of 20.34 billion dollars and diluted EPS of 20.98 dollars.
11:28
Jul 14
Jul 14
Goldman Sachs reports Q2 2026 earnings with revenue and EPS beating estimates across investment banking and trading divisions.
11:28
Jul 14
Jul 14
Goldman Sachs reports Q2 2026 earnings with EPS of $20.98 beating estimates of $14.45 and revenue of $20.34 billion exceeding expectations.
11:28
Jul 14
Jul 14
Goldman Sachs reports strong Q2 2026 earnings with revenue and EPS beating estimates across investment banking, FICC, and equities trading.
11:25
Jul 14
Jul 14
Goldman Sachs reports second quarter FICC sales and trading revenue of 4.59 billion dollars beating estimates of 3.76 billion dollars and equities sales and trading revenue of 7.42 billion dollars beating estimates of 5.02 billion dollars
10:25
Jul 14
Jul 14
Record dealmaking and trading lift big banks
Major U.S. banks are set to report blockbuster earnings driven by record M&A volumes, surging IPO proceeds, and elevated equity trading revenues fueled by volatility from the U.S.-Iran conflict. Massive stock buybacks (over $100B this year) and rising dividends after stress tests, along with regulatory easing, make large banks, especially JPMorgan and Goldman Sachs, very attractive.
HIGH
05:17
Jul 14
Jul 14
Big bank Q2 earnings will be very strong.
Q2 earnings from the five largest US investment banks will show near-record trading revenues, driven by elevated stock market volatility from Middle East geopolitical headlines and swings in AI trade sentiment, alongside a strong rebound in M&A and capital markets activity including the massive SK Hynix share sale and Chinese corporate fundraisings. This sets up a positive earnings catalyst for these bank stocks.
HIGH
23:01
Jul 13
Jul 13
Large banks lead on trading strength.
Largest US banks poised for record revenues this year from fixed-income and equity trading, IPOs and mergers, with Goldman Sachs and Morgan Stanley being the standouts of the quarter.
HIGH
22:14
Jul 13
Jul 13
AlphaSense reports its Financials Sentiment Index dropped 23 points to 21, the sharpest sequential decline since Q1 2025, ahead of big bank earnings season starting tomorrow.
About GS Analyst Coverage
Buzzberg tracks GS (The Goldman Sachs Group, Inc.) across 33 sources. 49 bullish vs 1 bearish calls from 69 analysts. Sentiment: predominantly bullish (29%). 163 total trade ideas tracked. Past 7 days: 12 bullish, 22 watch. Latest voices: AlphaSense, SeekingAlpha, TheValueist.