On Oct 16, major Wall Street analysts update their ratings for $Goldman Sachs (GS.US)$, with price targets ranging from $570 to $614.
Morgan Stanley analyst Betsy Graseck maintains with a buy rating, and adjusts the target price from $560 to $570.
BofA Securities analyst Ebrahim Poonawala maintains with a buy rating, and sets the target price at $575.
Barclays analyst Jason Goldberg maintains with a buy rating, and adjusts the target price from $565 to $588.
Wells Fargo analyst Mike Mayo maintains with a buy rating, and adjusts the target price from $550 to $600.
Jefferies analyst Daniel Fannon maintains with a buy rating, and adjusts the target price from $571 to $609.
Furthermore, according to the comprehensive report, the opinions of $Goldman Sachs (GS.US)$'s main analysts recently are as follows:
Goldman Sachs' third-quarter earnings outperformed expectations, supported by robust capital markets performance. Notably, investment banking revenues surged by 20% compared to the same period last year, trading revenues saw a modest 2% increase, and asset management fees grew by 8% year-over-year. Following these results, estimates for fourth-quarter and full-year earnings were revised upwards.
Goldman Sachs' notable third-quarter performance serves as a prime example supporting the anticipation of a capital markets resurgence. A slight increase to the 2025 earnings per share estimate now reflects expectations for amplified revenues from Equities and Fixed Income, Currency, and Commodities (FICC) markets, boosted private banking and lending from stronger loan growth, along with improved management fees. This earnings announcement reinforces confidence in the projected industry volumes that surpass the consensus.
The bank's third-quarter earnings outperformed with the majority of its major revenue streams surpassing consensus expectations, as noted by an analyst.
The firm observes that Goldman Sachs disclosed a third-quarter EPS significantly surpassing both the firm's and the consensus estimates. Minor special items were linked mainly to the wind-down charge concerning the GM Card business, leading to a core operating EPS that implies a core ROTCE of 11.7% for the quarter. This performance is considered solid, given that the current investment banking climate is perceived as relatively weak.
The firm acknowledges Goldman Sachs' robust Q3 earnings performance and suggests that it's a matter of time before the company enhances its Return on Tangible Common Equity (ROTCE) to the mid-teens from the estimated core of 12%. The company's strong capital markets presence and increased margins were instrumental in surpassing Q3 consensus estimates.
Here are the latest investment ratings and price targets for $Goldman Sachs (GS.US)$ from 8 analysts:
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美東時間10月16日,多家華爾街大行更新了$高盛 (GS.US)$的評級,目標價介於570美元至614美元。
摩根士丹利分析師Betsy Graseck維持買入評級,並將目標價從560美元上調至570美元。
美銀證券分析師Ebrahim Poonawala維持買入評級,目標價575美元。
巴克萊銀行分析師Jason Goldberg維持買入評級,並將目標價從565美元上調至588美元。
富國集團分析師Mike Mayo維持買入評級,並將目標價從550美元上調至600美元。
富瑞集團分析師Daniel Fannon維持買入評級,並將目標價從571美元上調至609美元。
此外,綜合報道,$高盛 (GS.US)$近期主要分析師觀點如下:
高盛第三季度盈利表現超出預期,得益於強勁的資本市場表現。值得注意的是,投資銀行業務收入同比增長20%,交易收入略有增長2%,資產管理費用同比增長8%。在這些成績發佈後,第四季度和全年盈利預測均被上調。
高盛顯著的第三季度表現是資本市場復甦預期的一個典型例證。2025年每股收益預期略有增加,反映了對股票、固定收益、貨幣和大宗商品(FICC)市場收入增加的期望,以及私人銀行和貸款由於貸款增長更強勁而增加,同時改善了管理費。這一盈利聲明增強了對預計行業規模高於共識的信心。
該銀行第三季度盈利表現優異,其主要營收領域的大部分超過了共識預期,一位分析師指出。
該公司注意到,高盛披露的第三季度每股收益大幅超過了公司和共識預期。次要特殊項目主要與解除Gm Card業務相關的清算費用有關,導致核心運營每股收益意味着本季度的核心ROTCE爲11.7%。考慮到當前投資銀行氛圍被認爲相對疲弱,這一表現被認爲是堅實的。
該公司承認高盛強勁的第三季度盈利表現,並暗示公司將在不久的將來將其有形公共股權回報率(ROTCE)從預計的12%的核心提高到中等速度。公司強勁的資本市場存在和增加的利潤率對超越第三季度共識預期起了關鍵作用。
以下爲今日8位分析師對$高盛 (GS.US)$的最新投資評級及目標價:
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