Oppenheimer analyst Chris Kotowski maintains $Goldman Sachs (GS.US)$ with a buy rating, and adjusts the target price from $677 to $639.
According to TipRanks data, the analyst has a success rate of 72.9% and a total average return of 25.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Goldman Sachs (GS.US)$'s main analysts recently are as follows:
For the banking sector, analysts observed that the trends established for 2025 have only required slight adjustments in earnings models and predictions. Discussions have extended to projections for 2028, where it's envisioned that banks will optimize growth while maintaining a low-to-mid-teens return on tangible common equity. Skepticism remains regarding the potential for a significantly reduced regulatory and capital requirement environment moving forward. Although the sector is deemed as 'reasonably valued,' opportunities are still identified within the market, with preference noted towards certain leading banks.
Equity markets experienced a roughly 2% decline in December, described as a post-post-election adjustment primarily due to new evaluations that rate cuts might be delayed. Furthermore, a continuation of reduced activity in investment banking from November into December followed a relatively strong performance in September and October. A revitalization is anticipated at the onset of 2025, driven by the general sentiment that improvements in investment banking are expected eventually.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
奧本海默控股分析師Chris Kotowski維持$高盛 (GS.US)$買入評級，並將目標價從677美元下調至639美元。
根據TipRanks數據顯示，該分析師近一年總勝率為72.9%，總平均回報率為25.7%。
此外，綜合報道，$高盛 (GS.US)$近期主要分析師觀點如下：
對於銀行業而言，分析師觀察到，2025年確立的趨勢只需要對收益模型和預測進行細微調整即可。討論已擴展到2028年的預測，預計銀行將優化增長，同時保持低至十幾歲的有形普通股回報率。對於未來監管和資本要求環境是否可能大幅下降，人們仍然持懷疑態度。儘管該行業被視爲 「估值合理」，但市場中仍存在機會，一些領先銀行受到優先考慮。
12月股市下跌了約2％，這被描述爲大選後的調整，這主要是由於新的評估認爲減息可能會推遲。此外，繼9月和10月表現相對強勁之後，投資銀行業務活動從11月到12月持續減少。由於人們普遍認爲投資銀行業務最終會有所改善，預計將在2025年初實現復甦。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
