UBS analyst Brennan Hawken downgrades $Goldman Sachs (GS.US)$ to a hold rating, and adjusts the target price from $535 to $610.
According to TipRanks data, the analyst has a success rate of 61.4% and a total average return of 13.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Goldman Sachs (GS.US)$'s main analysts recently are as follows:
The firm maintains a positive outlook on bank stocks into 2025, anticipating accelerated earnings growth driven by factors such as enhanced loan growth, increased activity in capital markets, the return of positive operating leverage, and share buybacks. Additionally, the firm projects that price-to-earnings multiples will expand, supported by a stable economic environment, reduced regulations, higher returns, and mergers and acquisitions. It is argued that large-cap banks will likely outperform the market into 2025 as earnings growth picks up pace.
For the banking sector, the projection into 2025 appears solidified, with only slight modifications to earnings models and estimates noted. Analyzing further into 2028, banks are anticipated to optimize their growth potential while maintaining a low-to-mid-teens return on tangible common equity. There is a general skepticism regarding the potential for a more lenient regulatory and capital framework moving forward. The sector is deemed to be reasonably valued, though certain opportunities still exist.
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瑞士銀行分析師Brennan Hawken下調$高盛 (GS.US)$至持有評級,並將目標價從535美元上調至610美元。
根據TipRanks數據顯示,該分析師近一年總勝率為61.4%,總平均回報率為13.2%。
此外,綜合報道,$高盛 (GS.US)$近期主要分析師觀點如下:
該公司對2025年銀行股的展望保持樂觀,預計在貸款增長加快、資本市場活動增加、正運營槓桿率回歸和股票回購等因素的推動下,收益將加速增長。此外,該公司預計,在穩定的經濟環境、減少監管、更高的回報以及兼併和收購的支持下,市盈倍數將擴大。有人認爲,隨着收益增長步伐的加快,到2025年,大盤銀行的表現可能會跑贏市場。
對於銀行業而言,對2025年的預測似乎已得到鞏固,盈利模型和估計僅略有修改。進一步分析2028年,預計銀行將優化其增長潛力,同時保持低至十幾歲的有形普通股回報率。人們普遍懷疑未來是否有可能制定更寬鬆的監管和資本框架。儘管某些機會仍然存在,但該行業被認爲估值合理。
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