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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美东时间10月16日,多家华尔街大行更新了$高盛 (GS.US)$的评级,目标价介于570美元至614美元。
摩根士丹利分析师Betsy Graseck维持买入评级,并将目标价从560美元上调至570美元。
美银证券分析师Ebrahim Poonawala维持买入评级,目标价575美元。
巴克莱银行分析师Jason Goldberg维持买入评级,并将目标价从565美元上调至588美元。
富国集团分析师Mike Mayo维持买入评级,并将目标价从550美元上调至600美元。
富瑞集团分析师Daniel Fannon维持买入评级,并将目标价从571美元上调至609美元。
此外,综合报道,$高盛 (GS.US)$近期主要分析师观点如下:
高盛第三季度盈利表现超出预期,得益于强劲的资本市场表现。值得注意的是,投资银行营收同比增长20%,交易收入略有增长2%,资产管理费用同比增长8%。在这些成绩公布后,第四季度和全年盈利预期均有上调。
高盛引人瞩目的第三季度表现可作为支持资本市场回升预期的一个典型例证。对2025年每股收益预期略有增加,反映出对证券、固定收益、货币和大宗商品(FICC)市场收入增长的期望,私人银行和贷款受益于更强劲的贷款增长,管理费用也有所提高。这份盈利公告加强了人们对超越共识的行业交易量预期的信心。
该银行在第三季度盈利表现出色,其主要营收流向多数超出共识预期,正如一名分析师所指出的。
公司注意到高盛公布的第三季度每股收益明显超过了公司和共识预期。主要特殊项目主要与涉及Gm Card业务的清算费用有关,导致核心运营每股收益,从而暗示季度核心ROTCE为11.7%。鉴于当前投资银行环境被视为相对疲弱,这一表现被认为是扎实的。
公司认可高盛强劲的Q3盈利表现,并建议公司将其有形公共股权(ROTCE)从预估的12%中期提升至中等十几岁。公司强劲的资本市场业务以及增加的利润率是超出Q3共识预期的关键。
以下为今日8位分析师对$高盛 (GS.US)$的最新投资评级及目标价:
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