On Oct 17, 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 maintains 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 maintains the target price at $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:
Following a notable third quarter earnings per share beat, largely attributed to robust capital markets results, there was a positive adjustment in earnings expectations. Specifically, investment banking revenues saw a year-over-year increase of 20%, trading revenues rose by 2%, and asset management fees grew by 8%. These upward trends have led to an uplift in the projected earnings per share for the fourth quarter and the full year of fiscal 2025.
The recent quarterly performance of Goldman Sachs has been described as a 'high quality beat' against the consensus, serving as a prime example of the anticipated rebound in capital markets. An increase in the forecasted 2025 EPS is predicated on expectations of augmented revenues from Equities and FICC markets, as well as improved returns from private banking and lending, spurred by enhanced loan growth and elevated management fees. The observation that 2025 investment banking revenue projections significantly exceed the consensus reinforces confidence in projections that anticipate industry volumes to outpace the consensus.
The bank's third-quarter earnings surpassed expectations, with the majority of its major revenue streams outperforming the consensus, an analyst reported.
Following the release of third-quarter earnings, an observation has been made that Goldman Sachs recorded a notable $8.40 in earnings per share, surpassing both the anticipated $6.42 and the consensus of $6.89. After accounting for some minor special items, primarily associated with the wind-down charge of the GM Card business, the core operating EPS could arguably stand at $9.02. This adjustment suggests a core return on tangible common equity (ROTCE) of 11.7% for the quarter, which is considered quite robust, especially in light of the current assessment of the investment banking sector which is perceived to be somewhat subdued.
The company's third-quarter earnings surpassed expectations, with the potential to enhance its Return on Tangible Common Equity to the mid-teens from an estimated core of 12%. Strong capital markets and better margins have contributed to the firm's performance exceeding consensus estimates for the third quarter.
Here are the latest investment ratings and price targets for $Goldman Sachs (GS.US)$ from 9 analysts:
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美東時間10月17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，維持目標價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，維持目標價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：
在顯著的第三季度每股盈利超過預期的基礎上，主要歸因於強勁的資本市場業績，盈利預期出現積極調整。具體來說，投資銀行營業收入同比增長20%，交易收入增長2%，資產管理費用增長8%。這些上升趨勢導致了對2025財年第四季度和整個財年的每股收益預期的提高。
近期高盛的季度業績被描述爲『高質量超預期』，成爲資本市場預期的回暖的典範。2025年預期每股收益的增加建立在股票市場和固定收益市場的預期增收，以及私人銀行和貸款業務回報改善的基礎上，這是由於貸款增長和提高管理費率所推動的。2025年投資銀行營收預期大幅超過共識的觀察進一步增強了對預期行業交易量將超過共識的信心。
銀行第三季度盈利超出預期，其主要營收來源中大部分超越了共識，一位分析師報道稱。
在第三季度盈利公佈後，有人觀察到高盛錄得顯著的8.40美元的每股收益，超過了預期的6.42美元和共識的6.89美元。在考慮到一些較小的特殊項目之後，主要與Gm卡業務的清算費用有關，核心運營每股收益可能達到9.02美元。這一調整顯示出該季度的具體有形共同權益（ROTCE）爲11.7%，考慮到目前對被認爲略顯疲軟的投資銀行行業的評估，這被認爲是相當強勁的。
公司第三季度的盈利超出預期，有望將其有形共同權益回報率從預計的核心12%提升至中等的百分之二十。強勁的資本市場和較好的利潤率爲該公司的業績超過第三季度共識估值做出了貢獻。
以下爲今日9位分析師對$高盛 (GS.US)$的最新投資評級及目標價：
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