HSBC Keeps Hold on Goldman Sachs (GS) while Raising 2025–2026 EPS Estimates

The Goldman Sachs Group, Inc. (NYSE:GS) is included among the 15 Dividend Growth Stocks with the Highest Growth Rates.

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On January 7, HSBC somewhat lowered its terms people connected The Goldman Sachs Group, Inc. (NYSE:GS) to $604 from $608, portion keeping its Hold rating. The expert noted that slope stocks person precocious pulled back, which is creating immoderate selective chances to adhd exposure. HSBC besides accrued its adjusted EPS estimates for 2025 and 2026 crossed the radical by astir 1% to 7%, reflecting expectations for stronger nett involvement income, improved concern banking fees, and higher stock repurchase activity.

Goldman past reported Q4 2026 net connected January 15 and delivered a effect that bushed Wall Street expectations. The 4th was powered by a pickup successful dealmaking and coagulated trading performance, and absorption sounded assured astir concern banking momentum going into the twelvemonth ahead.

The Goldman Sachs Group, Inc. (NYSE:GS) pointed to a premix of supportive factors driving companies backmost into woody mode, including a friendlier regulatory code nether US President Donald Trump, little involvement rates, and a ample magnitude of currency inactive sitting connected firm equilibrium sheets. CEO David Solomon told analysts the existent setup looks “incredibly constructive” for M&A and superior markets successful 2026.

Investment banking fees climbed 25% from a twelvemonth earlier to $2.58 billion. That was a beardown jump, though it inactive landed somewhat beneath the $2.66 cardinal analysts had expected. On the trading side, Goldman’s equity table benefited from higher volatility and a broader marketplace rally, arsenic investors repositioned astir the Federal Reserve’s involvement complaint outlook and the continued buzz astir AI-related companies. Equity gross roseate to a grounds $4.31 billion, up from $3.45 cardinal a twelvemonth ago. Fixed income, currencies, and commodities trading besides improved, with gross rising 12.5% to $3.11 billion.

The Goldman Sachs Group, Inc. (NYSE:GS) is simply a planetary fiscal instauration that offers a wide scope of services to corporations, governments, fiscal institutions, and idiosyncratic clients.

While we admit the imaginable of GS arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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