Goldman Sachs

Software and other AI-exposed stocks have stumbled out of the gate this year, with the sell-off picking up pace in February as fresh fears emerged that artificial intelligence could disrupt, rather than fuel, demand. • What’s pushing IGV stock higher? Concerns intensified after...

Stellantis NV (NYSE:STLA) preannounced group adjusted operating income (AOI) for the back half of 2025 significantly below expectations and its 2026 guidance suggests downside risk to consensus estimates, according to Goldman Sachs. The Stellantis Analyst: Christian Frenes reiterated a Neutral...

A mixed fourth-quarter and high Capex guidance from Amazon.com Inc (NASDAQ:AMZN) has analysts revising their price targets and short-term outlooks on the technology and e-commerce giant. The Amazon Analysts Wedbush analyst Scott Devitt maintained an Outperform rating on Amazon and lowered the...

Nvidia Corporation (NASDAQ:NVDA) is the last of the Magnificent Seven stocks to report quarterly financial results this earnings cycle. One analyst lays out five factors that could move Nvidia’s shares post-earnings. The Nvidia Analyst Goldman Sachs analyst James Schneider reiterated a Buy...

Gold's historical price surge has been the big story, but a more subtle indicator is that the next big buying trend may come through ETFs rather than physical gold. • SPDR Gold Shares stock is showing upward bias. What’s next for GLD stock? Goldman Sachs’ expectations of ramping...

Technology giant Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) will likely highlight efforts being made in AI to help with future growth when the company reports fourth-quarter financial results on Wednesday after market close. Here are the earnings estimates, what analysts are saying and the key items...

Palantir Technologies Inc (NASDAQ:PLTR) reported better-than-expected fourth-quarter results and announced its 2026 guidance above Street expectations, according to Goldman Sachs. The Palantir Technologies Analyst: Analyst Gabriela Borges reiterated a Neutral rating, while slashing the price target...

Two of the seven stocks that make up the well-known Magnificent Seven basket of top technology stocks report earnings this week. The reports come after four of the seven Magnificent Seven stocks reported quarterly results last week. The reports will be closely monitored by investors and analysts...

Shares of Chevron Corp (NYSE:CVX) were trading under pressure on Monday despite the company reporting upbeat fourth-quarter earnings. Here are the key analyst insights: JPMorgan analyst Arun Jayaram reiterated an Overweight rating, while raising the price target from $176 to $181. Goldman Sachs...

Apple Inc (NASDAQ:AAPL) set several company records with first-quarter financial results that beat analyst estimates. Here's where analysts see the stock heading next. • Apple stock is under selling pressure. Why are AAPL shares declining? The Apple Analysts Wedbush analyst Dan Ives...

Visa Inc (NYSE:V) reported better-than-expected revenues and earnings for the fiscal first quarter but left the full-year guidance unchanged, according to Goldman Sachs. • Visa stock is showing weakness. What’s pulling V shares down? The Visa Analyst: Analyst Will Nance maintained a...

Microsoft Corporation (NASDAQ:MSFT) analysts lowered their price targets after the company beat revenue and earnings-per-share estimates in the second quarter. Still, Microsoft analysts remain optimistic about the stock, despite investors panicking. JPMorgan analyst Mark Murphy maintained an...

Home-construction company PulteGroup Inc (NYSE:PHM) reported its fourth-quarter earnings ahead of expectations. The PulteGroup Analyst: Goldman Sachs analyst Susan Maklari credited the growth to higher revenues and profitability. She maintained a Neutral rating and a $144 price target. The...

IBM (NYSE:IBM) reported upbeat earnings for the fourth quarter. Here are the key analyst insights: Wedbush analyst Dan Ives reaffirmed an Outperform rating, while raising the price target from $325 to $340. Goldman Sachs analyst James Schneider reiterated a Buy rating, while lifting the price...

Northrop Grumman Corp (NYSE:NOC) reported its fourth-quarter revenues and earnings ahead of consensus estimates, while guiding to 2026 figures below expectations. The Analyst: Analyst Noah Poponak reiterated a Buy rating and a $576 price target. The Thesis: The company reported its adjusted...