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Markets
Goldman Sachs
Carnival Q4 Preview: Choppy Results; Analyst Expects 2026 To Be Catalyst-Driven
Broadcom Stock Slides After Strong Earnings: Analysts Boost Targets On $73B AI Backlog, New Customers
Home Depot Provides FY26 Outlook, Market Recovery Case
Broadcom Stock Slides After Strong Earnings: Analysts Boost Targets On $73B AI Backlog, New Customers
Home Depot Provides FY26 Outlook, Market Recovery Case
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds
Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2
Salesforce's Q3 Wins Broad Analyst Praise As AI Momentum Builds
MongoDB Stock Soars, 9 Analysts Hike Estimates After Blockbuster Results
Alibaba Q2 Preview: Qwen's 10 Million Milestone Highlights 'Historic Opportunities' In AI, Cloud
Read More...
Goldman Sachs Recent News
Intuit Posts Strong Q3 On Higher AI Adoption To 'Reinvigorate' Growth
Shares of Intuit soared in early trading on Friday, after the company reported upbeat fiscal first-quarter earnings.
This Government-Owned Rare-Earth Stock Still Has Big Upside Ahead, Goldman Says
MP Materials rallies 9% after Goldman Sachs calls it essential to U.S. policy, forecasting 32% upside as it builds a full magnet supply chain.
Home Depot Faces Slower Demand — But Analysts Still Call It A Long-Term Winner
Home Depot Inc (NYSE: HD) reported downbeat sales for Q3 due to lack of storms and weaker housing market. Analysts maintain buy ratings with lower price targets.
Sempra Analyst Turns Bullish On Increased Focus On Texas
Goldman Sachs upgrades Sempra (SRE) to Buy, citing focus on Texas and potential for earnings growth from data centers, infrastructure and population growth.
Applied Materials Bounces Back As Analysts Boost Targets On Strong Q4
Shares of Applied Materials are up after reporting upbeat Q4 results. Analysts from JPMorgan, Needham and Goldman Sachs maintain positive ratings on the stock with price targets ranging from $250-$260.
Walt Disney Streams Revenue Miss, Weak Guidance: These Analysts Raise Projections
Disappointing results for Disney as revenues miss expectations and DTC earnings underperform.
Monday.com Beat On Revenue—But Analysts Say The Real Story Is Slower Sales
Monday.Com (MNDY) stock trading flat after reporting upbeat Q3 revenues, analysts have mixed reactions on stock with varying price targets.
Google, Microsoft, Meta May Keep Powering AI ETFs As BlackRock CIO Calls Bubble Fears Overblown
AI ETFs stay resilient as Google, Meta, Microsoft continue to anchor gains, with BlackRock's CIO saying fears of an AI bubble are overblown.
Democrats Blast GOP's 291 Days Of Unified Government: 'Not A Single Thing To Bring Down Prices'
House Democrats slammed Republicans for not reducing consumer costs during nearly 10 months of unified government control.
Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'
Shares of Datadog came under pressure in early trading on Friday, despite the company Thursday reporting upbeat third-quarter results.
Tesla Investors Approve Elon Musk Pay Package, Analyst Says Attention Now On Company 'To Achieve These Objectives'
The approval of Elon Musk's pay package could shift priorities for the company and shareholders according to an analyst.
DoorDash Posts Mixed Q3, Plans Investment Of 'Several Hundred Million Dollars' In 2026
DoorDash plans to invest "several hundred million dollars" in 2026. This will weigh on margins, but it's worth it, analysts argue.
Pfizer Q3 Revenue Trends Remain Uneven, Cost Cuts Drive Earnings
Pfizer revenue trends remained uneven in the third quarter, the company exhibited "continued cost discipline," according to Goldman Sachs.
Spotify's Margin Gains, Subscriber Growth Could Support Future Recovery: Analyst
Spotify's Q3 2025 performance exceeds expectations on profits and margins, driven by premium subscriptions and ad-supported profitability.
Robinhood Q3 Preview: Diversification Efforts Could Lead To Record Revenue
Robinhood reports Q3 results on Wednesday. Analysts expect the company to report record revenue. Here are some key items to watch.
Uber Stalls, Revenue Beat Doesn't Translate To Higher Earnings
Shares of Uber fell despite strong Q3 results. Goldman Sachs maintains Buy rating, JPMorgan stays Overweight. Stock down 6.56%.
Rivian Q3 Preview: Deliveries Up 32%, Attention Turns To R2, What Happens After Tax Credit Expiration
Rivian estimates for third-quarter deliveries, while analysts and investors look at the upcoming R2 and future growth plans.
Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens
Comcast (NASDAQ: CMCSA) reported upbeat Q3 results, but analysts downgraded the stock and cut price targets due to broadband challenges and investments.
Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'
Amazon analysts highlight the company's accelerated growth for its AWS cloud segment in the third quarter and strong guidance ahead.
ServiceNow Posts Strong Q3, AI Drives Now Platform To Gain 'Increasing Share Of The Customer Wallet,' Says Bullish Analyst
ServiceNow (NYSE: NOW) reports strong Q3 results and could exceed $500M in AI ACV by year-end.
Fiserv 2026 Guidance Cut Is Larger Than Expected, Analysts Turn Bearish
Fiserv was expected to lower its guidance, the magnitude of the revision was a surprise, one analyst said in his downgrade note.
Microsoft On Path To $5 Trillion Market Cap: Analyst Says 'AI Revolution Hits Next Gear'
Microsoft analysts highlight the long-term potential for the company's cloud and AI growth after a double beat in the first quarter.
Lam Research Stock Gains On Solid Results, Analyst Highlights AI-Driven Outlook
Lam Research reports strong earnings and raised guidance, but high investor expectations led to a dampened stock performance.
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