GS stock sentiment todayThe Goldman Sachs Group, Inc.
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
GS
The Goldman Sachs Group, Inc.Goldman is successfully pivoting back to its Wall Street roots as M&A and IPO cycles re-accelerate, shedding its costly consumer banking distractions.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for GS. Not financial advice.
Price · last 12 months
Gossip
The narrative has shifted from 'failed consumer bank experiment' to 'dominant investment banking powerhouse.' Market chatter focuses on the recovery of the capital markets cycle and GS's lean headcount after recent layoffs.
- ·Investment banking fee recovery
- ·Asset and Wealth Management (AWM) growth
- ·Exit from Marcus/Apple Card partnerships
- ·Potential deregulation tailwinds
Financial
Goldman is showing significant ROE improvement as it reduces the drag from Platform Solutions. Its capital position remains robust with a high CET1 ratio, allowing for aggressive buybacks.
- ·P/E Ratio: ~14x (Attractive relative to historical peaks)
- ·ROE: Improving toward 12-14% target
- ·Dividend Yield: ~2.4%
- ·Record AUM in Asset Management
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $4.2M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Sensitivity to capital market volatility
- ·Continued losses from remaining consumer loan portfolios
- ·Regulatory scrutiny on Basel III endgame requirements
Peer temperature
How direct competitors stack up against GS right now.
- NEUTRALMSMorgan Stanley
COLDER — Trading at a higher P/E premium with less leverage to the volatile but currently surging investment banking rebound.
See full analysis → - HOTJPMJPMorgan Chase & Co.
HOTTER — Superior balance sheet scale and diversified revenue, though trading at a more expensive price-to-book ratio.
See full analysis → - NEUTRALCCitigroup Inc.
COLDER — Deep value play with higher turnaround risk and lagging efficiency ratios compared to GS's elite margins.
See full analysis →
- GS-0.6%
- MS-2.0%
- JPM+1.9%
- C-5.3%
Analyst price target
Consensus average of 16 analysts · median 1,100.00
Source: StockAnalysis.com · updated 2026-10-23
AI-generated analysis for informational purposes only. Not financial advice.