Goldman Sachs

NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang surprised some analysts and investors with the announcement of $1 trillion in bookings through 2027 for AI chips during his keynote speech at GTC 2026. Analysts break down what the figure means and where Nvidia stock could be headed over the short...

Private capital clients of Goldman Sachs Inc. (NYSE:GS) are reportedly finding relief in the ongoing Iran war as it diverts attention from the sector’s software exposure concerns, as per a top executive’s comments. Kunal Shah, the co-chief executive of Goldman Sachs...

Oracle Corporation (NYSE:ORCL) shares are trading higher after beating analyst estimates for the third quarter. Analysts break down the results and what's next for the company. The Oracle Analysts KeyBanc analyst Jackson Ader reiterated an Overweight rating on Oracle with a price target of $300....

Shares of Marvell Technology Inc (NASDAQ:MRVL) rallied in early trading on Friday, after the company reported strong fourth-quarter (Q4) results. Here are the key analyst insights: BofA Securities analysts upgraded the rating from Neutral to Buy, while raising the price target from $90 to $110....

Broadcom Inc (NASDAQ:AVGO) stock gets higher price targets from analysts after beating estimates for the first quarter and providing strong second-quarter guidance. Here's what analysts are saying about the company's future. • Broadcom stock is charging ahead with explosive momentum. Why is...

Salesforce Inc's (NYSE:CRM) Agentforce is likely to be "key to driving positive estimate revisions and refuting bear case," according to Goldman Sachs. • Salesforce shares are powering higher. Why is CRM stock up today? The Salesforce Analyst: Analyst Gabriela Borges reiterated a Buy rating...

Shares of Snowflake Inc (NYSE:SNOW) rose in early trading on Thursday,after the company reported upbeat fourth-quarter results. Here are the key analyst insights: Goldman Sachs analyst Gabriela Borges reiterated a Buy rating, while slashing the price target from $246 to $216. Needham analyst Mike...

The performance of Microsoft Corp's (NASDAQ:MSFT) recently launched Maia 200 (second-generation, custom-built AI inference accelerator to power large-scale AI workloads in Azure cloud data centers) is now "more comparable to competitors," according to Goldman Sachs. The Microsoft Analyst: Analyst...

Shares of eBay Inc (NASDAQ:EBAY) rallied in early trading on Thursday, after the company reported upbeat fourth-quarter results. Here are the key analyst insights: JPMorgan analyst Doug Anmuth reiterated a Neutral rating, and raised the price target from $84 to $87. Goldman Sachs analyst Eric...

Shares of Palo Alto Networks Inc (NASDAQ:PANW) nosedived in early trading on Wednesday, after the company reported its fiscal second-quarter results. Here are the key analyst insights: Needham analyst Mike Cikos maintained a Buy rating, while reducing the price target from $230 to $200. Goldman...

Shares of Shopify Inc (NASDAQ:SHOP) nosedived in early trading on Thursday, even after the company reported upbeat fourth-quarter results. Here are the key analyst insights: Wedbush analyst Scott Devitt maintained an Outperform rating but cut the price target from $185 to $160. Goldman Sachs...

Shares of Cisco Systems Inc (NASDAQ:CSCO) nosedived in early trading on Thursday, even after the company reported upbeat fiscal second-quarter results. Here are the key analyst insights: Goldman Sachs analyst Michael Ng maintained a Buy rating and price target of $75.  Rosenblatt Securities...

Spotify Technology (NYSE:SPOT) reported its fourth-quarter (Q4) results ahead of its guidance and announced its outlook broadly in line with expectations, according to Goldman Sachs. The Spotify Technology Analyst: Analyst Eric Sheridan reiterated a Buy rating and a $700 price target. The Spotify...

Apollo Global Management (NYSE:APO) announced its fourth quarter adjusted net income ahead of expectations and strong business KPIs (key performance indicators), according to Goldman Sachs. The Apollo Global Management Analyst: Analyst Alexander Blostein reiterated a Buy rating and price target of...

Although Cleveland-Cliffs Inc (NYSE:CLF) announced a higher adjusted EBITDA loss than was estimated, the fourth quarter is likely to be "a trough in quarterly profitability," according to Goldman Sachs. The Cleveland-Cliffs Analyst: Analyst Mike Harris reiterated a Buy rating and a $15 price target...