The Goldman Sachs Group (NYSE:GS) Stock Price Expected to Rise, Daiwa Securities Group Analyst Says

Key Points

• Daiwa Securities raised its price target on Goldman Sachs to $930 and kept a "neutral" rating, implying roughly a 1.72% upside, while analysts' average target is $926.29 and the consensus rating is "Hold" (9 Buy, 13 Hold).
• Goldman reported a stronger-than-expected quarter with Q1 EPS of $17.55 vs. $15.92 and revenue of $17.23 billion vs. $16.66 billion, with revenue up 14.4% and a net margin of 14.13%, supporting near-term earnings momentum.
• Goldman is a lead investor in a reported $1.5 billion enterprise AI joint venture with Anthropic, Blackstone and Hellman & Friedman, a move that could boost advisory, implementation fees and private‑markets ties but also creates near-term margin and AI‑spending risk.

The Goldman Sachs Group (NYSE:GS - Get Free Report) had its target price raised by investment analysts at Daiwa Securities Group from $891.00 to $930.00 in a research note issued on Tuesday,MarketScreener reports. The brokerage presently has a "neutral" rating on the investment management company's stock. Daiwa Securities Group's price target would suggest a potential upside of 1.72% from the stock's current price.

Several other equities analysts have also recently commented on the stock. HSBC increased their price target on shares of The Goldman Sachs Group from $729.00 to $765.00 in a research report on Monday. Keefe, Bruyette & Woods upped their price objective on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the company a "market perform" rating in a research note on Friday, January 16th. Rothschild & Co Redburn lifted their target price on The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a "neutral" rating in a research report on Friday, April 17th. BNP Paribas Exane lowered their price target on The Goldman Sachs Group from $970.00 to $940.00 and set a "neutral" rating for the company in a report on Friday, April 24th. Finally, Evercore dropped their price target on The Goldman Sachs Group from $1,075.00 to $950.00 and set an "outperform" rating on the stock in a research report on Monday, April 6th. Nine analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $926.29.

The Goldman Sachs Group Stock Up 1.2%

GS stock opened at $914.31 on Tuesday. The company has a current ratio of 1.10, a quick ratio of 0.66 and a debt-to-equity ratio of 2.56. The firm has a 50 day simple moving average of $869.26 and a 200-day simple moving average of $867.57. The company has a market capitalization of $269.71 billion, a P/E ratio of 16.70, a PEG ratio of 1.19 and a beta of 1.28. The Goldman Sachs Group has a twelve month low of $547.06 and a twelve month high of $984.70.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last posted its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $15.92 by $1.63. The firm had revenue of $17.23 billion for the quarter, compared to analysts' expectations of $16.66 billion. The Goldman Sachs Group had a net margin of 14.13% and a return on equity of 16.02%. The firm's quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the company posted $14.12 earnings per share. On average, equities research analysts predict that The Goldman Sachs Group will post 59.53 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Alex S. Golten sold 1,116 shares of the business's stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $936.18, for a total transaction of $1,044,776.88. Following the completion of the transaction, the insider owned 2,578 shares in the company, valued at $2,413,472.04. The trade was a 30.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP John F.W. Rogers sold 2,704 shares of the company's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $960.99, for a total value of $2,598,516.96. Following the transaction, the executive vice president owned 9,428 shares of the company's stock, valued at approximately $9,060,213.72. The trade was a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 32,001 shares of company stock valued at $30,367,306. Insiders own 0.55% of the company's stock.

Institutional Trading of The Goldman Sachs Group

Large investors have recently modified their holdings of the company. Camden National Bank lifted its position in The Goldman Sachs Group by 54.6% in the 1st quarter. Camden National Bank now owns 416 shares of the investment management company's stock valued at $352,000 after purchasing an additional 147 shares during the last quarter. Checchi Capital Advisers LLC grew its position in The Goldman Sachs Group by 1.7% in the 1st quarter. Checchi Capital Advisers LLC now owns 10,058 shares of the investment management company's stock worth $8,509,000 after purchasing an additional 168 shares during the last quarter. Hillsdale Investment Management Inc. raised its holdings in shares of The Goldman Sachs Group by 22.5% during the first quarter. Hillsdale Investment Management Inc. now owns 6,966 shares of the investment management company's stock valued at $5,893,000 after buying an additional 1,280 shares during the last quarter. Calamos Advisors LLC boosted its position in shares of The Goldman Sachs Group by 0.3% during the first quarter. Calamos Advisors LLC now owns 170,881 shares of the investment management company's stock worth $144,564,000 after buying an additional 484 shares during the period. Finally, AMG National Trust Bank grew its holdings in The Goldman Sachs Group by 133.7% in the 1st quarter. AMG National Trust Bank now owns 949 shares of the investment management company's stock worth $803,000 after buying an additional 543 shares in the last quarter. Institutional investors and hedge funds own 71.21% of the company's stock.

Key The Goldman Sachs Group News

Here are the key news stories impacting The Goldman Sachs Group this week:

• Positive Sentiment: Goldman is a lead investor/partner in a new enterprise AI joint venture with Anthropic, Blackstone and Hellman & Friedman — a reported $1.5B initiative that includes about $450M in commitments. The deal could drive advisory, implementation fees, principal returns and deeper private‑markets ties for Goldman over time. Anthropic and Wall Street Giants Join Forces to Create New A.I. Firm
• Neutral Sentiment: Goldman research continues to shape markets (price‑target moves, sector notes and coverage initiations such as on WeRide and Ally Financial), which supports its franchise but also keeps the stock tied to cyclical flows in M&A, underwriting and markets activity. Goldman Raises Ally Financial Price Target
• Neutral Sentiment: Goldman notes (and market research) that hedge funds have been cutting tech exposure at the fastest pace in a decade — a flow dynamic that can pressure trading and securitized‑markets revenue even as Goldman advises clients on rotations. Hedge Funds Dump Tech Stocks
• Negative Sentiment: HSBC raised its GS price target slightly but kept a "reduce" rating; the new $765 target still implies meaningful downside from current levels and may reinforce cautious positioning by value/safety‑oriented investors. HSBC Adjusts Price Target on Goldman Sachs
• Negative Sentiment: Broader concern from Goldman research and media pieces that AI spending is currently inflationary — with productivity gains still lagging costs — raises near‑term margin and ROI uncertainty for firms (including banks) exposed to heavy AI buildouts. That concern can dampen investor enthusiasm for banks funding or partnering on AI initiatives. Goldman: AI will save the economy someday

The Goldman Sachs Group Company Profile

The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.

Goldman Sachs' core businesses include investment banking, global markets, asset and wealth management, and consumer banking.

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