Gewinn & Umsatz News zur GOLDMAN SACHS Aktie

 

Let's look at some butterfly examples on Goldman Sachs on the assumption we think the stock price will remain at this level for the next few weeks....

Investment flows into the dominant AI chipmaker peaked at about $140 billion in 2024 but have since trailed off to just $50 billion, Goldman says....

Powering Up America: Goldman Stays Bullish On Green Capex Outlook, Highlights Top Picks A team of Goldman analysts led by Brian Singer reaffirmed his bullish view on U.S. power-sector Green Capex after the IRS recently clarified eligibility rules for solar and wind tax credits under the One Big Beautiful Bill Act (OBBBA). The new "physical work" test replaces the prior 5% capex rule but is not expected to constrain utility-scale solar and onshore wind projects that much. "While the OBBBA should meaningfully reduce government outlay initially meant to stimulate diverse sources of Green Capex, we continue to see resilient levels of US power sector Green Capex -- we estimate $2.0 trillion in 2023-32," Singer wrote in a note to clients.  He flagged investment opportunities across the power and water infrastructure supply chain, where the "Reliability Imperative" will continue to funnel capital allocations: Meet rising power demand growth -- which our Utilities ...

The earnings season is coming to a close, and Goldman Sachs says that companies' performance this time is one of the best ever....

S&P 500 companies trounced expectations this earnings season after they found ways to blunt the impact of tariffs and benefitted from a weaker dollar, according to strategists at Goldman Sachs Group Inc....

David Mericle, Goldman Sachs chief U.S. economist, joins CNBC's 'Squawk on the Street' to discuss his response to criticism of Goldman Sachs from President Trump, outlooks on how tariffs could impact businesses and consumers, and much more....

Goldman Sachs revealed a quintet of stocks with more room to appreciate following their latest earnings reports....

Analyst Eric Sheridan upgraded the connected fitness company to a price target that suggests more than 61% potential upside....

Goldman Sachs has slightly lowered India's GDP growth forecast for 2025 and 2026, citing the impact of US tariffs. While growth is projected to slow, inflation forecasts have also been revised downwards due to falling vegetable prices. The report highlights uncertainty surrounding trade negotiations and potential risks to the inflation outlook....

The stock market is meting out the harshest punishment in decades to companies that fall short of earnings estimates in Europe this quarter, research from Goldman Sachs Group Inc. shows....

Goldman Sachs' David Kostin found that Mag 7 year-over-year earnings growth in the second quarter is running at 26%....

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Amazon Slides On Soft Profit Guidance, Declining AWS Margins With MSFT and META blowing away expectations yesterday and sending the Nasdaq to a new record high, if only to see all those gains disappear during the day, today attention turns to the other two Mag7 giants, AAPL and AMZN, with the latter reporting right after the close, and the former waiting the usual 30 minutes. As we reported in our preview, positioning both companies has been relatively weaker, with Goldman having AMZN at 7 out of 10 (AAPL is even worse at 4 out of 10), so expectations were more modest compared to yesterday's two juggernauts heading into earnings where the buyside bogeys are as follows: i) AWS growth of ~17% Q2 and ~18% Q3, with perhaps some upside risk to the Q3 number with GOOGL highlighting AI capacity coming online faster (note, management don't guide that number); ii) Q2 net sales and EBIT high end of respective guides ($159-164B and $13-17.5B); iii) Q3 guidance of net sales $176B & EBIT ~$20B (both h...

Futures Storm To Another Record High After Blowout Tech Earnings "Powell hawkish, QRA a damp squib. Just when it felt darkest, MSFT and META came to the rescue." That's how Goldman Delta-1 head Rich Privorotsky summarized overnight events in his overnight wrap and boy was he right: US equity futures are soaring deep into record territory following blowout earnings from META and MSFT, which are +11.8% and +8.4% pre-mkt, and traders are asking if AAPL and AMZN - which report after the close - can provide an encore performance? As of 8:00am, S&P futures are 0.9% higher, having risen more than 1% earlier, while Nasdaq futures are surging as much as 1.3% after results and spending plans from Meta and Microsoft confirmed the AI trade is here to stay. That's helping traders overlook Trump's last-minute tariff curveballs and a more hawkish tone from Fed Chair Powell. Yields are 1-2bp lower as USD is flat. Commodities are mixed with Energy somehow weaker even though it appears that the ...

META Soars 10% To New All Time High After Smashing Estimates, Guiding Revenue, Capex Higher After Google's strong report last week, there is some optimism that Meta will overachieve as well although as Goldman warned in our preview, caution seems to be prevalent. There is certainly some pressure on the advertising business to keep chugging along given how much Zuckerberg is spending on AI these days. Which brings us to CapEx: as Bloomberg's Kurt Wagner writes, he will be looking for any changes to Meta's projected range for capital expenditures for the year, which is currently $64 billion to $72 billion. The company increased its CapEx range in April, citing the global trade disputes and its AI effort. Since then we've seen Zuckerberg invest more than $14 billion in Scale AI, throw nine-figure compensation packages at AI researchers, and talk about building multi-gigawatt data centers. It wouldn't be at all surprising if this number moves higher, but it was ridiculously high to begin wi...

Microsoft Shares Soar Higher On Strong Cloud/AI Earnings With positioning at extremes (9/10 long according to Goldman's trading desk), MSFT's results tonight are market-makers (or breakers) and the bar was set high heading in. There was no need to worry... lol! MSFT beat on the top- and bottom lines *MICROSOFT 4Q REV. $76.44B, EST. $73.89B *MICROSOFT 4Q EPS $3.65, EST $3.37 In fact MSFT beat on every line item: While the last quarter had analysts questioning MSFT's CapEx spend as an indicator of a slowing pace of investment in AI, Q4 showed no signs of slowing... *MICROSOFT 4Q CAPEX INCLUDING LEASES $24.2B, EST. $23.17B Under the hood, more beats: *MICROSOFT 4Q CLOUD REV. $46.7B, EST. $45.96B *MICROSOFT 4Q INTELLIGENT CLOUD REV. $29.88B, EST. $29.1B “Cloud and AI is the driving force of business transformation across every industry and sector," said Satya Nadella, chairman and chief executive officer of Microsoft. “We're innovating across the tech stack to help cus...

Company insiders at BlackRock, QuantumScape and Goldman Sachs were among those who filed some notable stock sales with the SEC last week....

Katherine Bordlemay, Goldman Sachs Co-Head of Americas Client Portfolio Management for Fundamental Equities, says the big stocks will get bigger, but focus should go beyond the Magnificent 7. She speaks with Romaine Bostick and Scarlet Fu on 'The Close.' (Source: Bloomberg)...

Puma Crashes Most Since 1991 After "Major Profit Warning"  Puma SE shares crashed the most in decades after the German sportswear giant slashed its full-year outlook, citing dismal global demand. Jefferies labeled the preliminary earnings report a "major profit warning," while RBC warned the brand is facing an "existential identity crisis" as it struggles to stay relevant in international markets.  The key takeaways from the preliminary earnings release are that second-quarter sales missed expectations, the full-year outlook was slashed, and Puma warned of further pain from U.S. tariffs. Inventories are also rising as demand for its products continues to shrink. Puma 2Q25 Earnings Pre-Announcement – Key Summary: Adjusted EBIT: –€13.2 million (vs. Goldman Sachs consensus +€101.8 million) Sales (currency-adjusted): –2.0% YoY (vs. consensus +1.7%) Direct-to-consumer (DTC): +9.2% Wholesale: –6.3% Gross Margin: 46.1% (–70bps YoY; consensus 46.8%)...

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