GS
Goldman SachsNYSEFinancialsCapital MarketsSnapshot 2026-05-08
As of May 8, 2026, GS has a mixed analyst scoring with a composite score of -1.9 and a medium confidence level of 76.2. The score is influenced by various factors, including a macro score of -7.7 and a sector score of 14.6. The top drivers affecting the score include macro rates, growth, labor, and inflation. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.15
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $13.92 → $13.74 (-1.3% / 30d). 4 raised, 12 cut, 19 covering analysts.
0 upgrades, 0 downgrades / 30d, 4 maintained. 31% of analysts rate Buy.
3 PT revisions / 30d. Avg target 12.3% above current price.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase Global Banking & Markets revenuegrowthmixed65% progress
4/13: “Net revenues in Global Banking & Markets were $12.74 billion, 19% higher than Q1 2025.”
Why this status
Newly stated in 2026-Q1. Global Banking & Markets revenue was $12.74 billion in 2026-Q1, 19% higher than Q1 2025. The increase primarily reflected higher investment banking fees, indicating progress in this growth priority.
- 2.Enhance Asset & Wealth Management performancegrowthmixed65% progress
4/13: “Net revenues in Asset & Wealth Management were $4.08 billion, 10% higher than Q1 2025.”
Why this status
Newly stated in 2026-Q1. Asset & Wealth Management revenue was $4.08 billion in 2026-Q1, 10% higher than Q1 2025. The increase was driven by higher management and incentive fees, showing initial progress in enhancing performance.
- 3.Maintain strong capital return to shareholderscapital allocationmixed35% progress
4/13: “Returned $6.38 billion to shareholders, including $5.00 billion in share repurchases.”
Why this status
Newly stated in 2026-Q1. Returned $6.38 billion to shareholders in 2026-Q1, including $5.00 billion in share repurchases. This reflects a strong commitment to capital return, aligning with stated priorities.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 28%; 252d 27%.
Drawdown — Max 1y −19%. Bad day move −2%.
Beta to sector ETF (XLF) — 1.31 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 55/100, drawdown 61/100, beta 69/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 2945.6% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase Global Banking & Markets revenue
GrowthFocus on increasing net revenues in Global Banking & Markets, particularly in investment banking fees.
MixedNewly stated in 2026-Q1. Global Banking & Markets revenue was $12.74 billion in 2026-Q1, 19% higher than Q1 2025. The increase primarily reflected higher investment banking fees, indicating progress in this growth priority.
65%CEO/CFO:“Net revenues in Global Banking & Markets were $12.74 billion, 19% higher than Q1 2025.”Press releaseSource dated 2026-04-13Stated 1 of last 8 quartersFirst seen 2026-04-13Show history (1)
- 2026-Q1Press release
“Net revenues in Global Banking & Markets were $12.74 billion, 19% higher than Q1 2025.”
- #2
Enhance Asset & Wealth Management performance
GrowthAim to improve net revenues in Asset & Wealth Management through higher management fees and incentive fees.
MixedNewly stated in 2026-Q1. Asset & Wealth Management revenue was $4.08 billion in 2026-Q1, 10% higher than Q1 2025. The increase was driven by higher management and incentive fees, showing initial progress in enhancing performance.
65%CEO/CFO:“Net revenues in Asset & Wealth Management were $4.08 billion, 10% higher than Q1 2025.”Press releaseSource dated 2026-04-13Stated 1 of last 8 quartersFirst seen 2026-04-13Show history (1)
- 2026-Q1Press release
“Net revenues in Asset & Wealth Management were $4.08 billion, 10% higher than Q1 2025.”
- #3
Maintain strong capital return to shareholders
Capital allocationContinue returning capital to shareholders through dividends and share repurchases.
MixedNewly stated in 2026-Q1. Returned $6.38 billion to shareholders in 2026-Q1, including $5.00 billion in share repurchases. This reflects a strong commitment to capital return, aligning with stated priorities.
35%CEO/CFO:“Returned $6.38 billion to shareholders, including $5.00 billion in share repurchases.”Press releaseSource dated 2026-04-13Stated 1 of last 8 quartersFirst seen 2026-04-13Show history (1)
- 2026-Q1Press release
“Returned $6.38 billion to shareholders, including $5.00 billion in share repurchases.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Richer than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
GS Goldman Sachs | -1.9 | full | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-01-08)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-01-08)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
No material events in the last 90 days.
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.