3 Hidden Stock Gems That Wall Street Is Overlooking
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 05 2024
0mins
Should l Buy GS?
Source: Business Insider
- Pure Storage (PSTG): Analysts have downgraded Pure Storage stock due to concerns about aggressive growth and competition in the data center space, despite a consensus price target higher than the current price.
- Paramount Global (PARA): Paramount Global received a Sell rating from analysts due to challenges in the streaming industry, but news of a potential merger with Skydance has sparked optimism for the stock's future.
- 2seventy bio (TSVT): 2seventy bio, a penny stock, faces analyst downgrades despite FDA approval for Abecma therapy, highlighting profitability concerns and interest rate impacts on the stock.
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Analyst Views on GS
Wall Street analysts forecast GS stock price to fall
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 904.550
Low
604.00
Averages
848.09
High
1048
Current: 904.550
Low
604.00
Averages
848.09
High
1048
About GS
The Goldman Sachs Group, Inc. is a global financial institution that delivers a range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Its segments include Global Banking & Markets, Asset & Wealth Management and Platform Solutions. The Global Banking & Markets segment offers a range of services, including financing, advisory services, risk distribution, and hedging for its institutional and corporate clients. It facilitates client transactions and makes markets in fixed income, equity, currency and commodity products. The Asset & Wealth Management segment manages assets and offers investment products across all asset classes to a diverse set of clients. It also provides investing and wealth advisory solutions. The Platform Solutions segment includes consumer platforms, such as partnerships offering credit cards and point-of-sale financing, and transaction banking and other platform businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- IPO Market Revival: Solomon noted that IPO discussions are heating up, with U.S. IPO proceeds potentially reaching $160 billion in 2026, a significant increase from $44 billion in 2025, reflecting strong demand and confidence in large transactions.
- Strong Performance from Big Banks: Goldman Sachs' latest earnings report revealed an EPS of $14.01, surpassing expectations despite the impact of exiting the Apple Card business, demonstrating the banks' ability to manage credit risk and maintain margins effectively.
- Increased M&A Activity: Goldman Sachs led the global M&A market with advisory transactions totaling $1.48 trillion in 2025, earning $4.6 billion in fees, indicating a renewed interest in strategic deals among corporations, with expectations for more large transactions in the near future.
See More
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- Trump's Appointment Mistake: Trump admitted in an interview that not appointing Kevin Warsh as Fed Chair was a “big mistake,” attributing this to the influence of his former Treasury Secretary, which could impact his political reputation.
- Fed Chair Selection Context: Warsh was initially Trump's choice, but ultimately Jerome Powell was appointed due to Treasury Secretary Steven Mnuchin's persuasion, a decision that may have long-term implications for future monetary policy.
- Economic Burden Analysis: A report from the New York Fed revealed that 94% of the economic burden fell on U.S. importers, as the average tariff rate rose from 2.6% to 13%, yet foreign prices did not significantly drop, indicating the counterproductive effects of tariff policies.
- Job Data Revision: According to the Bureau of Labor Statistics, the U.S. economy added 130,000 jobs in January, but a major revision saw the initial report of 467,000 jobs gained adjusted to a loss of 533,000, highlighting the fragility of economic recovery.
See More
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- AI Fears Hit Financial Stocks: Concerns over a new AI-driven tax planning feature led to significant declines in Wells Fargo and Capital One, with shares dropping over 7.4% and nearly 7% respectively, highlighting investor sensitivity to potential threats in the wealth management sector, although Wells Fargo's rating upgrade on Friday provided some stabilization.
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- Goldman Sachs Executives Divest: Goldman Sachs CFO Denis Coleman divested 11,623 shares in a price range of $933.38 to $945.4, generating proceeds of $10.94 million, and after the sale, he held 33,574 shares, reflecting a cautious stance amid market volatility.
- Delta Air Lines Executive Sale: Delta's EVP of Global Sales & Distribution, Steven Sears, sold 38,600 shares at an average price of $75.05, totaling $2.90 million, reducing his holdings to 104,404 shares, which may impact the company's future sales strategies.
- American Express CIO Sale: American Express CIO Ravi Radhakrishnan disposed of 15,000 shares between $356.14 and $357.13, generating $5.35 million in proceeds, while retaining 8,945 shares, indicating a short-term outlook on the company's stock price.
See More
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- Strategy Overview: Goldman Sachs has launched a software pair trade strategy aimed at profiting from long positions in firms perceived to be immune to advancements in artificial intelligence while shorting companies vulnerable to AI disruption, seeking to navigate market volatility.
- Long Positions: On the long side, Goldman selected companies such as Cloudflare, CrowdStrike, Palo Alto Networks, Oracle, and Microsoft, which are seen as beneficiaries in building AI infrastructure and providing security defenses, expected to thrive amid future market demand.
- Short Positions: Conversely, on the short side, Goldman chose companies like Monday.com, Salesforce, DocuSign, Accenture, and Duolingo, noting that their operations are easily replaceable by AI automation, reflecting concerns about their future performance.
- Market Context: This investment strategy comes amid a year-to-date underperformance of software stocks, with the SPDR S&P Software ETF down approximately 19% this year while the S&P 500 remains flat, indicating expectations of a performance divide in the software sector.
See More
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- Market Stability Watch: After a brutal sell-off in the previous session, the market is trying to stabilize, particularly in sectors like banking and media, with investors scanning for opportunities amid AI disruption fears.
- Financials Rebound: Despite Thursday's declines where Wells Fargo and Goldman Sachs fell 3% and 4% respectively, Baird upgraded Wells Fargo to neutral, citing a more reasonable valuation and optimistic growth outlook.
- Software Stocks Recovery: Salesforce, Palo Alto Networks, and CrowdStrike saw gains on Friday, indicating signs of recovery in the software sector after weeks of decline, with Morgan Stanley analysts expressing a positive outlook.
- Earnings Preview Ahead: Palo Alto Networks is set to report earnings next Tuesday, with analysts expecting that the integration of recent acquisitions will enhance its product suite, while Texas Roadhouse faces weak earnings due to beef inflation pressures, prompting cautious investor sentiment.
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