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This Month's Exclusive News
Goldman Sachs Shows Strength Despite Q1 Earnings Sell-OffReported by Leo Miller. Article Posted: 4/15/2026. 
Key Points
- Goldman Sachs has been a winning stock over the past 52 weeks, providing big-time gains to investors.
- But shares hit a bit of a wall after the firm's Q1 earnings report, falling despite a large bottom-line beat.
- Analysts continue to support Goldman's outlook, forecasting meaningful but measured upside potential.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Despite the financials sector's struggles this year, investment banking giant Goldman Sachs (NYSE: GS) has been a standout performer. Shares of GS have delivered a total return exceeding 80% over the past 52 weeks as the firm’s advisory and equity trading businesses boom. In its latest earnings release, Goldman delivered results that outpaced Wall Street expectations. Still, the stock dipped modestly after the report as markets picked up on a few areas of weakness.
Liberation Day wiped over $2 trillion from markets in a single day. Then a 90-day tariff pause added $4 trillion back to the S&P 500. Trump's AI initiatives sent Palantir up over 140%. Trader Larry Benedict says all of that was just the warm-up.
Benedict is calling what comes next 'Project 2026' - a move he believes could send billions, potentially trillions, into overlooked corners of the market. He's identified one ticker sitting at the center of it all, and he's revealing the name today at no cost. Larry is calling it "Project 2026."
Here’s what current shareholders and prospective investors need to know. Goldman Outperforms Estimates, Hitting Several Quarterly RecordsIn Q1 2026, Goldman again posted impressive results. Revenue rose more than 14% year over year (YOY) to $17.23 billion, modestly above estimates of $16.66 billion, which had implied growth near 10%. Adjusted earnings per share (EPS) improved by roughly 24% YOY, comfortably beating analyst expectations of $15.92 and implied growth of 13%. The company reported its second-highest net revenues, net earnings, and diluted EPS in its 157-year history. Several underlying metrics reached record levels, led by the firm’s largest revenue driver, Global Banking and Markets. Net revenues in this segment rose 19% YOY to $12.7 billion. Equities revenue was particularly strong, increasing 27% YOY to a record $5.33 billion. A substantial portion of Goldman’s equity business comes from enabling institutional investors to buy stocks on margin or to short-sell them. That equity financing division saw net revenues jump 59% YOY to a record $2.6 billion, with the firm making notable progress closing competitive gaps in Asian markets. Notably, assets under supervision in Asset & Wealth Management hit a record $3.65 trillion. Meanwhile, Goldman’s share repurchases reached an all-time high of $5 billion. Goldman’s investment banking business also performed strongly. Total net revenues rose 48% YOY to $2.84 billion, driven by merger-and-acquisition advisory revenue growth of 89% YOY amid a significant increase in completed deals. Investors Scrutinize Details, Leading Goldman Shares to Sell-OffDespite the beats and record numbers, Goldman shares closed down 1.9% on the day of the release. Part of the reaction reflects that investors may have already priced in strong results, so the market did not reward the beat as much as the headline figures suggest. There was also disappointment around fixed income, currency, and commodities (FICC) revenue, which fell 10% YOY. For a stock that has run up materially like GS, even misses on specific line items can trigger downside moves. Goldman also saw its investment banking backlog flatten after seven consecutive quarters of increases. However, the backlog still finished 2025 at a four-year high, and a spike in completed deals during the quarter reduced the backlog, so the stagnation is not overly worrisome. The company noted that the conflict in the Middle East has caused some disruption, saying "with the conflict in the Middle East, IPO activity slowed a little bit, particularly in March." Goldman expects IPO activity to rebound once conditions stabilize. Analysts Call for Moderate Upside in GoldmanAlthough several analysts trimmed price targets after the report, the updated targets remained broadly optimistic. New price targets tracked by MarketBeat averaged roughly $993, implying just under 10% upside for GS shares. That figure sits meaningfully above the MarketBeat consensus price target near $919, which implies more limited upside. Overall, Goldman remains in a strong position, generating robust results across many key businesses. Yet the muted market response highlights that investors have very high expectations for the stock and may punish shares for weakness in certain segments. That dynamic raises questions about how much further the shares can run without consistently strong execution across the board. A clear de-escalation of the Middle East conflict would remove a meaningful headwind. Historically, Goldman shares have tended to outperform the S&P 500 when the United States and Iran make progress toward reducing tensions, and underperform when tensions rise. |
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