Latest ideas and analyses related to Goldman Sachs

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Autos

+40 pts



Goldman says auto chip supply shortage could take 2 to 4 quarters to fully resolve

By cassie on Jan. 20, 2021, 1:13 p.m.
Tagged topics: analyst checks , China , electric vehicles , supply constrained , Goldman Sachs , semiconductors

Views: 215, Votes: 3, Responses: 0, Attachments: 3
AMZN , NFLX , GOOGL , DIS , AMD , MSFT , SNAP , SBUX , INTU

+30 pts



Thanks

By uniqueerique on Jan. 20, 2021, 5:53 a.m.
Tagged topics: Goldman Sachs , options , pinning , options expiry

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+75 pts



Goldman data show inflection point in US hospitalization following December vaccinations, expects market will begin to price in more rapid reopening of the economy

By phenphen on Jan. 19, 2021, 5:25 p.m.
Tagged topics: analyst checks , post-COVID , reopening , economic recovery , Goldman Sachs

Views: 195, Votes: 5, Responses: 5, Attachments: 4
US Macro

+41 pts



Goldman raises 2021 GDP growth to 6.6% (4.4% consensus) and lowered unemployment rate to 4.5% following additional fiscal stimulus

By phenphen on Jan. 16, 2021, 8:41 a.m.
Tagged topics: fiscal stimulus , raise GDP forecast , Goldman Sachs

Views: 155, Votes: 4, Responses: 0, Attachments: 4
AAPL

+32 pts



APPLE PRODUCT SALES WILL INCREASE

By KHUN on Jan. 16, 2021, 6:13 a.m.
Tagged topics: analyst checks , China , iPhone , Goldman Sachs , strong demand

Views: 18, Votes: 2, Responses: 0, Attachments: 0
V

+30 pts



Thanks!

By uniqueerique on Jan. 15, 2021, 4:56 p.m.
Tagged topics: Goldman Sachs , deal falls through , Plaid , litigation , Department of Justice

Views: 3, Votes: 1, Responses: 0, Attachments: 0
AAPL

+42 pts



$AAPL - Goldman (Apple bear) raises estimates on expectation of strong FQ1 results and FQ2 guide, admits to likely stronger than expected near term demand for iPhones (China), Macs and iPads

By phenphen on Jan. 15, 2021, 11:21 a.m.
Tagged topics: analyst checks , China , iPhone , Goldman Sachs , strong demand

Views: 206, Votes: 2, Responses: 1, Attachments: 8
NFLX , AMZN , DIS , SNAP , SBUX , MSFT , GOOGL , AMD , INTU

+50 pts



Goldman lists stocks where option activity could have a big impact on trading today, says names with large open interest in ATM options may be 'pinned' (have reduced price movements)

By labjordan on Jan. 15, 2021, 11:02 a.m.
Tagged topics: Goldman Sachs , options , pinning , options expiry

Views: 216, Votes: 7, Responses: 1, Attachments: 2
TSLA

+32 pts



TSLA car fairly priced. Stock is not

By puckerman17 on Jan. 14, 2021, 2:26 p.m.
Tagged topics: electric vehicles , Goldman Sachs , NHTSA , safety rating

Views: 9, Votes: 2, Responses: 0, Attachments: 0
TSLA

+39 pts



Competition will be fierce soon

By mlcapital on Jan. 14, 2021, 2:21 p.m.
Tagged topics: electric vehicles , Goldman Sachs , NHTSA , safety rating

Views: 15, Votes: 3, Responses: 1, Attachments: 0
TSLA

+44 pts



$TSLA - Goldman summarizes takeaways on updates from National Highway Traffic Safety Administration

By cassie on Jan. 14, 2021, 11:39 a.m.
Tagged topics: electric vehicles , Goldman Sachs , NHTSA , safety rating

Views: 212, Votes: 4, Responses: 2, Attachments: 3
V

+42 pts



$V - Goldman remains bullish on Visa after termination of deal with Plaid

By mooreideas on Jan. 13, 2021, 2:18 p.m.
Tagged topics: Goldman Sachs , deal falls through , Plaid , litigation , Department of Justice

Views: 623, Votes: 2, Responses: 1, Attachments: 3
PFE

+43 pts



$PFE - Goldman sees upside to street estimates for Pfizer as its COVID vaccine manufacturing capacity increases from 1.3bn does to 2.0bn doses

By mooreideas on Jan. 11, 2021, 6:29 p.m.
Tagged topics: analyst checks , COVID-19 , vaccine , Goldman Sachs

Views: 238, Votes: 3, Responses: 0, Attachments: 3
TSLA , RIDE , GM

+48 pts



$TSLA - Goldman reminds investors that if Biden moves ahead with plans to support EVs with tax credits and infrastructure development, there will be upside to estimates; Tesla best positioned

By cassie on Jan. 8, 2021, 3:05 a.m.
Tagged topics: electric vehicles , 2021 predictions , Goldman Sachs , Biden , clean energy , US policy

Views: 252, Votes: 5, Responses: 0, Attachments: 25
Health Care

+37 pts



Goldman hosted epidemiologist says there are already hundreds of new COVID virus variants, and a new vaccine may be needed every 2-3 years

By ethonomics on Dec. 30, 2020, 12:32 a.m.
Tagged topics: COVID-19 , vaccine , Goldman Sachs , corona virus variant

Views: 277, Votes: 2, Responses: 0, Attachments: 3
SNAP

+47 pts



$SNAP - Goldman raises target to $70, says their recent ad checks suggest Q4 likely to beat current expectations

By labjordan on Dec. 29, 2020, 6:12 a.m.
Tagged topics: analyst checks , conservative guidance , Q4 results , Goldman Sachs

Views: 186, Votes: 5, Responses: 1, Attachments: 6
US Macro

+35 pts



Goldman raises US Q1 GDP growth forecast from +3% to +5% following fiscal deal

By phenphen on Dec. 28, 2020, 12:54 p.m.
Tagged topics: fiscal stimulus , 2021 predictions , raise GDP forecast , Goldman Sachs

Views: 212, Votes: 1, Responses: 0, Attachments: 5