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Source document· January 7, 2026

Should You Buy Goldman Stock as Macro Clarity Rekindles Dealmaking?

View original at finance.yahoo.com
Should You Buy Goldman Stock as Macro Clarity Rekindles Dealmaking? U.S. dealmaking activity was muted in early 2025 as macroeconomic uncertainty and tariff-related concerns weighed on corporate and private equity decision-making…
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  • Only 48% of private equity leaders felt confident pursuing M&A in Q1 2025, but confidence surged to 86% by year-end

    80% confidence
  • Asset Management unit intends to expand private credit portfolio to $300 billion by 2029

    80% confidence
  • OneGS 3.0 is a multi-year overhaul that embeds AI as a core operating capability rather than a standalone tool

    80% confidence
  • Company targets mid-term goals of 14-16% return on equity and 60% efficiency ratio

    80% confidence
  • Nearly 69% of respondents describe the M&A environment as strong, and 90% expect deal activity to increase or remain steady

    80% confidence
  • Zacks Consensus Estimate for Goldman's 2025 and 2026 earnings implies year-over-year growth of 20.8% and 12.8% respectively

    80% confidence
  • Goldman topped global M&A rankings in 2025 by hitting $1.66 trillion in volume, advising on 40 megadeals and achieving market share of 36.4%

    80% confidence
  • Goldman Sachs carries Zacks Rank #2 (Buy) rating

    80% confidence
Ce que nous savons · l'intelligence derrière cette page
En direct du substrat
Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Signaux que nous suivons
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Tendances que nous surveillons ›
Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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