Upcoming Q1 report (Apr 13) — watch for GSAM disclosures, fee trends, comp/layoffs/insider signals
Key Questions
When is Goldman Sachs' Q1 2026 earnings report scheduled?
Goldman Sachs' Q1 report is upcoming on April 13. Investors should watch for GSAM disclosures, fee trends, compensation, layoffs, and insider signals.
What is the consensus price target for Goldman Sachs stock?
The consensus price target is $933.75 with an OUTPERFORM rating from 26 analysts. Notable targets include UBS $930, Rothschild $839, Daiwa $891, Jefferies $1049, and Evercore $950.
How has Goldman Sachs performed in investment banking compared to rivals?
Goldman Sachs is outperforming rivals with investment banking trading at $9.9B (+15%), IB fees up +35%, and leading in M&A. It has delivered 53% stock returns versus JPM and MS, with Q4 2024 revenue at $2.58B and M&A up 43%.
What are the expected EPS figures for Goldman Sachs' Q1?
Consensus expects +16.7% EPS growth to $16.48. Jefferies forecasts $15.60, amid strong trading, IB, NII, and credit performance.
What are the latest updates on Goldman Sachs' buybacks and dividends?
Q4 2025 buybacks totaled $3B (1.16% of shares), with the dividend locked at $4.50. FY25 recommendations favor equities trading.
How has Goldman Sachs stock performed recently?
The stock rose +7.37% on April 1 due to M&A, IPO, Fed, and AI hype, with a 5-day winning spree of +7.9% reaching $266B market cap.
What does Goldman Sachs say about AI's impact on jobs?
Goldman Sachs warns AI could displace 300 million jobs worldwide over the next decade, cutting 16,000 U.S. jobs monthly, with Gen Z most affected. Displaced workers face a 'scarring effect' with yearslong pay cuts and lengthy job searches.
What is the outlook for Goldman Sachs' Q1 from BofA and others?
BofA previews solid results for banks in trading, IB, NII, and credit, with equities at best ever; hold on PC scrutiny. JPM, MS, and GS are poised for in-line to better Q1 per BofA and Jefferies.
PT cons $933.75 OUTPERFORM (26 analysts; UBS$930/Rothschild$839/Daiwa$891/Jefferies$1049/Evercore$950); Jefferies trading $9.9B +15%/IB +35% M&A #1/EPS$15.60; GS IB crushing rivals 53% stock ret vs JPM/MS, Q4'24 $2.58B rev, M&A +43% '25 Q1'26 strong; BofA preview solid banks trading/IB/NII/credit hold PC scrutiny/equities best ever; cons +16.7%EPS$16.48; FY25 rec eq trading; Q4'25 buybacks $3B/1.16%, div $4.50 locked; stock +7.37% Apr1 M&A/IPO/Fed/AI hype, 5-day +7.9% $266B mcap; debt taps pre/post-Q1. Focus: GSAM PC/FICC/IB/M&A/AI/Basel/buybacks.