On October 12, 2026, Goldman Sachs raised its three-month global stock outlook to overweight, expecting strong earnings growth, especially in the U.S. and Asia, while BlackRock moved its U.S. equity stance to neutral to fund an upgrade in U.S. Treasuries, signaling better value in bonds. Both firms agree bonds are becoming attractive again, with Goldman favoring a longer-term bond overweight and BlackRock overweighting short-term Treasuries. Despite differing stock views, both remain constructive on equities and bullish on AI-related sectors, highlighting earnings and interest rates as key risks ahead. Investors should consider income needs and bond horizons, as short-term views alone may not justify major stock allocation changes.
Goldman Sachs has a market cap of $259.70 billion and a dividend yield of 2.24% as of October 14, 2026, 21:21 WIB, with 67% of Pluang users buying its shares despite a 0.57% price dip that day. In contrast, BlackRock's market cap stands at $165.11 billion with a 2.15% dividend yield, and it saw a 2.15% price rise alongside 96% of Pluang users selling its shares. This divergence in investor behavior on Pluang highlights the contrasting outlooks Goldman Sachs and BlackRock have on stocks and bonds.
Goldman Sachs analyst Joe Ritchie has set a $565 price target for Trane Technologies, suggesting an 18.2% upside from its current price of around $478. The HVAC company has outperformed the S&P 500 recently and is expected to report strong Q3 earning...
Goldman Sachs recognized Gil Mandelzis, CEO and Founder of Capitolis, as one of the Most Exceptional Entrepreneurs of 2026 at its Builders and Innovators Summit. Capitolis is a fintech company addressing capital and liquidity challenges for banks and...
Goldman Sachs has lowered its price target for JPMorgan Chase from $398 to $392 following the bank's adjusted earnings report of $5.75 per share, which missed consensus estimates and ended a 17-quarter streak of earnings beats. Despite the earnings m...
Goldman Sachs reported strong third-quarter results, with an 18.7% return on equity (ROE) and earnings per share (EPS) of $17, surpassing expectations. The performance was boosted by momentum in its Global Banking & Markets and Asset & Wealth Managem...
Goldman Sachs reported Q3 earnings of $17.01 per share, well above the $12.86 estimate, and revenue of $18.68 billion, exceeding expectations. The 29% profit increase to $5.29 billion was driven by a 72% jump in equities revenue and a 21% rise in inv...
