GS

Goldman Sachs Group Inc.

2026-01-16 08:32 PM

+4.63%

Goldman Sachs surges to record high after Q4 earnings smash estimates

Goldman Sachs reported record Q4 earnings of $14.01 per share, significantly beating estimates, with equity traders delivering record-breaking revenue according to Bloomberg. The company posted record annual net revenue of $41.5 billion for 2025, with 60% revenue growth and improved returns since its first Investor Day, per Axios and Benzinga.

Analysis

This continues yesterday's strong momentum following the earnings release, with multiple analysts raising price targets—Wells Fargo to $1,050 and Keefe Bruyette to $1,000. The move is Goldman-specific as the stock significantly outperformed the financial sector (+4.42% vs XLF), driven by company fundamentals rather than broad banking tailwinds. Jim Cramer on CNBC called the stock undervalued despite hitting new 52-week highs, adding to bullish sentiment.

Sources

Date: 2026-01-16

Price: $975.86

Type: Stock Specific

Confidence: high