Scenarios that move GS

Goldman Sachs Group, Inc. (The) Common Stock

Scenarios that move GS: 83 analyses, 70 positive, 13 negative.

  1. · ◇ What if… SpaceX could lead 2026 IPOs by market capitalization — ▲ · impact +62 · confidence high · horizon quarters
  2. · Bill Ackman directs up to $3 billion into Vantage — ▲ · impact +80 · confidence low · horizon immediate
  3. · Strive announces pricing of upsized SATS IPO — ▲ · impact +75 · confidence low · horizon immediate
  4. · Morgan Stanley beats quarterly profit estimates on equity trading strength — ▲ · impact +70 · confidence high · horizon immediate
  5. · Hot US inflation weighs on markets as CoreWeave plunges 15% — ▲ · impact +40 · confidence low · horizon weeks
  6. · Skydance stock falls 28.5% in trading today — ▼ · impact -40 · confidence low · horizon weeks
  7. · EU approves Kimberly-Clark's $40 billion Kenvue acquisition — ▲ · impact +35 · confidence low · horizon quarters
  8. · BofA fined $1.2 billion by US government for AML failures — ▼ · impact -40 · confidence low · horizon quarters
  9. · Micron raises buyback authorization to $35 billion — ▲ · impact +10 · confidence low · horizon weeks
  10. · Goldman Sachs Q3 earnings beat estimates, shares rise on equities and IB — ▲ · impact +92 · confidence high · horizon immediate
  11. · JPMorgan Chase Q3 earnings and revenue miss estimates — ▼ · impact -58 · confidence high · horizon immediate
  12. · Wells Fargo beats profit estimates but misses NII and revenue — ▲ · impact +52 · confidence low · horizon immediate
  13. · Citi profit jumps 40% on stronger banking, services and wealth revenue — ▲ · impact +69 · confidence medium · horizon immediate
  14. · ◇ What if… Iran reaches Hormuz agreement as Republicans win Senate — ▲ · impact +60 · confidence low · horizon quarters
  15. · QXO could double EBITDA by 2030 after $15B TopBuild deal — ▲ · impact +37 · confidence medium · horizon immediate
  16. · Starbucks may pursue takeover bid for Chipotle — ▲ · impact +35 · confidence medium · horizon weeks
  17. · Pacira BioSciences shares skyrocket in today's trading — ▲ · impact +8 · confidence low · horizon quarters
  18. · Jio reportedly seeks a $114 billion valuation in IPO — ▲ · impact +12 · confidence low · horizon weeks
  19. · Vaxcyte prices concurrent stock, warrant and convertible note offerings — ▲ · impact +28 · confidence medium · horizon immediate
  20. · PTC stock surges 33.5% in trading — ▲ · impact +12 · confidence medium · horizon weeks
  21. · Schneider Electric agrees to acquire PTC for $22.6 billion — ▲ · impact +25 · confidence low · horizon quarters
  22. · Spyre Therapeutics prices $350 million public stock offering — ▲ · impact +10 · confidence medium · horizon immediate
  23. · ◇ What if… Republicans win Kansas Senate race in 2026 — ▲ · impact +45 · confidence low · horizon weeks
  24. · Paramount and Warner Bros. Discovery plan merger into Skydance — ▲ · impact +38 · confidence low · horizon quarters
  25. · Talen Energy expands buyback plan with $1.5 billion repurchase — ▲ · impact +15 · confidence low · horizon immediate
  26. · US stocks rally as weak jobs data cools Fed hike bets — ▼ · impact -65 · confidence low · horizon immediate
  27. · India's $133-billion cash deluge puts RBI on hawkish path — ▲ · impact +22 · confidence medium · horizon weeks
  28. · Paramount completes $52 billion debt sale to fund Warner buyout — ▲ · impact +42 · confidence medium · horizon immediate
  29. · National Fuel acquires CenterPoint's Ohio gas utility for $2.62 billion — ▲ · impact +10 · confidence low · horizon immediate
  30. · Michael Burry buys puts on Nvidia, Micron and Palantir — ▲ · impact +60 · confidence low · horizon weeks
  31. · ◇ What if… Fed raises interest rates again in 2026 — ▲ · impact +50 · confidence medium · horizon immediate
  32. · ◇ What if… Fed holds interest rates after December 2026 meeting — ▲ · impact +55 · confidence low · horizon weeks
  33. · Nvidia unveils historic buyback as stock gains 1.7% — ▲ · impact +34 · confidence low · horizon weeks
  34. · Monzo reportedly holds sale talks with Nubank at £10 billion valuation — ▲ · impact +18 · confidence low · horizon quarters
  35. · GE Aerospace spends $12 billion on an acquisition — ▲ · impact +40 · confidence medium · horizon immediate
  36. · ◇ What if… Ethereum dips to $2,600 in September — ▲ · impact +45 · confidence low · horizon immediate
  37. · ◇ What if… Bitcoin dips to $80,000 in September — ▲ · impact +40 · confidence low · horizon weeks
  38. · US 10-year Treasury yield reaches a 19-year high — ▲ · impact +50 · confidence low · horizon immediate
  39. · ADARx Pharmaceuticals prices upsized $446.3 million initial public offering — ▲ · impact +40 · confidence low · horizon immediate
  40. · Stocks slide as Treasury yields climb and Oracle declares force majeure — ▲ · impact +50 · confidence medium · horizon immediate
  41. · Barry Diller’s People Inc. rescinds MGM Resorts takeover offer — ▼ · impact -11 · confidence low · horizon quarters
  42. · ◇ What if… Trump and Putin fail to hold a meeting — ▼ · impact -47 · confidence low · horizon weeks
  43. · ◇ What if… Ethereum dips to $2,000 by December 31, 2026 — ▲ · impact +40 · confidence low · horizon quarters
  44. · Bond yields spike as stocks drop while Boeing bucks trend — ▲ · impact +65 · confidence low · horizon immediate
  45. · Forward Industries announces $25 million registered direct offering — ▲ · impact +40 · confidence low · horizon immediate
  46. · ◇ What if… Ethereum reaches $3,500 by December 31, 2026 — ▼ · impact -45 · confidence low · horizon quarters
  47. · Royal Caribbean nears $3 billion deal for 50% Sandals stake — ▲ · impact +20 · confidence low · horizon immediate
  48. · Istanbul Stock Exchange removes over a quarter of main index — ▲ · impact +40 · confidence low · horizon weeks
  49. · ◇ What if… Republicans win control of Senate after 2026 midterms — ▲ · impact +52 · confidence medium · horizon quarters
  50. · Fed Chair Kevin Warsh may defy Trump again — ▲ · impact +50 · confidence low · horizon quarters
  51. · Turkey orders Isbank and Ziraat to liquidate $18.3 billion in funds — ▲ · impact +50 · confidence low · horizon immediate
  52. · Central banks signal a global rate-hike cycle — ▲ · impact +60 · confidence low · horizon weeks
  53. · Warren Buffett steps down as Berkshire Hathaway enters new era — ▲ · impact +42 · confidence medium · horizon weeks
  54. · RBI plans ₹1 lakh crore bond sales to drain liquidity — ▲ · impact +35 · confidence low · horizon weeks
  55. · Beta Bionics prices public offering of stock and warrants — ▲ · impact +20 · confidence low · horizon immediate
  56. · Algorhythm announces CEO transition tied to transformational acquisition — ▲ · impact +72 · confidence low · horizon immediate
  57. · Ascendis announces planned $400 million share repurchase program — ▲ · impact +16 · confidence medium · horizon immediate
  58. · Oklo announces $1 billion share sale, stock drops — ▲ · impact +8 · confidence medium · horizon weeks
  59. · Corning shares plunge in today's trading session — ▲ · impact +15 · confidence low · horizon weeks
  60. · US 10-year Treasury yield reaches significant 5% threshold — ▲ · impact +50 · confidence low · horizon immediate
  61. · Olin and Huntsman merger clears US antitrust hurdle — ▲ · impact +34 · confidence low · horizon immediate
  62. · Salesforce spends record $27.1 billion on quarterly buybacks — ▲ · impact +47 · confidence medium · horizon immediate
  63. · ◇ What if… OpenAI does not go public by December 31, 2026 — ▼ · impact -44 · confidence low · horizon quarters
  64. · ◇ What if… Fed holds interest rates steady after October 2026 meeting — ▲ · impact +52 · confidence low · horizon weeks
  65. · GE Aerospace plans a $12 billion acquisition — ▲ · impact +42 · confidence medium · horizon immediate
  66. · ◇ What if… David Lisnard wins France’s 2027 presidential election — ▲ · impact +55 · confidence low · horizon quarters
  67. · Trump administration to sanction a large unnamed bank on Monday — ▲ · impact +55 · confidence low · horizon weeks
  68. · Bessent signals Treasury bond plan and warns FX traders — ▲ · impact +80 · confidence low · horizon weeks
  69. · ◇ What if… Ethereum dips to $2,250 by Dec. 31, 2026 — ▲ · impact +30 · confidence low · horizon quarters
  70. · Flex acquires EPC Power for $4.4 billion — ▲ · impact +16 · confidence medium · horizon quarters
  71. · Bitcoin drops below $80,000 as Fed-hike bets rise — ▲ · impact +45 · confidence low · horizon immediate
  72. · Uber nears buyout of Delivery Hero — ▲ · impact +28 · confidence medium · horizon immediate
  73. · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -42 · confidence low · horizon weeks
  74. · ◇ What if… Anthropic goes public by October 31, 2026 — ▲ · impact +28 · confidence low · horizon immediate
  75. · Hot jobs report lifts two-year Treasury yield to highest since January 2025 — ▲ · impact +55 · confidence low · horizon quarters
  76. · ◇ What if… Anthropic has the highest IPO market cap in 2026 — ▲ · impact +54 · confidence low · horizon immediate
  77. · ◇ What if… Republicans retain control of Senate and House after 2026 midterm elections — ▲ · impact +55 · confidence medium · horizon immediate
  78. · ◇ What if… Trump leaves office as US president before 2027 — ▼ · impact -40 · confidence low · horizon weeks
  79. · ◇ What if… Clarity Act signed into law in 2026, establishing new US cryptocurrency rules — ▼ · impact -35 · confidence low · horizon quarters
  80. · ◇ What if… Fed raises interest rates by 25 bps after September 2026 meeting — ▲ · impact +50 · confidence low · horizon immediate
  81. · ◇ What if… Fed leaves interest rates unchanged after September 2026 meeting — ▲ · impact +50 · confidence low · horizon weeks
  82. · ◇ What if… The Fed Cuts Rates 100 bps — ▼ · impact -32 · confidence low · horizon weeks
  83. · ◇ What if… Federal Reserve Cuts Interest Rates By 50 Basis Points — ▼ · confidence low

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