研报专题
Goldman Sachs 券商研报
汇总 Goldman Sachs 发布的最新研报与研究观点。
Biogen Inc. (BIIB): Top- and bottom-line beat; Updated guidance reflects APLS revenue and synergies2026-07-29 · Goldman SachsCBRE Group (CBRE): 2Q26 First Take: Strength Across Platform Leads to Raised Guidance2026-07-29 · Goldman SachsCenovus Energy Inc. (CVE): First Take: Strong CFPS Beat Driven by Oil Sands Results, Raising Production Guidance; Buy2026-07-29 · Goldman SachsClarivate (CLVT): 2Q First Take: Revenue and EBITDA underperform consensus, dampened by transactional revenue declines2026-07-29 · Goldman SachsClean Harbors (CLH): First Take: 2Q EBITDA beat driven by Safety-Kleen; FY26 EBITDA guidance raised 9%2026-07-29 · Goldman SachsEvercore Inc. (EVR): First Take: Mixed results; better Other revenue & comp ratio, vs. lower Advisory revenue & higher non-comp expenses2026-07-29 · Goldman SachsFlex (FLEX): 1QFY27 First Take2026-07-29 · Goldman SachsGeneral Dynamics Corp. (GD): 2Q26 First Take: Solid quarter2026-07-29 · Goldman SachsGlobal Markets Daily: Surprise Effect — Lessons from Past Fed Meeting Day Surprises2026-07-29 · Goldman SachsGreatland Resources Ltd. (GGP.AX): Strong FY26 positions balance sheet into growing capex/-ve FCF through projects; Sell on relative valuation2026-07-29 · Goldman SachsHayward Holdings (HAYW): First Take: 2Q26 Beat, FY2026 guidance reiterated2026-07-29 · Goldman SachsHitachi (6501.T): 1Q above expectations/guidance up: Energy contribution tops expectations; prep for 800V DC products progressing; DSS firm in Japan, weak overseas; raise TP, Buy2026-07-29 · Goldman SachsHumana Inc. (HUM): 2Q26 First Take: Modest 2Q EPS Beat & Full Year Guide Maintained2026-07-29 · Goldman SachsHypera Pharma (HYPE3.SA): ANVISA approved five new semaglutide branded similars in Brazil, two from Hypera2026-07-29 · Goldman SachsKPIT Technologies (KPIT.BO): 1Q in-line: Deepening PV/CV/solutions efforts in difficult operating environment2026-07-29 · Goldman SachsKiniksa Pharmaceuticals (KNSA): 2Q26 Recap: Still underappreciated blockbuster potential; raising PT to $902026-07-29 · Goldman SachsLATAM Today: July 29, 20262026-07-29 · Goldman SachsLennox International Inc. (LII): 2Q26 First Take: Resi HVAC drives 2Q miss, FY26 guide lowered2026-07-29 · Goldman SachsLithia Motors Inc. (LAD): First Take: 2Q26 EPS beat driven by better-than-expected SG&A and finops; Used retail GPU +20%2026-07-29 · Goldman SachsMARUWA (5344.T): Trends in line with our view that AI-related growth to accelerate from 2H on market expansion and capacity increases; maintain OP estimates/TP; Buy2026-07-29 · Goldman SachsMarket Intelligence: US Morning Update2026-07-29 · Goldman SachsMasco Corp. (MAS): 2Q26 First Take2026-07-29 · Goldman SachsMineral Resources (MIN.AX): 4Q FY26 result: Fe/Li volume & cost beat; FY26 guidance achieved; upgrade to Neutral2026-07-29 · Goldman SachsNEC (6701.T): Large 1Q profit beat; domestic IT/defense/marine strong; still substantial upside scope versus revised guidance2026-07-29 · Goldman SachsParsons Corp. (PSN): 2Q26 First Take: Segment charges drive core miss and lower guidance2026-07-29 · Goldman SachsPresident Chain Store (2912.TW): First take: 2Q26 NI in-line; 7-11 TW/China beat offset by weaker Takkyubin2026-07-29 · Goldman SachsProPetro Holding Corp. (PUMP): 2Q26 First Take: Lower EBITDA on Margins; Focus on US Land Activity and Power Generation Outlook2026-07-29 · Goldman SachsProcter & Gamble Co. (PG): First Take: FQ4 EPS beat driven by lower tax rate as underlying trends disappoint - FY27 guidance largely in-line2026-07-29 · Goldman SachsRheinmetall (RHMG.DE): Q2 Pre-release: operating profit 20% ahead; strong execution and order momentum should raise confidence in FY2026-07-29 · Goldman SachsShionogi (4507.T): GSK read-across: Progress in HIV business to boost expectations for LA products; maintain Buy2026-07-29 · Goldman SachsSoFi Technologies Inc. (SOFI): 2Q26 First Take: Top line beat, but with higher S&M costs and unchanged guide2026-07-29 · Goldman SachsHigh-end CCL GM expansion on the way with potential pricing hike in 2H26 + customers booking new capacity after 2028; recommend high quality CCL names; Buy on EMC & TUC2026-07-29 · Goldman SachsTeva Pharmaceuticals (TEVA): First Take: 2Q beat and raise as key brands continue to lead the way2026-07-29 · Goldman SachsUS Morning Call: July 29, 20262026-07-29 · Goldman SachsVF Corp. (VFC): F1Q27 First Take: 1Q EPS miss / raised FY revenue guidance; CFO transition announced2026-07-29 · Goldman SachsVault Minerals (VAU.AX): 4Q26 in-line; Minor revisions to 3yr production outlook2026-07-29 · Goldman SachsVerisk Analytics Inc. (VRSK): 2Q First Take: Revenue and EPS outperformance with the full year guide reaffirmed2026-07-29 · Goldman SachsWEC Energy Group (WEC): First Take: EPS Beat GS/Consensus, data center and regulatory updates in focus2026-07-29 · Goldman Sachs香港置地 (HKLD.SI)：1H26业绩超预期 - 上调FY26盈利指引。资产负债表改善后准备部署资本以促进增长2026-07-31 · Goldman SachsFirst Abu Dhabi Bank (FAB.AD): Data Update: Minor estimate revisions2026-07-29 · Goldman SachsHudBay Minerals Inc. (HBM.TO): In Line 2Q26; Better Outlook And Many Catalysts For 2H262026-07-29 · Goldman SachsJohnson Controls International Plc (JCI): F3Q26 First Take: 3Q beat, strong orders, FY26 guidance raised2026-07-29 · Goldman SachsKeyence (6861.T): 1Q above expectations; strong profit generation continues. Focus shifts to capital deployment policy. Buy reiterated2026-07-29 · Goldman SachsKrafton (259960.KS) 2Q26 review; PUBG’s platformization gains traction while Subnautica 2 validates IP scale-up; Buy2026-07-29 · Goldman SachsLancashire Holdings Ltd (LRE.L): Key takeaways from 1H‘26 analyst call: Solid reserves and lower PML to support stable earnings2026-07-29 · Goldman SachsNewmark Group (NMRK): 2Q26 First Take: Solid quarter with reaffirmed guidance2026-07-29 · Goldman SachsOption Care Health Inc. (OPCH): 2Q First Take: 2Q EBITDA Beat; 2026 EBITDA Guidance Range Tightened2026-07-29 · Goldman SachsPKO Bank Polski (PKO.WA): Data Update: Minor estimate revisions2026-07-29 · Goldman SachsSaudi Awwal Bank (1060.SE): 2Q26 conference call takeaways2026-07-29 · Goldman SachsSaudi Telecom Company (7010.SE): 2Q26 slightly ahead; DPS in-line2026-07-29 · Goldman Sachs