Goldman Sachs had a standout performance in 2025 with a 57% total return, ranking top five among U.S. financial stocks. The stock continues to rise in 2026, with an 11% YTD increase. Despite missing revenue projections, Goldman beat expectations on EPS, driven by its Apple credit card business transition.

Goldman recently announced the sale of its Apple Card business to JPMorgan Chase, impacting revenue and profit. Global Banking and Markets is its key segment, accounting for 77% of revenue, with a 22% increase last quarter. Analysts have varied price targets for Goldman, with predictions of a possible 11% downside or 38% rise.

The company is optimistic about its investment banking business in 2026, expecting increased activity. CEO David Solomon sees potential for more mergers and acquisitions under the Trump administration. Despite concerns about its valuation, momentum in investment banking creates a positive outlook for Goldman’s shares moving forward.

Read more at Yahoo Finance: Goldman Sachs Soars on Q4 Post, Strong Investment Banking Outlook