Goldman Sachs revealed a slew of stocks that the firm says are extremely compelling. The Wall Street investment bank said companies including Nvidia have plenty of upside amid the market volatility. Other buy-rated names screened by CNBC Pro include: Teva, Philip Morris, S & P Global and Apollo. Teva Teva’s stock has doubled over the past year, but fears that it’s come too far, too fast are overdone, according to Goldman Sachs. Analyst Matt Dellatorre and team says the pharma stock is extremely attractive at current levels and that investors should remain calm. “While we appreciate this concern from a risk-reward perspective we highlight that the outlook for the company today is now fundamentally different from what it was just a few years ago — and thus comparisons to historical multiples are increasingly less relevant,” he wrote. Shareholders should continue to accumulate shares as Teva is on a rapidly ascending earnings trajectory with a robust pipeline, the analyst said. Dellatorre also raised his price target to $45 per share from $36. Shares of the company are up more than 8% so far this year. Philip Morris The tobacco giant is also firing on cylinders. Analyst Bonnie Herzog and team said in a recent note that the shares have plenty of upside. “PM is transforming into a faster growing and more profitable business — an earnings compounder with an attractive valuation,” she wrote. Goldman also said it likes management’s aggressive 2026 outlook. “To put it simply, there aren’t many Staples companies right now delivering (and guiding) high single-digit dollar topline, with volume and impressive [double-digit] dollar EPS growth,” she went on to say of the stock. Shares are up almost 18% this year. S & P Global Shares of the capital markets company have plenty more room to run, especially after a 7% pullback this week, according to analyst George Tong. “Strong AI positioning, conservative guidance with upside and durable long-term earnings power,” he wrote following the company’s recent quarterly earnings report. Tong did lower his price target on the stock to $498 per share from $555, but says he believes S & P Global has the chops to withstand any disruption that arises from artificial intelligence. Those concerns have recently pressured S & P Global shares. “Longer term, we believe SPGI’s push into high‑growth adjacencies including private markets & decentralized finance, as well as its strengthening enterprise capabilities will drive durable mid-to-high single-digit organic revenue growth and ongoing EBITDA margin expansion,” he went on to say. The stock is down 22% this year. Nvidia “We expect investors to focus on (1) directional commentary on visibility into 2027; (2) non-traditional customer demand trends; (3) competitive dynamics; (3) China business trends. We expect a beat-and-raise quarter given positive industry supply and demand datapoints, but we believe the bar for outperformance is high heading into the quarter.” S & P Global “Strong AI positioning, conservative guidance with upside & durable long-term earnings power. … Longer term, we believe SPGI’s push into high‑growth adjacencies including private markets & decentralized finance, as well as its strengthening enterprise capabilities will drive durable mid-to-high single-digit organic revenue growth and ongoing EBITDA margin expansion.” Teva “While we appreciate this concern from a risk-reward perspective we highlight that the outlook for the company today is now fundamentally different from what it was just a few years ago – and thus comparisons to historical multiples are increasingly less relevant.” Philip Morris “PM is transforming into a faster growing and more profitable business – an earnings compounder with an attractive valuation. … To put it simply, there aren’t many Staples companies right now delivering (and guiding) high single-digit dollar topline, with volume and impressive DD dollar EPS growth.” Apollo Global “We view APO as one of the few alternative asset managers with healthy upside potential to numbers in 2026/27 which we view as relatively insulated from industry-level risks that have pressured the alts stocks in recent months. With the stock currently trading at < 14X SBC-burdened 2027 DE on our updated estimates, we think there is an attractive setup for the stock into 202
Goldman Sachs says these five stocks, including Nvidia, are too attractive to ignore
view original post