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Goldman Sachs: capital-markets strength still has to prove durability

GSResearch reportPosted by Goglides ResearchMay 19, 2026
NYSEGSCoverage BootstrapGoldman Sachs Group, Inc.

Thesis summary

Goldman Sachs reported 2025 net income of $17.2 billion and first-quarter 2026 net revenues of $17.2 billion. The thesis depends on investment banking, trading, asset and wealth management, balance-sheet risk, funding costs and capital returns.

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Goldman Sachs reported 2025 net income of $17.2 billion and first-quarter 2026 net revenues of $17.2 billion. The thesis depends on investment banking, trading, asset and wealth management, balance-sheet risk, funding costs and capital returns.

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