For the second quarter of 2026, analysts anticipate Goldman Sachs will report consensus revenue of $13.12 billion and EPS of $14.47, as the stock trades at $562.40 against an average price target of $610.00.

Investors are primarily focused on the recovery of Investment Banking fees, particularly the strength of the deal backlog and equity underwriting volumes. Recent performance has been bolstered by a resurgence in global M&A activity and improved capital market conditions compared to the previous year. The bank's continued pivot back to its core institutional strengths following the consumer banking exit remains the central narrative for shareholders.