Goldman Sachs is expected to report third-quarter 2026 revenue of $16.87 billion and EPS of $12.90 according to analyst consensus; the current stock price of $895.32 compares to an average analyst price target of $1,055.08.
Investors are primarily focused on the sustainability of capital markets momentum following a record-breaking second quarter, specifically monitoring the Q3 2026 analyst consensus for investment banking revenue growth.
While fixed-income trading (FICC) is expected to soften due to higher Treasury yields and a cooling deal environment, analysts anticipate resilience in equity trading and advisory fees. This report serves as a key test of whether Goldman’s recent outperformance is a durable trend or has reached a cyclical peak in market activity.