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Source document· January 7, 2026

Should You Buy Goldman Stock as Macro Clarity Rekindles Dealmaking?

View original at finance.yahoo.com
Should You Buy Goldman Stock as Macro Clarity Rekindles Dealmaking? U.S. dealmaking activity was muted in early 2025 as macroeconomic uncertainty and tariff-related concerns weighed on corporate and private equity decision-making…
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  • Goldman topped global M&A rankings in 2025 by hitting $1.66 trillion in volume, advising on 40 megadeals and achieving market share of 36.4%

    80% confidence
  • Only 48% of private equity leaders felt confident pursuing M&A in Q1 2025, but confidence surged to 86% by year-end

    80% confidence
  • Asset Management unit intends to expand private credit portfolio to $300 billion by 2029

    80% confidence
  • Nearly 69% of respondents describe the M&A environment as strong, and 90% expect deal activity to increase or remain steady

    80% confidence
  • OneGS 3.0 is a multi-year overhaul that embeds AI as a core operating capability rather than a standalone tool

    80% confidence
  • Company targets mid-term goals of 14-16% return on equity and 60% efficiency ratio

    80% confidence
  • Zacks Consensus Estimate for Goldman's 2025 and 2026 earnings implies year-over-year growth of 20.8% and 12.8% respectively

    80% confidence
  • Goldman Sachs carries Zacks Rank #2 (Buy) rating

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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