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Stock impact report

The Bull Case Is Now the Base Case for Seagate Technology Stock After Major Earnings Blowout [Yahoo! Finance]

Goldman Sachs Group, Inc. (The) (GS) 
Last goldman sachs group, inc. (the) earnings: 4/15 07:30 am Check Earnings Report
US:NYSE Investor Relations: goldmansachs.com/investor-relations
Company Research Source: Yahoo! Finance
company, transforming what was previously considered an optimistic scenario into the new consensus outlook. Revenue of $3.11 billion exceeded estimates by 5.4%, representing 44% year-over-year growth, while non-GAAP earnings per share of $4.10 surpassed the $3.48 consensus by more than 17%. Perhaps most critically, management guided fiscal fourth-quarter revenue to $3.45 billion and EPS to $5.00, both dramatically above Street expectations of $3.16 billion and $3.97, respectively. The magnitude of the earnings surprise triggered an immediate and sweeping reassessment across Wall Street. Rosenblatt doubled its price target to $1,000 from $500, representing the most aggressive HDD call of 2026. Bank of America lifted its target to $840, Barclays to $750, Citi to $740, and Goldman Sachs nearly doubled its target to $700 from $385. Morgan Stanley reaffirmed Seagate as a top pick, characterizing the company as “stronger for longer.” Only UBS maintained a cautious stance, raising its targ Show less Read more
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