Goldman Sachs' Top Stock Picks: Nvidia and Four Other Compelling Buys

Nvidia:: Expected to show strong performance with positive industry trends, though the bar for outperformance is high.

Teva:: Goldman Sachs believes concerns about Teva's rapid growth are overdone, citing a fundamentally different outlook and a rapidly ascending earnings trajectory. Analyst Matt Dellatorre raised the price target to $45.

Philip Morris:: Transforming into a faster-growing, more profitable business with an attractive valuation. Management's aggressive 2026 outlook is a key positive.

S&P Global:: Strong AI positioning and durable long-term earnings power make it a compelling pick, even after a recent pullback. Expansion into private markets and decentralized finance are growth drivers.

Apollo Global:: Viewed as having healthy upside potential in 2026/27, relatively insulated from industry-level risks. Trading at an attractive setup based on updated estimates.

Nvidia:: The focus is on visibility into 2027, non-traditional customer demand, competitive dynamics, and China business trends. Investors should monitor these areas for potential growth signals.

Teva:: The company's outlook is fundamentally different from a few years ago, making historical comparisons less relevant. The robust pipeline and ascending earnings trajectory are key factors.

Philip Morris:: The transformation into a faster-growing, more profitable business is driven by high single-digit dollar topline growth and impressive double-digit EPS growth.

S&P Global:: Strong AI positioning and expansion into high-growth adjacencies, including private markets and decentralized finance, are expected to drive durable revenue growth and EBITDA margin expansion.

Apollo Global:: The firm is seen as relatively insulated from industry-level risks, offering healthy upside potential in the coming years.

Goldman Sachs has identified five compelling stocks with potential for growth.

Nvidia, Teva, Philip Morris, S&P Global, and Apollo Global are highlighted as attractive investment opportunities.

Investors should consider these picks for potential portfolio diversification and growth.