Goldman Sachs has identified a selection of stocks that it views as particularly compelling in the current market environment, highlighting opportunities amid ongoing volatility. The notable names include Nvidia, Teva, Philip Morris, S&P Global, and Apollo Global Management, all of which have received buy ratings from the firm.
### Teva Pharmaceuticals
Teva has seen its stock price double over the past year, but Goldman Sachs analyst Matt Dellatorre contends that fears regarding its rapid rise are overstated. He asserts that the pharmaceutical company’s outlook has significantly improved compared to previous years, making historical performance comparisons less relevant. Dellatorre encourages investors to continue accumulating shares, citing a strong earnings trajectory and a promising pipeline. As a result, he has raised the price target for Teva’s stock from $36 to $45 per share, with the stock already up over 8% this year.
### Philip Morris
The tobacco giant is undergoing a transformation, as detailed by analyst Bonnie Herzog, who notes that the company’s stock has substantial upside potential. Herzog describes Philip Morris as an “earnings compounder” that is becoming a faster-growing and more profitable business. She emphasizes the company’s ambitious outlook for 2026 and notes that few staples in the market are delivering robust growth metrics. The stock has already climbed nearly 18% this year.
### S&P Global
S&P Global shares have faced pressure recently, experiencing a 7% pullback. However, analyst George Tong believes there is significant upside potential for the stock, particularly considering its strong positioning in artificial intelligence and durable long-term earnings power. Although he has adjusted his price target down from $555 to $498 per share, he remains confident in S&P Global’s ability to navigate any disruptions and anticipates growth in high-demand sectors such as private markets and decentralized finance. The stock has dipped 22% so far this year.
### Nvidia
Goldman Sachs anticipates a solid quarter for Nvidia, largely due to favorable industry supply and demand dynamics. Analysts are particularly focused on several key factors, including visibility into 2027, customer demand trends, competitive dynamics, and the company’s performance in China. While optimism abounds, the firm acknowledges that the expectations are high heading into the quarter.
### Apollo Global Management
Lastly, Goldman Sachs regards Apollo Global Management as a strong candidate for growth, particularly as it appears relatively insulated from the industry-level risks affecting alternative asset managers. The stock is trading at less than 14 times the SBC-burdened estimates for 2027, suggesting a favorable investment opportunity in the near term.
Overall, Goldman Sachs’ insights paint a picture of cautiously optimistic investment prospects in a variety of sectors despite the current market volatility.
