Three must-have stocks recommended by Goldman Sachs' experts for investors to hold immediately
In a recent analysis, Goldman Sachs has identified ARM Holdings and Klaviyo as top stocks that investors can profit from in the current market rally. However, it's important to note that the firm has not provided specific analyses for Cloudflare or Klaviyo as of the latest available data.
Starting with ARM Holdings, Goldman Sachs initiated coverage on the company with a "neutral" rating and a price target of $160, indicating a potential upside of 8.09% from its current price. The chipmaker, known for its semiconductor designs, has been recovering well, with a 56% increase in its stock price over the past three months. Management projects AI-related revenue to grow at a 45% compounded annual growth rate over five years.
Analysts expect ARM to post earnings of $0.34 per share and revenue of $1.06 billion for the first quarter of 2026. Goldman Sachs expressed particular optimism about the ARM Holdings stock, suggesting a 10.5% upside, while the consensus of analysts sees a -0.5% downside, according to current data.
As for Klaviyo, while Goldman Sachs has not provided a specific analysis for the marketing automation and customer data management company, they recommend buying Klaviyo's stock before the upcoming quarterly results. The analysts at Goldman Sachs have also highlighted the potential for increased demand for SMB software, which could positively impact Klaviyo's performance.
On the other hand, Goldman Sachs predicts a 12.0% upside for Cloudflare, while the average analyst target price on Wall Street is six percent below the current level. However, as no specific analysis from Goldman Sachs is available, the current outlook for Cloudflare remains unclear.
These predictions come after a significant shift in the markets following Donald Trump's election as US President, and as the markets continue to show positive sentiment, Goldman is also optimistic about the Cloudflare stock, given the upcoming quarterly results and the company's potential to expand its market position, especially in the server sector, and accelerate its earnings growth in the coming months.
For detailed analyses of Cloudflare and Klaviyo from Goldman Sachs, further research or direct access to their reports would be necessary. As always, it's advisable for investors to conduct their own research and consider consulting with a financial advisor before making investment decisions.
Financing in the stock-market, investors might find potential profits by considering ARM Holdings and Klaviyo, as recommended by Goldman Sachs. While Goldman Sachs has not provided specific analyses for Klaviyo, they advise buying its stock before the upcoming quarterly results, citing potential increased demand for SMB software.
