# The Goldman Sachs Group

Type: Company (GS)

Source: GetYourBrief — https://getyourbrief.com/entity/the-goldman-sachs-group
Canonical HTML page: https://getyourbrief.com/entity/the-goldman-sachs-group

## Recent coverage (5 stories, network-wide)

### MUFG Cuts Nike 22.3% to $19.95M, Zoetis 6.4% to $15.38M
2026-08-17 01:14:54 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Mitsubishi UFJ's Q2 13F shows a 22.3% reduction in Nike and 6.4% in Zoetis, just as sell-side targets on NKE cluster at $42–$47. For finance professionals, the filings highlight institutional rebalancing, ownership concentration, and analyst caution as key sentiment signals.
Full story: https://getfinancebrief.com/story/mufg-cuts-nike-zoetis-13f-holdings

### Globant Misses EPS by $0.10; Revenue $614.4M, Stock Falls 8.9%
2026-08-16 11:39:33 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Globant reported EPS of $1.40, missing consensus by $0.10, while revenue of $614.42 million slightly beat estimates but was flat year over year. Shares fell 8.9% to $37.35 as analysts lowered price targets. The company reiterated FY2026 EPS guidance of $5.75-$6.15 and Q3 guidance of $1.43.
Full story: https://getfinancebrief.com/story/globant-q2-2026-earnings-miss-finance

### ResMed Faces $270.64 Consensus Target Amid Analyst Divide on Sleep Device Demand
2026-07-10 14:15:23 · Sector: health · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Analyst downgrades reflect growing fears that GLP-1 weight loss drugs could erode the sleep apnea device market, even as ResMed’s financials stay solid. The contrast between a $225 low target and $321 high target underscores sector uncertainty.
Full story: https://gethealthbrief.com/story/resmed-analyst-target-sleep-apnea-demand

### ResMed Targets Drop to $225 at Wells Fargo; Upside Remains at +23.2%
2026-07-10 14:15:12 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wells Fargo’s $225 target is the lowest among major banks, yet ResMed’s average analyst target of $270.64 implies a 23.2% upside. Markets weigh defensive balance sheet qualities against emerging therapeutic competition.
Full story: https://getfinancebrief.com/story/resmed-stock-analyst-target-cuts-wells-fargo

### ResMed’s $270.64 Consensus Hides a 30% Spread in Analyst Targets
2026-07-10 14:14:59 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Biotech and life sciences investors face a paradox: ResMed’s stalwart medical device business is underpinned by low debt and high margins, yet analyst targets range from $225 to $321 as GLP-1 therapies threaten its patient base.
Full story: https://getbiobrief.com/story/resmed-analyst-divide-biotech-investment

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