Goldman Sachs Conviction Buy

Date Stock Ticker Target Price Analyst Name Analyst Note
07/29/2019 CMG $1000 Katherine Fogertey very strong low end consumer spending, refranchising, digital engagement that is enabling profits & delivery that is driving higher checks & traffic
04/12/2019 EXAS $120 Patrick Donelly cites "Cologuard is a unique growth story,competing liquid biopsy products are likely years away.
04/10/2019 FSLR $75 Brian Lee Cites Malaysia facility could add as much as 23% upside to his 2021 EPS
04/10/2019 First Solar, Inc (FSLR) $75 Brian Lee
03/11/2019 BHGE $36 Angie Sedita Valuations are at the low end of historical ranges
01/04/2019 Netflix (NFLX) $400 Heath Terry Sees Netflix doubling its annual content investment and generating positive cash returns by 2022.
11/19/2018 NVS na Katherine Alexakis Novartis is entering a period of sustained sales growth driven by a reinvigorated pharma business
10/18/2018 NVIDIA Corporation (NVDA) $305 Toshia Hari Buy-rated Nvidia (NVDA) to his firm's Conviction List while lowering his price target for the shares to $305 from $324.
09/03/2018 JWN $73 na
02/07/2018 ANET $320 Rod Hall strong secular growth in the greater than 100G data center switching market combined with execution.
02/01/2018 WPX $21 Brian Singer The analyst views the company's Permian/Banklen resource base as "advantageously positioned'
01/29/2018 LH $205 Patrick Donnelly Telling investors shares are undervalued as growth is set to inflect back to market growth in 2018.
01/19/2018 NVO DKK450 or $74.01 in USD Keyur Parekh He sees the company's GLP-1 Franchise setting it up for a new period of high compounding revenue and EPS growth after 2018.
01/18/2018 WMT $117 Matthew Fassler says meaningful dividend raise as WMT redeploys cash from tax savings.
01/04/2018 WFC $63 Richard Ramsden saying it is the largest beneficiary of Blue Sky earnings. Attractive valuation relative to peers and the dividend yield.
12/15/2017 ALNY $115 Jami Rubin Alny is transitioning to a commercial -stage biotech company from platform. Expects FDA approval of Patisiran in 2018.
12/15/2017 BMRN $131 Jami Rubin cites increasing base business of 6 orphan drugs driving earnings higher.
11/30/2017 AGCO $90 Jerry Revich Prefers AGCO over CMI* CMI downgraded to Neutral*
10/20/2017 MGM $41 Stephen Grambling Contends sell off creates buying opportunity & believes near-term trends could meet a low bar based and longer term, he continues to view the supply/demand dynamics in Las Vegas favorably.
09/28/2017 BLK $500 Alexander Blostein The analyst has expects an acceleration in annual operating income growth given imporving trends in active, easing pressures on blended fee rates, and scaling of its Tech platform which should lead to sustainable multiple improvement.
08/16/2017 BIIB $338 Terence Flynn Analyst Terence Flynn. Saying he continues to see optionality Aducanumab, its lead pipeline-Alzheimer's drug. P3 data Q4/2019/Q1/2020. Peak sales $12B
08/09/2017 RSPP $45 Brian Singer After earning reports slumped analyst upgraded to Conviction buy from buy. Q2 EPS adj 17c vs 15c, revenue $183.10 vs $186.11M est
07/14/2017 #NTNX $31 Simona Jankowski Viewed as M&A target. "once-in-decade tech infrastructure" that will benefit from double digit growth, high gross margins and significant operating leverage"
07/14/2017 #WMT $84 Matthew Fassle The analyst Wal-Mart's small-market focus and current inventory discipline. He notes that his earnings forecasts are above consensus for the next two fiscal years
07/14/2017 #ULTA $310 Matthew Fassle The analyst is positive on the shares following the recent pullback and expects the company's share gains and
07/14/2017 #NTAP $47 Simona Jankowski she sees significant upside to estimates from storage market share gains, gross margin expansion, and operating leverage.
07/07/2017 #ICLR $117 Robert Jones shares can continue to outperform given healthy industry fundamentals, strong execution, and M&A optionality both as a target and an acquirer
05/23/2017 #WING $36 Karen Holthouse believes Wingstop is well positioned for digital ordering and off-premise tailwinds and expects an acceleration in same-store-sales driven by national advertising momentum.
05/19/2017 #TMUS $81 Brett Feldman The analyst expects EBITDA and free cash flow growth to accelerate and said the company may be positioned for a series of M&A as US fixed and mobile sectors look to acquire companies that have the ability to deliver converged services. :theflyonthewall
04/17/2017 #STZ $200 Judy Hong citing valuation and best-in-class growth
04/11/2017 #DIS $138 Drew Borst the success of "Beauty and the Beast" has increased his confidence in his forecast that FY18 EPS growth will accelerate given the company's promising film slate and its read-through to consumer products. He also sees accelerating profit growth at ESPN given normalizing NBA costs and predicts record results for the Theme Parks segment
04/04/2017 #CAT $120 Jerry Revich The analyst believes mining machinery demand is at an inflection and construction machinery market demand is in the early stages of a recovery, with significant opportunity for inventory restock
04/04/2017 #GWRE $70 Jesse Hulsing After "meaningfully" underperforming peers over the last year, the stock has multiple catalysts for outperformance, including margins bottoming in FY17 and revenue acceleration in FY18
03/08/2017 #EVH $30 Robert Jones He believes fundamentals as well as execution remains strong and expects Evolent to reach breakeven EBITDA later in 2017.
03/02/2017 #ARMK $44 Stephen Grambling Sees sales accelerate through the year on recent contract wins & its a margin expansion story .
03/01/2017 #WMB $38 Theodore Durbin Says market is not appreciating the company's "visible, low-risk" organic growth and "strong" free cash flow generation.
01/09/2017 #STI $67 Ryan Nash Says combination of understated rate sensitivity & accelerating efficiency improvements should drive upside to 2017/18 earnings.
12/20/2016 #NVDA $129 Toshiya Hari Expects AI/ML capacity additions to drive TAM expansion
11/30/2016 #CE $92
10/11/2016 #CMI $162 Sees US & Int'l demand to normalize/upbeat on margin
10/07/2016 #RL $120 Lindsay Drucker Mann
10/04/2016 #P $19 Heath Terry

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