economy
Goldman says these stocks are top ideas in the wake of their 2Q earnings
Goldman recently named some of its best ideas following the companies' latest earnings.
TL;DR
- Goldman Sachs has identified top stock picks post-earnings: Stubhub, Loar Holdings, MasTec, Toast, and Quanta Services.
- Loar Holdings is praised for 2026 guidance exceeding consensus and strong growth across end-markets.
- Toast's management is noted for tempering concerns about investment spending with commentary on structurally higher margins.
- MasTec is recommended for "buying the dip" due to its positioning for data center buildout and long-term EBITDA margin expansion.
- Quanta Services is seen as a beneficiary of power demand with estimated EPS CAGR growth.
- Stubhub is positively levered to the growing ticketing market opportunity.