Big tech is wobbling. Goldman Sachs says it’s time to buy these 23 unloved stocks instead.
Published . Updated .
Goldman Sachs says consumer-facing laggard stocks are the best way forward as earnings growth is set to slow next year and big tech stocks struggle.
Directly affected
- GS Goldman Sachs Group
Named in this report.
Indirectly affected
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
- GD General Dynamics
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
- BA Boeing
Defense and aerospace orders move with conflict spending
- LHX L3Harris
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
Price reaction, T-5 to T+3
Goldman Sachs says consumer-facing laggard stocks are the best way forward as earnings growth is set to slow next year and big tech stocks struggle.
Source: MarketWatch
How solid the defense case looks
12 out of 100
“Big tech is wobbling. Goldman Sachs says it’s time to buy these 23 unloved stocks instead.” scores 12 out of 100. The score uses 1 sources.