Goldman Sachs Adds Red-Hot Gaming and Technology Stocks to December Conviction List
View original at finance.yahoo.comGoldman Sachs Adds Red-Hot Gaming and Technology Stocks to December Conviction List Thinkstock The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
Celestica has demonstrated ability to win customer programs in cutting-edge technology like 800G and 1.6T networking switches
80% confidenceEarnings estimates appear to have stabilized and private credit market shows no major issues
80% confidenceWynn Al Marjan launch, Las Vegas assets, leverage to higher-income consumers, strong 2026 event calendar, and improving Macau backdrop should drive transformative upside
80% confidenceKeysight's wireline/networking and Aerospace & Defense end markets are experiencing strong demand driven by data center buildout and AI
80% confidenceAres Management will deliver one of the most durable 20%+ 2-year EPS growth rates in the sector
80% confidenceEBITDA estimates for Wynn sit 3% above Street consensus for 2026
80% confidenceAres will achieve 20%+ fee-related earnings growth CAGR and 25% EPS growth CAGR in 2026/2027
80% confidenceAres is trading at meaningful discount to historical valuation with upside potential from S&P 500 inclusion
80% confidenceKeysight's industrial and wireless businesses are beginning to inflect positively
80% confidenceCelestica's strong engineering capabilities and production scaling are competitive advantages over other ODM and EMS providers
80% confidenceWynn Resorts is one of the most catalyst-driven stocks in coverage
80% confidenceCelestica will benefit from ongoing capex growth amongst hyperscale and large AI players
80% confidence
Data points we hold from this source
| Goldman Sachs & Co. LLC · investment bank revenue rank | 2 rank |