Goldman says these stocks are top ideas in the wake of their 2Q earnings
Goldman Sachs highlighted several stocks as buy ideas after their 2Q earnings, including Loar Holdings, Toast, MasTec, Quanta Services, and Stubhub. For Loar, it cited 2026 revenue, EBITDA and EPS guidance above consensus. For MasTec, Goldman cut its price target to $409 but kept a Buy. For Stubhub, it reiterated a Buy and 12-month PT of $16.
How this was made
The 30-second read
Why it matters
The excerpt is dominated by analyst theses (guidance beat, margin expansion, project wins, and market growth leverage) and one explicit price-target cut for MasTec, but it does not show new primary disclosures like fresh filings, contract awards, or updated guidance numbers beyond the earnings context.
Market read
For traders, this is more of a sentiment and positioning read-through than a catalyst, since it is an analyst ideas roundup rather than a single-company new disclosure.
What to watch
The excerpt does not quantify how much of the guidance beat or margin optimism is already reflected in the recent run-ups (e.g., Loar up 14% YTD, Toast up 16% in a month, MasTec up 37% YTD).
Background
Goldman Sachs published a list of top stock ideas following 2Q earnings, with CNBC Pro screening and named analyst commentary for several companies.
Ticker impact
Goldman reiterates a conviction buy for Loar after 2026 guidance ranges for revenue, EBITDA, and EPS beat consensus.
Near-term sentiment likely supportive, but magnitude depends on how much of the guidance beat is already priced.
The article provides specific guidance-beat framing and a reiterated conviction buy, but it is still an analyst note rather than a new company filing.
Goldman stays Buy on Toast, arguing fears about investment spending are overdone and pointing to structurally higher margins.
Could support dip-buying, especially given the stock is described as up 16% over the past month.
The piece includes concrete catalysts (AI marketing platform subscription improvement) but does not add new primary data beyond the earnings context.
Goldman says MasTec remains well positioned for the data center buildout boom and expects MTZ to win key pipeline and infrastructure projects.
Likely modestly bullish, though the lowered price target can temper upside expectations.
A specific price target cut is included, but the underlying driver is still an analyst framework after a mixed quarterly report.
Goldman frames Quanta Services as a key beneficiary of the power demand theme, estimating EPS CAGR of about 19.5% for 2026-2030.
Supportive for momentum, but the article is a multi-stock ideas list with no new Quanta-specific disclosure beyond the analyst estimate.
The text provides an EPS CAGR estimate but does not disclose a fresh Quanta event (new contract, guidance update, or filing) in the excerpt.
Goldman reiterates a Buy on Stubhub, saying it is positively levered to the large and growing ticketing market opportunity.
Limited incremental impact because it is primarily a reiteration with no new company-specific catalyst shown.
The excerpt mentions a 12-month PT and reiteration, but does not provide a new earnings/guidance figure or event for Stubhub itself.
Market effects
Reinforces bullish sentiment across aerospace and defense components, fintech restaurant tech, infrastructure/data center buildout, and power demand themes.
No clear regional catalyst beyond US-listed names.
Limited, as the excerpt is US-focused analyst positioning rather than global macro or cross-border events.
Counterpoint
These are conviction-style reiterations and price-target framing, so the incremental edge may be small if the market already priced the post-earnings narrative.
Key entities
- financial_institutionGoldman Sachs
Investment bank issuing Buy/conviction buy views and price-target commentary across multiple post-earnings stocks.
- companyLoar Holdings
Aerospace and defense component parts company discussed as beating consensus on 2026 guidance ranges.
- companyToast
Fintech restaurant company discussed as having structurally higher margin outlook and improved subscription visibility.
- companyMasTec
Infrastructure and engineering company discussed as positioned for data center buildout and margin expansion.
- companyQuanta Services
Power and infrastructure services company discussed as a beneficiary of power demand with EPS CAGR estimate.
