Goldman Sachs says buy the dip in these five stocks before it's too late
Goldman Sachs recommended buying shares of Alibaba, Ulta Beauty, Burlington, Aecom, and Viking, citing attractive valuations and growth prospects. Analysts highlighted Ulta's strong positioning, Burlington's margin growth, Viking's luxury cruise market resilience, and Alibaba's expected earnings recovery. Shares of these companies have declined 7% to 20% year-to-date.
How this was made
The 30-second read
Why it matters
The recommendations aim to guide investors toward perceived undervalued positions, but lack new corporate disclosures.
Market read
Analyst buy calls can generate short‑term buying pressure, especially for stocks that have underperformed recently.
What to watch
Potential macro‑economic headwinds and sector rotation could limit upside despite analyst optimism.
Background
Goldman Sachs published a list of five stocks it deems attractive buying opportunities amid recent price declines.
Ticker impact
Goldman Sachs recommends buying the dip in Alibaba Group, citing AI and cloud growth expectations.
Modest upside if dip persists.
Analyst upgrade without new financial data; impact depends on market sentiment.
Goldman advises buying weakness in Burlington Stores after mixed quarterly results and raised FY26 guidance.
Limited upside if margins hold.
Recommendation follows earnings; no fresh numbers beyond guidance.
Goldman urges buying the dip in Ulta Beauty, noting the stock is down ~7% YTD and may be undervalued.
Potential rebound if sentiment improves.
Recommendation based on qualitative assessment, not new data.
Goldman includes AECOM in its buy‑the‑dip list, citing concerns over AI disruption and construction‑management headwinds.
Modest upside if market trusts the thesis.
Analyst view without fresh corporate disclosure.
Goldman recommends buying Viking Holdings despite a 20% slide, highlighting geographic exposure and higher‑income demographics.
Potential stabilization and modest gain.
Recommendation is qualitative; impact hinges on investor reaction.
Market effects
Highlights broader consumer discretionary and technology‑enabled services themes.
U.S. consumer‑focused stocks may see modest support.
Alibaba adds an international dimension to the list.
Counterpoint
Some investors may view the dip as a sign of deeper structural issues, especially for Viking and AECOM.
Key entities
- Analyst FirmGoldman Sachs
Provides buy‑the‑dip recommendations.
