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Goldman says these stocks are top ideas in wake of their 2Q earnings
CNBC • • general
Key Points:
- Goldman Sachs highlights several buy-rated stocks with strong growth potential following recent earnings reports, including Stubhub, Loar Holdings, MasTec, Toast, and Quanta Services.
- Loar Holdings is praised for its 2026 guidance exceeding consensus, with expected revenue, EBITDA, and EPS growth, supported by new business opportunities and margin expansion.
- Toast impressed analysts with solid earnings and positive outlook on margins and customer acquisition costs, maintaining a Buy rating despite concerns over investment spending.
- MasTec, despite a mixed quarter and lowered price target, remains well-positioned for long-term growth driven by infrastructure projects and data center buildouts, with an expected EPS CAGR of around 17% through 2030.
- Quanta Services is seen as a key beneficiary of rising power demand, with an estimated EPS CAGR of approximately 19.5% from 2026 to 2030, supporting continued growth in its Electric and Underground & Infrastructure segments.
