Search Results for: global sales

Bottom-Up Consensus Forecast of S&P 500 YoY Sales Growth Chart showing the bottom-up consensus forecast of S&P 500 year-over-year sales growth. Image: Goldman Sachs Global Investment Research

10-Year Rolling Average Sales Growth by Region The importance of remembering the past: this chart shows the steep decline in sales growth over time. Image: Goldman Sachs Global Investment Research

U.S. Stocks with High China Sales and China Stocks with High U.S. Sales US-China trade war affects the relative performance of U.S. and China stocks vs. local market. Image: Goldman Sachs Global Investment Research

U.S. Stocks with High China Sales vs. S&P 500 US-China trade war affects the relative performance of U.S. stocks with high China sales vs. the S&P 500 index. Image: Goldman Sachs Global Investment Research

World Semiconductor Sales and S&P 500 EPS Tight relationship between world semiconductor sales and S&P 500 earnings per share. You may also like “Semiconductor Sales vs. Global Earnings per Share.” Image: Oxford Economics

S&P 500 Quarterly Net Profit Margin (ex. Financials & Utilities) Corporate America is delivering solid profits, with margins expected to reach 15% in the third quarter of 2026. For investors hoping the rally has further to run, that strength offers strong support. Image: Goldman Sachs Global Investment Research

S&P 500 Real Revenue per Employee AI is already lifting productivity in some tasks. Over time, that could mean more sales per employee. Image: Goldman Sachs Global Investment Research

Semiconductor Earnings vs. Hyperscaler Free Cash Flows Semiconductor earnings are riding the AI capex wave, but hyperscaler free cash flow is taking a hit as spending on chips, data centers, and networking accelerates. Image: Goldman Sachs Global Investment Research

Semiconductors as a Share of the S&P 500 The market’s weak spot is concentration. Semiconductors have climbed to 18.8% of the S&P 500, a record and more than twice their dot-com era peak. One miss can pull everything down. Image: Real Investment Advice

Software Stocks (IGV) and Forward P/E The recent weakness in software stocks reflects a valuation de-rating rather than deteriorating fundamentals. Retail investors have been adding exposure on dips, even as institutional money stays cautious. Image: Goldman Sachs Global Investment Research

Each Component of the Speculative Trading Indicator Screens as Elevated vs. History All three core components of Goldman Sachs’s speculative trading indicator—unprofitable, penny, and high EV/sales stocks—are trading near the extreme upper deciles, reflecting a highly speculative market environment right now. Image: Goldman Sachs Global Investment Research