Bullish

Goldman Sachs Adjusts US Stock Conviction Buy List with Four Additions and Removals

2026-08-03 18:20:04

Goldman Sachs updates its US stock Conviction Buy List, adding Applied Materials, Delta Air Lines, Microsoft, and UPS while removing Broadcom, Dick's Sporting Goods, J&J, and ServiceNow.

Woofun AI reports that Goldman Sachs has updated its US stock Conviction Buy List. The firm added Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O), and United Parcel Service (UPS.N) to the roster.

Concurrently, Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N), and ServiceNow were removed from the list.

WOOFUN AI

Impact Assessment · Quick Read

This rotation signals a shift in Goldman Sachs' near-term equity preferences, favoring large-cap tech and logistics over healthcare and specialized software. Investors may monitor these tickers for potential short-term volatility as institutional positioning adjusts. The removal of established names like J&J and Broadcom suggests a reassessment of valuation or near-term catalysts within those specific sectors.
Generated by WOOFUN AI · For reference only, not investment advice

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