When are Goldman Sachs Q4 earnings and what is expected?

Goldman reports Thursday, 15 January, at 14:30 CET. Street consensus is EPS of $11.62 and revenue of $14.49 billion. We will focus on advisory and underwriting fees, trading performance in equities and FICC, asset management flows, and any guidance on expenses, capital returns, and the 2026 operating outlook.

How does the Apple Card exit affect results and strategy?

Exiting consumer lending reduces complexity and earnings swings. Investors want updates on remaining wind-down costs and timing. A tighter focus on investment banking, markets, and asset management should support higher returns on equity over time, provided expenses stay in check and pipelines in M&A and equity issuance continue to recover.

Why is the First Student IPO important for GS?

It signals healthier equity capital markets and a stronger underwriting calendar. A busier IPO pipeline can lift fee revenue, improve operating leverage, and validate Goldman’s pivot back to core strengths. Management commentary on backlog conversion and sector demand will show whether the recovery is broad or concentrated in select industries.

Is GS technically overbought into earnings?

Readings tilt overbought: RSI 66.6, Stochastic 85.4, and CCI 142.9, with price near the Bollinger upper band. Strong trends can stay overbought, but this setup increases the risk of sharp moves on surprises. Consider staged entries, defined stops, and position sizes that reflect wider ranges around the report.

What should German investors keep in mind when trading GS?

Mind the 14:30 CET release time, USD exposure versus EUR, and dividend withholding. With a valid W‑8BEN, US withholding tax is typically 15% for German residents. Plan for volatility around earnings, and consider hedging currency risk if your base currency is EUR and your account reports returns in euros.

Global Market Insights

GS Stock Today: January 11 — Q4 Preview; EPS Seen $11.62, Rev $14.49B

ByHuzaifa Zahoor January 11, 2026January 11, 2026

Goldman Sachs Q4 earnings are due Thursday, 15 January, at 14:30 CET. Consensus sees EPS of $11.62 on $14.49 billion revenue. Shares of GS rallied this year as investors refocused on fee, trading, and asset management strength. The bank exited consumer lending, ending the Apple Card partnership, and will help lead the First Student IPO. We explain what matters for German investors, including margins, deal momentum, valuation, and the technical setup heading into results.