15 Fresh Stocks Jim Cramer Discussed

8. The Goldman Sachs Group, Inc. (NYSE:GS)

Number of Hedge Fund Holdings: 75

The Goldman Sachs Group, Inc. (NYSE:GS) is one of Cramer’s top stocks in the banking sector. Throughout 2025, the CNBC TV host kept an upbeat tone about the firm due to the impact of growing M&A and IPO activity on the shares. However, earlier in January, HSBC trimmed the share price target to $604 from $608 and kept a Hold rating. It bumped up earnings expectations for the banking sector for 2026 and 2027 in the coverage. The Goldman Sachs Group, Inc. (NYSE:GS)’s fourth-quarter earnings report, released in January, revealed that the bank’s investment banking fees jumped by 25% to sit at $2.58 billion. Cramer discussed the earnings and the share price movement:

“Right I mean I think that there’s a, the narrative now, is at Goldman the expenses are up way too high. When you speak to David Solomon, you get a story basically about this is the best, what’s maybe the best it’s ever been. The M&A looks like it’s going to be the best ever. IPO, they’re thinking could be the best ever. Certainly, the best last time it was so good. I think that something could change here today. I think everybody’s gotten wise. You sell the banks on the news, so when everyone’s that wise, you buy the banks when they’re down.”