Goldman Sachs Issues Buy Ratings for Five Tech Stocks

Goldman Sachs analysts identified five technology stocks with significant growth potential as companies prepare for quarterly earnings reports. The investment bank maintains a buy rating for Microsoft, Alphabet, Zeta Global, Palantir, and CoreWeave.

Analysts designate Microsoft as the best-positioned company in their software coverage to benefit from AI product cycles, specifically citing the company's AI platform and Azure unit economics. For Alphabet, the bank suggests that AI strategy and consumer applications may act as catalysts to resolve investor concerns regarding Search revenue.

Other recommendations focus on enterprise and government growth. Zeta Global is cited as a beneficiary of enterprise share gains as companies consolidate marketing platforms, while Palantir is expected to grow through accelerating Department of Defense modernization. Goldman Sachs also recommends CoreWeave as a buying opportunity following a recent stock correction, anticipating positive data points over the next 12 months.