Goldman Sachs CEO Predicts M&A Boom: 2026-2027 Set for Major Deal Surge

Wall Street's dealmaking engine is revving up for a massive run.

THE M&A COUNTDOWN BEGINS

Goldman Sachs' top executive just dropped the timeline everyone's been waiting for. The real merger magic kicks off in 2026—building through 2027 in what could become one of the most active deal-making periods in recent memory.

CORPORATE AMERICA'S SHOPPING LIST

Companies have been hoarding cash and waiting for the right moment. Now the signal's clear: the next two years will see strategic acquisitions flying faster than investment bankers can print prospectuses.

Forget the current market noise—the smart money's already positioning for the coming consolidation wave. Because nothing says 'economic confidence' like billion-dollar companies playing monopoly with real money.

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Meanwhile, GS shares slightly declined on Monday by 0.49% to close at $785.52.

Cautious Interest Returns to China

During an interview with Bloomberg Television in Hong Kong, Solomon also said that investor interest in China has improved compared with a year ago. Valuations have become more attractive, but he added that trade and geopolitical uncertainty still make many investors cautious. He explained that foreign direct investment in China has declined, and until the global trade picture becomes clearer, a strong rebound may take time. Even so, he said the current FLOW of funds is helping support a better initial public offering market.

Goldman Sachs recently reported record third-quarter revenue, helped by a rise in fees from merger and acquisition work. The firm told its 48,300 employees that it plans to cut more jobs this year as it continues to use AI to improve efficiency. Solomon’s comments suggest the bank expects stronger deal activity ahead, as corporate leaders look to expand through strategic acquisitions and market consolidation.

Is GS a Good Stock to Buy?

Goldman Sachs boasts a Moderate Buy consensus according to the Street’s analysts, with five signaling a Buy, and seven rate it a Hold. The average GS stock price target is $824.50, implying a 4.96% upside from the current price.