Unveiling Top Stocks: Goldman Sachs’ Latest Conviction List
Welcome to Extreme Investor Network, where we empower investors with unique insights and curated financial news. In the fast-paced world of investing, knowledge is power, and today we’re discussing three new stocks that have recently made it onto Goldman Sachs’ prestigious conviction list. This list is a treasure trove of carefully selected stocks that Goldman believes possess exceptional growth potential within their respective sectors.
1. Baxter International (BAX): A Healthcare Turnaround Story
Baxter International, a well-known name in the healthcare space, has caught the attention of Goldman Sachs analysts who foresee a significant turnaround for this stock. After enduring a rough patch characterized by a 24% loss in 2024, Baxter has rebounded impressively in 2025, with shares soaring more than 20% year-to-date.
Analyst David Roman points out that Baxter traditionally excels when it focuses on optimizing profits within its existing health-care infrastructure rather than undertaking aggressive expansions. This current pivot towards optimization could mark a turning point for the company. As healthcare continues to evolve, wise investors would do well to keep an eye on how this strategy unfolds.
2. Deere & Company (DE): Resilience in Agriculture
Next on Gelman’s conviction list is Deere & Company, the global leader in agricultural equipment manufacturing. Despite facing challenges, including a staggering 35% drop in quarterly revenue due to farmers holding onto older equipment in the face of rising crop prices and high borrowing costs, Goldman remains optimistic.
Analyst Jerry Revich suggests that as Deere approaches a cyclical low for agricultural equipment inventory, earnings are poised for an inflection point. In 2025, Deere’s shares have already climbed more than 12%, signaling potential resilience in the agricultural market. Investors who understand the agricultural cycles and the value of machinery during times of fiscal tightening may find this stock particularly appealing.
3. Viper Energy Partners (VNOM): A Unique Business Model in Oil
Viper Energy, which focuses on mineral and royalty interests in oil and natural gas properties, has also been added to Goldman’s list. Analyst Neil Mehta is bullish on Viper’s innovative “no capex business model,” which he claims is an attractive way for investors to gain exposure to the booming Permian Basin.
While Viper’s shares are down approximately 2% year-to-date, following a remarkable 56% increase last year, the long-term prospects, especially given the stable demand for oil and gas, make it a stock to watch. As energy markets continue to fluctuate, Viper’s strategic positioning could yield impressive returns.
Why Invest in These Stocks?
While each of these stocks presents unique opportunities, the common thread is that they are all positioned to benefit from specific industry dynamics. At Extreme Investor Network, we believe in informed investing, which empowers our community to make educated decisions rooted in the latest market insights.
Key Takeaways:
- Baxter International is reshaping its strategy toward profit optimization—this may signal a sustainable recovery.
- Deere & Company is on the cusp of a potential earnings turnaround despite current revenue challenges, showcasing the resilience of agricultural equipment amidst economic highs and lows.
- Viper Energy offers a compelling investment proposition via a low-capex model with exposure to the prolific Permian Basin.
As you consider this information, remember that investing requires more than just capital; it demands diligent research and timely insights. Keep exploring for more exclusive content tailored for proactive investors.
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