Goldman Sachs Picks Five Tech Stocks Ahead of Earnings
Investors are weighing these five buy-rated tech companies as they look toward upcoming corporate quarterly earnings reports.
Updated on Oct. 24, 2026 in Stock Picks
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Goldman Sachs analysts have identified Microsoft, Alphabet, Zeta Global, Palantir, and CoreWeave as top picks ahead of upcoming quarterly earnings reports. This assessment centers on firms positioned to benefit from enterprise software consolidation and artificial intelligence investments.
Why it matters
Investors often track institutional analysis as enterprises prioritize AI spending and government modernization of legacy systems. This analysis highlights companies that analysts believe are well-positioned for share gains through their platform breadth and unit economics.
Zeta Global shares have risen 67% year-to-date, while Microsoft is up 8% and Alphabet up 2%, compared to an 11% gain for the broader S&P 500.
The players
Goldman Sachs
A global financial institution that provides investment banking, securities, and investment management services to individuals and corporations.
Microsoft
A global technology company that provides cloud computing services, enterprise software, and artificial intelligence solutions.
Alphabet
A multinational technology conglomerate that provides advertising, cloud computing, and artificial intelligence products.
Zeta Global
A software company that provides a marketing technology platform for customer acquisition and retention.
The details
Analysts screened these companies based on their potential for enterprise software consolidation and artificial intelligence platform expansion. The methodology evaluates how firms manage unit economics while simultaneously integrating into the broader enterprise shift toward AI. This strategy is driven by expectations that organizations will continue to prioritize modernization, including accelerated system upgrades for entities like the Department of Defense.
Timeline
Microsoft is scheduled to report its quarterly earnings on October 28, 2026.
Alphabet is scheduled to report its quarterly earnings on October 28, 2026.
Zeta Global is expected to release its quarterly earnings in November 2026.
Money Landscape
The push for enterprise software consolidation follows a documented trend in recent years where firms seek to streamline costs through centralized AI platforms. This focus on unit economics marks a departure from the high-growth, high-spend environment observed in earlier tech market cycles.
Investors tracking institutional guidance may wish to review their portfolio allocations ahead of the upcoming earnings season. Please consult with a qualified financial or tax professional to discuss how individual security performance fits your long-term financial goals.
The takeaway
Market analysts are focusing on companies that demonstrate strong positioning within the AI and enterprise software sectors. Keep a calendar of upcoming earnings announcements to monitor how these firm-level projections align with official quarterly financial reports.
Further reading
For more on market analysis, visit the Stock Picks section.
Source note: This article includes information reported by CNBC.
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