Goldman Sachs logo
Goldman Sachs

Report published June 11, 2026

Goldman Sachs Early Morning Research Recap: June 11, 2026

Goldman Sachs · June 11, 2026

This report provides a daily summary of equity research ratings, target price revisions, and macro commentary across Americas, Europe, and Asia as of June 11, 2026.

Read the remaining 4 pages

Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

  • 1.US equities face potential for increased AI capex and higher market volatility.
  • 2.European renewables see re-pricing activity with EDPR upgraded to Buy.
  • 3.Datacenter demand is significantly impacting the auto and industrial technology supply chain.

Table of Contents

  • Macro/Global
  • Americas
  • Europe
  • Asia
  • The Macro Round-Up
  • ECONOMICS
  • STRATEGY
  • Rating and Conviction List Changes
  • Notable Stock Research to Consider

Report data

Americas/Europe Rating and Conviction List Changes

MetricEstimateContext
Food-at-home inflation2.7%Americas Retail
Source: Goldman Sachs. This is a dated model snapshot, not a live forecast.

Reports in this series

GS Early Morning Research Recap is shown in chronological order through this edition, published on June 11, 2026.

Part of the GS Early Morning Research Recap series — view all 33 editions

Looking for the latest edition? GS Early Morning Research Recap Ratings and Target Price Changes October 14, 2026 as of 5 30 AM ET (Oct 14, 2026)

Access the full report

And others from the leading tier 1 banks.

Free account: read previews and a daily allowance of full reports. Pro removes the daily limit.