Report published September 8, 2026

Goldman Sachs Early Morning Recap: Ratings and Target Price Changes (September 8, 2026)

Goldman Sachs · September 8, 2026

This Goldman Sachs morning research recap details global rating and price target changes as of September 8, 2026. Key actions include rating revisions in European real estate, upgrades for Beijing New Building Materials and Innolight in Asia, and significant price target adjustments for Robinhood, Jabil, and Ionis Pharmaceuticals.

Read the full report

Read the remaining 4 pages

View Report Sign in

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.Multiple European real estate and capital goods rating changes: Covivio upgraded to Buy; Lumo Homes, Shurgard, and Vonovia downgraded to Neutral; Colonial Inmobiliaria and Schindler Holding downgraded to Sell.
2.In Asia, Beijing New Building Materials upgraded to Buy from Neutral citing trough valuation priced in, and Innolight is initiated/reinstated at Buy driven by optical specification upgrade to 1.6T+.
3.Robinhood Markets target price raised 16% to $142 on potential and value in its scaling Rothera prediction markets exchange.

The Macro Round-Up
Rating and Conviction List Changes
Links to Rating and Conviction List Changes
Notable Stock Research to Consider:
Target Price Changes (10% or greater):
Webinars, Podcasts & Conferences

Report data

Rating and Conviction List Changes — as of September 8, 2026.

Metric	Estimate	Context
Robinhood Target Price	142.00 USD	Price target raised from $124.00, implying 16% upside from last price of $122.11.
Jabil Circuit Target Price	375.00 USD	Price target reduced from $482.00, implying 21% upside from last price of $310.57.
Ionis Pharmaceuticals Target Price	56.00 USD	Price target reduced from $69.00, implying -4% downside from last price of $58.09.
Global Equity Coverage Rating Distribution (Buy)	50%	50% of Goldman Sachs' 3,104 rated equity securities are assigned Buy ratings.