Goldman Sachs' US Morning Call for May 14, 2026, features a rating downgrade for Whirlpool and operational updates for Venture Global and Dynatrace.
Key Takeaways
- 1.Venture Global (VG, Buy) maintains operational momentum and strong cash flow growth following earnings and investor meetings.
- 2.Whirlpool (WHR) is downgraded to Neutral due to increased operating pressures that are difficult for the company to offset.
- 3.Meetings in DC and Texas support the 'Reliability' investment theme within the Power and Resources sector.
Table of Contents
- Featured Analysts
- Notes on the Call
- Global Market Intelligence
- Resource Corner
- Disclosure Appendix
- Disclosures
- Regulatory disclosures
- Ratings, coverage universe and related definitions
- Global product; distributing entities
- General disclosures
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Authors
John MackaySue MaklariMatt MartinoChris Hussey
Securities
VGWHRDT
Themes
Power & Resources ReliabilityOperating Pressures and Margin Compression
Regions
North AmericaUnited States