Goldman Sachs CEO David Solomon confirmed that the firm has assembled a dedicated team to evaluate CFTC-regulated prediction market platforms, engaging with leading operators such as Kalshi and other institutional venues. Over the past quarter, Solomon’s group has held multiple due-diligence sessions with technology providers and compliance specialists to assess market infrastructure, counterparty credit risk and margin requirements. While expressing optimism about tapping into an estimated $25 billion addressable institutional hedging market, Solomon cautioned that formal regulatory approvals and rule-making may extend beyond current industry expectations, potentially delaying any launch until late 2026 or early 2027.

Analyst Ebrahim Poonawala of Bank of America Securities raised his growth forecasts, projecting a 15 percent expansion in Goldman Sachs’s investment banking revenues for 2026, underpinned by sustained M&A and IPO activity across technology, healthcare and renewable energy sectors. He also predicts a 3 percent uptick in markets revenue driven by lower interest rates and widened equity volatility. Over the past four quarters, Goldman’s EPS performance exceeded consensus by roughly 15 percent, reflecting disciplined expense management and higher client flow in equity derivatives.

In Q4 2025, Goldman reported record quarterly trading revenue but recorded a $2.26 billion charge related to its exit from the Apple Card partnership, which weighed on net revenue, causing a 3 percent year-over-year decline to $13.45 billion and missing consensus projections. Despite this, GAAP earnings per share of $14.01 surpassed expectations by nearly 8 percent. The firm returned $16.78 billion to shareholders through share repurchases and dividends, and increased its quarterly dividend by 12 percent to $4.50 per share, signaling confidence in capital generation and long-term shareholder value creation.