Goldman Sachs Partners with Anthropic to Develop AI Agents
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy GS?
Source: CNBC
- AI Agent Development: Goldman Sachs is collaborating with AI startup Anthropic to develop AI agents based on the Claude model, aimed at automating critical functions such as trade accounting and client vetting, thereby enhancing operational efficiency and reducing processing times.
- Diverse Applications: Marco Argenti, Goldman's CIO, noted that the AI agents will extend beyond coding to automate tasks in accounting and compliance, which is expected to expedite client onboarding and trade reconciliation processes, ultimately improving client experience.
- Strategic Restructuring Plan: CEO David Solomon mentioned that the bank is undergoing a multi-year strategic overhaul centered around generative AI, and despite surging revenues from trading and advisory services, it will constrain headcount growth to optimize resource allocation.
- Future Prospects: As AI technology matures, Goldman may develop additional agents for tasks like employee surveillance and investment banking pitchbook creation, although Argenti believes it is premature to expect job losses in compliance and accounting roles.
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Analyst Views on GS
Wall Street analysts forecast GS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GS is 848.09 USD with a low forecast of 604.00 USD and a high forecast of 1048 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 913.300
Low
604.00
Averages
848.09
High
1048
Current: 913.300
Low
604.00
Averages
848.09
High
1048
About GS
The Goldman Sachs Group, Inc. is a global financial institution that delivers a range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Its segments include Global Banking & Markets, Asset & Wealth Management and Platform Solutions. The Global Banking & Markets segment offers a range of services, including financing, advisory services, risk distribution, and hedging for its institutional and corporate clients. It facilitates client transactions and makes markets in fixed income, equity, currency and commodity products. The Asset & Wealth Management segment manages assets and offers investment products across all asset classes to a diverse set of clients. It also provides investing and wealth advisory solutions. The Platform Solutions segment includes consumer platforms, such as partnerships offering credit cards and point-of-sale financing, and transaction banking and other platform businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Diverse Applications: Marco Argenti, Goldman's CIO, noted that the AI agents will extend beyond coding to automate tasks in accounting and compliance, which is expected to expedite client onboarding and trade reconciliation processes, ultimately improving client experience.
- Strategic Restructuring Plan: CEO David Solomon mentioned that the bank is undergoing a multi-year strategic overhaul centered around generative AI, and despite surging revenues from trading and advisory services, it will constrain headcount growth to optimize resource allocation.
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- Strategic Partnership: The collaboration with Goldman Sachs marks a pivotal moment for LearnWell, as it leverages Goldman’s expertise and resources in scaling social impact companies to enhance its service offerings and expand its national footprint.
- Social Impact Investment: Goldman Sachs' investment in LearnWell aligns with its strategy of investing in businesses with strong fundamentals and positive social impact, further solidifying LearnWell's ideal position within the education investment portfolio.
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- Cloud Memory Growth: The company's fiscal Q1 revenue jumped 57% year-over-year to $13.6 billion, particularly driven by its cloud memory division, highlighting Micron's significant advantage in meeting the demand from large data centers for generative AI workloads.
- Margin Improvement: The gross margin of the cloud memory division increased from 59% to 66%, nearing Nvidia's 73%, indicating Micron's strengthening competitiveness in the high-end AI chip market and reflecting the price surge due to memory chip shortages.
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- AI Agent Development: Goldman Sachs is collaborating with AI startup Anthropic to develop AI agents based on the Claude model, aimed at automating critical functions such as trade accounting and client vetting, thereby enhancing operational efficiency and reducing processing times.
- Diverse Applications: Marco Argenti, Goldman's CIO, noted that the AI agents will extend beyond coding to automate tasks in accounting and compliance, which is expected to expedite client onboarding and trade reconciliation processes, ultimately improving client experience.
- Strategic Restructuring Plan: CEO David Solomon mentioned that the bank is undergoing a multi-year strategic overhaul centered around generative AI, and despite surging revenues from trading and advisory services, it will constrain headcount growth to optimize resource allocation.
- Future Prospects: As AI technology matures, Goldman may develop additional agents for tasks like employee surveillance and investment banking pitchbook creation, although Argenti believes it is premature to expect job losses in compliance and accounting roles.
See More
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- AI System Development: Goldman Sachs has collaborated with Anthropic engineers for six months to develop autonomous AI agents for accounting and client vetting, aiming to enhance efficiency in back-office operations without immediate job cuts.
- Efficiency Gains Expected: The new system is anticipated to significantly reduce processing times for trade reconciliation and client onboarding, thereby improving client experience and driving business growth, while the bank will still constrain headcount growth.
- Technology Application Expansion: Goldman has discovered that Anthropic's Claude model excels in complex tasks beyond coding, particularly in accounting and compliance, showcasing AI's potential in handling large data sets and applying rules effectively.
- Future Development Directions: Goldman plans to further develop AI agents for tasks such as employee surveillance and investment banking pitchbooks, although there are currently no anticipated job losses for existing employees due to this technology.
See More
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- Weak Economic Growth: The real GDP growth for the first three quarters of 2025 was only 2.51%, falling short of the 10-year (2.75%), 30-year (2.58%), and 50-year (2.84%) averages, indicating that Trump's tariff policies have failed to effectively stimulate the economy and may lead to future market declines.
- AI Support: According to the Federal Reserve Bank of St. Louis, AI spending contributed 0.97 percentage points to GDP growth in the first nine months of 2025, suggesting that without this investment, GDP growth would have been merely 1.54%, highlighting the economy's reliance on technological advancements rather than tariff policies.
- Valuation Risks: The S&P 500 currently trades at a forward P/E ratio of 22.2, a level only sustained during the dot-com bubble and the COVID-19 pandemic, indicating that if companies fail to meet high expectations, a significant market downturn could occur.
- Midterm Election Uncertainty: Historical data shows that the S&P 500 experiences a median intra-year drawdown of 19% during midterm election years, suggesting that in 2026, the market faces multiple pressures from high valuations, tariffs, and political uncertainty, raising the risk of a bear market.
See More
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- Economic Growth Stagnation: Despite Trump's claims that tariffs have bolstered economic growth, GDP growth was actually below average during the first three quarters of 2025, indicating that tariff policies have not delivered the expected economic boost.
- Valuation Risks: The S&P 500's forward price-to-earnings ratio stands at 22.2, a level historically sustained only during the dot-com bubble and the COVID-19 pandemic, suggesting a heightened risk of an impending bear market.
- Midterm Election Uncertainty: The S&P 500 has experienced a median intra-year drawdown of 19% during midterm election years, indicating that the market may face significant downward pressure in 2026 due to policy uncertainty.
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