Analysts at Goldman Sachs have named a bunch of the most attractive buy-rated stocks coming from earnings. The company said this week there is a range of companies with huge growth potential in the future. They include: Novartis, General Electric, Union Pacific, The Brink’s Company and Herc Holdings. General Electric There may be a “low threshold to settle” for GE earnings, but that doesn’t mean things aren’t looking for stock in this multi-financial conglomerate. The company posted strong second-quarter results on July 26, and analyst Joe Ritchie wrote in his follow-up note that investors should start accumulating shares immediately. “The bottom line is that this is a better-than-expected result even though management now expects Q3 EPS to be down year-on-year and we rate it very cautiously,” he said. The analyst praised company management as the change continued, adding that divisions like healthcare and aviation are on the rise. Ritchie acknowledges that GE’s renewable energy business remains challenging, but says it’s not a surprise that the company plans to shrink that business. “For 2022, our EPS of $2.80 is flat, as the 2-quarter span mitigates 2H risk,” he wrote. The company’s stock is up nearly 20% month over month, and Ritchie said the stock is reasonably priced for investors. “We still have a Buy rating because we think GE has an attractive long-term risk profile and believe that the valuation does not reflect the progress GE has made as a strong company,” said Ritchie. more fundamentally”. Union Pacific Goldman analyst Jordan Alliger is doubling down on shares of the railroad company. The company said in a note to clients at the end of July that it remained upbeat on Union Pacific following the company’s strong earnings report, where it beat profits at the top and bottom. Alliger is predicting a better second-half setup for rails than other transportation sub-sectors, he wrote. The company said the rails offer “optionality,” especially as “labor and in turn service levels return to form faster than recent rates.” The analyst said that despite the difficult macro, the second quarter results show that railway demand remains stable and is likely to continue to increase. Ultimately, the stock’s valuation is attractive and the analyst sees a good entry point to owning the stock. Shares are down 9% this year. Herc Holdings Construction leasing outlook is at a “crossroads,” but analyst Jerry Revich is siding with equipment and tools rental company shares, said in a follow-up note to the earnings report. The company’s mix entered late last month that Herc stock is “attractive” to patient investors, even amid some cyclical volatility. rl is near term. According to Revich, during the previous market downturn, rental stocks traded down due to falling exchange rates and declining inventories. “However, in this cycle – similar to 2008-09 – stocks have been trading ahead of the industry downturn due to increased macro risk,” he said. However, the company said investors should buy the stock. Despite the warning, gear reducers are still not the base case for the company due to the growing inventory of used equipment. Shares are also down 23% this year. “However, rental stocks — and HRI in particular — offer an attractive risk reward for long-term investors at current levels,” Revich wrote. Novartis “Operating strongly against a backdrop of attractive valuations. …. We continue to see Novartis as well-positioned to drive performance for its Innovative Medicines business over the medium-term, with plenty of room for growth. new product launches and additional late-stage pipeline options for revenue growth. … .Novartis delivered a solid Q2 with a core EPS of $1.56, well above the copper EPS GS/Company-compiled agreements are $1.43 and $1.50 respectively.” Union Pacific “That said, we continue to like the optional rails it can deliver if labor and service levels in turn return to forming faster than recent rates – this is likely to drive volumes higher than our current forecast and thus generate more incremental margins in the model. our model – this combined with recent valuations is compressed to a relatively attractive level compared to recent years.” Brink’s “Strong revenue growth trend with characteristics m defensive and attractive profit margin outlook in Q2… We believe Brink’s is delivering on its growth targets despite the uncertain macro environment, with Q2 results as well. far exceeded our expectations in terms of sales as earnings. … BCO has now restored its revenue back to pre-COVID levels and is on track to deliver at least single-digit organic growth above this new baseline in the second half of 2022 and into Mid-term . ” General Electric “In a nutshell. Strong growth in Q2, low bar will be apparent in Q3, attractive valuation. … The bottom line is that this is a better-than-expected result although management now expects a corresponding decline in Q3 EPS which we consider to be very conservative. … For 2022, our EPS of $2.80 is unchanged, as the 2-quarter span reduces risk in the last 2 months. … We still have a Buy rating, because we consider GE to have attractive longer cycle risk and believe the valuation is not reflective of the progress GE has made as a company. fundamentally stronger. ” Herc Holdings “We see construction rental stocks at a crossroads between attractive long-term risk-reward and deteriorating short-term cyclical indicators. … However, during this cycle – similar to 2008-09 – stocks have traded before the industry downturn due to increased macro risk. … However, rental stocks – and HRI in particular – offer an attractive risk-reward for long-term investors at current levels. “