Goldman Sachs Backs 4 Post-Earnings Stock Picks as MasTec Sees 17% EPS CAGR

1 articles · Updated · CNBC · Aug 15

Goldman Sachs highlighted Loar Holdings, MasTec, Toast and Quanta Services as its top post-2Q earnings stock ideas, while also reiterating a Buy on Stubhub with a $16 12-month price target.
Loar stayed on Goldman's conviction buy list after 2026 revenue, EBITDA and EPS guidance came in above consensus, with analysts citing end-market growth, margin expansion and acquisition capacity; the stock is up 14% this year.
MasTec remained a buy despite a mixed quarter and a price-target cut to $409 from $508, as Goldman tied its long-term case to data-center, pipeline and infrastructure projects supporting about 17% EPS CAGR through 2030.
Toast won support after earnings because Goldman said worries about investment spending are overdone, pointing instead to structurally higher margins, clearer customer-acquisition costs and stronger uptake for Toast IQ Grow; shares are up 16% in a month.
Quanta Services rounded out the list as Goldman pegged it as a power-demand beneficiary, forecasting roughly 19.5% EPS CAGR from 2026 to 2030 across its electric and underground infrastructure businesses.