Goldman Sachs discusses private equity turning point
Peter Lyon and Michael Brandmeyer explain issues facing the industry and why it may be at a turning point.
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Global investment banking and financial services firm
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In short: Goldman Sachs achieved record dealmaking and trading results while forecasting a $1 trillion AI capital expenditure supercycle by 2027.
Peter Lyon and Michael Brandmeyer explain issues facing the industry and why it may be at a turning point.
Earnings growth of 24% EPS to $340 and AI infrastructure spending drive the upgrade. The valuation multiple is expected to stay flat at 21 times earnings.
The dates cover each quarter's results, with calls open to the public via audio webcast.
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