By Michael Bloom
Publication Date: 2026-06-13 13:43:00
Goldman Sachs named several stocks that are well positioned in the current market environment. The investment bank says companies like Samsara have defensive qualities while also offering plenty of upside. Other stocks rated buy at Goldman Sachs and screened by CNBC Pro include: Nvidia, BrightSpring Health Services, Ulta Beauty and Johnson & Johnson. BrightSpring Health Services The home health care services company is firing on all cylinders, according to Goldman. Analysts led by Scott Fidel recently initiated coverage of the stock with a buy rating and a $71 price target. The investment bank said it likes BrightSpring’s differentiated offering with a wide array of services like “specialty drug complexity, infusion site-of-care migration, home-based clinical delivery, and fragmentation across both pharmacy and provider markets,” he wrote. Fidel said BrightSpring’s business model leaves it best positioned for growth in the area of care for the aging. “In our view, that combination supports a premium growth framework rather than a conventional post-acute or provider multiple,” the analyst said. Shares are up 67% so far in 2026. Samsara The fleet management and connected operations cloud platform company has plenty more room to run, Goldman said, offering “solid execution as growth drivers expand,” analyst Matthew Martino wrote following Samsara’s recent earnings report. The bank also called Samsara “one of the most defensible growth assets in software today,” saying…
