The Verdict
David Solomon has returned +5.0% vs S&P +7.7% over matched windows (59% win rate across 25 picks).
The Report Card
Every pick at a glance. Green = beat S&P. Red = didn't.
David Solomon's Stock Recommendations, Graded
- VLO · BUY · Mar 15, 2026
Valero Energy
Return +2.4% vs S&P +6.9%
- FDX · BUY · Mar 13, 2026
FedEx
Return +10.3% vs S&P +8.0%
- LB · BUY · Mar 13, 2026
LandBridge
Return -7.6% vs S&P +8.0%
- LYV · BUY · Mar 12, 2026
Live Nation Entertainment
Return -2.4% vs S&P +7.4%
David Solomon's Best and Worst Stock Picks
Best: CRDO (+45.5%) · Worst: LOAR (-15.7%).
David Solomon's Full Track Record
| Action | Ticker | Date | Headline | Return | vs S&P |
|---|
| BUY | VLO | | VLO: Valero Energy — BUY Mar 2026Goldman Sachs Raises PT on Valero Energy Corp (VLO) to $237 From $203 | +2.4% | -4.5% |
| BUY | FDX | | FDX: FedEx — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for FedEx | +10.3% | +2.3% |
| BUY | LB | | LB: LandBridge — BUY Mar 2026Goldman Sachs Group Raises LandBridge Price Target to $84.00 | -7.6% | -15.6% |
| BUY | LYV | | LYV: Live Nation Entertainment — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for Live Nation Entertainment | -2.4% | -9.8% |
| BUY | CVE | | CVE: Cenovus Energy — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for Cenovus Energy | +13.5% | +6.1% |
| BUY | CVI | | CVI: CVR Energy — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for CVR Energy | +12.6% | +5.2% |
| SELL | FOUR | | FOUR: Shift4 Payments — SELL Feb 2026Goldman Sachs downgrades Shift4 Payments stock rating on growth concerns | ✓ Correct | +2.1% |
| BUY | TRGP | | TRGP: Targa Resources Corp. — BUY Feb 2026Goldman Sachs Raises its Price Target on Targa Resources Corp. (TRGP) to $242 and Maintains a Buy Rating | +2.3% | -1.9% |
| BUY | CRM | | CRM: Salesforce — BUY Feb 2026New Buy Rating for Salesforce (CRM), the Technology Giant | -7.5% | -11.8% |
| BUY | LOW | | LOW: Lowe's Companies — BUY Feb 2026The Goldman Sachs Group Boosts Lowe's Companies (NYSE:LOW) Price Target to $300.00 | -8.3% | -12.0% |
| BUY | NVDA | | NVDA: Nvidia — BUY Feb 2026Goldman Sachs Stays Bullish On Nvidia Stock, Sees Nearly 30% Upside | +17.2% | +13.4% |
| BUY | LOAR | | LOAR: Loar Holdings Inc — BUY Feb 2026Goldman Sachs reiterates Buy on Loar Holdings stock after earnings beat | -15.7% | -19.5% |
| SELL | HGV | | HGV: Hilton Grand Vacations Inc. — SELL Feb 2026Hilton Grand Vacations stock maintains Sell rating at Goldman Sachs | ✓ Correct | +4.8% |
| SELL | FLYW | | FLYW: Flywire — SELL Feb 2026The Goldman Sachs Group Cuts Flywire (NASDAQ:FLYW) Price Target to $15.00 | ✗ Incorrect | -6.6% |
| BUY | ANET | | ANET: Arista Networks, Inc. — BUY Feb 2026Goldman Sachs Raises PT on Arista Networks, Inc. (ANET) Stock | +35.3% | +30.5% |
| BUY | CRDO | | CRDO: Credo Technology Group Holding Ltd — BUY Feb 2026Goldman Sachs Initiates Coverage of Credo Technology Group Holding Ltd (CRDO) Stock | +45.5% | +40.7% |
| BUY | BTC | | BTC: Bitcoin — BUY Feb 2026Goldman CEO Solomon, Long a Crypto Skeptic, Says He Owns Bitcoin | +15.8% | +11.6% |
| BUY | BTC | | BTC: Bitcoin — BUY Jan 2026Goldman Sachs buys up $2B in Bitcoin, Ethereum ETFs | -14.1% | -17.8% |
| BUY | LLY | | LLY: Eli Lilly — BUY Apr 2024Goldman Sachs Reaffirms Buy on Eli Lilly and Company (LLY), Citing 25% Growth Outlook | +19.8% | -22.3% |
FAQ
Is David Solomon good at picking stocks?
David Solomon has 25 scored picks with 59% win rate and -2.7% vs S&P.
What stocks does David Solomon recommend?
BTC, LLY, ANET, CRDO, FLYW, LOW.
What date range does this track record cover?
Apr 25, 2024 to Mar 15, 2026.
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