The Verdict
David Solomon has returned -2.4% vs S&P -2.2% over matched windows (47% 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 +3.1% vs S&P -3.1%
- FDX · BUY · Mar 13, 2026
FedEx
Return +2.0% vs S&P -2.1%
- LB · BUY · Mar 13, 2026
LandBridge
Return -5.1% vs S&P -2.1%
- LYV · BUY · Mar 12, 2026
Live Nation Entertainment
Return -7.2% vs S&P -2.6%
David Solomon's Best and Worst Stock Picks
Best: LLY (+25.1%) · Worst: BTC (-21.1%).
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 | +3.1% | +6.2% |
| BUY | FDX | | FDX: FedEx — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for FedEx | +2.0% | +4.1% |
| BUY | LB | | LB: LandBridge — BUY Mar 2026Goldman Sachs Group Raises LandBridge Price Target to $84.00 | -5.1% | -3.1% |
| BUY | LYV | | LYV: Live Nation Entertainment — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for Live Nation Entertainment | -7.2% | -4.5% |
| BUY | CVE | | CVE: Cenovus Energy — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for Cenovus Energy | +6.2% | +8.8% |
| BUY | CVI | | CVI: CVR Energy — BUY Mar 2026Goldman Sachs Group Issues Positive Forecast for CVR Energy | +17.6% | +20.2% |
| SELL | FOUR | | FOUR: Shift4 Payments — SELL Feb 2026Goldman Sachs downgrades Shift4 Payments stock rating on growth concerns | ✓ Correct | +1.1% |
| 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 | +0.7% | +6.1% |
| BUY | CRM | | CRM: Salesforce — BUY Feb 2026New Buy Rating for Salesforce (CRM), the Technology Giant | +0.3% | +5.8% |
| BUY | LOW | | LOW: Lowe's Companies — BUY Feb 2026The Goldman Sachs Group Boosts Lowe's Companies (NYSE:LOW) Price Target to $300.00 | -15.0% | -9.1% |
| BUY | NVDA | | NVDA: Nvidia — BUY Feb 2026Goldman Sachs Stays Bullish On Nvidia Stock, Sees Nearly 30% Upside | -6.6% | -0.7% |
| BUY | LOAR | | LOAR: Loar Holdings Inc — BUY Feb 2026Goldman Sachs reiterates Buy on Loar Holdings stock after earnings beat | -14.2% | -8.2% |
| SELL | HGV | | HGV: Hilton Grand Vacations Inc. — SELL Feb 2026Hilton Grand Vacations stock maintains Sell rating at Goldman Sachs | ✓ Correct | +8.3% |
| SELL | FLYW | | FLYW: Flywire — SELL Feb 2026The Goldman Sachs Group Cuts Flywire (NASDAQ:FLYW) Price Target to $15.00 | ✗ Incorrect | -1.6% |
| BUY | ANET | | ANET: Arista Networks, Inc. — BUY Feb 2026Goldman Sachs Raises PT on Arista Networks, Inc. (ANET) Stock | +3.0% | +7.9% |
| BUY | CRDO | | CRDO: Credo Technology Group Holding Ltd — BUY Feb 2026Goldman Sachs Initiates Coverage of Credo Technology Group Holding Ltd (CRDO) Stock | -16.6% | -11.7% |
| BUY | BTC | | BTC: Bitcoin — BUY Feb 2026Goldman CEO Solomon, Long a Crypto Skeptic, Says He Owns Bitcoin | +6.3% | +11.8% |
| BUY | BTC | | BTC: Bitcoin — BUY Jan 2026Goldman Sachs buys up $2B in Bitcoin, Ethereum ETFs | -21.1% | -15.2% |
| BUY | LLY | | LLY: Eli Lilly — BUY Apr 2024Goldman Sachs Reaffirms Buy on Eli Lilly and Company (LLY), Citing 25% Growth Outlook | +25.1% | -3.7% |
FAQ
Is David Solomon good at picking stocks?
David Solomon has 25 scored picks with 47% win rate and -0.2% 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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