{"id":3068,"date":"2026-10-03T16:49:22","date_gmt":"2026-10-03T16:49:22","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/10\/03\/goldman-sachs-names-four-must-own-european-stocks-for-2027\/"},"modified":"2026-10-03T16:49:22","modified_gmt":"2026-10-03T16:49:22","slug":"goldman-sachs-names-four-must-own-european-stocks-for-2027","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/10\/03\/goldman-sachs-names-four-must-own-european-stocks-for-2027\/","title":{"rendered":"Goldman Sachs names four ‘must own’ European stocks for 2027"},"content":{"rendered":"
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Goldman Sachs has overhauled its flagship European Conviction List \u2013 Directors\u2019 Cut this month, spotlighting key investment opportunities across the continent heading into 2027.<\/p>\n

Marking the list’s three-year anniversary, the Wall Street titan added four high-conviction equities while rotating out former favorites Naturgy, Norsk Hydro, and Smith & Nephew.<\/p>\n

Highlighting six picks with projected returns exceeding 70%, led by defense giant Rheinmetall (up to 143% upside) and fintech titan Adyen (111%), the bank\u2019s updated roster underscores a strategic shift toward companies boasting strong pricing power, secular growth tailwinds, and \u201cmeaningful\u201d valuation discounts.<\/p>\n

Here are four European names<\/a> that made Goldman Sachs\u2019s list in October.<\/p>\n

Solaria<\/h2>\n

Madrid-based solar and wind operator Solaria enters the conviction roster with a \u20ac25 target ($28), signaling a robust 52% potential upside.<\/p>\n

Having already satisfied roughly 65% of its full-year EBITDA target, the clean energy pioneer stands to benefit from stabilizing hydro generation and elevated gas prices heading into late 2026.<\/p>\n

Goldman Sachs strategist Alberto Gandolfi believes a recent valuation retreat offers an attractive entry point.<\/p>\n

Crucially, Solaria\u2019s ability to bundle land, grid connectivity, and power generation into multi-year data center agreements provides a powerful high-return growth catalyst.<\/p>\n

Straumann<\/h2>\n

Zurich-listed Straumann offers investors a rare deep-value setup within restorative dentistry.<\/p>\n

Trading near decade-level valuation lows at 24x next-twelve-month earnings, the dental implant innovator earned a CHF125 price target ($151), implying a 38% rally.<\/p>\n

Goldman Sachs\u2019s senior analyst Richard Felton points to reaccelerating sales velocity, narrowing losses in its orthodontics division, and operational recovery across Chinese markets.<\/p>\n

While macro headwinds \u2013 such as softening US elective procedure spending \u2013 persist, improving underlying fundamentals and structural market-share gains make Straumann stock a \u201cquality pick\u201d for long-term portfolios.<\/p>\n

Scout24<\/h2>\n

Operating Germany\u2019s dominant digital property portal ImmoScout24, Scout24 commands a \u20ac108 price target ($121), representing a dramatic 64% upside potential.<\/p>\n

The firm\u2019s massive addressable market \u2013 supported by 21.7 million German renter households \u2013 drives rapidly expanding adoption of its Living+ subscription package.<\/p>\n

Goldman Sachs\u2019s analyst Adam Berlin highlights Scout24\u2019s deep proprietary data ecosystem and embedded network effects as robust competitive moats against emerging AI disruptors.<\/p>\n

Furthermore, accelerating top-line growth combined with disciplined capital allocation positions Scout24 as a prime candidate for balance-sheet-driven share buybacks.<\/p>\n

IMCD<\/h2>\n

Rotterdam\u2019s specialty chemical distributor IMCD rounds out the additions with a \u20ac133 price target, targeting about a 40% total return from current levels.<\/p>\n

Unlike commodity chemical peers exposed to cyclical volatility, IMCD\u2019s specialized formulation services and high-value product portfolio grant it superior margin protection and pricing power.<\/p>\n

Goldman Sachs\u2019s analyst Suhasini Varanasi projects IMCD\u2019s EBITA margin<\/a> will surge from 10.4% in 2025 to an impressive 27% by 2027.<\/p>\n

This value-add business model insulates the Dutch company from Asian low-cost competition \u2013 \u00a0transforming supply chain turbulence into a sustainable profit driver.<\/p>\n

The post Goldman Sachs names four 'must own' European stocks for 2027<\/a> appeared first on Invezz<\/a><\/p>\n

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Goldman Sachs has overhauled its flagship European Conviction List \u2013 Directors\u2019 Cut this month, spotlighting key investment opportunities across the continent heading into 2027.Marking the list’s three-year anniversary, the Wall Street titan added four high-conviction equities while rotating out former favorites Naturgy, Norsk Hydro, and Smith & Nephew.Highlighting six picks with projected returns exceeding 70%,…<\/p>\n","protected":false},"author":1,"featured_media":3069,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-3068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/3068","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=3068"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/3068\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/3069"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=3068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=3068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=3068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}