Goldman Sachs has identified several stocks to buy following their second quarter earnings. Loar Holdings, an aerospace and defense components specialist, is on the firm’s prestigious conviction buy list with 2026 guidance ahead of consensus. Toast, a fintech company serving the restaurant sector, impressed with structurally higher margins and growth in its AI-powered marketing tool. MasTec and Quanta Services are benefiting from the data center buildout boom and power demand theme with earnings growth projections between 17% and 19.5% annually over the coming years. Stubhub also remains a buy recommendation with a 12-month price target of 16 dollars.
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