In a recent market report, Goldman Sachs (GS) analysts pointed to several stocks they see as well placed for earnings growth in 2025. The list spans retail, finance, telecom, and software, and the firm highlights steady demand, market share gains, and stronger balance sheets as reasons to stay positive.
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Ollie’s Bargain Outlet
First is Ollie’s Bargain Outlet (OLLI), which stands out after a solid earnings report in August. The discount chain beat estimates on both revenue and profit. Furthermore, its loyalty program, called Ollie’s Army, continues to attract new shoppers. The company also benefits as weaker rivals exit the space. Shares are up about 21% this year.
Walmart
Next is Walmart (WMT), which delivered revenue above forecasts, although its margins came in lighter than expected. Even so, analysts expect profit to improve as consumer headwinds ease. Additionally, e-commerce sales and back-to-school demand are expected to contribute. Shares have climbed more than 12% in 2025.
Porch Group
Porch Group (PRCH), a software platform for homeowner and consumer services, is another name on the list. Despite past hurdles, management has shifted focus toward profit. Moreover, the company’s entry into homeowner insurance is seen as a major chance for growth. Shares have surged about 270% this year.
Charles Schwab
Charles Schwab (SCHW) is also on the list, with analysts citing strong earnings momentum. Rising net interest income and reduced borrowings could support growth through the end of 2025. Hedging steps have lowered its risk to short-term rates, which helps steady the outlook. Shares have climbed 25% in 2025.
T-Mobile
Finally, T-Mobile (TMUS) is expected to post an industry-leading 7% EBITDA growth rate over five years. The telecom group maintains leadership in mobile service while also pushing into fiber. Although the stock trades at a premium, Goldman Sachs notes that the pace of growth supports this view. Shares have risen over 15% so far in 2025.
