Goldman Says It’s Time to Buy Tech. I’d Start With These Tech Deals

Goldman Sachs Chief Equity Strategist Peter Oppenheimer called the recent tech-sector sell-off a “buying opportunity,” saying depressed valuation metrics make U.S. tech attractive for long-term investors. The article highlights Goldman’s price targets — $120 for Netflix (implying ~16% upside from a cited ~$103) and $330 for Apple — and argues that lower P/E and PEG ratios present entry points. While noting risks from elevated AI capital expenditures and potential Middle East escalation, the piece frames tech as both a defensive and growth play amid improving market sentiment, suggesting the outlook could support gains in the US Tech 100 and related tech names.