"The presumption is a breakout. We're looking for a move to about $210," said Worth. "Goldman has lagged the group—financials—and the market. We like it a lot."
If all the other stocks in the Dow remain the same price, the Dow could move 113 points higher if Goldman reached Worth's $210 price target.
For those wanting to play Goldman to the upside, CNBC contributor Mike Khouw recommends buying July 195-strike calls.
"There is a lot of potential if volatility and rising rates kick in," Khouw said, noting that the stock has swung around in a range between $175 and $195 since October 2014. "It moves around a little bit but you can still go out and buy the July 195 calls for just $7 which is a relatively small amount. You're talking about 3.5 percent of the current stock price for something that has moved significantly more than that in much shorter periods of time."
For Khouw's trade to make money, Goldman shares would have to trade above $202 in the next four months. That would be roughly $5 above its 52-week highs, a level not seen since 2007, just before the financial crisis.