Wall Street's 2026 outlook for stocks
View original at finance.yahoo.comWall Street's 2026 outlook for stocks It’s that time of year when Wall Street’s top strategists tell clients where they see the stock market heading in the year ahead…
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Current elevated multiples correctly anticipate above-trend earnings growth, an AI capex boom, rising shareholder payouts, and easier fiscal and monetary policies
80% confidenceS&P 500 will reach 8,000 by end of 2026
80% confidenceS&P 500 will reach 7,800 by end of 2026 with EPS of $317
80% confidenceInflation expected to remain above the Fed's 2% target rate in 2026
80% confidenceS&P 500 will reach 7,500 by end of 2026 with EPS of $300, suggesting another year of double-digit gains mirroring the late 1990s equity boom
80% confidenceS&P 500 will reach 7,100 by end of 2026 with EPS of $310, implying approximately 5% price return
80% confidenceThe price target should be viewed as a compass as opposed to a GPS
80% confidenceS&P 500 will reach 7,300 by end of 2026 with EPS of $310
80% confidenceThe standard deviation around the mean annual total return for the S&P 500 is nearly 20 percentage points
80% confidenceWe expect a pickup in earnings growth in 2026 to 14% from 10% in 2025, taking S&P 500 EPS to $320
80% confidenceS&P 500 will reach 7,500 by end of 2026 with EPS of $315
80% confidenceThe backdrop is positive for US assets — it's too early to call the bull run over
80% confidence2026 should be volatile since it is a mid-term election year, especially since a 'wave' is at stake
80% confidenceWe're in the midst of a new bull market and earnings cycle, especially for many of the lagging areas of the index
80% confidenceMagnificent 7 names expected to lead earnings surge but growth rate expected to cool from recent years
80% confidenceS&P 500 will reach 7,700 by end of 2026 with EPS of $310
80% confidenceS&P 500 will reach 7,500 by end of 2026 with EPS of $309, driven by approximately 14% earnings growth
80% confidenceFederal Reserve will continue to cut interest rates in 2026
80% confidenceS&P 500 will reach 7,800 by end of 2026 with EPS of $310
80% confidenceOne Big Beautiful Bill Act expected to add 0.9% to GDP
80% confidenceS&P 500 will reach 8,000 by end of 2026 with EPS of $320
80% confidenceConsensus calls for 14% earnings growth for S&P 500 in 2026
80% confidence2026 will be just another year of the Roaring 2020s
80% confidenceS&P 500 will reach 7,400 by end of 2026 with EPS of $305
80% confidenceValuations will rise a lot further before the bubble, if there is one, bursts
80% confidenceS&P 500 will reach 7,400 by end of 2026
80% confidenceMid-term election years since 1946 averaged 18% intra-year drawdown, highest of all four years of presidential cycle
80% confidenceS&P 500 will reach 7,750 by end of 2026 with EPS of $311
80% confidence