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Data compiled by Bank of America showed that earnings growth for S&P 500 Index constituents is expected to slow from 2026 in the second half of 25%to 28%, slowing to 2027 in the first half of 18%。
Goldman Sachs upgraded its rating on global equities for the next 3 months from “Neutral” to “Overweight,” and upgraded its rating on government bonds for the next 12 months to “Overweight.” The bank expects third-quarter earnings for S&P 500 constituents to grow year on year by 27%。
Goldman Sachs strategists upgraded their rating on equities for the next 3 months from neutral to overweight, saying that the corporate earnings outlook is solid and that the recent decline in valuations has improved the risk-reward profile ahead of earnings season.
BlockBeats reported that the US stock market’s Q3 earnings season is about to begin, and the market will assess AI the impact of returns on investment, demand expansion, and high financing costs on corporate earnings. Large banks, major technology companies, and some crypto companies are expected to disclose their earnings reports in succession.
Tom Lee said that third-quarter earnings growth for S&P 500 constituent companies may approach 30%, with earnings expectations raised by more than the index's gain, indicating that valuation multiples have declined.
BlockBeats, citing the Financial Times, reported that Goldman Sachs expects AI infrastructure-related companies to drive 500 S&P constituent companies’September quarterly earnings to grow year over year by 27%。