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Market guru Yardeni sees S&P 500 hitting 8,250 this year, highest among top Wall Street forecasters, as earnings bolster
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Yardeni Research President Ed Yardeni, who has been beating the drum about another Roaring Twenties since the decade began, is even more optimistic on stocks this year as recent earnings are driving a meltup.
Key facts
- Yardeni’s call now tops views at Oppenheimer (8,100), Deutsche Bank (8,000), Morgan Stanley (7,800), Citigroup (7,700), JPMorgan (7,600), and Goldman Sachs (7,600)
- He sees earnings per share among the large-cap companies coming in at $330 this year, up from an earlier view for $310, with 2027 EPS seen at $375, up from $350
- Similarly, his forecasts for S&P 500 revenue per share went by $100 for both 2026 and 2027 to $2,200 and $2,300, respectively, nearly matching the current consensus
- On Sunday, the market veteran hiked his year-end forecast for the S&P 500 to 8,250 from 7,700—making him the most bullish among top Wall Street forecasters
Summary
On Sunday, the market veteran hiked his year-end forecast for the S&P 500 to 8,250 from 7,700—making him the most bullish among top Wall Street forecasters. Yardeni’s call now tops views at Oppenheimer (8,100), Deutsche Bank (8,000), Morgan Stanley (7,800), Citigroup (7,700), JPMorgan (7,600), and Goldman Sachs (7,600). To be sure, some firms will likely boost their predictions as more earning roll in. Yardeni pointed out that while he has been upbeat on earnings, Wall Street is already ahead of him, even after lifting his outlook.