Very Early Thoughts on 2026

S10E1 - Very Early Thoughts on 2026

Published: September 15, 2025

Duration: 7:57

The big thing you need to know:

The big thing you need to know: We are introducing preliminary forecasts for the S&P 500 for 2026 of 7,100 (a 2H26 price target) and $297 (full-year 2026 S&P 500 EPS). We think they should be viewed as a very early indication of how our models are tracking at the moment.