Data Brief - Major Brokerages' Predictions for the S&P 500 Index in 2026

路透社2026/10/06 09:36

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Stifel and Jefferies have updated their forecasts. Reuters, October 6 – Global brokerages expect the benchmark S&P 500 Index (.SPX) to extend its rally into 2026, betting on the momentum of artificial intelligence and strong corporate profits, while the war in Iran (link) continues to weigh on investor sentiment. Strategists predict robust AI-driven earnings will offset the short-term economic impacts of Middle East conflicts, though concerns about rising inflation and global energy supply disruptions persist. Major brokerages, including Goldman Sachs and Citigroup, expect the benchmark index to reach 8,000 points or higher by year-end. In contrast, BofA Global Research and Wells Fargo remain more cautious, with forecast levels (link) below the consensus. Here are some forecasts for the index's performance this year: Brokerage S&P 500 Target for 2026 BofA Global Research 7,400 Concord Financial 7,500 BNP Paribas 7,500 Wells Fargo 7,700 Evercore ISI 7,750 Seaport Research Partners 7,800 RBC Capital Markets 7,900 Stifel 7,900 Barclays 7,950 Jefferies 8,000 JPMorgan 8,000 Deutsche Bank 8,000 Société Générale 8,000 Goldman Sachs 8,000 Morgan Stanley 8,000 UBS Global Research 8,100 Oppenheimer Asset Management 8,100 Citigroup 8,100 UBS Global Wealth Management 8,100 HSBC 8,100 Wells Fargo Investment Institute 7,800-8,000 *UBS Global Research and UBS Global Wealth Management are two separate business divisions under UBS Group. *Wells Fargo Investment Institute is a wholly-owned subsidiary of Wells Fargo. (To facilitate non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translations may be inaccurate or lack necessary context, Reuters does not guarantee the accuracy of these texts and provides them only for reader convenience. Reuters accepts no liability for any damages or loss caused by the use of automated translation features.)

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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