BARCLAYS LIFTS S&P 500 TARGETS ON AI EARNINGS STRENGTH
Barclays raised its S&P 500 targets, citing strong earnings momentum, AI-driven growth, and resilient corporate performance despite labor and trade risks.🔸 2025 target: 6,450 (EPS $268, up from $262)🔸 2026 target: 7,000 (EPS $295, up from $285)Big Tech and Financials are driving gains, while tariff impacts and new tax provisions remain manageable. Barclays sees Fed rate cuts providing support, though it flags labor market weakness as a risk.Sector views: Tech and Financials upgraded to Positive; Healthcare and Materials cut to Neutral; Consumer, Industrials, and Energy remain Negative.Consensus EPS forecasts are seen as too high ($269 vs. Barclays’ $268 in 2025; $307 vs. $295 in 2026).Barclays’ bull case: EPS $273 (2025), $309 (2026). Bear case: $260 and $278.The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments