Based on current estimates, about 80% of the 8% expected S&P 500 earnings growth for the quarter will be driven by the technology sector, which excludes several leading AI players including Alphabet, Amazon, and Meta.
Dietz & Lynch Capital
Each of the 11 S&P 500 sectors is expected to show earnings up at least 7% in 2026.
1330 & 101.5 WHBL
Overall S&P 500 EPS is projected to rise 8.8% year over year, or 9.1% excluding the Energy sector.
Stock Market Update
S&P 500 companies in aggregate grew earnings at a double-digit pace in 2025 and have the potential to do so again in 2026, bolstering stock performance.
Wealth Management Midwest
S&P 500 companies in aggregate grew earnings at a double-digit pace in 2025 and have the potential do so again in 2026, bolstering stock performance.
ACH Investment Group, Inc
Morgan Stanley echoes a positive but tempered outlook, suggesting that U.S. equities will outperform global peers, a reversal from last year, with the S&P 500 projected to rise to about 7,800.
Advisorpedia
In 2026, AI's trajectory will be shaped by four realities: technical and economic limits, the need for new approaches beyond scaling, enterprise adoption moving from pilots to P & L scrutiny and AI becoming a voting issue in American politics.
Forbes
Earnings and economic growth are expected to accelerate, stocks are attractively valued relative to the S&P 500 index and a weak U.S. dollar could support higher returns.
Schwab Brokerage
AI is highly capital-intensive: S&P estimates the four largest hyperscalers (builders of infrastructure) will spend $2 trillion in capital expenditure by 2030.
ABN AMRO Bank
With valuations higher than in recent years, results will matter more than stories, and consensus expectations call for earnings growth of nearly 14% for the S&P 500, supported by sustained investment in artificial intelligence, automation, cloud infrastructure and digital transformation.
BNN Bloomberg
The best brands of 2026 will consider having a ticketing line item on their P & L.
Common Thread Collective
The Magnificent Seven has been responsible for more than half of S&P 500 earnings growth the past few quarters and will likely continue to play a significant role in growing earnings in 2026.
Tortuga Wealth Management
We could envision a path to 7,800 (roughly 13% upside from current prices) by year-end 2026, based on 24 times $325 in S&P 500 EPS, in the event of more significant productivity gains from AI investment.
Tortuga Wealth Management
The S&P 500 is expected to grow earnings 15% in 2026, up from a little over 12% in 2025 and well above the 10-year average of 8.6%.
Investopedia
Wall Street analysts expect S&P 500 earnings growth to accelerate in 2026, driven by strength in the technology sector as the artificial intelligence boom continues.
Yahoo Finance
S&P 500 earnings growth will accelerate to 15.5% in 2026.
Nasdaq
The S&P 500 could reach 9,000 in 2026 if trade policy uncertainty dissipates, artificial intelligence boosts productivity, and the Federal Reserve cuts interest rates more than expected.
Nasdaq
The S&P 500 could hit 8,200 in 2026 if earnings impress and cooling inflation enables the Federal Reserve to cut interest rates more than twice.
Nasdaq
For investors, the coming weeks will determine whether the S&P 500 can sustain its momentum in an era of AI efficiency or whether defensive positioning will prevail.
Ainvest
AI sectors show quadrupled productivity gains but face valuation risks as $520 B hyperscaler investments drive 9% S&P 500 earnings growth.
Ainvest
The Agentic AI trend - where autonomous AI agents handle complex business processes - is moving from the pilot phase to full-scale deployment, a shift that could redefine productivity metrics across the S&P 500.
Whittier Daily News
Last updated: 26 January 2026
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