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Barclays Upgrades S&P 500 Earnings Forecast, Sees 16% Gain

3/28/2026

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Summary

Story summary

Barclays strategists raised their 2026 S&P 500 earnings per share estimate to $321 from $305 and lifted the index price target to 7650, signaling a potential 16% gain.
They remain bullish on U.S. equities despite Iran-related economic challenges and high oil prices, citing strong nominal growth and a resilient tech sector.
Analysts say earnings estimates have risen even as the S&P 500 declined, indicating a possible market overreaction.

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Story summary

Barclays strategists raised their 2026 S&P 500 earnings per share estimate to $321 from $305 and lifted the index price target to 7650, signaling a potential 16% gain.
They remain bullish on U.S. equities despite Iran-related economic challenges and high oil prices, citing strong nominal growth and a resilient tech sector.
Analysts say earnings estimates have risen even as the S&P 500 declined, indicating a possible market overreaction.